McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership140,424 shares
Latest Disclosed Value $ 43,642,473
D.a. Davidson & Co. reports 2.50% decrease in ownership of MCD / McDonald's Corporation

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 140,424 shares of McDonald's Corporation (CH:MCD) valued at $43,642,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 144,024 shares of McDonald's Corporation. This represents a change in shares of -2.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 140,424 -3,600 -2.50 43,642 -0.85 0.2646
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 144,024 532 0.37 44,018 0.94 0.2696
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 143,492 3,774 2.70 43,606 6.82 0.2790
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 139,718 18,895 15.64 40,822 8.16 0.2874
2025-04-28 2025-03-31 13F MCDONALDS COM 580135101 120,823 1,168 0.98 37,742 8.81 0.3031
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 119,655 9,169 8.30 34,687 3.10 0.2822
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 110,486 125 0.11 33,644 19.63 0.2778
2024-08-01 2024-06-30 13F MCDONALDS COM 580135101 110,361 3,745 3.51 28,123 -6.44 0.2493
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 106,616 -859 -0.80 30,060 -5.67 0.2708
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 107,475 28 0.03 31,868 12.58 0.3124
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 107,447 -7 -0.01 28,306 -11.73 0.3072
2023-08-11 2023-06-30 13F MCDONALDS COM 580135101 107,454 2,250 2.14 32,066 9.06 0.3386
2023-04-25 2023-03-31 13F MCDONALDS COM 580135101 105,204 -2,938 -2.72 29,401 3.09 0.3307
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 108,142 -353 -0.33 28,521 13.77 0.3364
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 108,495 142 0.13 25,069 -6.28 0.3283
2022-07-28 2022-06-30 13F MCDONALDS COM 580135101 108,353 1,342 1.25 26,750 1.09 0.3360
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 107,011 -590 -0.55 26,462 -8.24 0.2883
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 107,601 1,153 1.08 28,837 12.35 0.3073
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 106,448 488 0.46 25,666 4.86 0.2978
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 105,960 -3,374 -3.09 24,476 -0.12 0.2870
2021-05-07 2021-03-31 13F MCDONALDS COM 580135101 109,334 20,744 23.42 24,506 29.11 0.3135
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 88,590 1,654 1.90 18,981 -0.53 0.2901
2020-11-02 2020-09-30 13F MCDONALDS COM 580135101 86,936 938 1.09 19,082 20.28 0.3321
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 85,998 -16,217 -15.87 15,864 -6.29 0.2962
2020-05-05 2020-03-31 13F MCDONALDS COM 580135101 102,215 3,715 3.77 16,928 -13.00 0.3304
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 98,500 5,140 5.51 19,458 -2.93 0.3145
2019-11-05 2019-09-30 13F MCDONALDS COM 580135101 93,360 578 0.62 20,045 4.04 0.3592
2019-08-13 2019-06-30 13F MCDONALDS COM 580135101 92,782 -7,292 -7.29 19,267 1.86 0.3589
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 100,074 94 0.09 18,916 6.55 0.3251
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 99,980 1,924 1.96 17,754 8.23 0.3462
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 98,056 4,762 5.10 16,404 12.22 0.2919
2018-08-02 2018-06-30 13F MCDONALDS COM 580135101 93,294 1,824 1.99 14,618 2.20 0.2865
2018-05-04 2018-03-31 13F MCDONALDS COM 580135101 91,470 3,167 3.59 14,304 -5.89 0.2956
2018-02-08 2017-12-31 13F MCDONALDS COM 580135101 88,303 2,943 3.45 15,199 13.65 0.3187
2017-11-08 2017-09-30 13F MCDONALDS COM 580135101 85,360 -1,857 -2.13 13,374 0.12 0.2624
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 87,217 870 1.01 13,358 19.36 0.3017
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 86,347 1,917 2.27 11,191 8.95 0.2714
2017-02-15 2016-12-31 13F MCDONALDS COM 580135101 84,430 -7,153 -7.81 10,272 -2.74 0.2330
2016-11-18 2016-09-30 13F/A-1 MCDONALDS COM 580135101 91,583 -531 -0.58 10,561 -4.70 0.2628
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 91,583 10,561
2016-08-13 2016-06-30 13F MCDONALDS COM 580135101 92,114 -11,528 -11.12 11,082 -14.90 0.3261
2016-05-13 2016-03-31 13F MCDONALDS COM 580135101 103,642 -113,906 -52.36 13,023 -49.32 0.4056
2016-02-12 2015-12-31 13F MCDONALDS COM 580135101 217,548 -20,670 -8.68 25,699 9.50 0.8372
2015-11-13 2015-09-30 13F MCDONALDS COM 580135101 238,218 4,236 1.81 23,470 5.52 0.8214
2015-08-14 2015-06-30 13F MCDONALDS COM 580135101 233,982 7,967 3.52 22,242 1.01 0.7309
2015-05-06 2015-03-31 13F MCDONALDS COM 580135101 226,015 12,495 5.85 22,019 10.07 0.7227
2015-02-12 2014-12-31 13F MCDONALDS COM 580135101 213,520 6,596 3.19 20,005 1.98 0.6540
2014-11-12 2014-09-30 13F MCDONALDS COM 580135101 206,924 11,254 5.75 19,617 -0.47 0.6648
2014-07-29 2014-06-30 13F MCDONALDS COM 580135101 195,670 14,686 8.11 19,710 11.12 0.6675
2014-05-05 2014-03-31 13F MCDONALDS COM 580135101 180,984 13,113 7.81 17,738 8.92 0.6341
2014-02-13 2013-12-31 13F/A-1 MCDONALDS COM 580135101 167,871 44,890 36.50 16,286 37.67 0.6083
2014-02-12 2013-12-31 13F MCDONALDS COM 580135101 167,871 16,286
2013-11-14 2013-09-30 13F MCDONALDS COM 580135101 122,981 10,673 9.50 11,830 6.42 0.5322
2013-08-16 2013-06-30 13F MCDONALDS COM 580135101 112,308 112,308 11,116 0.5367
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.