McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership18,245 shares
Latest Disclosed Value $ 5,670,219
Naples Global Advisors, Llc reports 0.93% decrease in ownership of MCD / McDonald's Corporation

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 18,245 shares of McDonald's Corporation (CH:MCD) valued at $5,670,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 18,416 shares of McDonald's Corporation. This represents a change in shares of -0.93% 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)
2026-04-20 2026-03-31 13F MCDONALDS COM 580135101 18,245 -171 -0.93 5,670 0.75 0.4137
2026-02-04 2025-12-31 13F MCDONALDS COM 580135101 18,416 -21 -0.11 5,628 0.46 0.4206
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 18,437 -19 -0.10 5,603 3.89 0.4363
2025-07-18 2025-06-30 13F MCDONALDS COM 580135101 18,456 132 0.72 5,392 -5.78 0.4640
2025-04-10 2025-03-31 13F MCDONALDS COM 580135101 18,324 -113 -0.61 5,724 7.09 0.5438
2025-01-29 2024-12-31 13F MCDONALDS COM 580135101 18,437 56 0.30 5,345 -4.52 0.4999
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 18,381 -89 -0.48 5,597 18.91 0.5204
2024-07-18 2024-06-30 13F MCDONALDS COM 580135101 18,470 193 1.06 4,707 -8.66 0.4723
2024-04-29 2024-03-31 13F MCDONALDS COM 580135101 18,277 147 0.81 5,153 -4.13 0.5275
2024-01-11 2023-12-31 13F MCDONALDS COM 580135101 18,130 62 0.34 5,376 12.94 0.5912
2023-10-16 2023-09-30 13F MCDONALDS COM 580135101 18,068 -55 -0.30 4,760 -12.00 0.5768
2023-07-17 2023-06-30 13F MCDONALDS COM 580135101 18,123 249 1.39 5,408 8.22 0.6344
2023-04-17 2023-03-31 13F MCDONALDS COM 580135101 17,874 -255 -1.41 4,998 4.61 0.6231
2023-04-17 2022-12-31 13F/A-1 MCDONALDS COM 580135101 18,129 -15 -0.08 4,778 14.09 0.6071
2023-01-20 2022-12-31 13F MCDONALDS COM 580135101 18,129 -15 4,778 0.0006
2022-10-20 2022-09-30 13F MCDONALDS COM 580135101 18,144 -115 -0.63 4,187 -7.12 0.5763
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 18,259 429 2.41 4,508 2.25 0.5850
2022-04-28 2022-03-31 13F MCDONALDS COM 580135101 17,830 100 0.56 4,409 -7.24 0.5091
2022-02-04 2021-12-31 13F MCDONALDS COM 580135101 17,730 40 0.23 4,753 11.44 0.5508
2021-10-29 2021-09-30 13F/A-1 MCDONALDS COM 580135101 17,690 400 2.31 4,265 6.79 0.5602
2021-10-25 2021-09-30 13F MCDONALDS COM 580135101 17,690 400 4,265 0.5575
2021-08-06 2021-06-30 13F MCDONALDS COM 580135101 17,290 42 0.24 3,994 3.31 0.5554
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 17,248 -90 -0.52 3,866 3.92 0.5875
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 17,338 -89 -0.51 3,720 -2.75 0.6290
2020-10-26 2020-09-30 13F MCDONALDS COM 580135101 17,427 108 0.62 3,825 19.72 0.7456
2020-08-04 2020-06-30 13F MCDONALDS COM 580135101 17,319 405 2.39 3,195 14.23 0.6884
2020-04-27 2020-03-31 13F MCDONALDS COM 580135101 16,914 382 2.31 2,797 -14.39 0.7330
2020-02-05 2019-12-31 13F McDonalds COM 580135101 16,532 907 5.80 3,267 -2.62 0.6860
2019-10-28 2019-09-30 13F McDonalds COM 580135101 15,625 -136 -0.86 3,355 2.51 0.7836
2019-07-10 2019-06-30 13F McDonalds COM 580135101 15,761 39 0.25 3,273 9.61 0.7963
2019-04-29 2019-03-31 13F McDonalds COM 580135101 15,722 -200 -1.26 2,986 3.29 0.7634
2019-02-01 2018-12-31 13F McDonalds COM 580135101 15,922 275 1.76 2,891 10.43 0.8228
2018-11-13 2018-09-30 13F/A-1 McDonalds COM 580135101 15,647 141 0.91 2,618 7.74 0.6946
2018-11-13 2018-09-30 13F McDonalds COM 580135101 15,506 0 2,430
2018-07-23 2018-06-30 13F McDonalds COM 580135101 15,506 -29 -0.19 2,430 0.04 0.6845
2018-04-17 2018-03-31 13F McDonalds COM 580135101 15,535 217 1.42 2,429 -7.89 0.7206
2018-01-19 2017-12-31 13F McDonalds COM 580135101 15,318 1,390 9.98 2,637 20.85 0.7786
2017-10-16 2017-09-30 13F McDonalds COM 580135101 13,928 387 2.86 2,182 5.21 0.7284
2017-07-25 2017-06-30 13F McDonalds COM 580135101 13,541 1 0.01 2,074 18.18 0.7356
2017-04-21 2017-03-31 13F McDonalds COM 580135101 13,540 -59 -0.43 1,755 6.04 0.6298
2017-01-30 2016-12-31 13F McDonalds COM 580135101 13,599 -99 -0.72 1,655 4.75 0.6444
2016-10-11 2016-09-30 13F McDonalds COM 580135101 13,698 1 0.01 1,580 -4.13 0.6179
2016-07-13 2016-06-30 13F McDonalds COM 580135101 13,697 -174 -1.25 1,648 -5.45 0.6745
2016-04-13 2016-03-31 13F McDonalds COM 580135101 13,871 -474 -3.30 1,743 2.83 0.7304
2016-01-25 2015-12-31 13F McDonalds COM 580135101 14,345 -150 -1.03 1,695 18.70 0.8212
2015-10-14 2015-09-30 13F McDonalds COM 580135101 14,495 -81 -0.56 1,428 3.03 0.7337
2015-07-27 2015-06-30 13F McDonalds COM 580135101 14,576 543 3.87 1,386 1.39 0.6652
2015-04-15 2015-03-31 13F Mc Donalds COM 580135101 14,033 114 0.82 1,367 4.83 0.6497
2015-01-22 2014-12-31 13F Mc Donalds COM 580135101 13,919 726 5.50 1,304 4.24 0.6898
2014-10-16 2014-09-30 13F Mc Donalds COM 580135101 13,193 1,086 8.97 1,251 2.54 0.7372
2014-07-14 2014-06-30 13F Mc Donalds COM 580135101 12,107 -24 -0.20 1,220 2.61 0.7234
2014-04-07 2014-03-31 13F Mc Donalds COM 580135101 12,131 339 2.87 1,189 3.93 0.7272
2014-01-16 2013-12-31 13F Mc Donalds COM 580135101 11,792 11,792 1,144 0.7629
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.