McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionPapp L Roy & Associates
Latest Disclosed Ownership9,098 shares
Latest Disclosed Value $ 2,827,568
Papp L Roy & Associates reports 11.45% increase in ownership of MCD / McDonald's Corporation

On April 14, 2026 - Papp L Roy & Associates filed a 13F-HR form disclosing ownership of 9,098 shares of McDonald's Corporation (CH:MCD) valued at $2,827,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 8,163 shares of McDonald's Corporation. This represents a change in shares of 11.45% 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)
2026-04-14 2026-03-31 13F MCDONALDS COM 580135101 9,098 935 11.45 2,828 13.35 0.3260
2026-01-28 2025-12-31 13F MCDONALDS COM 580135101 8,163 -113 -1.37 2,495 -0.80 0.2758
2025-10-09 2025-09-30 13F MCDONALDS COM 580135101 8,276 -16 -0.19 2,515 3.80 0.2827
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 8,292 38 0.46 2,423 -6.05 0.2878
2025-04-10 2025-03-31 13F MCDONALDS COM 580135101 8,254 50 0.61 2,578 8.41 0.3163
2025-01-29 2024-12-31 13F MCDONALDS COM 580135101 8,204 -65 -0.79 2,378 -5.52 0.2776
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 8,269 0 0.00 2,518 19.46 0.3048
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 8,269 314 3.95 2,107 -6.02 0.2554
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 7,955 59 0.75 2,243 -4.23 0.2670
2024-01-19 2023-12-31 13F MCDONALDS COM 580135101 7,896 -127 -1.58 2,341 10.79 0.2906
2023-10-19 2023-09-30 13F MCDONALDS COM 580135101 8,023 -65 -0.80 2,114 -12.43 0.2864
2023-07-17 2023-06-30 13F MCDONALDS COM 580135101 8,088 -2 -0.02 2,414 6.68 0.3101
2023-05-05 2023-03-31 13F MCDONALDS COM 580135101 8,090 -55 -0.68 2,262 5.41 0.3056
2023-01-17 2022-12-31 13F MCDONALDS COM 580135101 8,145 -56 -0.68 2,146 13.42 0.3012
2022-10-21 2022-09-30 13F MCDONALDS COM 580135101 8,201 0 0.00 1,892 -6.57 0.2861
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 8,201 31 0.38 2,025 0.25 0.2936
2022-05-06 2022-03-31 13F MCDONALDS COM 580135101 8,170 -225 -2.68 2,020 -10.22 0.2522
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 8,395 -200 -2.33 2,250 8.59 0.2576
2021-11-09 2021-09-30 13F MCDONALDS COM 580135101 8,595 60 0.70 2,072 5.12 0.2633
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 8,535 -10 -0.12 1,971 2.92 0.2489
2021-05-06 2021-03-31 13F MCDONALDS COM 580135101 8,545 1,200 16.34 1,915 21.51 0.2748
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 7,345 -338 -4.40 1,576 -6.52 0.1815
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 7,683 -100 -1.28 1,686 17.41 0.2166
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 7,783 -127 -1.61 1,436 9.79 0.2035
2020-05-05 2020-03-31 13F MCDONALDS COM 580135101 7,910 -25 -0.32 1,308 -16.58 0.2388
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 7,935 -48 -0.60 1,568 -8.52 0.2258
2019-11-04 2019-09-30 13F MCDONALDS COM 580135101 7,983 -100 -1.24 1,714 2.08 0.2687
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 8,083 317 4.08 1,679 13.83 0.2634
2019-05-09 2019-03-31 13F MCDONALDS COM 580135101 7,766 0 0.00 1,475 6.96 0.2654
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 7,766 0 0.00 1,379 6.16 0.2883
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 7,766 0 0.00 1,299 6.74 0.2318
2018-08-09 2018-06-30 13F MCDONALDS COM 580135101 7,766 -300 -3.72 1,217 -3.49 0.2300
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 8,066 -1,080 -11.81 1,261 -19.89 0.2412
2018-02-06 2017-12-31 13F MCDONALDS COM 580135101 9,146 -353 -3.72 1,574 5.78 0.3112
2017-11-06 2017-09-30 13F MCDONALDS COM 580135101 9,499 -72 -0.75 1,488 1.50 0.3217
2017-07-28 2017-06-30 13F MCDONALDS COM 580135101 9,571 -113 -1.17 1,466 16.81 0.3168
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 9,684 -21 -0.22 1,255 6.27 0.2860
2017-02-08 2016-12-31 13F MCDONALDS COM 580135101 9,705 -108 -1.10 1,181 4.33 0.2705
2016-10-21 2016-09-30 13F MCDONALDS COM 580135101 9,813 0 0.00 1,132 -4.15 0.2626
2016-07-27 2016-06-30 13F MCDONALDS COM 580135101 9,813 -242 -2.41 1,181 -6.57 0.2788
2016-05-09 2016-03-31 13F MCDONALDS COM 580135101 10,055 -150 -1.47 1,264 4.81 0.2997
2016-02-02 2015-12-31 13F MCDONALDS COM 580135101 10,205 -2,075 -16.90 1,206 -0.33 0.2953
2015-11-03 2015-09-30 13F MCDONALDS COM 580135101 12,280 800 6.97 1,210 10.91 0.2992
2015-08-06 2015-06-30 13F MCDONALDS COM 580135101 11,480 -17 -0.15 1,091 -2.59 0.2481
2015-05-06 2015-03-31 13F MCDONALDS COM 580135101 11,497 11,497 0.00 1,120 0.2455
2015-02-05 2014-12-31 13F MCDONALDS COM 580135101 0 -11,427 -100.00 0 -100.00
2014-11-07 2014-09-30 13F MCDONALDS COM 580135101 11,427 0 0.00 1,083 -5.91 0.2508
2014-08-01 2014-06-30 13F MCDONALDS COM 580135101 11,427 9 0.08 1,151 2.86 0.2590
2014-05-12 2014-03-31 13F MCDONALDS COM 580135101 11,418 -2,200 -16.16 1,119 -15.29 0.2608
2014-02-05 2013-12-31 13F MCDONALDS COM 580135101 13,618 14 0.10 1,321 0.92 0.2850
2013-11-08 2013-09-30 13F MCDONALDS COM 580135101 13,604 -2,708 -16.60 1,309 -18.95 0.3107
2013-08-09 2013-06-30 13F MCDONALDS COM 580135101 16,312 16,312 1,615 0.4017
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.