McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionJag Capital Management, Llc
Latest Disclosed Ownership1,372 shares
Latest Disclosed Value $ 426,510
Jag Capital Management, Llc ownership in MCD / McDonald's Corporation

On May 6, 2026 - Jag Capital Management, Llc filed a 13F-HR form disclosing ownership of 1,372 shares of McDonald's Corporation (CH:MCD) valued at $426,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,372 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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)
2026-05-06 2026-03-31 13F McDonalds COM 580135101 1,372 0 0.00 427 1.67 0.0480
2026-02-06 2025-12-31 13F McDonalds COM 580135101 1,372 44 3.31 419 3.97 0.0455
2025-11-10 2025-09-30 13F McDonalds COM 580135101 1,328 -100 -7.00 404 -3.36 0.0442
2025-07-28 2025-06-30 13F McDonalds COM 580135101 1,428 352 32.71 417 24.11 0.0467
2025-04-24 2025-03-31 13F McDonalds COM 580135101 1,076 0 0.00 336 8.04 0.0448
2025-02-06 2024-12-31 13F McDonalds COM 580135101 1,076 -130 -10.78 312 -15.26 0.0435
2024-11-04 2024-09-30 13F McDonalds COM 580135101 1,206 0 0.00 367 19.54 0.0443
2024-07-30 2024-06-30 13F McDonalds COM 580135101 1,206 -2,320 -65.80 307 -69.11 0.0421
2024-05-01 2024-03-31 13F McDonalds COM 580135101 3,526 -230 -6.12 994 -10.69 0.1407
2024-02-08 2023-12-31 13F McDonalds COM 580135101 3,756 -7,214 -65.76 1,114 -61.47 0.1706
2023-11-15 2023-09-30 13F McDonalds COM 580135101 10,970 7,300 198.91 2,890 163.84 0.3486
2023-09-07 2023-06-30 13F/A-2 McDonalds COM 580135101 3,670 0 0.00 1,095 6.73 0.1266
2023-08-11 2023-06-30 13F McDonalds COM 580135101 3,670 0 1,095 0.1264
2023-09-07 2023-03-31 13F/A-2 McDonalds COM 580135101 3,670 -840 -18.63 1,026 -13.64 0.1327
2023-09-01 2023-03-31 13F/A-1 McDonalds COM 580135101 3,670 -840 1,026 0.1299
2023-05-10 2023-03-31 13F McDonalds COM 580135101 3,670 0 1,026 0.1302
2023-09-07 2022-12-31 13F/A-3 McDonalds COM 580135101 4,510 840 22.89 1,189 40.26 0.1723
2023-09-01 2022-12-31 13F/A-2 McDonalds COM 580135101 4,510 840 1,189 0.1681
2023-02-08 2022-12-31 13F McDonalds COM 580135101 3,670 0 967 0.1354
2022-11-14 2022-09-30 13F McDonalds COM 580135101 3,670 73 2.03 847 -4.62 0.1183
2022-08-01 2022-06-30 13F McDonalds COM 580135101 3,597 543 17.78 888 29.64 0.1097
2022-05-11 2022-03-31 13F McDonalds COM 580135101 3,054 -546 -15.17 685 -29.02 0.0678
2022-02-14 2021-12-31 13F McDonalds COM 580135101 3,600 40 1.12 965 12.47 0.0740
2021-11-01 2021-09-30 13F/A-1 McDonalds COM 580135101 3,560 504 16.49 858 21.53 0.0669
2021-10-21 2021-09-30 13F McDonalds COM 580135101 3,560 504 858 0.0389
2021-07-23 2021-06-30 13F McDonalds COM 580135101 3,056 2 0.07 706 3.07 0.0554
2021-04-23 2021-03-31 13F McDonalds COM 580135101 3,054 -20 -0.65 685 3.79 0.0605
