McDonald's Corporation
BG ˙ BUL ˙ US5801351017
SecurityBG:MDO / McDonald's Corporation
InstitutionAviva Plc
Latest Disclosed Ownership619,161 shares
Latest Disclosed Value $ 192,429,047
Aviva Plc reports 3.06% increase in ownership of MDO / McDonald's Corporation

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 619,161 shares of McDonald's Corporation (BG:MDO) valued at $192,429,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 600,794 shares of McDonald's Corporation. This represents a change in shares of 3.06% 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 619,161 18,367 3.06 192,429 4.80 0.3228
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 600,794 31,323 5.50 183,621 6.10 0.3096
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 569,471 34,069 6.36 173,057 10.63 0.3145
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 535,402 33,042 6.58 156,428 -0.31 0.3230
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 502,360 69,954 16.18 156,922 25.19 0.3786
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 432,406 23,024 5.62 125,350 0.55 0.3256
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 409,382 9,595 2.40 124,661 22.36 0.3230
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 399,787 60,864 17.96 101,882 6.62 0.2824
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 338,923 665 0.20 95,559 -4.72 0.3146
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 338,258 26,750 8.59 100,297 22.22 0.3596
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 311,508 28,531 10.08 82,064 -2.82 0.3451
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 282,977 63,003 28.64 84,443 37.29 0.3439
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 219,974 -13,151 -5.64 61,507 0.12 0.2785
2023-02-14 2022-12-31 13F/A-2 MCDONALDS COM 580135101 233,125 10,725 4.82 61,435 19.72 0.3021
2023-02-10 2022-12-31 13F/A-1 MCDONALDS COM 580135101 233,125 10,725 12,955 0.0618
2023-02-09 2022-12-31 13F MCDONALDS COM 580135101 233,125 10,725 61 0.2952
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 222,400 -8,819 -3.81 51,317 -10.10 0.2958
2022-08-04 2022-06-30 13F MCDONALDS COM 580135101 231,219 21,700 10.36 57,083 10.18 0.3037
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 209,519 -200,352 -48.88 51,810 -52.85 0.2590
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 409,871 -25,334 -5.82 109,875 4.71 0.4606
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 435,205 2,333 0.54 104,933 4.94 0.4681
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 432,872 -33,145 -7.11 99,989 -4.27 0.4386
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 466,017 4,394 0.95 104,454 5.45 0.5102
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 461,623 60,834 15.18 99,055 12.60 0.5152
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 400,789 -174,397 -30.32 87,969 -17.09 0.5189
2020-08-13 2020-06-30 13F/A-1 MCDONALDS COM 580135101 575,186 -61,325 -9.63 106,106 0.82 0.6615
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 575,186 -61,325 106,106 321,228.3708
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 636,511 -10,304 -1.59 105,247 -17.66 0.7710
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 646,815 111,980 20.94 127,817 11.31 0.7741
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 534,835 -6,953 -1.28 114,834 2.07 0.7782
2019-07-30 2019-06-30 13F MCDONALDS COM 580135101 541,788 -22,087 -3.92 112,508 5.07 0.7728
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 563,875 -3,336 -0.59 107,080 6.31 0.7184
2019-02-12 2018-12-31 13F MCDONALDS COM 580135101 567,211 -102,518 -15.31 100,720 -10.10 0.7511
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 669,729 -32,562 -4.64 112,039 1.81 0.6143
2018-08-01 2018-06-30 13F MCDONALDS COM 580135101 702,291 -32,142 -4.38 110,042 -4.19 0.6495
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 734,433 -13,006 -1.74 114,851 -10.73 0.7023
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 747,439 -83,859 -10.09 128,649 -1.09 0.7284
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 831,298 -1,650 -0.20 130,065 1.95 0.6999
2017-08-07 2017-06-30 13F MCDONALDS COM 580135101 832,948 45,003 5.71 127,583 24.92 0.7131
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 787,945 -21,609 -2.67 102,133 3.61 0.5846
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 809,554 24,624 3.14 98,571 8.86 0.5888
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 784,930 4,031 0.52 90,550 -3.64 0.5650
2016-08-05 2016-06-30 13F MCDONALDS COM 580135101 780,899 77,697 11.05 93,966 6.32 0.6439
2016-05-12 2016-03-31 13F MCDONALDS COM 580135101 703,202 4,256 0.61 88,378 7.03 0.6568
2016-02-11 2015-12-31 13F MCDONALDS COM 580135101 698,946 -50,523 -6.74 82,573 11.82 0.6262
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 749,469 -158,604 -17.47 73,845 -14.46 0.6118
2015-08-06 2015-06-30 13F MCDONALDS COM 580135101 908,073 -48,838 -5.10 86,330 -7.41 0.6107
2015-05-14 2015-03-31 13F MCDONALDS COM 580135101 956,911 956,911 0.00 93,242 0.6390
2015-02-05 2014-12-31 13F/A-1 MCDONALDS COM 580135101 0 -1,014,426 -100.00 0 -100.00
2014-11-13 2014-09-30 13F MCDONALDS COM 580135101 1,014,426 69,480 7.35 96,178 1.03 0.7613
2014-08-13 2014-06-30 13F MCDONALDS COM 580135101 944,946 -64,337 -6.37 95,194 -3.79 0.7277
2014-05-14 2014-03-31 13F MCDONALDS COM 580135101 1,009,283 -31,763 -3.05 98,940 -2.05 0.8018
2014-02-13 2013-12-31 13F MCDONALDS COM 580135101 1,041,046 -22,142 -2.08 101,012 -1.25 0.8443
2013-11-13 2013-09-30 13F MCDONALDS COM 580135101 1,063,188 48,653 4.80 102,290 1.84 0.8970
2013-08-01 2013-06-30 13F MCDONALDS COM 580135101 1,014,535 1,014,535 100,439 1.0153
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.