McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionRoyal Fund Management, LLC
Latest Disclosed Ownership18,836 shares
Latest Disclosed Value $ 5,867,678
Royal Fund Management, LLC reports 4.29% increase in ownership of MCD / McDonald's Corporation

On May 19, 2026 - Royal Fund Management, LLC filed a 13F-HR form disclosing ownership of 18,836 shares of McDonald's Corporation (CH:MCD) valued at $5,867,678 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 18,061 shares of McDonald's Corporation. This represents a change in shares of 4.29% 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)
2026-05-19 2026-03-31 13F MCDONALDS COM 580135101 18,836 775 4.29 5,868 5.94 0.5569
2026-01-15 2025-12-31 13F MCDONALDS COM 580135101 18,061 845 4.91 5,539 5.53 0.5037
2025-10-29 2025-09-30 13F MCDONALDS COM 580135101 17,216 315 1.86 5,249 5.89 0.6249
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 16,901 697 4.30 4,956 -4.34 0.4919
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 16,204 -15,436 -48.79 5,181 -44.85 0.5766
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 31,640 16,111 103.75 9,395 94.11 0.8765
2024-10-08 2024-09-30 13F MCDONALDS COM 580135101 15,529 1,184 8.25 4,841 29.17 0.2885
2024-07-18 2024-06-30 13F MCDONALDS COM 580135101 14,345 -1,077 -6.98 3,748 -14.14 0.3036
2024-04-11 2024-03-31 13F MCDONALDS COM 580135101 15,422 297 1.96 4,365 -3.24 0.4289
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 15,125 -1,824 -10.76 4,511 1.01 0.4994
2023-10-17 2023-09-30 13F MCDONALDS COM 580135101 16,949 -635 -3.61 4,465 -14.90 0.6044
2023-07-12 2023-06-30 13F MCDONALDS COM 580135101 17,584 -430 -2.39 5,247 4.19 0.6524
2023-04-10 2023-03-31 13F MCDONALDS COM 580135101 18,014 1,622 9.90 5,037 16.60 0.7206
2023-01-20 2022-12-31 13F MCDONALDS COM 580135101 16,392 843 5.42 4,320 20.41 0.6871
2022-11-14 2022-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 15,549 119 0.77 3,587 -5.83 0.6520
2022-07-28 2022-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 15,430 1,058 7.36 3,809 7.18 0.6330
2022-05-13 2022-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 14,372 -2,379 -14.20 3,554 -20.85 0.5148
2022-02-11 2021-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 16,751 -176 -1.04 4,490 10.02 0.6435
2021-10-20 2021-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 16,927 -91 -0.53 4,081 3.82 0.5946
2021-07-26 2021-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 17,018 974 6.07 3,931 9.32 0.6508
2021-04-29 2021-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 16,044 462 2.96 3,596 7.57 0.6578
2021-02-02 2020-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 15,582 694 4.66 3,343 2.33 0.7080
2020-10-13 2020-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 14,888 1,882 14.47 3,267 36.18 0.8356
2020-08-06 2020-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 13,006 2,913 28.86 2,399 43.82 0.8460
2020-05-08 2020-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 10,093 7,286 259.57 1,668 201.08 0.6799
2020-05-11 2019-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 2,807 9 0.32 554 -7.67 0.1410
2020-05-08 2019-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 2,798 -407 -12.70 600 -9.77 0.1673
2020-05-08 2019-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 3,205 102 3.29 665 12.90 0.1972
2020-05-11 2019-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,103 67 2.21 589 9.28 0.1879
2020-05-07 2018-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,036 41 1.37 539 7.58 0.2186
2020-05-07 2018-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 2,995 1 0.03 501 6.82 0.1560
2020-05-07 2018-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 2,994 -262 -8.05 469 -7.86 0.1548
2020-05-07 2018-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,256 -11 -0.34 509 -9.43 0.1859
2020-05-07 2017-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,267 53 1.65 562 11.73 0.2016
2020-05-07 2017-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 3,214 22 0.69 503 3.07 0.2004
2020-05-07 2017-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 3,192 3 0.09 488 18.16 0.2070
2020-05-07 2017-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,189 -568 -15.12 413 -9.63 0.1993
2020-05-07 2016-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,757 3,757 457 0.2536
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.