McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionLaffer Investments
Latest Disclosed Ownership26,776 shares
Latest Disclosed Value $ 8,321,713
Laffer Investments reports 7.59% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 26,776 shares of McDonald's Corporation (CH:MCD) valued at $8,321,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 24,886 shares of McDonald's Corporation. This represents a change in shares of 7.59% 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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 26,776 1,890 7.59 8,322 9.41 1.2288
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 24,886 1,641 7.06 7,606 7.67 1.1559
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 23,245 2,945 14.51 7,064 19.09 1.1186
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 20,300 -7,496 -26.97 5,931 -31.69 1.0570
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 27,796 -2,236 -7.45 8,683 -0.26 1.8487
2025-02-06 2024-12-31 13F MCDONALDS COM 580135101 30,032 4,352 16.95 8,706 11.33 1.7118
2024-11-04 2024-09-30 13F MCDONALDS COM 580135101 25,680 -437 -1.67 7,820 17.49 1.5836
2024-08-14 2024-06-30 13F MCDONALDS COMMON STOCKS 580135101 26,117 1,156 4.63 6,656 -5.43 1.4345
2024-05-15 2024-03-31 13F MCDONALDS COMMON STOCKS 580135101 24,961 -1,780 -6.66 7,038 -11.24 1.8169
2024-02-08 2023-12-31 13F MCDONALDS COMMON STOCKS 580135101 26,741 1,291 5.07 7,929 18.26 2.1078
2023-11-14 2023-09-30 13F MCDONALDS COMMON STOCKS 580135101 25,450 9,278 57.37 6,705 38.94 1.9714
2023-08-14 2023-06-30 13F MCDONALDS COMMON STOCKS 580135101 16,172 -705 -4.18 4,826 2.27 1.2803
2023-05-09 2023-03-31 13F MCDONALDS COMMON STOCKS 580135101 16,877 854 5.33 4,719 11.75 1.2784
2023-02-10 2022-12-31 13F MCDONALDS COMMON STOCKS 580135101 16,023 2,441 17.97 4,223 34.76 1.2153
2022-11-10 2022-09-30 13F mcdonalds COMMON STOCKS 580135101 13,582 1,427 11.74 3,134 4.43 1.1516
2022-08-15 2022-06-30 13F mcdonalds COMMON STOCKS 580135101 12,155 232 1.95 3,001 1.76 1.0537
2022-05-13 2022-03-31 13F mcdonalds COMMON STOCKS 580135101 11,923 890 8.07 2,948 -0.30 0.8882
2022-02-11 2021-12-31 13F mcdonalds COMMON STOCKS 580135101 11,033 -27 -0.24 2,958 10.92 0.8542
2021-11-16 2021-09-30 13F mcdonalds COMMON STOCKS 580135101 11,060 3,023 37.61 2,667 43.64 0.7716
2021-08-16 2021-06-30 13F mcdonalds COMMON STOCKS 580135101 8,037 -831 -9.37 1,856 -6.59 0.6957
2021-05-17 2021-03-31 13F MCDONALDS CORP COM COMMON STOCKS 580135101 8,868 209 2.41 1,988 8.52 0.7525
2021-06-11 2020-12-31 13F/A-1 MCDONALDS CORP COM COMMON STOCKS 580135101 8,659 -269 -3.01 1,832 -6.53 0.7727
2021-02-19 2020-12-31 13F MCDONALDS CORP COM COMMON STOCKS 580135101 7,546 -1,382 1,619 0.7858
2021-06-11 2020-09-30 13F/A-1 MCDONALDS CORP COM COMMON STOCKS 580135101 8,928 79 0.89 1,960 20.04 0.9799
2020-11-13 2020-09-30 13F McDonalds COMMON STOCKS 580135101 9,713 864 2,132 1.0404
2021-06-11 2020-06-30 13F/A-1 MCDONALDS CORP COM COMMON STOCKS 580135101 8,849 416 4.93 1,632 17.07 0.9380
2020-08-14 2020-06-30 13F McDonalds COMMON STOCKS 580135101 8,874 441 1,637 1.0434
2020-04-28 2020-03-31 13F McDonalds COMMON STOCKS 580135101 8,433 4,060 92.84 1,394 61.34 1.0878
2020-02-20 2019-12-31 13F McDonalds COMMON STOCKS 580135101 4,373 4,346 16,096.30 864 17,180.00 0.5751
2019-11-14 2019-09-30 13F McDonalds COMMON STOCKS 580135101 27 27 6 0.0049
2017-02-15 2016-12-31 13F McDonalds COMMON STOCKS 580135101 0 -21,666 -100.00 0 -100.00
2016-11-15 2016-09-30 13F McDonalds COMMON STOCKS 580135101 21,666 0 0.00 2,499 -4.14 0.6947
2016-08-15 2016-06-30 13F McDonalds COMMON STOCKS 580135101 21,666 -11,248 -34.17 2,607 -36.97 0.7409
2016-05-17 2016-03-31 13F McDonalds COMMON STOCKS 580135101 32,914 0.00 4,137 6.38 1.1191
2016-02-16 2015-12-31 13F McDonalds COMMON STOCKS 580135101 3,888 19.89 1.0507
2015-11-06 2015-09-30 13F McDonalds COMMON STOCKS 580135101 0.00 3,243 3.64 0.8581
2015-08-14 2015-06-30 13F McDonalds COMMON STOCKS 580135101 32,914 0.00 3,129 52,050.00 0.7593
2015-02-17 2014-12-31 13F Mcdonalds COMMON STOCKS 580135101 0.00 7 0.0010
2014-08-14 2014-06-30 13F Mcdonalds COMMON STOCKS 580135101 0 -706 -100.00 0 -100.00
2014-05-15 2014-03-31 13F Mcdonalds COMMON STOCKS 580135101 706 163 30.02 69 32.69 0.0111
2014-02-18 2013-12-31 13F Mcdonalds COMMON STOCKS 580135101 543 53 -99.26 0.0087
2013-11-14 2013-09-30 13F Mcdonalds COMMON STOCKS 580135101 7,073 -14.79 1.3303
2013-08-15 2013-06-30 13F Mcdonalds COMMON STOCKS 580135101 83,856 83,856 8,302 1.6264
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.