McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionHarbour Capital Advisors, LLC
Latest Disclosed Ownership2,942 shares
Latest Disclosed Value $ 882,806
Harbour Capital Advisors, LLC reports 15.74% increase in ownership of MCD / McDonald's Corporation

On April 29, 2026 - Harbour Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 2,942 shares of McDonald's Corporation (CH:MCD) valued at $882,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,542 shares of McDonald's Corporation. This represents a change in shares of 15.74% 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)
2026-04-29 2026-03-31 13F MCDONALDS COM 580135101 2,942 400 15.74 883 14.55 0.1682
2026-01-07 2025-12-31 13F MCDONALDS COM 580135101 2,542 -750 -22.78 771 -21.03 0.1569
2025-10-09 2025-09-30 13F MCDONALDS COM 580135101 3,292 -30 -0.90 975 -0.31 0.1996
2025-07-11 2025-06-30 13F MCDONALDS COM 580135101 3,322 -150 -4.32 979 -11.49 0.2062
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 3,472 -70 -1.98 1,105 5.84 0.2732
2025-01-13 2024-12-31 13F MCDONALDS COM 580135101 3,542 0 0.00 1,044 -2.97 0.2328
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 3,542 0 0.00 1,076 21.58 0.2483
2024-07-12 2024-06-30 13F MCDONALDS COM 580135101 3,542 0 0.00 885 -9.97 0.2101
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 3,542 30 0.85 984 -4.84 0.2437
2024-01-05 2023-12-31 13F MCDONALDS COM 580135101 3,512 0 0.00 1,034 11.68 0.2835
2023-10-05 2023-09-30 13F MCDONALDS COM 580135101 3,512 0 0.00 925 -10.63 0.2774
2023-07-10 2023-06-30 13F MCDONALDS COM 580135101 3,512 -250 -6.65 1,035 -1.52 0.3054
2023-04-19 2023-03-31 13F MCDONALDS COM 580135101 3,762 0 0.00 1,052 5.73 0.3179
2023-01-13 2022-12-31 13F MCDONALDS COM 580135101 3,762 0 0.00 994 12.44 0.3345
2022-10-19 2022-09-30 13F MCDONALDS COM 580135101 3,762 0 0.00 884 -4.84 0.3066
2022-07-20 2022-06-30 13F MCDONALDS COM 580135101 3,762 0 0.00 929 -0.11 0.3028
2022-04-11 2022-03-31 13F MCDONALDS COM 580135101 3,762 -50 -1.31 930 -9.00 0.2544
2022-01-12 2021-12-31 13F MCDONALDS COM 580135101 3,812 0 0.00 1,022 11.21 0.2513
2021-10-13 2021-09-30 13F MCDONALDS COM 580135101 3,812 -60 -1.55 919 2.80 0.2419
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 3,872 0 0.00 894 3.00 0.2401
2021-04-12 2021-03-31 13F MCDONALDS COM 580135101 3,872 3,872 868 0.2555
2021-01-12 2020-12-31 13F MCDONALDS COM 580135101 0 -3,149 -100.00 0 -100.00
2020-10-09 2020-09-30 13F MCDONALDS COM 580135101 3,149 0 0.00 691 18.93 0.2526
2020-07-21 2020-06-30 13F MCDONALDS COM 580135101 3,149 -200 -5.97 581 4.87 0.2355
2020-04-08 2020-03-31 13F MCDONALDS COM 580135101 3,349 -189 -5.34 554 -20.74 0.2817
2020-01-22 2019-12-31 13F MCDONALDS COM 580135101 3,538 -212 -5.65 699 -13.17 0.2678
2019-10-30 2019-09-30 13F MCDONALDS COM 580135101 3,750 -124 -3.20 805 0.12 0.3404
2019-07-10 2019-06-30 13F MCDONALDS COM 580135101 3,874 -137 -3.42 804 5.51 0.3447
2019-04-24 2019-03-31 13F MCDONALDS COM 580135101 4,011 -157 -3.77 762 2.97 0.3365
2019-01-23 2018-12-31 13F MCDONALDS COM 580135101 4,168 126 3.12 740 9.47 0.3675
2018-11-07 2018-09-30 13F MCDONALDS COM 580135101 4,042 -235 -5.49 676 0.75 0.2722
2018-07-11 2018-06-30 13F MCDONALDS COM 580135101 4,277 -47 -1.09 671 -0.74 0.2874
2018-04-18 2018-03-31 13F MCDONALDS COM 580135101 4,324 22 0.51 676 -8.65 0.2877
2018-01-24 2017-12-31 13F MCDONALDS COM 580135101 4,302 -342 -7.36 740 1.65 0.3072
2017-11-08 2017-09-30 13F MCDONALDS COM 580135101 4,644 -365 -7.29 728 -5.08 0.3174
2017-08-01 2017-06-30 13F/A-1 MCDONALDS COM 580135101 5,009 -1,020 -16.92 767 -1.79 0.3809
2017-07-27 2017-06-30 13F MCDONALDS COM 580135101 767,178 761,149 5,009
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 6,029 -485 -7.45 781 -1.51 0.3566
2017-02-03 2016-12-31 13F MCDONALDS COM 580135101 6,514 -167 -2.50 793 2.85 0.5685
2016-11-09 2016-09-30 13F MCDONALDS COM 580135101 6,681 -100 -1.47 771 -5.51 0.4827
2016-08-26 2016-06-30 13F MCDONALDS COM 580135101 6,781 -315 -4.44 816 -8.52 0.4583
2016-09-13 2016-03-31 13F MCDONALDS COM 580135101 7,096 -95 -1.32 892 4.94 0.5075
2016-10-03 2015-12-31 13F MCDONALDS COM 580135101 7,191 -725 -9.16 850 8.97 0.4628
2016-10-12 2015-09-30 13F MCDONALDS COM 580135101 7,916 -110 -1.37 780 2.23 0.5521
2016-10-27 2015-06-30 13F MCDONALDS COM 580135101 8,026 175 2.23 763 -0.26 0.4762
2016-11-28 2015-03-31 13F MCDONALDS COM 580135101 7,851 -300 -3.68 765 0.13 0.5338
2016-12-05 2014-12-31 13F MCDONALDS COM 580135101 8,151 -4,789 -37.01 764 -37.73 0.5475
2016-12-19 2014-09-30 13F MCDONALDS COM 580135101 12,940 635 5.16 1,227 -1.05 1.0141
2016-12-30 2014-06-30 13F MCDONALDS CL C 580135101 12,305 2,335 23.42 1,240 26.92 0.9739
2017-01-18 2014-03-31 13F MCDONALDS COM 580135101 9,970 2,433 32.28 977 33.65 0.9254
2017-03-21 2013-12-31 13F MCDONALDS COM 580135101 7,537 415 5.83 731 6.72 0.6455
2017-06-20 2013-09-30 13F MCDONALDS COM 580135101 7,122 -115 -1.59 685 -4.33 0.7489
2017-06-20 2013-06-30 13F MCDONALDS COM 580135101 7,237 1,969 37.38 716 36.38 0.9025
2017-06-20 2013-03-31 13F MCDONALDS COM 580135101 5,268 5,268 525 0.9291
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.