McDonald's Corporation
BG ˙ BUL ˙ US5801351017
SecurityBG:MDO / McDonald's Corporation
InstitutionHunter Associates Investment Management Llc
Latest Disclosed Ownership9,674 shares
Latest Disclosed Value $ 3,006
Hunter Associates Investment Management Llc reports 0.45% increase in ownership of MDO / McDonald's Corporation

On April 27, 2026 - Hunter Associates Investment Management Llc filed a 13F-HR form disclosing ownership of 9,674 shares of McDonald's Corporation (BG:MDO) valued at $3,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,631 shares of McDonald's Corporation. This represents a change in shares of 0.45% 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)
2026-04-27 2026-03-31 13F MCDONALDS COM 580135101 9,674 43 0.45 3 50.00 0.3977
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 9,631 -179 -1.82 3 0.00 0.3936
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 9,810 1 0.01 3 0.00 0.4142
2025-08-05 2025-06-30 13F MCDONALDS COM 580135101 9,809 1 0.01 3 -33.33 0.4251
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 9,808 -156 -1.57 3 50.00 0.4732
2025-01-23 2024-12-31 13F MCDONALDS COM 580135101 9,964 2 0.02 3 -33.33 0.4393
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 9,962 252 2.60 3 50.00 0.4694
2024-08-01 2024-06-30 13F MCDONALDS COM 580135101 9,710 -33 -0.34 2 0.00 0.4156
2024-05-01 2024-03-31 13F MCDONALDS COM 580135101 9,743 169 1.77 3 0.00 0.4622
2024-01-31 2023-12-31 13F MCDONALDS COM 580135101 9,574 -43 -0.45 3 0.00 0.5193
2023-11-09 2023-09-30 13F MCDONALDS COM 580135101 9,617 -729 -7.05 3 -33.33 0.5141
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 10,346 36 0.35 3 50.00 0.6032
2023-05-02 2023-03-31 13F MCDONALDS COM 580135101 10,310 -69 -0.66 3 0.00 0.6176
2023-02-01 2022-12-31 13F MCDONALDS COM 580135101 10,379 -859 -7.64 3 -99.92 0.6586
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 11,238 152 1.37 2,597 -5.12 0.6724
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 11,086 2,087 23.19 2,737 23.01 0.6754
2022-04-26 2022-03-31 13F MCDONALDS COM 580135101 8,999 -900 -9.09 2,225 -16.16 0.7164
2022-01-27 2021-12-31 13F MCDONALDS COM 580135101 9,899 0 0.00 2,654 11.19 0.7591
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 9,899 1,800 22.22 2,387 27.58 0.7670
2021-08-05 2021-06-30 13F/A-1 MCDONALDS COM 580135101 8,099 -1,213 -13.03 1,871 -10.35 0.5825
2021-08-05 2021-06-30 13F MCDONALDS COM 580135101 9,312 0 2,087 0.4825
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 9,312 300 3.33 2,087 7.91 0.4825
2021-01-29 2020-12-31 13F MCDONALDS COM 580135101 9,012 1,812 25.17 1,934 22.41 0.4757
2020-11-10 2020-09-30 13F Mcdonalds COM 580135101 7,200 0 0.00 1,580 18.98 0.4391
2020-08-13 2020-06-30 13F McDonalds COM 580135101 7,200 335 4.88 1,328 17.00 0.3946
2020-05-11 2020-03-31 13F MCDONALDS CORP COM COM 580135101 6,865 -15 -0.22 1,135 -16.54 0.4398
2020-02-07 2019-12-31 13F MCDONALDS CORP COM COM 580135101 6,880 -1,250 -15.38 1,360 -22.11 0.4222
2019-11-08 2019-09-30 13F MCDONALDS CORP COM COM 580135101 8,130 375 4.84 1,746 8.45 0.6002
2019-08-08 2019-06-30 13F MCDONALDS CORP COM COM 580135101 7,755 0 0.00 1,610 9.30 0.5539
2019-05-10 2019-03-31 13F MCDONALDS CORP COM COM 580135101 7,755 -56 -0.72 1,473 6.20 0.5157
2019-02-11 2018-12-31 13F MCDONALDS CORP COM COM 580135101 7,811 -1,500 -16.11 1,387 -10.98 0.5642
2018-11-09 2018-09-30 13F MCDONALDS CORP COM COM 580135101 9,311 -365 -3.77 1,558 2.77 0.5373
2018-08-10 2018-06-30 13F MCDONALDS CORP COM COM 580135101 9,676 0 0.00 1,516 0.20 0.5476
2018-05-15 2018-03-31 13F/A-1 MCDONALDS CORP COM COM 580135101 9,676 0 0.00 1,513 -9.13 0.5650
2018-05-14 2018-03-31 13F MCDONALDS CORP COM COM 580135101 9,676 1,665
2018-02-15 2017-12-31 13F MCDONALDS CORP COM COM 580135101 9,676 365 3.92 1,665 14.12 0.6134
2017-11-13 2017-09-30 13F MCDONALDS CORP COM COM 580135101 9,311 -400 -4.12 1,459 -1.88 0.5685
2017-08-11 2017-06-30 13F MCDONALDS CORP COM COM 580135101 9,711 0 0.00 1,487 18.11 0.6046
2017-05-10 2017-03-31 13F MCDONALDS CORP COM COM 580135101 9,711 0 0.00 1,259 6.51 0.5296
2017-02-10 2016-12-31 13F MCDONALDS CORP COM COM 580135101 9,711 3,643 60.04 1,182 68.86 0.5044
2016-11-10 2016-09-30 13F MCDONALDS CORP COM COM 580135101 6,068 -890 -12.79 700 -16.37 0.3007
2016-08-15 2016-06-30 13F MCDONALDS CORP COM COM 580135101 6,958 -60 -0.85 837 -5.10 0.3626
2016-05-13 2016-03-31 13F MCDONALDS CORP COM COM 580135101 7,018 150 2.18 882 8.75 0.4027
2016-02-09 2015-12-31 13F MCDONALDS CORP COM COM 580135101 6,868 14 0.20 811 20.15 0.3563
2015-11-12 2015-09-30 13F MCDONALDS CORP COM COM 580135101 6,854 -120 -1.72 675 1.81 0.3168
2015-08-12 2015-06-30 13F MCDONALDS CORP COM COM 580135101 6,974 -25 -0.36 663 -2.79 0.2758
2015-05-12 2015-03-31 13F MCDONALDS CORP COM COM 580135101 6,999 0 0.00 682 3.96 0.2686
2015-02-13 2014-12-31 13F MCDONALDS CORP COM COM 580135101 6,999 -2,100 -23.08 656 -23.99 0.2524
2014-11-13 2014-09-30 13F MCDONALDS CORP COM COM 580135101 9,099 -100 -1.09 863 -6.90 0.3366
2014-08-13 2014-06-30 13F MCDONALDS CORP COM COM 580135101 9,199 890 10.71 927 13.74 0.3642
2014-05-14 2014-03-31 13F MCDONALDS CORP COM COM 580135101 8,309 -120 -1.42 815 -0.37 0.3217
2014-02-14 2013-12-31 13F MCDONALDS CORP COM COM 580135101 8,429 -568 -6.31 818 -5.54 0.3148
2013-11-13 2013-09-30 13F MCDONALDS CORP COM COM 580135101 8,997 363 4.20 866 1.29 0.3609
2013-08-13 2013-06-30 13F MCDONALDS CORP COM COM 580135101 8,634 8,634 855 0.3169
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.