McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership15,997 shares
Latest Disclosed Value $ 4,971,763
Mutual Advisors, LLC reports 7.78% increase in ownership of MCD / McDonald's Corporation

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 15,997 shares of McDonald's Corporation (CH:MCD) valued at $4,971,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 14,842 shares of McDonald's Corporation. This represents a change in shares of 7.78% 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)
2026-05-01 2026-03-31 13F MCDONALDS COM 580135101 15,997 1,155 7.78 4,972 9.59 0.1064
2026-02-02 2025-12-31 13F MCDONALDS COM 580135101 14,842 -119 -0.80 4,536 -1.22 0.0972
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 14,961 777 5.48 4,593 8.48 0.1011
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 14,184 100 0.71 4,233 -5.11 0.1057
2025-04-28 2025-03-31 13F MCDONALDS COM 580135101 14,084 -2,989 -17.51 4,461 -6.58 0.1277
2025-01-17 2024-12-31 13F MCDONALDS COM 580135101 17,073 -3,012 -15.00 4,776 -21.17 0.1382
2024-10-25 2024-09-30 13F MCDONALDS COM 580135101 20,085 -365 -1.78 6,057 13.30 0.1771
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 20,450 -117 -0.57 5,346 -7.80 0.1614
2024-05-02 2024-03-31 13F MCDONALDS COM 580135101 20,567 1,072 5.50 5,799 0.31 0.1860
2024-01-12 2023-12-31 13F MCDONALDS COM 580135101 19,495 694 3.69 5,780 16.72 0.2011
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 18,801 1,832 10.80 4,953 -2.19 0.1932
2023-07-31 2023-06-30 13F MCDONALDS COM 580135101 16,969 -525 -3.00 5,064 3.52 0.1922
2023-04-11 2023-03-31 13F MCDONALDS COM 580135101 17,494 -59 -0.34 4,891 5.75 0.2007
2023-01-12 2022-12-31 13F MCDONALDS COM 580135101 17,553 1,163 7.10 4,626 22.29 0.2069
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 16,390 4,110 33.47 3,782 24.74 0.1946
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 12,280 1,065 9.50 3,032 9.34 0.2007
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 11,215 -290 -2.52 2,773 -10.08 0.1552
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 11,505 504 4.58 3,084 16.29 0.1632
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 11,001 400 3.77 2,652 8.29 0.1569
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 10,601 1,189 12.63 2,449 16.07 0.1452
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 9,412 1,274 15.65 2,110 20.85 0.1444
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 8,138 -5,480 -40.24 1,746 -41.59 0.1297
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 13,618 2,681 24.51 2,989 48.12 0.2592
2020-08-05 2020-06-30 13F MCDONALDS COM 580135101 10,937 3,392 44.96 2,018 61.70 0.1983
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 7,545 680 9.91 1,248 -8.03 0.1693
2020-02-11 2019-12-31 13F MCDONALDS COM 580135101 6,865 752 12.30 1,357 3.35 0.1444
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 6,113 -207 -3.28 1,313 0.08 0.1735
2019-08-15 2019-06-30 13F MCDONALDS COM 580135101 6,320 129 2.08 1,312 11.56 0.1705
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 6,191 478 8.37 1,176 15.98 0.1741
2019-02-15 2018-12-31 13F MCDONALDS COM 580135101 5,713 64 1.13 1,014 7.30 0.1998
2018-11-15 2018-09-30 13F MCDONALDS COM 580135101 5,649 146 2.65 945 9.63 0.1435
2018-08-15 2018-06-30 13F MCDONALDS COM 580135101 5,503 637 13.09 862 13.27 0.1965
2018-05-11 2018-03-31 13F MCDONALDS COM 580135101 4,866 817 20.18 761 9.18 0.1929
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 4,049 4,049 697 0.2632
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.