McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionModus Advisors, LLC
Latest Disclosed Ownership13,680 shares
Latest Disclosed Value $ 4,251,515
Modus Advisors, LLC reports 10.40% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Modus Advisors, LLC filed a 13F-HR form disclosing ownership of 13,680 shares of McDonald's Corporation (CH:MCD) valued at $4,251,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 12,391 shares of McDonald's Corporation. This represents a change in shares of 10.40% 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)
2026-05-04 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 13,680 1,289 10.40 4,252 12.25 1.1703
2026-02-11 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 12,391 1,514 13.92 3,787 14.58 0.9988
2025-11-05 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 10,877 1,271 13.23 3,305 17.78 0.8991
2025-07-07 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 9,606 140 1.48 2,806 -5.07 0.8338
2025-04-01 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 9,466 70 0.74 2,957 8.56 0.9681
2025-01-03 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 9,396 36 0.38 2,724 -4.46 0.8532
2024-10-09 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 9,360 71 0.76 2,850 20.41 0.9364
2024-07-02 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 9,289 -621 -6.27 2,367 -15.28 0.8374
2024-04-02 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 9,910 250 2.59 2,794 -2.44 1.0344
2024-01-04 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 9,660 253 2.69 2,864 15.58 1.1626
2023-10-20 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 9,407 246 2.69 2,478 -9.33 1.0809
2023-07-05 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 9,161 357 4.05 2,734 11.05 1.1737
2023-04-04 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 8,804 68 0.78 2,462 6.91 1.1335
2023-01-05 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 8,736 207 2.43 2,302 16.97 1.1151
2022-10-05 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 8,529 50 0.59 1,968 -5.97 1.0355
2022-07-05 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 8,479 243 2.95 2,093 2.75 1.0593
2022-04-05 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 8,236 115 1.42 2,037 -6.43 0.8933
2022-01-04 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 8,121 -510 -5.91 2,177 4.61 0.9265
2021-10-08 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 8,631 441 5.38 2,081 9.99 0.9005
2021-07-01 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 8,190 298 3.78 1,892 6.95 0.7959
2021-04-05 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 7,892 553 7.54 1,769 12.32 0.8196
2021-01-08 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 7,339 541 7.96 1,575 5.56 0.8147
2020-10-01 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 6,798 1,356 24.92 1,492 48.61 0.8571
2020-07-01 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 5,442 1,630 42.76 1,004 59.37 0.6548
2020-04-08 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 3,812 291 8.26 630 -9.48 0.5841
2020-01-14 2019-12-31 13F MCDONALDS CORP COM COM 580135101 3,521 3,521 696 0.5485
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.