McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership31,907 shares
Latest Disclosed Value $ 9,916,774
Level Four Advisory Services, Llc reports 6.34% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 31,907 shares of McDonald's Corporation (US:MCD) valued at $9,916,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 30,005 shares of McDonald's Corporation. This represents a change in shares of 6.34% during the quarter. The current value of the position is $8,719,864 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 31,907 1,902 6.34 9,917 8.14 0.3255
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 30,005 2,013 7.19 9,171 7.81 0.3001
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 27,992 727 2.67 8,507 6.78 0.2913
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 27,265 -1,288 -4.51 7,966 -10.69 0.2936
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 28,553 1,176 4.30 8,919 12.39 0.3668
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 27,377 813 3.06 7,937 2.28 0.3244
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 26,564 690 2.67 7,760 17.69 0.3267
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 25,874 2,246 9.51 6,594 -5.89 0.2972
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 23,628 542 2.35 7,006 2.35 0.3849
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 23,086 4,678 25.41 6,845 41.16 0.3840
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 18,408 -257 -1.38 4,849 -12.93 0.3126
2023-07-10 2023-06-30 13F MCDONALDS COM 580135101 18,665 1,730 10.22 5,570 17.61 0.3346
2023-06-05 2023-03-31 13F MCDONALDS COM 580135101 16,935 -1,353 -7.40 4,735 -1.74 0.3106
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 18,288 2,780 17.93 4,819 34.68 0.3578
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 15,508 -2,117 -12.01 3,578 -17.77 0.3478
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 17,625 -639 -3.50 4,351 -3.65 0.4104
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 18,264 2,118 13.12 4,516 4.34 0.3538
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 16,146 1,422 9.66 4,328 21.92 0.3300
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 14,724 -3,915 -21.00 3,550 -17.54 0.3692
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 18,639 2,052 12.37 4,305 15.79 0.2977
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 16,587 -1,621 -8.90 3,718 -4.84 0.2887
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 18,208 -300 -1.62 3,907 -3.82 0.3136
2020-11-02 2020-09-30 13F MCDONALDS COM 580135101 18,508 -439 -2.32 4,062 16.42 0.3129
2020-08-17 2020-06-30 13F/A-1 MCDONALDS COM 580135101 18,947 3,450 22.26 3,489 36.66 0.2699
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 15,497 1,975 14.61 2,553 -4.77 0.3062
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 13,522 1,908 16.43 2,681 7.54 0.1061
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 11,614 -3,271 -21.98 2,493 -19.37 0.2580
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 14,885 34 0.23 3,092 9.65 0.3121
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 14,851 -1,070 -6.72 2,820 -0.25 0.3106
2019-02-07 2018-12-31 13F MCDONALDS COM 580135101 15,921 -1,040 -6.13 2,827 -0.35 0.3525
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 16,961 708 4.36 2,837 11.43 0.3066
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 16,253 3,607 28.52 2,546 28.72 0.1855
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 12,646 2,345 22.76 1,978 11.56 0.1534
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 10,301 -127 -1.22 1,773 8.51 0.1379
2018-04-03 2017-09-30 13F/A-1 MCDONALDS COM 580135101 10,428 354 3.51 1,634 24.35 0.1448
2017-11-15 2017-09-30 13F MCDONALDS COM 580135101 10,736 662 1,718
2017-09-20 2017-06-30 13F/A-1 MCDONALDS COM 580135101 10,074 -305 -2.94 1,314 -2.88 0.2023
2017-07-12 2017-06-30 13F MCDONALDS COM 580135101 10,074 1,314
2017-09-20 2017-03-31 13F/A-1 MCDONALDS COM 580135101 10,379 1,278 14.04 1,353 22.11 0.1378
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 10,379 1,278 1,353
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 9,101 9,101 1,108 0.1414
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.