McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionKentucky Retirement Systems
Latest Disclosed Ownership82,151 shares
Latest Disclosed Value $ 7,971
Kentucky Retirement Systems reports 83.04% increase in ownership of MCD / McDonald's Corporation

On May 19, 2026 - Kentucky Retirement Systems filed a 13F-HR form disclosing ownership of 82,151 shares of McDonald's Corporation (CH:MCD) valued at $7,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 44,882 shares of McDonald's Corporation. This represents a change in shares of 83.04% 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)
2026-05-19 2026-03-31 13F MCDONALDS COM 580135101 82,151 37,269 83.04 8 -99.95 0.5837
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 44,882 0 0.00 13,717 0.57 0.3716
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 44,882 -1,305 -2.83 13,639 1.07 0.3773
2025-08-20 2025-06-30 13F MCDONALDS COM 580135101 46,187 -3,027 -6.15 13,494 -12.22 0.3948
2025-04-22 2025-03-31 13F MCDONALDS COM 580135101 49,214 -81 -0.16 15,373 7.57 0.4687
2025-02-03 2024-12-31 13F MCDONALDS COM 580135101 49,295 -679 -1.36 14,290 -6.09 0.4213
2024-11-06 2024-09-30 13F MCDONALDS COM 580135101 49,974 -4,334 -7.98 15,218 9.96 0.4486
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 54,308 -777 -1.41 13,840 -10.89 0.4009
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 55,085 -2,950 -5.08 15,531 -9.74 0.4640
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 58,035 1,036 1.82 17,208 14.60 0.5372
2023-10-12 2023-09-30 13F MCDONALDS COM 580135101 56,999 -1,702 -2.90 15,016 88,223.53 0.5218
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 58,701 790 1.36 18 6.25 0.5863
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 57,911 68 0.12 16 6.67 0.5964
2023-02-06 2022-12-31 13F MCDONALDS COM 580135101 57,843 253 0.44 15 -99.89 0.6012
2022-11-16 2022-09-30 13F MCDONALDS COM 580135101 57,590 2,702 4.92 13,288 -1.94 0.5636
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 54,888 7,258 15.24 13,551 15.05 0.5723
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 47,630 2,261 4.98 11,778 -3.16 0.4826
2022-02-04 2021-12-31 13F MCDONALDS COM 580135101 45,369 2,514 5.87 12,162 17.70 0.4943
2021-11-17 2021-09-30 13F MCDONALDS COM 580135101 42,855 -596 -1.37 10,333 2.95 0.4861
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 43,451 573 1.34 10,037 4.43 0.4745
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 42,878 -2,166 -4.81 9,611 -0.57 0.4699
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 45,044 1,657 3.82 9,666 1.50 0.4988
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 43,387 1,992 4.81 9,523 24.71 0.5876
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 41,395 -10,038 -19.52 7,636 -10.21 0.5358
2020-05-01 2020-03-31 13F MCDONALDS COM 580135101 51,433 12,690 32.75 8,504 11.08 0.5813
2020-02-18 2019-12-31 13F MCDONALDS COM 580135101 38,743 -172 -0.44 7,656 -8.37 0.5573
2019-11-05 2019-09-30 13F MCDONALDS COM 580135101 38,915 3,356 9.44 8,355 13.15 0.6635
2019-08-07 2019-06-30 13F/A-1 MCDONALDS COM 580135101 35,559 2,099 6.27 7,384 16.21 0.6511
2019-08-07 2019-06-30 13F MCDONALDS COM 580135101 35,559 2,099 7,384
2019-05-22 2019-03-31 13F MCDONALDS COM 580135101 33,460 -73 -0.22 6,354 6.72 0.6149
2019-02-25 2018-12-31 13F MCDONALDS COM 580135101 33,533 496 1.50 5,954 7.73 0.6524
2018-11-19 2018-09-30 13F/A-1 MCDONALDS COM 580135101 33,037 -299 -0.90 5,527 5.82 0.5283
2018-11-16 2018-09-30 13F MCDONALDS COM 580135101 82,151 48,815 7,971
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 33,336 -8,268 -19.87 5,223 -19.72 0.5345
2018-05-07 2018-03-31 13F MCDONALDS COM 580135101 41,604 -7,556 -15.37 6,506 -23.11 0.5544
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 49,160 -886 -1.77 8,461 7.91 0.6025
2017-11-08 2017-09-30 13F MCDONALDS COM 580135101 50,046 -2,203 -4.22 7,841 -2.01 0.5920
2017-08-18 2017-06-30 13F MCDONALDS COM 580135101 52,249 -259 -0.49 8,002 17.57 0.6014
2017-05-24 2017-03-31 13F MCDONALDS COM 580135101 52,508 -7,752 -12.86 6,806 -7.21 0.5241
2017-02-24 2016-12-31 13F MCDONALDS COM 580135101 60,260 -4,961 -7.61 7,335 -2.51 0.5248
2016-11-30 2016-09-30 13F MCDONALDS COM 580135101 65,221 -9,430 -12.63 7,524 -16.25 0.5007
2016-09-12 2016-06-30 13F MCDONALDS COM 580135101 74,651 -8,181 -9.88 8,984 -13.70 0.5812
2016-06-09 2016-03-31 13F MCDONALDS COM 580135101 82,832 13,088 18.77 10,410 26.33 0.6318
2016-02-22 2015-12-31 13F MCDONALDS COM 580135101 69,744 5,120 7.92 8,240 29.42 0.6067
2015-11-18 2015-09-30 13F MCDONALDS COM 580135101 64,624 -51 -0.08 6,367 3.55 0.5484
2015-08-26 2015-06-30 13F MCDONALDS COM 580135101 64,675 -16 -0.02 6,149 -2.44 0.5003
2015-05-29 2015-03-31 13F MCDONALDS COM 580135101 64,691 -7,653 -10.58 6,303 -7.02 0.5117
2015-03-04 2014-12-31 13F MCDONALDS COM 580135101 72,344 -4,047 -5.30 6,779 -6.41 0.4999
2014-12-12 2014-09-30 13F MCDONALDS COM 580135101 76,391 -5,662 -6.90 7,243 -9.96 0.5315
2014-05-22 2014-03-31 13F MCDONALDS COM 580135101 82,053 -98 -0.12 8,044 0.92 0.5810
2014-02-13 2013-12-31 13F MCDONALDS COM 580135101 82,151 -882 -1.06 7,971 -0.23 0.5837
2013-11-15 2013-09-30 13F MCDONALDS COM 580135101 83,033 83,033 7,989 0.6434
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.