McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMadison Asset Management, LLC
Latest Disclosed Ownership44,382 shares
Latest Disclosed Value $ 13,793,482
Madison Asset Management, LLC reports 7.29% increase in ownership of MCD / McDonald's Corporation

On May 7, 2026 - Madison Asset Management, LLC filed a 13F-HR form disclosing ownership of 44,382 shares of McDonald's Corporation (CH:MCD) valued at $13,793,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 41,366 shares of McDonald's Corporation. This represents a change in shares of 7.29% 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)
2026-05-07 2026-03-31 13F McDonald's COM 580135101 44,382 3,016 7.29 13,793 9.10 0.1711
2026-02-04 2025-12-31 13F McDonald's COM 580135101 41,366 16,773 68.20 12,643 69.17 0.1454
2025-11-06 2025-09-30 13F McDonald's COM 580135101 24,593 -3,272 -11.74 7,474 -8.21 0.0824
2025-08-11 2025-06-30 13F McDonald's COM 580135101 27,865 -4,005 -12.57 8,141 -18.22 0.0879
2025-05-06 2025-03-31 13F McDonald's COM 580135101 31,870 -3,350 -9.51 9,955 -2.49 0.1109
2025-02-10 2024-12-31 13F McDonald's COM 580135101 35,220 -9,163 -20.65 10,210 -24.46 0.1152
2024-11-12 2024-09-30 13F McDonald's COM 580135101 44,383 -1,017 -2.24 13,515 16.82 0.1520
2024-08-09 2024-06-30 13F McDonald's COM 580135101 45,400 -5,073 -10.05 11,570 -18.70 0.1432
2024-05-09 2024-03-31 13F McDonald's COM 580135101 50,473 -10,714 -17.51 14,231 -21.56 0.1750
2024-02-12 2023-12-31 13F McDonald's COM 580135101 61,187 1,568 2.63 18,143 15.51 0.2458
2023-11-13 2023-09-30 13F McDonald's COM 580135101 59,619 -8,781 -12.84 15,706 -23.05 0.2305
2023-08-01 2023-06-30 13F McDonald's COM 580135101 68,400 -19,917 -22.55 20,411 -17.34 0.2978
2023-04-26 2023-03-31 13F McDonald's COM 580135101 88,317 -3,792 -4.12 24,694 102,791.67 0.3751
2023-02-08 2022-12-31 13F McDonald's COM 580135101 92,109 -53,501 -36.74 24 -99.93 0.3808
2022-11-10 2022-09-30 13F McDonald's COM 580135101 145,610 -19,675 -11.90 33,598 -17.66 0.5664
2022-08-09 2022-06-30 13F McDonald's COM 580135101 165,285 -2,273 -1.36 40,806 -1.52 0.6369
2022-05-12 2022-03-31 13F McDonald's COM 580135101 167,558 -4,545 -2.64 41,434 -10.19 0.5927
2022-02-15 2021-12-31 13F McDonald's COM 580135101 172,103 -5,905 -3.32 46,136 7.49 0.6050
2021-11-12 2021-09-30 13F McDonald's COM 580135101 178,008 20,691 13.15 42,920 18.11 0.5906
2021-08-09 2021-06-30 13F McDonald's COM 580135101 157,317 -2,773 -1.73 36,339 1.27 0.4903
2021-05-11 2021-03-31 13F McDonald's COM 580135101 160,090 -5,561 -3.36 35,883 0.95 0.5005
2021-02-12 2020-12-31 13F McDonald's COM 580135101 165,651 991 0.60 35,545 -1.65 0.5224
2020-11-12 2020-09-30 13F McDonald's COM 580135101 164,660 791 0.48 36,141 19.56 0.6038
2020-08-13 2020-06-30 13F McDonald's COM 580135101 163,869 3,462 2.16 30,229 13.97 0.5302
2020-05-12 2020-03-31 13F McDonald's COM 580135101 160,407 23,711 17.35 26,523 -1.81 0.5448
2020-02-12 2019-12-31 13F McDonald's COM 580135101 136,696 136,696 27,012 0.4148
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.