McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership13,289 shares
Latest Disclosed Value $ 4,130,190
Legacy Advisors, LLC reports 0.79% decrease in ownership of MCD / McDonald's Corporation

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 13,289 shares of McDonald's Corporation (CH:MCD) valued at $4,130,190 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 13,395 shares of McDonald's Corporation. This represents a change in shares of -0.79% 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 13,289 -106 -0.79 4,130 0.90 0.4869
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 13,395 436 3.36 4,094 3.94 0.4397
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 12,959 12,959 3,938 0.4863
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 0 -19,304 -100.00 0 -100.00
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 19,304 394 2.08 6,030 10.00 0.6206
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 18,910 -86 -0.45 5,482 -5.24 0.5319
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 18,996 794 4.36 5,784 24.71 0.6263
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 18,202 1,288 7.61 4,638 -2.75 0.5639
2024-04-30 2024-03-31 13F MCDONALDS COM 580135101 16,914 1,936 12.93 4,769 7.39 0.6026
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 14,978 507 3.50 4,441 16.50 0.5720
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 14,471 5,092 54.29 3,812 36.24 0.6142
2023-07-20 2023-06-30 13F MCDONALDS COM 580135101 9,379 8,051 606.25 2,799 654.18 0.4154
2023-05-01 2023-03-31 13F MCDONALDS COM 580135101 1,328 170 14.68 371 21.64 0.0685
2023-02-01 2022-12-31 13F MCDONALDS Common Stock 580135101 1,158 192 19.88 305 36.77 0.0558
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 966 15 1.58 223 -5.11 0.0493
2022-07-25 2022-06-30 13F MCDONALDS COM 580135101 951 -28 -2.86 235 -2.89 0.0494
2022-05-11 2022-03-31 13F MCDONALDS COM 580135101 979 979 242 0.0470
2021-07-13 2021-06-30 13F MCDONALDS COM 580135101 0 -1,077 -100.00 0 -100.00
2021-04-12 2021-03-31 13F MCDONALDS COM 580135101 1,077 -2,050 -65.56 241 -64.08 0.1064
2021-01-15 2020-12-31 13F MCDONALDS COM 580135101 3,127 0 0.00 671 -2.19 0.3813
2020-10-08 2020-09-30 13F MCDONALDS COM 580135101 3,127 -45 -1.42 686 17.26 0.4531
2020-07-09 2020-06-30 13F MCDONALDS COM 580135101 3,172 116 3.80 585 15.84 0.4644
2020-04-15 2020-03-31 13F MCDONALDS COM 580135101 3,056 -210 -6.43 505 -21.71 0.5054
2020-01-21 2019-12-31 13F MCDONALDS COM 580135101 3,266 165 5.32 645 -3.15 0.4093
2019-10-10 2019-09-30 13F MCDONALDS CORP COM COM 580135101 3,101 90 2.99 666 6.56 0.4981
2019-07-15 2019-06-30 13F MCDONALDS CORP COM COM 580135101 3,011 0 0.00 625 9.27 0.4225
2019-04-12 2019-03-31 13F/A-1 MCDONALDS CORP COM COM 580135101 3,011 -205 -6.37 572 0.18 0.3876
2019-04-08 2019-03-31 13F MCDONALDS CORP COM COM 580135101 3,011 -205 572
2019-01-14 2018-12-31 13F MCDONALDS CORP COM COM 580135101 3,216 600 22.94 571 30.37 0.4332
2018-10-18 2018-09-30 13F MCDONALDS CORP COM COM 580135101 2,616 10 0.38 438 7.35 0.2157
2018-07-19 2018-06-30 13F MCDONALDS CORP COM COM 580135101 2,606 380 17.07 408 13.33 0.3048
2018-04-17 2018-03-31 13F MCDONALDS CORP COM COM 580135101 2,226 -130 -5.52 360 -11.11 0.2658
2018-01-26 2017-12-31 13F MCDONALDS CORP COM COM 580135101 2,356 3 0.13 405 10.05 0.3947
2017-11-03 2017-09-30 13F/A-1 McDonald's COM 580135101 2,353 152 6.91 368 9.20 0.4100
2017-11-01 2017-09-30 13F McDonald's COM 580135101 2,201 0 337
2017-11-01 2017-06-30 13F McDonald's COM 580135101 2,201 0 0.00 337 18.25 0.4301
2017-11-02 2017-03-31 13F McDonald's COM 580135101 2,201 0 0.00 285 6.74 0.3850
2017-11-03 2016-12-31 13F McDonald's COM 580135101 2,201 2,201 267 0.3648
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.