McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionLsv Asset Management
Latest Disclosed Ownership1,500 shares
Latest Disclosed Value $ 466
Lsv Asset Management ownership in MCD / McDonald's Corporation

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 1,500 shares of McDonald's Corporation (CH:MCD) valued at $466 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,500 shares of McDonald's Corporation.

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)
2026-05-11 2026-03-31 13F McDonald's COM 580135101 1,500 0 0.00 0 0.0010
2026-02-06 2025-12-31 13F McDonald's COM 580135101 1,500 -900 -37.50 0 0.0010
2025-11-06 2025-09-30 13F McDonald's COM 580135101 2,400 0 0.00 1 0.0016
2025-08-11 2025-06-30 13F McDonald's COM 580135101 2,400 0 0.00 1 0.0016
2025-05-09 2025-03-31 13F McDonald's COM 580135101 2,400 700 41.18 1 0.0018
2025-02-13 2024-12-31 13F McDonald's COM 580135101 1,700 0 0.00 0 0.0011
2024-11-12 2024-09-30 13F McDonald's COM 580135101 1,700 0 0.00 1 0.0011
2024-08-06 2024-06-30 13F McDonald's COM 580135101 1,700 0 0.00 0 0.0009
2024-05-06 2024-03-31 13F McDonald's COM 580135101 1,700 0 0.00 0 0.0010
2024-02-06 2023-12-31 13F McDonald's COM 580135101 1,700 0 0.00 1 0.0011
2023-11-03 2023-09-30 13F McDonald's COM 580135101 1,700 0 0.00 0 0.0010
2023-08-02 2023-06-30 13F McDonald's COM 580135101 1,700 -100 -5.56 1 0.0011
2023-05-02 2023-03-31 13F McDonald's COM 580135101 1,800 0 0.00 1 0.0011
2023-02-08 2022-12-31 13F McDonald's COM 580135101 1,800 -1,800 -50.00 0 -100.00 0.0010
2022-11-07 2022-09-30 13F/A-1 McDonald's COM 580135101 3,600 0 0.00 831 -6.52 0.0020
2022-11-04 2022-09-30 13F McDonald's COM 580135101 3,600 0 889 0.0019
2022-08-10 2022-06-30 13F McDonald's COM 580135101 3,600 0 0.00 889 -0.11 0.0019
2022-05-12 2022-03-31 13F McDonald's COM 580135101 3,600 -100 -2.70 890 -10.28 0.0016
2022-01-28 2021-12-31 13F McDonald's COM 580135101 3,700 0 0.00 992 11.21 0.0018
2021-11-04 2021-09-30 13F McDonald's COM 580135101 3,700 0 0.00 892 4.45 0.0016
2021-08-04 2021-06-30 13F McDonald's COM 580135101 3,700 0 0.00 854 3.02 0.0015
2021-04-30 2021-03-31 13F McDonald's COM 580135101 3,700 0 0.00 829 4.54 0.0014
2021-02-08 2020-12-31 13F McDonald's COM 580135101 3,700 -400 -9.76 793 -11.79 0.0014
2020-10-23 2020-09-30 13F McDonald's COM 580135101 4,100 0 0.00 899 18.92 0.0018
2020-08-05 2020-06-30 13F McDonald's COM 580135101 4,100 -7,602 -64.96 756 -60.91 0.0016
2020-05-07 2020-03-31 13F McDonald's COM 580135101 11,702 0 0.00 1,934 -16.35 0.0047
2020-02-10 2019-12-31 13F McDonald's COM 580135101 11,702 -1,600 -12.03 2,312 -19.05 0.0036
2019-11-07 2019-09-30 13F McDonald's COM 580135101 13,302 -1,100 -7.64 2,856 -4.48 0.0047
2019-08-08 2019-06-30 13F/A-1 McDonald's COM 580135101 14,402 -600 -4.00 2,990 4.99 0.0048
2019-08-07 2019-06-30 13F McDonald's COM 580135101 15,002 0 2,848
2019-05-07 2019-03-31 13F McDonald's COM 580135101 15,002 0 0.00 2,848 6.95 0.0046
2019-02-05 2018-12-31 13F McDonald's COM 580135101 15,002 0 0.00 2,663 6.14 0.0047
2018-11-06 2018-09-30 13F McDonald's COM 580135101 15,002 12,102 417.31 2,509 452.64 0.0038
2018-08-08 2018-06-30 13F McDonald's COM 580135101 2,900 0 0.00 454 0.22 0.0007
2018-05-04 2018-03-31 13F McDonald's COM 580135101 2,900 0 0.00 453 -9.22 0.0007
2018-01-31 2017-12-31 13F McDonald's COM 580135101 2,900 -600 -17.14 499 -8.94 0.0008
2017-11-13 2017-09-30 13F McDonald's COM 580135101 3,500 0 0.00 548 2.24 0.0009
2017-08-09 2017-06-30 13F McDonald's COM 580135101 3,500 0 0.00 536 18.32 0.0010
2017-05-01 2017-03-31 13F McDonald's COM 580135101 3,500 0 0.00 453 6.34 0.0008
2017-02-07 2016-12-31 13F McDonald's COM 580135101 3,500 0 0.00 426 5.71 0.0008
2016-11-07 2016-09-30 13F McDonald's COM 580135101 3,500 -450 -11.39 403 -15.16 0.0008
2016-08-05 2016-06-30 13F McDonald's COM 580135101 3,950 450 12.86 475 8.20 0.0010
2016-05-10 2016-03-31 13F McDonald's COM 580135101 3,500 0 0.00 439 6.30 0.0009
2016-02-03 2015-12-31 13F McDonald's COM 580135101 3,500 0 0.00 413 20.06 0.0009
2015-11-05 2015-09-30 13F McDonald's COM 580135101 3,500 0 0.00 344 3.61 0.0008
2015-08-07 2015-06-30 13F McDonald's COM 580135101 3,500 0 0.00 332 -2.64 0.0007
2015-05-06 2015-03-31 13F McDonald's COM 580135101 3,500 3,500 0.00 341 0.0007
2015-02-04 2014-12-31 13F McDonald's COM 580135101 0 -4,200 -100.00 0 -100.00
2014-11-12 2014-09-30 13F McDonald's COM 580135101 4,200 0 0.00 398 -5.91 0.0009
2014-08-06 2014-06-30 13F McDonald's COM 580135101 4,200 -300 -6.67 423 -4.08 0.0009
2014-04-29 2014-03-31 13F McDonald's COM 580135101 4,500 0 0.00 441 1.15 0.0010
2014-02-05 2013-12-31 13F McDonald's COM 580135101 4,500 -2,680 -37.33 436 -36.81 0.0010
2013-11-08 2013-09-30 13F McDonald's COM 580135101 7,180 2,680 59.56 690 55.06 0.0018
2013-08-12 2013-06-30 13F McDonald's COM 580135101 4,500 4,500 445 0.0012
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.