McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionDiversified Trust Co
Latest Disclosed Ownership9,638 shares
Latest Disclosed Value $ 2,995,394
Diversified Trust Co reports 2.72% decrease in ownership of MCD / McDonald's Corporation

On April 16, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 9,638 shares of McDonald's Corporation (CH:MCD) valued at $2,995,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 9,907 shares of McDonald's Corporation. This represents a change in shares of -2.72% 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)
2026-04-16 2026-03-31 13F MCDONALDS COM 580135101 9,638 -269 -2.72 2,995 -1.06 0.0367
2026-01-09 2025-12-31 13F MCDONALDS COM 580135101 9,907 295 3.07 3,028 3.66 0.0557
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 9,612 440 4.80 2,921 9.00 0.0583
2025-07-11 2025-06-30 13F MCDONALDS COM 580135101 9,172 -121 -1.30 2,680 -7.68 0.0595
2025-04-24 2025-03-31 13F MCDONALDS COM 580135101 9,293 860 10.20 2,903 18.74 0.0718
2025-01-07 2024-12-31 13F MCDONALDS COM 580135101 8,433 355 4.39 2,445 -0.61 0.0596
2024-10-07 2024-09-30 13F MCDONALDS COM 580135101 8,078 161 2.03 2,460 21.91 0.0620
2024-07-16 2024-06-30 13F MCDONALDS COM 580135101 7,917 437 5.84 2,018 -4.32 0.0570
2024-04-18 2024-03-31 13F MCDONALDS COM 580135101 7,480 -7,499 -50.06 2,109 -52.53 0.0636
2024-01-08 2023-12-31 13F MCDONALDS COM 580135101 14,979 1,595 11.92 4,441 25.99 0.1493
2023-11-17 2023-09-30 13F MCDONALDS COM 580135101 13,384 -1,150 -7.91 3,526 -18.72 0.1334
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 14,534 830 6.06 4,337 13.21 0.1583
2023-04-07 2023-03-31 13F MCDONALDS COM 580135101 13,704 110 0.81 3,832 127,600.00 0.1492
2023-01-17 2022-12-31 13F MCDONALDS COM 580135101 13,594 1,761 14.88 4 -99.89 0.1492
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 11,833 1,077 10.01 2,730 2.82 0.1235
2022-07-12 2022-06-30 13F MCDONALDS COM 580135101 10,756 177 1.67 2,655 1.49 0.1112
2022-04-07 2022-03-31 13F MCDONALDS COM 580135101 10,579 -5,379 -33.71 2,616 -38.85 0.0913
2022-01-13 2021-12-31 13F MCDONALDS COM 580135101 15,958 2,362 17.37 4,278 30.51 0.1408
2022-01-13 2021-09-30 13F MCDONALDS COM 580135101 13,596 -15,722 -53.63 3,278 -51.59 0.1179
2021-07-20 2021-06-30 13F MCDONALDS COM 580135101 29,318 595 2.07 6,772 5.19 0.2443
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 28,723 1,881 7.01 6,438 11.77 0.2482
2021-01-08 2020-12-31 13F MCDONALDS COM 580135101 26,842 -3,772 -12.32 5,760 -14.27 0.2336
2020-10-15 2020-09-30 13F MCDONALDS COM 580135101 30,614 3,949 14.81 6,719 36.59 0.3102
2020-07-07 2020-06-30 13F MCDONALDS COM 580135101 26,665 1,245 4.90 4,919 17.04 0.2486
2020-04-10 2020-03-31 13F MCDONALDS COM 580135101 25,420 7,029 38.22 4,203 15.66 0.2458
2020-01-09 2019-12-31 13F MCDONALDS COM 580135101 18,391 16,568 908.83 3,634 829.41 0.1628
2019-10-09 2019-09-30 13F MCDONALDS COM 580135101 1,823 -54 -2.88 391 0.26 0.0183
2019-07-12 2019-06-30 13F MCDONALDS COM 580135101 1,877 -50 -2.59 390 6.56 0.0185
2019-05-22 2019-03-31 13F MCDONALDS COM 580135101 1,927 -123 -6.00 366 0.55 0.0178
2019-01-18 2018-12-31 13F MCDONALDS COM 580135101 2,050 2,050 364 0.0203
2018-11-26 2018-09-30 13F MCDONALDS COM 580135101 0 -1,854 -100.00 0 -100.00
2018-07-23 2018-06-30 13F MCDONALDS COM 580135101 1,854 -86 -4.43 291 -3.96 0.0185
2018-06-01 2018-03-31 13F MCDONALDS COM 580135101 1,940 -138 -6.64 303 -15.36 0.0193
2018-01-19 2017-12-31 13F MCDONALDS COM 580135101 2,078 95 4.79 358 15.11 0.0219
2017-10-17 2017-09-30 13F MCDONALDS COM 580135101 1,983 -96 -4.62 311 -2.20 0.0238
2017-07-18 2017-06-30 13F MCDONALDS COM 580135101 2,079 93 4.68 318 23.74 0.0258
2017-04-21 2017-03-31 13F MCDONALDS COM 580135101 1,986 6 0.30 257 6.64 0.0197
2017-02-22 2016-12-31 13F MCDONALDS COM 580135101 1,980 1,980 241 0.0205
2016-05-02 2016-03-31 13F MCDONALDS COM 580135101 0 -14,964 -100.00 0 -100.00
2016-01-27 2015-12-31 13F MCDONALDS COM 580135101 14,964 7 0.05 1,768 19.95 0.1894
2015-11-02 2015-09-30 13F MCDONALDS COM 580135101 14,957 264 1.80 1,474 5.51 0.1584
2015-07-15 2015-06-30 13F MCDONALDS COM 580135101 14,693 166 1.14 1,397 -1.34 0.1320
2015-04-29 2015-03-31 13F MCDONALDS COM 580135101 14,527 14,527 0.00 1,416 0.1226
2015-02-04 2014-12-31 13F MCDONALDS COM 580135101 0 -16,812 -100.00 0 -100.00
2014-08-15 2014-06-30 13F MCDONALDS COM 580135101 16,812 945 5.96 1,694 10.00 0.1413
2014-02-10 2013-12-31 13F MCDONALDS Common 580135101 15,867 0 0.00 1,540 0.85 0.1570
2013-10-18 2013-09-30 13F MCDONALDS Common 580135101 15,867 0 0.00 1,527 -2.80 0.1614
2013-07-23 2013-06-30 13F MCDONALDS Common 580135101 15,867 15,867 1,571 0.1868
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.