McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership36,766 shares
Latest Disclosed Value $ 11,426,505
Moody Lynn & Lieberson, Llc reports 0.08% increase in ownership of MCD / McDonald's Corporation

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 36,766 shares of McDonald's Corporation (CH:MCD) valued at $11,426,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 36,735 shares of McDonald's Corporation. This represents a change in shares of 0.08% 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)
2026-04-13 2026-03-31 13F MCDONALDS COM 580135101 36,766 31 0.08 11,427 1.77 0.6413
2026-01-15 2025-12-31 13F MCDONALDS COM 580135101 36,735 162 0.44 11,227 1.02 0.5950
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 36,573 -419 -1.13 11,114 2.84 0.5982
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 36,992 640 1.76 10,808 -4.83 0.6237
2025-04-28 2025-03-31 13F MCDONALDS COM 580135101 36,352 -306 -0.83 11,355 6.86 0.7287
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 36,658 -7,336 -16.68 10,627 -20.68 0.6512
2024-10-23 2024-09-30 13F MCDONALDS COM 580135101 43,994 1,208 2.82 13,397 22.87 0.8256
2024-07-25 2024-06-30 13F MCDONALDS COM 580135101 42,786 -528 -1.22 10,904 -10.72 0.7138
2024-04-23 2024-03-31 13F MCDONALDS COM 580135101 43,314 939 2.22 12,212 -2.80 0.8211
2024-01-24 2023-12-31 13F MCDONALDS COM 580135101 42,375 -543 -1.27 12,565 11.13 0.9561
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 42,918 -416 -0.96 11,306 -12.57 0.9691
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 43,334 327 0.76 12,931 7.53 1.0439
2023-05-02 2023-03-31 13F MCDONALDS COM 580135101 43,007 -57 -0.13 12,025 109,218.18 1.0814
2023-02-01 2022-12-31 13F MCDONALDS COM 580135101 43,064 95 0.22 11 -99.89 1.0387
2022-10-26 2022-09-30 13F MCDONALDS COM 580135101 42,969 -94 -0.22 9,915 -6.74 0.9569
2022-07-28 2022-06-30 13F MCDONALDS COM 580135101 43,063 1,464 3.52 10,631 3.34 0.9569
2022-04-27 2022-03-31 13F MCDONALDS COM 580135101 41,599 3,952 10.50 10,287 1.93 0.7531
2022-01-26 2021-12-31 13F MCDONALDS COM 580135101 37,647 2,624 7.49 10,092 19.52 0.6771
2021-10-26 2021-09-30 13F MCDONALDS COM 580135101 35,023 -1,018 -2.82 8,444 1.43 0.6329
2021-07-28 2021-06-30 13F MCDONALDS COM 580135101 36,041 -188 -0.52 8,325 2.52 0.6272
2021-04-23 2021-03-31 13F MCDONALDS COM 580135101 36,229 237 0.66 8,120 5.14 0.6747
2021-01-26 2020-12-31 13F MCDONALDS COM 580135101 35,992 413 1.16 7,723 -1.10 0.6628
2020-10-28 2020-09-30 13F MCDONALDS COM 580135101 35,579 477 1.36 7,809 20.60 0.7737
2020-07-24 2020-06-30 13F MCDONALDS COM 580135101 35,102 16 0.05 6,475 11.62 0.7033
2020-04-30 2020-03-31 13F MCDONALDS COM 580135101 35,086 -614 -1.72 5,801 -17.77 0.7977
2020-01-28 2019-12-31 13F MCDONALDS COM 580135101 35,700 18 0.05 7,055 -7.91 0.6806
2019-10-28 2019-09-30 13F MCDONALDS COM 580135101 35,682 175 0.49 7,661 3.91 0.8553
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 35,507 -692 -1.91 7,373 7.26 0.8104
2019-04-23 2019-03-31 13F MCDONALDS COM 580135101 36,199 -372 -1.02 6,874 5.85 0.7877
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 36,571 99 0.27 6,494 6.44 0.8729
2018-10-29 2018-09-30 13F MCDONALDS COM 580135101 36,472 -248 -0.68 6,101 6.03 0.6477
2018-07-24 2018-06-30 13F MCDONALDS COM 580135101 36,720 -282 -0.76 5,754 -0.55 0.6793
2018-04-27 2018-03-31 13F MCDONALDS COM 580135101 37,002 481 1.32 5,786 -8.14 0.6990
2018-02-02 2017-12-31 13F MCDONALDS COM 580135101 36,521 565 1.57 6,299 11.80 0.6723
2017-11-06 2017-09-30 13F MCDONALDS COM 580135101 35,956 614 1.74 5,634 4.08 0.6851
2017-07-26 2017-06-30 13F MCDONALDS COM 580135101 35,342 15,903 81.81 5,413 114.89 0.7113
2017-05-02 2017-03-31 13F MCDONALDS COM 580135101 19,439 177 0.92 2,519 7.42 0.3538
2017-01-25 2016-12-31 13F MCDONALDS COM 580135101 19,262 -2,582 -11.82 2,345 -6.94 0.3367
2016-10-25 2016-09-30 13F MCDONALDS COM 580135101 21,844 -97 -0.44 2,520 -4.55 0.4190
2016-07-29 2016-06-30 13F MCDONALDS COM 580135101 21,941 -52,880 -70.68 2,640 -71.93 0.4729
2016-05-02 2016-03-31 13F MCDONALDS COM 580135101 74,821 7,321 10.85 9,404 17.93 1.4809
2016-01-28 2015-12-31 13F MCDONALDS COM 580135101 67,500 51,982 334.98 7,974 421.52 1.2543
2015-10-28 2015-09-30 13F MCDONALDS COM 580135101 15,518 -1,750 -10.13 1,529 -6.88 0.2933
2015-08-25 2015-06-30 13F MCDONALDS COM 580135101 17,268 -618 -3.46 1,642 -5.79 0.2613
2015-04-29 2015-03-31 13F MCDONALDS COM 580135101 17,886 17,886 0.00 1,743 0.2780
2015-01-28 2014-12-31 13F MCDONALDS COM 580135101 0 -21,195 -100.00 0 -100.00
2014-10-28 2014-09-30 13F MCDONALDS COM 580135101 21,195 -647 -2.96 2,009 -8.68 0.2991
2014-07-30 2014-06-30 13F MCDONALDS COM 580135101 21,842 -68 -0.31 2,200 2.42 0.3022
2014-04-30 2014-03-31 13F MCDONALDS COM 580135101 21,910 1,621 7.99 2,148 9.09 0.3111
2014-02-10 2013-12-31 13F MCDONALDS COM 580135101 20,289 -862 -4.08 1,969 -3.24 0.2682
2013-10-29 2013-09-30 13F MCDONALDS COM 580135101 21,151 356 1.71 2,035 -1.17 0.3146
2013-07-30 2013-06-30 13F MCDONALDS COM 580135101 20,795 20,795 2,059 0.3603
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.