McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSimon Quick Advisors, Llc
Latest Disclosed Ownership12,235 shares
Latest Disclosed Value $ 3,802,419
Simon Quick Advisors, Llc reports 17.45% increase in ownership of MCD / McDonald's Corporation

On May 6, 2026 - Simon Quick Advisors, Llc filed a 13F-HR form disclosing ownership of 12,235 shares of McDonald's Corporation (CH:MCD) valued at $3,802,419 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 10,417 shares of McDonald's Corporation. This represents a change in shares of 17.45% 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)
2026-05-06 2026-03-31 13F MCDONALDS COM 580135101 12,235 1,818 17.45 3,802 19.45 0.1740
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 10,417 43 0.41 3,184 0.98 0.1389
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 10,374 -1 -0.01 3,153 3.99 0.1426
2025-10-08 2025-06-30 13F/A-1 MCDONALDS COM 580135101 10,375 2,787 36.73 3,031 27.89 0.1534
2025-08-04 2025-06-30 13F MCDONALDS COM 580135101 15,615 8,027 4,562 0.1836
2025-04-15 2025-03-31 13F MCDONALDS COM 580135101 7,588 2,200 40.83 2,370 51.83 0.1349
2025-01-17 2024-12-31 13F MCDONALDS COM 580135101 5,388 428 8.63 1,562 3.38 0.0936
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 4,960 888 21.81 1,510 45.61 0.0954
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 4,072 973 31.40 1,038 18.79 0.0733
2024-04-19 2024-03-31 13F MCDONALDS COM 580135101 3,099 293 10.44 874 5.05 0.0655
2024-01-16 2023-12-31 13F MCDONALDS COM 580135101 2,806 84 3.09 832 16.06 0.0736
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 2,722 -55 -1.98 717 -13.53 0.0676
2023-08-01 2023-06-30 13F MCDONALDS COM 580135101 2,777 202 7.84 829 15.00 0.0765
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 2,575 364 16.46 720 23.71 0.0781
2023-01-30 2022-12-31 13F MCDONALDS COM 580135101 2,211 461 26.34 583 44.06 0.0691
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 1,750 16 0.92 404 -10.22 0.0571
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 1,734 1,627 1,520.56 450 1,630.77 0.0589
2022-05-05 2022-03-31 13F McDonalds COM 580135101 107 -661 -86.07 26 -87.38 0.0074
2022-02-08 2021-12-31 13F McDonalds COM 580135101 768 83 12.12 206 24.85 0.0551
2021-10-27 2021-09-30 13F McDonalds COM 580135101 685 272 65.86 165 73.68 0.0424
2021-07-21 2021-06-30 13F McDonalds COM 580135101 413 13 3.25 95 6.74 0.0251
2021-05-06 2021-03-31 13F McDonalds COM 580135101 400 -24 -5.66 89 -2.20 0.0262
2021-01-27 2020-12-31 13F McDonalds COM 580135101 424 -308 -42.08 91 -43.48 0.0274
2020-10-26 2020-09-30 13F McDonalds COM 580135101 732 29 4.13 161 23.85 0.0458
2020-08-04 2020-06-30 13F McDonalds COM 580135101 703 26 3.84 130 16.07 0.0492
2020-04-09 2020-03-31 13F McDonalds COM 580135101 677 33 5.12 112 -11.81 0.0416
2020-01-06 2019-12-31 13F McDonalds COM 580135101 644 300 87.21 127 71.62 0.0460
2019-10-16 2019-09-30 13F MCDONALDS CORP COM COM 580135101 344 300 681.82 74 722.22 0.0327
2019-08-05 2019-06-30 13F MCDONALDS CORP COM COM 580135101 44 -425 -90.62 9 -89.89 0.0046
2019-04-16 2019-03-31 13F MCDONALDS CORP COM COM 580135101 469 50 11.93 89 20.27 0.0371
2019-01-29 2018-12-31 13F MCDONALDS CORP COM COM 580135101 419 -175 -29.46 74 -25.25 0.0269
2018-10-29 2018-09-30 13F McDonalds COM 580135101 594 138 30.26 99 39.44 0.0400
2018-08-10 2018-06-30 13F MCDONALDS CORP COM COM 580135101 456 -338 -42.57 71 -42.74 0.0301
2018-05-07 2018-03-31 13F MCDONALDS CORP COM COM 580135101 794 352 79.64 124 63.16 0.0519
2018-04-10 2017-12-31 13F/A-1 McDonalds COM 580135101 442 -2,394 -84.41 76 -82.88 0.0339
2018-02-13 2017-12-31 13F McDonalds COM 580135101 442 -2,394 76 0.0302
2017-11-06 2017-09-30 13F MCDONALDS COM 580135101 2,836 458 19.26 444 21.98 0.1611
2017-08-11 2017-06-30 13F MCDONALDS CORP COM COM 580135101 2,378 -116 -4.65 364 12.69 0.2056
2017-05-15 2017-03-31 13F/A-1 MCDONALDS CORP COM COM 580135101 2,494 1,519 155.79 323 171.43 0.1914
2017-05-11 2017-03-31 13F MCDONALDS CORP COM Stock 580135101 2,494 1,519 19 0.0128
2017-01-24 2016-12-31 13F McDonalds COM 580135101 975 975 119 0.0889
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.