McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionEvergreen Capital Management Llc
Latest Disclosed Ownership15,820 shares
Latest Disclosed Value $ 4,916,842
Evergreen Capital Management Llc reports 22.01% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Evergreen Capital Management Llc filed a 13F-HR form disclosing ownership of 15,820 shares of McDonald's Corporation (CH:MCD) valued at $4,916,842 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 12,966 shares of McDonald's Corporation. This represents a change in shares of 22.01% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 15,820 2,854 22.01 4,917 24.08 0.0836
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 12,966 1,602 14.10 3,963 14.74 0.0885
2025-10-28 2025-09-30 13F MCDONALDS COM 580135101 11,364 1,128 11.02 3,453 15.48 0.0821
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 10,236 -746 -6.79 2,991 -12.83 0.0899
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 10,982 -1,656 -13.10 3,430 -6.36 0.1151
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 12,638 309 2.51 3,664 -2.42 0.1192
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 12,329 210 1.73 3,754 21.57 0.1260
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 12,119 -36 -0.30 3,088 -9.89 0.1118
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 12,155 374 3.17 3,427 -1.89 0.1296
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 11,781 -632 -5.09 3,493 6.82 0.1427
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 12,413 -564 -4.35 3,270 -15.55 0.1433
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 12,977 621 5.03 3,873 12.10 0.1617
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 12,356 1,228 11.04 3,455 17.80 0.1552
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 11,128 -752 -6.33 2,933 6.97 0.1379
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 11,880 591 5.24 2,741 -1.65 0.1432
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 11,289 -1,321 -10.48 2,787 -10.62 0.1449
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 12,610 -228 -1.78 3,118 -9.39 0.1269
2022-03-11 2021-12-31 13F MCDONALDS COM 580135101 12,838 2,021 18.68 3,441 31.94 0.1377
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 10,817 2,335 27.53 2,608 33.13 0.1178
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 8,482 281 3.43 1,959 6.58 0.0937
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 8,201 1,498 22.35 1,838 27.82 0.0942
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 6,703 -18 -0.27 1,438 -2.51 0.0841
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 6,721 -156 -2.27 1,475 16.23 0.1019
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 6,877 -700 -9.24 1,269 1.28 0.0961
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 7,577 -639 -7.78 1,253 -22.84 0.1170
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 8,216 1,249 17.93 1,624 8.56 0.1352
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 6,967 4 0.06 1,496 3.46 0.1395
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 6,963 3,740 116.04 1,446 136.27 0.1378
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 3,223 694 27.44 612 36.30 0.0614
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 2,529 -87 -3.33 449 2.51 0.0470
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 2,616 60 2.35 438 9.50 0.0388
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 2,556 56 2.24 400 2.30 0.0375
2018-05-10 2018-03-31 13F MCDONALDS COM 580135101 2,500 1,326 112.95 391 93.56 0.0375
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 1,174 1,174 202 0.0204
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.