McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionExcalibur Management Corp
Latest Disclosed Ownership1,687 shares
Latest Disclosed Value $ 524,303
Excalibur Management Corp reports 4.80% decrease in ownership of MCD / McDonald's Corporation

On May 5, 2026 - Excalibur Management Corp filed a 13F-HR form disclosing ownership of 1,687 shares of McDonald's Corporation (CH:MCD) valued at $524,303 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,772 shares of McDonald's Corporation. This represents a change in shares of -4.80% 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)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 1,687 -85 -4.80 524 -3.14 0.1883
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 1,772 10 0.57 542 1.12 0.1953
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 1,762 27 1.56 535 5.73 0.1943
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 1,735 3 0.17 507 -6.47 0.1902
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 1,732 92 5.61 541 13.89 0.2127
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 1,640 3 0.18 475 -4.62 0.1888
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,637 -72 -4.21 498 14.48 0.1901
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 1,709 139 8.85 436 -1.58 0.1776
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 1,570 5 0.32 443 -4.74 0.1873
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 1,565 2 0.13 464 12.90 0.2179
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 1,563 14 0.90 412 -11.04 0.2141
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 1,549 3 0.19 462 6.94 0.2355
2023-05-08 2023-03-31 13F MCDONALDS COM 580135101 1,546 1 0.06 432 6.14 0.2241
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 1,545 16 1.05 407 15.30 0.2128
2022-11-04 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 1,529 240 18.62 353 11.01 0.1976
2022-07-25 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 1,289 6 0.47 318 0.32 0.1655
2022-05-03 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 1,283 7 0.55 317 -7.31 0.1374
2022-02-10 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 1,276 6 0.47 342 11.76 0.1380
2021-10-28 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 1,270 0 0.00 306 4.44 0.1341
2021-07-26 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 1,270 0 0.00 293 2.81 0.1327
2021-05-03 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 1,270 0 0.00 285 4.40 0.1405
2021-01-26 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 1,270 -47 -3.57 273 -5.54 0.1466
2020-11-02 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 1,317 0 0.00 289 18.93 0.1751
2020-08-14 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 1,317 10 0.77 243 12.50 0.1618
2020-05-15 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 1,307 -25 -1.88 216 -17.87 0.1667
2020-02-04 2019-12-31 13F MCDONALDS COM 580135101 1,332 11 0.83 263 -7.39 0.1719
2019-10-21 2019-09-30 13F MCDONALDS COM 580135101 1,321 -25 -1.86 284 1.43 0.2549
2019-07-26 2019-06-30 13F MCDONALDS COM 580135101 1,346 0 0.00 280 9.38 0.2581
2019-04-24 2019-03-31 13F MCDONALDS COM 580135101 1,346 -5 -0.37 256 6.67 0.2414
2019-01-28 2018-12-31 13F MCDONALDS COM 580135101 1,351 0 0.00 240 6.19 0.2425
2018-10-25 2018-09-30 13F MCDONALDS COM 580135101 1,351 0 0.00 226 6.60 0.1930
2018-07-26 2018-06-30 13F MCDONALDS COM 580135101 1,351 -10 -0.73 212 -0.47 0.1688
2018-04-23 2018-03-31 13F MCDONALDS COM 580135101 1,361 0 0.00 213 -8.97 0.1732
2018-01-22 2017-12-31 13F MCDONALDS COM 580135101 1,361 -485 -26.27 234 -19.03 0.1965
2017-10-25 2017-09-30 13F MCDONALDS COM 580135101 1,846 0 0.00 289 2.12 0.2455
2017-07-24 2017-06-30 13F MCDONALDS COM 580135101 1,846 0 0.00 283 18.41 0.2536
2017-04-25 2017-03-31 13F MCDONALDS COM 580135101 1,846 0 0.00 239 6.22 0.2128
2017-01-25 2016-12-31 13F MCDONALDS COM 580135101 1,846 -50 -2.64 225 2.74 0.2049
2016-10-25 2016-09-30 13F MCDONALDS COM 580135101 1,896 0 0.00 219 -3.95 0.2078
2016-07-25 2016-06-30 13F MCDONALDS COM 580135101 1,896 -385 -16.88 228 -20.56 0.1960
2016-04-25 2016-03-31 13F MCDONALDS COM 580135101 2,281 -178 -7.24 287 -1.37 0.2571
2016-01-26 2015-12-31 13F MCDONALDS COM 580135101 2,459 -690 -21.91 291 -6.13 0.2706
2015-10-23 2015-09-30 13F MCDONALDS COM 580135101 3,149 0 0.00 310 3.68 0.3101
2015-07-24 2015-06-30 13F MCDONALDS COM 580135101 3,149 649 25.96 299 22.54 0.2798
2015-04-29 2015-03-31 13F MCDONALDS COM 580135101 2,500 2,500 0.00 244 0.2360
2015-01-26 2014-12-31 13F MCDONALDS COM 580135101 0 -3,525 -100.00 0 -100.00
2014-10-23 2014-09-30 13F MCDONALDS COM 580135101 3,525 -300 -7.84 334 -13.25 0.3434
2014-07-23 2014-06-30 13F MCDONALDS COM 580135101 3,825 0 0.00 385 2.67 0.4019
2014-04-24 2014-03-31 13F MCDONALDS COM 580135101 3,825 -100 -2.55 375 -1.57 0.4108
2014-01-31 2013-12-31 13F MCDONALDS COM 580135101 3,925 0 0.00 381 0.79 0.4156
2013-11-04 2013-09-30 13F MCDONALDS COM 580135101 3,925 0 0.00 378 -2.83 0.4438
2013-08-09 2013-06-30 13F MCDONALDS COM 580135101 3,925 3,925 389 0.4828
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.