McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionLee Danner & Bass Inc
Latest Disclosed Ownership13,601 shares
Latest Disclosed Value $ 4,227,109
Lee Danner & Bass Inc reports 1.70% increase in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Lee Danner & Bass Inc filed a 13F-HR form disclosing ownership of 13,601 shares of McDonald's Corporation (CH:MCD) valued at $4,227,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 13,373 shares of McDonald's Corporation. This represents a change in shares of 1.70% 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)
2026-04-28 2026-03-31 13F MCDONALD'S Stock 580135101 13,601 228 1.70 4,227 3.43 0.2655
2026-01-29 2025-12-31 13F MCDONALD'S Stock 580135101 13,373 -100 -0.74 4,087 -0.17 0.2929
2025-10-29 2025-09-30 13F MCDONALD'S Stock 580135101 13,473 -364 -2.63 4,094 1.29 0.2979
2025-07-31 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 13,837 214 1.57 4,043 -5.01 0.3145
2025-04-29 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 13,623 -184 -1.33 4,255 6.32 0.3441
2025-02-11 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 13,807 270 1.99 4,003 99,950.00 0.3171
2024-10-30 2024-09-30 13F McDonalds COM 580135101 13,537 -913 -6.32 4 33.33 0.2903
2024-07-30 2024-06-30 13F McDonalds COM 580135101 14,450 -462 -3.10 4 -25.00 0.2838
2024-02-01 2023-12-31 13F McDonalds COM 580135101 14,912 169 1.15 4 33.33 0.3788
2023-10-27 2023-09-30 13F McDonalds COM 580135101 14,743 -3,321 -18.38 4 -40.00 0.3517
2023-07-31 2023-06-30 13F McDonalds COM 580135101 18,064 -409 -2.21 5 0.00 0.4638
2023-05-02 2023-03-31 13F McDonalds COM 580135101 18,473 275 1.51 5 25.00 0.4751
2023-02-01 2022-12-31 13F McDonalds COM 580135101 18,198 1,160 6.81 5 -99.90 0.4524
2022-10-31 2022-09-30 13F McDonalds COM 580135101 17,038 -235 -1.36 3,931 -7.81 0.4156
2022-07-25 2022-06-30 13F McDonalds COM 580135101 17,273 -253 -1.44 4,264 -1.62 0.4307
2022-04-27 2022-03-31 13F McDonalds COM 580135101 17,526 -453 -2.52 4,334 -10.08 0.3693
2022-01-27 2021-12-31 13F McDonalds COM 580135101 17,979 -240 -1.32 4,820 9.72 0.4126
2021-11-01 2021-09-30 13F McDonalds COM 580135101 18,219 -500 -2.67 4,393 1.60 0.4052
2021-07-27 2021-06-30 13F McDonalds COM 580135101 18,719 -75 -0.40 4,324 2.66 0.3918
2021-04-29 2021-03-31 13F McDonalds COM 580135101 18,794 -300 -1.57 4,212 2.81 0.4056
2021-02-09 2020-12-31 13F McDonalds COM 580135101 19,094 -375 -1.93 4,097 -4.12 0.4369
2020-11-12 2020-09-30 13F McDonalds COM 580135101 19,469 -400 -2.01 4,273 16.59 0.5061
2020-08-10 2020-06-30 13F McDonalds COM 580135101 19,869 -450 -2.21 3,665 9.08 0.4674
2020-05-04 2020-03-31 13F McDonalds COM 580135101 20,319 155 0.77 3,360 -15.68 0.4808
2020-02-13 2019-12-31 13F McDonalds COM 580135101 20,164 -1,399 -6.49 3,985 -13.93 0.4169
2019-10-30 2019-09-30 13F McDonalds COM 580135101 21,563 -621 -2.80 4,630 0.50 0.4968
2019-07-30 2019-06-30 13F McDonalds COM 580135101 22,184 -450 -1.99 4,607 7.19 0.4872
2019-05-06 2019-03-31 13F McDonalds COM 580135101 22,634 -1,665 -6.85 4,298 -0.39 0.4737
2019-01-29 2018-12-31 13F McDonalds COM 580135101 24,299 391 1.64 4,315 7.88 0.5079
2018-11-06 2018-09-30 13F McDonalds COM 580135101 23,908 -863 -3.48 4,000 3.07 0.3968
2018-11-02 2018-06-30 13F/A-1 McDonalds COM 580135101 24,771 -110 -0.44 3,881 -0.26 0.4131
2018-08-06 2018-06-30 13F McDonalds COM 580135101 24,796 -85 3,906
2018-05-02 2018-03-31 13F McDonalds COM 580135101 24,881 -50 -0.20 3,891 -9.32 0.4051
2018-02-02 2017-12-31 13F McDonalds COM 580135101 24,931 -150 -0.60 4,291 9.19 0.4361
2017-10-27 2017-09-30 13F McDonalds COM 580135101 25,081 -268 -1.06 3,930 1.24 0.4230
2017-07-27 2017-06-30 13F McDonalds COM 580135101 25,349 -939 -3.57 3,882 13.94 0.4358
2017-05-23 2017-03-31 13F/A-1 McDonalds COM 580135101 26,288 -212 -0.80 3,407 5.61 0.3843
2017-05-04 2017-03-31 13F McDonalds COM 580135101 26,288 3,407
2017-01-30 2016-12-31 13F McDonalds COM 580135101 26,500 -305 -1.14 3,226 4.33 0.3793
2016-10-26 2016-09-30 13F McDonalds COM 580135101 26,805 -975 -3.51 3,092 -7.51 0.3768
2016-08-02 2016-06-30 13F McDonalds COM 580135101 27,780 1,475 5.61 3,343 -0.48 0.4048
2016-04-27 2016-03-31 13F McDonalds COM 580135101 26,305 -866 -3.19 3,359 4.64 0.4125
2016-02-01 2015-12-31 13F McDonalds COM 580135101 27,171 -567 -2.04 3,210 17.45 0.4200
2015-11-03 2015-09-30 13F McDonalds COM 580135101 27,738 -10,817 -28.06 2,733 -25.43 0.3647
2015-08-05 2015-06-30 13F McDonalds COM 580135101 38,555 10,330 36.60 3,665 33.27 0.4369
2015-05-05 2015-03-31 13F McDonalds COM 580135101 28,225 28,225 0.00 2,750 0.3243
2015-02-05 2014-12-31 13F McDonalds COM 580135101 0 -29,630 -100.00 0 -100.00
2014-10-28 2014-09-30 13F McDonalds COM 580135101 29,630 -2,776 -8.57 2,809 -13.97 0.3473
2014-08-04 2014-06-30 13F McDonalds COM 580135101 32,406 -468 -1.42 3,265 1.30 0.3982
2014-05-01 2014-03-31 13F McDonalds COM 580135101 32,874 400 1.23 3,223 2.28 0.4185
2014-02-06 2013-12-31 13F McDonalds COM 580135101 32,474 3,033 10.30 3,151 11.22 0.4203
2013-10-31 2013-09-30 13F McDonalds COM 580135101 29,441 225 0.77 2,833 -2.04 0.3942
2013-08-07 2013-06-30 13F McDonalds COM 580135101 29,216 29,216 2,892 0.4216
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.