2021-02-01 2020-12-31 13F McDonalds COM 580135101 3,074 -169 -5.21 660 -7.30 0.0595
2020-10-21 2020-09-30 13F McDonalds COM 580135101 3,243 515 18.88 712 41.55 0.0736
2020-07-23 2020-06-30 13F McDonalds COM 580135101 2,728 -15 -0.55 503 10.79 0.0588
2020-04-16 2020-03-31 13F McDonalds COM 580135101 2,743 -335 -10.88 454 -25.33 0.0669
2020-01-27 2019-12-31 13F McDonalds COM 580135101 3,078 250 8.84 608 0.16 0.0690
2019-10-24 2019-09-30 13F McDonalds COM 580135101 2,828 -20 -0.70 607 2.71 0.0733
2019-07-22 2019-06-30 13F McDonalds COM 580135101 2,848 1,518 114.14 591 133.60 0.0667
2019-04-15 2019-03-31 13F McDonalds COM 580135101 1,330 0 0.00 253 7.20 0.0413
2019-01-16 2018-12-31 13F/A-1 McDonalds COM 580135101 1,330 0 222 0.0363
2019-01-16 2018-12-31 13F/A-2 McDonalds COM 580135101 1,330 0 0.00 236 6.31 0.0481
2019-01-16 2018-12-31 13F McDonalds COM 580135101 1,330 222
2018-10-23 2018-09-30 13F McDonalds COM 580135101 1,330 0 0.00 222 6.73 0.0363
2018-07-20 2018-06-30 13F McDonalds COM 580135101 1,330 -2,595 -66.11 208 -66.12 0.0357
2018-04-25 2018-03-31 13F/A-1 McDonalds COM 580135101 3,925 0 0.00 614 -9.17 0.1135
2018-04-23 2018-03-31 13F McDonalds COM 580135101 3,925 0 614
2018-01-23 2017-12-31 13F McDonalds COM 580135101 3,925 0 0.00 676 9.92 0.1268
2017-10-16 2017-09-30 13F McDonalds COM 580135101 3,925 -335 -7.86 615 -5.67 0.1153
2017-07-24 2017-06-30 13F McDonalds COM 580135101 4,260 645 17.84 652 39.02 0.1303
2017-04-24 2017-03-31 13F/A-1 McDonalds COM 580135101 3,615 0 0.00 469 6.59 0.0971
2017-04-21 2017-03-31 13F McDonalds COM 580135101 3,615 440
2017-01-19 2016-12-31 13F McDonalds COM 580135101 3,615 0 0.00 440 5.52 0.0891
2016-10-20 2016-09-30 13F McDonalds COM 580135101 3,615 1,950 117.12 417 108.50 0.0816
2016-07-20 2016-06-30 13F McDonalds COM 580135101 1,665 -66 -3.81 200 -8.26 0.0432
2016-04-27 2016-03-31 13F McDonalds COM 580135101 1,731 31 1.82 218 8.46 0.0446
2016-02-11 2015-12-31 13F McDonalds COM 580135101 1,700 1,700 0.00 201 0.0376
2015-01-29 2014-12-31 13F McDonalds COM 580135101 0 -16,997 -100.00 0 -100.00
2014-11-03 2014-09-30 13F McDonalds COM 580135101 16,997 163 0.97 1,611 -5.01 0.3232
2014-07-25 2014-06-30 13F McDonalds COM 580135101 16,834 -1,675 -9.05 1,696 -6.50 0.3305
2014-04-29 2014-03-31 13F McDonalds COM 580135101 18,509 455 2.52 1,814 3.54 0.3712
2014-02-03 2013-12-31 13F McDonalds COM 580135101 18,054 255 1.43 1,752 2.34 0.3497
2013-11-27 2013-09-30 13F McDonalds COM 580135101 17,799 2,255 14.51 1,712 11.24 0.3793
2013-08-29 2013-06-30 13F/A-1 McDonalds COM 058013510 15,544 15,544 1,539 0.3762
2013-07-31 2013-06-30 13F McDonalds COM 058013510 1,554 153
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.