McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionHighview Capital Management LLC/DE/
Latest Disclosed Ownership1,271 shares
Latest Disclosed Value $ 395,014
Highview Capital Management LLC/DE/ reports 1.55% decrease in ownership of MCD / McDonald's Corporation

On May 8, 2026 - Highview Capital Management LLC/DE/ filed a 13F-HR form disclosing ownership of 1,271 shares of McDonald's Corporation (CH:MCD) valued at $395,014 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,291 shares of McDonald's Corporation. This represents a change in shares of -1.55% 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)
2026-05-08 2026-03-31 13F MCDONALDS COM 580135101 1,271 -20 -1.55 395 0.25 0.1436
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 1,291 88 7.32 395 7.95 0.1392
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 1,203 -4,567 -79.15 366 -78.34 0.1344
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 5,770 4,567 379.63 1,686 349.33 0.6507
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 1,203 0 0.00 376 7.76 0.1573
2025-02-18 2024-12-31 13F/A-1 MCDONALDS COM 580135101 1,203 0 0.00 349 -4.92 0.1339
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 1,203 0 349 0.1355
2024-10-25 2024-09-30 13F MCDONALDS COM 580135101 1,203 0 0.00 366 19.61 0.1489
2024-07-29 2024-06-30 13F MCDONALDS COM 580135101 1,203 0 0.00 307 -9.73 0.1274
2024-04-26 2024-03-31 13F MCDONALDS COM 580135101 1,203 -1,876 -60.93 339 -62.83 0.1526
2024-01-29 2023-12-31 13F MCDONALDS COM 580135101 3,079 50 1.65 913 14.43 0.4862
2023-10-20 2023-09-30 13F MCDONALDS COM 580135101 3,029 -1,748 -36.59 798 -44.07 0.4564
2023-07-19 2023-06-30 13F MCDONALDS COM 580135101 4,777 -699 -12.76 1,426 -6.92 0.7674
2023-04-26 2023-03-31 13F MCDONALDS COM 580135101 5,476 101 1.88 1,531 8.12 0.8845
2023-01-30 2022-12-31 13F MCDONALDS COM 580135101 5,375 225 4.37 1,416 19.19 0.8622
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 5,150 367 7.67 1,188 0.59 0.8812
2022-07-25 2022-06-30 13F MCDONALDS COM 580135101 4,783 370 8.38 1,181 8.25 0.9077
2022-04-28 2022-03-31 13F MCDONALDS COM 580135101 4,413 495 12.63 1,091 3.90 0.7012
2022-01-28 2021-12-31 13F MCDONALDS COM 580135101 3,918 3,918 1,050 0.6809
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.