McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership77,996 shares
Latest Disclosed Value $ 24,240,377
Gotham Asset Management, LLC reports 59.20% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 77,996 shares of McDonald's Corporation (CH:MCD) valued at $24,240,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 48,992 shares of McDonald's Corporation. This represents a change in shares of 59.20% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 77,996 29,004 59.20 24,240 61.89 0.0742
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 48,992 27,117 123.96 14,973 125.26 0.0547
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 21,875 -19,789 -47.50 6,648 -45.39 0.0289
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 41,664 15,072 56.68 12,173 46.54 0.0728
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 26,592 -4,123 -13.42 8,307 -6.71 0.0693
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 30,715 -3,337 -9.80 8,904 -14.14 0.0844
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 34,052 -14,074 -29.24 10,369 -15.45 0.1073
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 48,126 115 0.24 12,264 -9.40 0.1588
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 48,011 6,538 15.76 13,537 10.08 0.2044
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 41,473 6,711 19.31 12,297 34.29 0.2281
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 34,762 10,583 43.77 9,158 26.92 0.1892
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 24,179 -4,245 -14.93 7,215 -9.21 0.1569
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 28,424 -20,823 -42.28 7,948 -38.77 0.1927
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 49,247 -1,244 -2.46 12,978 11.40 0.3652
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 50,491 21,789 75.91 11,650 64.41 0.3489
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 28,702 -15,162 -34.57 7,086 -34.67 0.2276
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 43,864 -4,086 -8.52 10,847 -15.61 0.3358
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 47,950 16,982 54.84 12,854 72.14 0.4147
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 30,968 10,699 52.79 7,467 59.48 0.3028
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 20,269 -12,366 -37.89 4,682 -35.99 0.1984
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 32,635 -18,511 -36.19 7,315 -33.35 0.3263
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 51,146 -181 -0.35 10,975 -2.58 0.3630
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 51,327 -28,268 -35.51 11,266 -23.27 0.3618
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 79,595 -14,577 -15.48 14,683 -5.70 0.4394
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 94,172 11,807 14.33 15,571 -4.33 0.4324
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 82,365 44,653 118.41 16,276 101.01 0.2988
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 37,712 -79,349 -67.78 8,097 -66.69 0.1431
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 117,061 -15,418 -11.64 24,309 -3.37 0.3879
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 132,479 -23,504 -15.07 25,158 -9.17 0.3685
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 155,983 -49,134 -23.95 27,698 -19.28 0.4304
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 205,117 142,285 226.45 34,314 248.54 0.4739
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 62,832 -141,025 -69.18 9,845 -69.12 0.1423
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 203,857 143,562 238.10 31,879 207.18 0.4459
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 60,295 -27,831 -31.58 10,378 -24.84 0.1507
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 88,126 -70,450 -44.43 13,808 -43.15 0.2027
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 158,576 -202,597 -56.09 24,288 -48.12 0.3406
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 361,173 204,335 130.28 46,812 145.22 0.5943
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 156,838 -29,865 -16.00 19,090 -11.37 0.2458
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 186,703 156,167 511.42 21,538 486.07 0.2805
2016-08-15 2016-06-30 13F MCDONALDS COM 580135101 30,536 -32,796 -51.78 3,675 -53.83 0.0441
2016-05-16 2016-03-31 13F MCDONALDS COM 580135101 63,332 59,612 1,602.47 7,960 1,713.21 0.0892
2016-02-16 2015-12-31 13F MCDONALDS COM 580135101 3,720 -10,943 -74.63 439 -69.62 0.0048
2015-11-16 2015-09-30 13F MCDONALDS COM 580135101 14,663 -29,071 -66.47 1,445 -65.25 0.0141
2015-08-14 2015-06-30 13F MCDONALDS COM 580135101 43,734 -12,046 -21.60 4,158 -23.50 0.0348
2015-05-15 2015-03-31 13F MCDONALDS COM 580135101 55,780 -386,832 -87.40 5,435 -86.90 0.0415
2015-02-17 2014-12-31 13F MCDONALDS COM 580135101 442,612 401,483 976.16 41,473 963.68 0.3357
2014-11-14 2014-09-30 13F MCDONALDS COM 580135101 41,129 -11,408 -21.71 3,899 -26.34 0.0388
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 52,537 -91,405 -63.50 5,293 -62.49 0.0662
2014-05-15 2014-03-31 13F MCDONALDS COM 580135101 143,942 91,062 172.20 14,111 175.01 0.2125
2014-02-14 2013-12-31 13F MCDONALDS COM 580135101 52,880 44,011 496.23 5,131 501.52 0.1221
2013-11-14 2013-09-30 13F MCDONALDS COM 580135101 8,869 6,033 212.73 853 203.56 0.0277
2013-08-15 2013-06-30 13F/A-1 MCDONALDS COM 580135101 2,836 2,836 281 0.0120
2013-08-14 2013-06-30 13F MCDONALDS COM 580135101 2,836 281 0.0120
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.