McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionAlps Advisors Inc
Latest Disclosed Ownership96,402 shares
Latest Disclosed Value $ 29,960,778
Alps Advisors Inc ownership in MCD / McDonald's Corporation

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 96,402 shares of McDonald's Corporation (US:MCD) valued at $29,960,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 0 shares of McDonald's Corporation. The current value of the position is $26,345,703 USD.

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)
2026-05-08 2026-03-31 13F MCDONALDS COM 580135101 96,402 96,402 29,961 0.1294
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 0 -184,083 -100.00 0 -100.00
2025-11-05 2025-09-30 13F MCDONALDS COM 580135101 184,083 10,730 6.19 55,941 10.45 0.3115
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 173,353 -3,982 -2.25 50,649 -8.57 0.2922
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 177,335 420 0.24 55,394 8.01 0.3212
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 176,915 81,537 85.49 51,286 76.58 0.3237
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 95,378 44,315 86.78 29,044 123.20 0.1944
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 51,063 -364 -0.71 13,013 -10.26 0.0893
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 51,427 -727 -1.39 14,500 -6.24 0.1026
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 52,154 274 0.53 15,464 13.15 0.1216
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 51,880 -28,919 -35.79 13,667 -43.32 0.1134
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 80,799 -389 -0.48 24,111 6.22 0.2095
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 81,188 -4,425 -5.17 22,701 0.62 0.2006
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 85,613 -4,160 -4.63 22,562 8.92 0.2013
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 89,773 -4,678 -4.95 20,714 -11.17 0.1960
2022-08-15 2022-06-30 13F/A-1 MCDONALDS COM 580135101 94,451 92,654 5,156.04 23,318 5,151.80 0.2267
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 94,451 92,654 23,318 0.2232
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 1,797 -90 -4.77 444 -12.25 0.0048
2022-02-09 2021-12-31 13F MCDONALDS COM 580135101 1,887 205 12.19 506 24.63 0.0057
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 1,682 260 18.28 406 23.78 0.0039
2021-08-11 2021-06-30 13F MCDONALDS COM 580135101 1,422 1,422 328 0.0029
2020-11-05 2020-09-30 13F/A-1 MCDONALDS COM 580135101 0 -1,345 -100.00 0 -100.00
2020-08-05 2020-06-30 13F MCDONALDS COM 580135101 1,345 -150 -10.03 248 0.40 0.0033
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 1,495 -3,714 -71.30 247 -76.00 0.0038
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 5,209 -366 -6.57 1,029 -14.04 0.0080
2019-11-04 2019-09-30 13F MCDONALDS COMMON STOCK 580135101 5,575 5,575 7.03 1,197 16.33 0.0093
2018-10-25 2018-09-30 13F McDonald's COMMON STOCK 580135101 0 -8,552 -100.00 0 -100.00
2018-08-02 2018-06-30 13F/A-2 McDonald's COMMON STOCK 580135101 8,552 95 1.12 1,340 1.28 0.0087
2018-07-31 2018-06-30 13F/A-1 McDonald's COMMON STOCK 580135101 1,653 -6,899 285 0.0018
2018-07-25 2018-06-30 13F McDonald's COMMON STOCK 580135101 1,653 -6,804 285
2018-05-01 2018-03-31 13F McDonald's COMMON STOCK 580135101 8,457 6,804 411.62 1,323 364.21 0.0105
2018-02-20 2017-12-31 13F/A-1 McDonald's COMMON STOCK 580135101 1,653 1,653 -80.45 285 -78.46 0.0020
2018-02-05 2017-12-31 13F McDonald's COMMON STOCK 580135101 1,653 1,653 285
2017-08-03 2017-06-30 13F McDonald's COMMON STOCK 580135101 0 -3,338 -100.00 0 -100.00
2017-05-12 2017-03-31 13F McDonald's COMMON STOCK 580135101 3,338 1,167 53.75 433 64.02 0.0030
2017-01-24 2016-12-31 13F McDonald's Common Stock 580135101 2,171 2,171 -34.96 264 -39.03 0.0019
2016-05-10 2016-03-31 13F MCDONALD'S Common Stock 580135101 0 0 0 0.0000
2015-05-15 2015-03-31 13F MCDONALD'S Common Stock 580135101 0 -5,631 -100.00 0 -100.00
2015-02-13 2014-12-31 13F MCDONALD'S Common Stock 580135101 5,631 -183,815 -97.03 528 -97.06 0.0042
2014-12-18 2014-09-30 13F/A-1 MCDONALD'S Common Stock 580135101 189,446 38,255 25.30 17,961 17.92 0.1395
2014-11-24 2014-09-30 13F MCDONALD'S Common Stock 580135101 189,446 17,961
2014-08-20 2014-06-30 13F/A-1 MCDONALD'S Common Stock 580135101 151,191 31,561 26.38 15,231 29.88 0.1308
2014-08-15 2014-06-30 13F MEASUREMENT SPECIALTIES Common Stock 580135101 9,132 786
2014-05-15 2014-03-31 13F MCDONALD'S Common Stock 580135101 119,630 9,515 8.64 11,727 13.09 0.1144
2014-02-11 2013-12-31 13F MCDONALD'S Common Stock 580135101 110,115 107,555 4,201.37 10,370 4,115.45 0.1049
2013-11-13 2013-09-30 13F MCDONALD'S Common Stock 580135101 2,560 2,560 246 0.0028
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.