McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBurney Co/
Latest Disclosed Ownership19,747 shares
Latest Disclosed Value $ 6,137,181
Burney Co/ reports 4.84% decrease in ownership of MCD / McDonald's Corporation

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 19,747 shares of McDonald's Corporation (CH:MCD) valued at $6,137,181 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 20,751 shares of McDonald's Corporation. This represents a change in shares of -4.84% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F MCDONALDS COM 580135101 19,747 -1,004 -4.84 6,137 -3.23 0.1919
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 20,751 -18,824 -47.57 6,342 -47.26 0.1977
2025-10-16 2025-09-30 13F MCDONALDS COM 580135101 39,575 19,353 95.70 12,026 103.55 0.3825
2025-08-05 2025-06-30 13F MCDONALDS COM 580135101 20,222 -777 -3.70 5,908 -9.93 0.2000
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 20,999 -2,509 -10.67 6,559 -3.74 0.2387
2025-01-14 2024-12-31 13F MCDONALDS COM 580135101 23,508 2,032 9.46 6,815 4.21 0.2408
2024-10-18 2024-09-30 13F MCDONALDS COM 580135101 21,476 -1,509 -6.57 6,540 11.64 0.2326
2024-07-29 2024-06-30 13F MCDONALDS COM 580135101 22,985 -13,146 -36.38 5,858 -42.51 0.2238
2024-05-22 2024-03-31 13F MCDONALDS COM 580135101 36,131 5,602 18.35 10,187 12.54 0.3882
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 30,529 -10,351 -25.32 9,052 -15.94 0.3810
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 40,880 12,575 44.43 10,770 27.50 0.5046
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 28,305 10,456 58.58 8,447 69.26 0.3872
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 17,849 -428 -2.34 4,991 3.61 0.2459
2023-02-06 2022-12-31 13F MCDONALDS COM 580135101 18,277 -49 -0.27 4,816 13.91 0.2439
2022-11-15 2022-09-30 13F MCDONALDS COM 580135101 18,326 356 1.98 4,228 -4.69 0.2334
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 17,970 -110 -0.61 4,436 -0.78 0.2334
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 18,080 -2,018 -10.04 4,471 -17.02 0.1835
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 20,098 -167 -0.82 5,388 10.27 0.2326
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 20,265 -411 -1.99 4,886 2.30 0.2294
2021-08-06 2021-06-30 13F MCDONALDS COM 580135101 20,676 -611 -2.87 4,776 0.10 0.2222
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 21,287 233 1.11 4,771 5.60 0.2353
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 21,054 -929 -4.23 4,518 -6.36 0.2479
2020-12-14 2020-09-30 13F MCDONALDS COM 580135101 21,983 756 3.56 4,825 23.21 0.2990
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 21,227 2,254 11.88 3,916 24.83 0.2540
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 18,973 -2,665 -12.32 3,137 -26.64 0.2410
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 21,638 751 3.60 4,276 -4.66 0.2357
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 20,887 467 2.29 4,485 5.78 0.2687
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 20,420 1,591 8.45 4,240 18.57 0.2572
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 18,829 1,318 7.53 3,576 15.02 0.2216
2019-02-12 2018-12-31 13F MCDONALDS COM 580135101 17,511 1,009 6.11 3,109 12.60 0.2188
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 16,502 -3,700 -18.32 2,761 -12.76 0.1644
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 20,202 5,116 33.91 3,165 34.17 0.1855
2018-05-08 2018-03-31 13F MCDONALDS COM 580135101 15,086 -1,544 -9.28 2,359 -17.58 0.1461
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 16,630 2,040 13.98 2,862 24.54 0.1617
2017-11-13 2017-09-30 13F/A-1 McDonald's COM 580135101 14,590 -80 -0.55 2,298 2.32 0.1492
2017-11-09 2017-09-30 13F McDonald's COM 580135101 14,670 0 2,246
2017-08-09 2017-06-30 13F McDonald's COM 580135101 14,670 176 1.21 2,246 19.53 0.1471
2017-05-11 2017-03-31 13F McDonald's COM 580135101 14,494 -1,241 -7.89 1,879 -1.88 0.1238
2017-02-07 2016-12-31 13F McDonald's COM 580135101 15,735 248 1.60 1,915 7.34 0.1302
2016-11-14 2016-09-30 13F McDonald's COM 580135101 15,487 -275 -1.74 1,784 -5.96 0.1259
2016-08-10 2016-06-30 13F McDonald's COM 580135101 15,762 287 1.85 1,897 -2.47 0.1361
2016-05-02 2016-03-31 13F McDonald's COM 580135101 15,475 207 1.36 1,945 7.28 0.1416
2016-02-09 2015-12-31 13F McDonald's COM 580135101 15,268 -112 -0.73 1,813 19.67 0.1343
2015-11-03 2015-09-30 13F McDonald's COM 580135101 15,380 -220 -1.41 1,515 2.16 0.1167
2015-08-10 2015-06-30 13F McDonald's COM 580135101 15,600 -1,295 -7.66 1,483 -9.90 0.1009
2015-05-12 2015-03-31 13F McDonald's COM 580135101 16,895 -65 -0.38 1,646 3.59 0.1128
2015-02-11 2014-12-31 13F MCDONALDS COM 580135101 16,960 -1,310 -7.17 1,589 -8.26 0.1258
2014-11-12 2014-09-30 13F MCDONALDS COM 580135101 18,270 -55 -0.30 1,732 -6.18 0.1485
2014-08-05 2014-06-30 13F/A-1 MCDONALDS COM 580135101 18,325 970 5.59 1,846 8.52 0.1597
2014-08-04 2014-06-30 13F MCDONALDS COM 580135101 18,325 1,846
2014-05-07 2014-03-31 13F/A-1 MCDONALDS COM 580135101 17,355 1,181 7.30 1,701 8.41 0.1550
2014-05-06 2014-03-31 13F ALTRIA GRP COM 580135101 24,962 934
2014-02-03 2013-12-31 13F MCDONALDS COM 580135101 16,174 -2,089 -11.44 1,569 -10.70 0.1528
2013-11-04 2013-09-30 13F MCDONALDS COM 580135101 18,263 -2,762 -13.14 1,757 -15.57 0.1965
2013-07-22 2013-06-30 13F MCDONALDS COM 580135101 21,025 21,025 2,081 0.2598
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.