Perpetual Ltd reports 24.47% increase in ownership of MCD / McDonald's Corporation

McDonald's Corporation

CH ˙ SWX ˙ US5801351017

Security	CH:MCD / McDonald's Corporation
Institution	Perpetual Ltd
Latest Disclosed Ownership	2,543 shares
Latest Disclosed Value	$ 790,339

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 2,543 shares of McDonald's Corporation (CH:MCD) valued at $790,339 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,043 shares of McDonald's Corporation. This represents a change in shares of 24.47% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-14	2026-03-31	13F	MCDONALDS	COM	580135101	2,543	500	24.47	790	26.60	0.0121
2026-01-20	2025-12-31	13F	MCDONALDS	COM	580135101	2,043	0	0.00	624	0.65	0.0090
2025-10-10	2025-09-30	13F	MCDONALDS	COM	580135101	2,043	2,043		621		0.0077
2024-07-30	2024-06-30	13F	MCDONALDS	COM	580135101	0	-840	-100.00	0	-100.00
2024-04-16	2024-03-31	13F/A-1	MCDONALDS	COM	580135101	840	840		237		0.0023
2024-04-10	2024-03-31	13F	MCDONALDS	COM	580135101	840	840		237		0.0015
2023-05-08	2023-03-31	13F	MCDONALDS CORPOR	COM	580135101	0	-4,440	-100.00	0	-100.00
2020-12-08	2020-09-30	13F	MCDONALDS CORPOR	COM	580135101	4,440	0	0.00	975	19.05	0.0702
2020-12-08	2020-06-30	13F/A-1	MCDONALDS CORPOR	COM	580135101	4,440	4,440		819		0.0766
2020-11-18	2020-06-30	13F	MCDONALDS CORPOR	COM	580135101	4,440	4,440		1,728		76,018.9308
2020-12-08	2020-03-31	13F/A-1	McDonald's	COM	580135101	0	-4,440	-100.00	0	-100.00
2020-02-12	2019-12-31	13F	McDonald's	COM	580135101	4,440	0	0.00	876	-8.08	0.1301
2019-10-10	2019-09-30	13F	McDonald''''''''''''''''s	COM	580135101	4,440	0	0.00	953	3.36	0.1467
2019-07-30	2019-06-30	13F	McDonald's	COM	580135101	4,440	-1,200	-21.28	922	-13.91	0.1468
2019-05-06	2019-03-31	13F	MCDONALDS	COM	580135101	5,640	0	0.00	1,071	8.18	0.1549
2019-02-08	2018-12-31	13F	MCDONALDS	COM	580135101	5,640	0	0.00	990	4.87	0.1486
2018-10-30	2018-09-30	13F	MCDONALDS	COM	580135101	5,640	0	0.00	944	6.67	0.1269
2018-07-23	2018-06-30	13F	MCDONALDS	COM	580135101	5,640	600	11.90	885	12.31	0.1077
2018-04-18	2018-03-31	13F	MCDONALDS	COM	580135101	5,040	-300	-5.62	788	-14.90	0.1073
2018-02-12	2017-12-31	13F	MCDONALDS	COM	580135101	5,340	0	0.00	926	8.05	0.1197
2017-11-01	2017-09-30	13F	MCDONALDS	COM	580135101	5,340	-40,662	-88.39	857	-87.84	0.1195
2017-09-26	2017-06-30	13F	MCDONALDS	COM	580135101	46,002	-1,100	-2.34	7,046	14.74	0.5507
2017-09-26	2017-03-31	13F	MCDONALDS	COM	580135101	47,102	47,102	404.95	6,141	584.62	0.6098
2017-09-26	2016-12-31	13F	MCDONALDS	COM	580135101	0	-34,574	-100.00	0	-100.00
2017-09-26	2016-09-30	13F	MCDONALDS	COM	580135101	34,574	25,146	266.72	3,988	251.37	0.3271
2017-09-26	2016-06-30	13F	MCDONALDS	COM	580135101	9,428	300	3.29	1,135	-1.05	0.1129
2017-09-26	2016-03-31	13F	MCDONALDS	COM	580135101	9,128	-900	-8.97	1,147	-3.21	0.1163
2017-09-26	2015-12-31	13F	MCDONALDS	COM	580135101	10,028	0	0.00	1,185	19.94	0.1324
2017-09-26	2015-09-30	13F	MCDONALDS	COM	580135101	10,028	-1,200	-10.69	988	-7.40	0.1174
2017-09-26	2015-06-30	13F	MCDONALDS	COM	580135101	11,228	-300	-2.60	1,067	-4.99	0.1225
2017-09-26	2015-03-31	13F	MCDONALDS	COM	580135101	11,528	-19,717	-63.10	1,123	-61.65	0.1265
2017-09-26	2014-12-31	13F	MCDONALDS	COM	580135101	31,245	3,478	12.53	2,928	11.20	0.3444
2017-09-26	2014-09-30	13F	MCDONALDS	COM	580135101	27,767	-3,598	-11.47	2,633	-16.68	0.2842
2017-09-26	2014-06-30	13F	MCDONALDS	COM	580135101	31,365	4,289	15.84	3,160	19.07	0.2786
2017-09-26	2014-03-31	13F	MCDONALDS	COM	580135101	27,076	16,248	150.06	2,654	152.52	0.3898
2017-09-26	2013-12-31	13F	MCDONALDS	COM	580135101	10,828	1,500	16.08	1,051	17.17	0.1382
2017-09-26	2013-09-30	13F	MCDONALDS	COM	580135101	9,328	-300	-3.12	897	-5.88	0.1261
2017-09-26	2013-06-30	13F	MCDONALDS	COM	580135101	9,628	-1,000	-9.41	953	-10.09	0.1433
2017-09-25	2013-03-31	13F	MCDONALDS	COM	580135101	10,628	10,628		1,060		0.1508

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.