McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionDavis-rea Ltd.
Latest Disclosed Ownership21,787 shares
Latest Disclosed Value $ 6,771,182
Davis-rea Ltd. reports 1.78% increase in ownership of MCD / McDonald's Corporation

On April 30, 2026 - Davis-rea Ltd. filed a 13F-HR form disclosing ownership of 21,787 shares of McDonald's Corporation (US:MCD) valued at $6,771,182 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 21,407 shares of McDonald's Corporation. This represents a change in shares of 1.78% during the quarter. The current value of the position is $5,954,169 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)
2026-04-30 2026-03-31 13F McDONALD'S COM 580135101 21,787 380 1.78 6,771 3.50 1.7647
2026-01-28 2025-12-31 13F McDONALD'S COM 580135101 21,407 -51 -0.24 6,543 0.34 1.6377
2025-10-28 2025-09-30 13F McDONALD'S COM 580135101 21,458 -138 -0.64 6,521 3.34 1.5826
2025-07-24 2025-06-30 13F McDONALD'S COM 580135101 21,596 -535 -2.42 6,310 -8.74 1.5656
2025-05-06 2025-03-31 13F McDONALD'S COM 580135101 22,131 14,866 204.62 6,913 228.25 1.8410
2025-02-05 2024-12-31 13F McDONALD'S COM 580135101 7,265 -117 -1.58 2,106 -6.28 1.0660
2024-10-28 2024-09-30 13F McDONALD'S COM 580135101 7,382 -51,505 -87.46 2,248 -85.03 0.9782
2024-07-26 2024-06-30 13F McDONALD'S COM 580135101 58,887 29,676 101.59 15,007 82.20 7.5036
2024-05-06 2024-03-31 13F McDONALD'S COM 580135101 29,211 -375 -1.27 8,236 -6.11 3.7502
2024-01-24 2023-12-31 13F McDONALD'S COM 580135101 29,586 9,357 46.26 8,773 64.61 4.4896
2023-10-19 2023-09-30 13F McDONALD'S COM 580135101 20,229 71 0.35 5,329 -11.40 2.8892
2023-07-13 2023-06-30 13F McDONALD'S COM 580135101 20,158 -125 -0.62 6,015 6.07 3.3765
2023-04-20 2023-03-31 13F McDONALD'S COM 580135101 20,283 -810 -3.84 5,671 113,320.00 3.4221
2023-01-24 2022-12-31 13F McDONALD'S COM 580135101 21,093 -87 -0.41 6 -99.90 3.4774
2022-10-21 2022-09-30 13F McDONALD'S COM 580135101 21,180 -21,948 -50.89 4,887 -54.10 3.1381
2022-07-21 2022-06-30 13F McDONALD'S COM 580135101 43,128 -17,190 -28.50 10,648 29.49 3.1700
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 580135101 60,318 38,627 178.08 8,223 41.41 3.9840
2022-01-25 2021-12-31 13F McDONALD'S COM 580135101 21,691 47 0.22 5,815 11.42 2.7005
2021-10-25 2021-09-30 13F McDONALD'S COM 580135101 21,644 -30 -0.14 5,219 4.25 2.5529
2021-07-14 2021-06-30 13F McDONALD'S COM 580135101 21,674 287 1.34 5,006 4.42 2.4841
2021-05-03 2021-03-31 13F McDONALD'S COM 580135101 21,387 -38 -0.18 4,794 4.29 2.5618
2021-01-15 2020-12-31 13F McDONALD'S COM 580135101 21,425 694 3.35 4,597 1.03 2.5820
2020-11-04 2020-09-30 13F McDONALD'S COM 580135101 20,731 575 2.85 4,550 22.38 3.0504
2020-07-20 2020-06-30 13F McDONALD'S COM 580135101 20,156 40 0.20 3,718 11.79 2.8337
2020-04-30 2020-03-31 13F McDONALD'S COM 580135101 20,116 -50 -0.25 3,326 -16.54 3.2162
2020-01-27 2019-12-31 13F McDONALD'S COM 580135101 20,166 892 4.63 3,985 -3.70 2.7230
2019-10-29 2019-09-30 13F McDONALD'S COM 580135101 19,274 -3,914 -16.88 4,138 -14.06 3.0311
2019-07-08 2019-06-30 13F McDONALD'S COM 580135101 23,188 195 0.85 4,815 10.28 2.7721
2019-04-11 2019-03-31 13F McDONALD'S COM 580135101 22,993 -383 -1.64 4,366 5.18 2.5656
2019-01-22 2018-12-31 13F McDONALD'S COM 580135101 23,376 -230 -0.97 4,151 5.12 2.7444
2018-10-23 2018-09-30 13F McDONALD'S COM 580135101 23,606 426 1.84 3,949 8.73 2.2335
2018-08-03 2018-06-30 13F McDONALD'S COM 580135101 23,180 113 0.49 3,632 0.69 2.3869
2018-04-06 2018-03-31 13F McDONALD'S COM 580135101 23,067 41 0.18 3,607 -8.98 2.2883
2018-02-08 2017-12-31 13F McDONALD'S COM 580135101 23,026 759 3.41 3,963 13.59 2.1901
2017-11-08 2017-09-30 13F McDONALD'S COM 580135101 22,267 -10 -0.04 3,489 2.26 2.0535
2017-08-02 2017-06-30 13F McDONALD'S COM 580135101 22,277 80 0.36 3,412 18.60 2.1607
2017-05-01 2017-03-31 13F McDONALD'S COM 580135101 22,197 -365 -1.62 2,877 4.77 1.9335
2017-02-14 2016-12-31 13F McDONALD'S COM 580135101 22,562 -8,300 -26.89 2,746 -22.87 1.9542
2016-11-04 2016-09-30 13F McDONALD'S COM 580135101 30,862 0 0.00 3,560 -4.15 2.6550
2016-07-22 2016-06-30 13F McDONALD'S COM 580135101 30,862 50 0.16 3,714 -4.08 2.6349
2016-04-26 2016-03-31 13F McDONALD'S COM 580135101 30,812 -275 -0.88 3,872 5.42 2.8113
2016-02-09 2015-12-31 13F McDONALD'S COM 580135101 31,087 1,285 4.31 3,673 25.10 2.2770
2015-11-09 2015-09-30 13F McDONALD'S COM 580135101 29,802 0 0.00 2,936 3.64 1.7913
2015-07-24 2015-06-30 13F McDONALD'S COM 580135101 29,802 -1,273 -4.10 2,833 -6.44 1.7410
2015-05-08 2015-03-31 13F McDONALD'S COM 580135101 31,075 2,865 10.16 3,028 14.57 1.9658
2015-02-09 2014-12-31 13F McDONALD'SCORP COM 580135101 28,210 0 0.00 2,643 -1.20 1.7022
2014-11-10 2014-09-30 13F McDONALD'S COM 580135101 28,210 -310 -1.09 2,675 -6.89 1.7915
2014-07-24 2014-06-30 13F McDONALDS COM 580135101 28,520 -200 -0.70 2,873 2.06 1.6038
2014-05-08 2014-03-31 13F McDONALDS COM 580135101 28,720 5,420 23.26 2,815 24.50 1.6890
2014-01-24 2013-12-31 13F McDONALDS COM 580135101 23,300 19,650 538.36 2,261 544.16 1.5453
2013-11-12 2013-09-30 13F McDONALDS COM 580135101 3,650 225 6.57 351 3.54 0.2718
2013-07-10 2013-06-30 13F McDONALDS COM 580135101 3,425 3,425 339 0.3434
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.