McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership3,727 shares
Latest Disclosed Value $ 1,158,315
Mv Capital Management, Inc. reports 1.71% decrease in ownership of MCD / McDonald's Corporation

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 3,727 shares of McDonald's Corporation (CH:MCD) valued at $1,158,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 3,792 shares of McDonald's Corporation. This represents a change in shares of -1.71% 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)
2026-04-30 2026-03-31 13F MCDONALDS COM 580135101 3,727 -65 -1.71 1,158 0.00 0.1136
2026-02-23 2025-12-31 13F MCDONALDS COM 580135101 3,792 9 0.24 1,159 0.78 0.1114
2026-02-23 2025-09-30 13F MCDONALDS COM 580135101 3,783 1 0.03 1,150 4.08 0.1103
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 3,782 -7 -0.18 1,105 -6.68 0.1137
2025-04-15 2025-03-31 13F MCDONALDS COM 580135101 3,789 -132 -3.37 1,184 4.14 0.1270
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 3,921 -64 -1.61 1,137 -6.35 0.1214
2024-11-04 2024-09-30 13F MCDONALDS COM 580135101 3,985 13 0.33 1,213 19.86 0.1288
2024-08-01 2024-06-30 13F MCDONALDS COM 580135101 3,972 21 0.53 1,012 -9.07 0.1139
2024-04-18 2024-03-31 13F MCDONALDS COM 580135101 3,951 -16 -0.40 1,114 -5.36 0.1275
2024-01-29 2023-12-31 13F MCDONALDS COM 580135101 3,967 23 0.58 1,176 13.19 0.1489
2023-11-07 2023-09-30 13F MCDONALDS COM 580135101 3,944 1 0.03 1,039 -11.65 0.1387
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 3,943 38 0.97 1,177 7.79 0.1561
2023-04-26 2023-03-31 13F MCDONALDS COM 580135101 3,905 135 3.58 1,092 9.87 0.1534
2023-01-27 2022-12-31 13F MCDONALDS COM 580135101 3,770 -15 -0.40 994 13.75 0.1535
2022-10-24 2022-09-30 13F MCDONALDS COM 580135101 3,785 138 3.78 873 -3.00 0.1505
2022-07-19 2022-06-30 13F MCDONALDS COM 580135101 3,647 31 0.86 900 0.67 0.1531
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 3,616 31 0.86 894 -6.97 0.1347
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 3,585 48 1.36 961 12.66 0.1398
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 3,537 74 2.14 853 6.63 0.1410
2021-08-03 2021-06-30 13F MCDONALDS COM 580135101 3,463 102 3.03 800 6.24 0.1358
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 3,361 18 0.54 753 5.02 0.1375
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 3,343 0 0.00 717 -2.32 0.1359
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 3,343 0 0.00 734 18.96 0.1524
2020-08-04 2020-06-30 13F MCDONALDS COM 580135101 3,343 0 0.00 617 11.57 0.1452
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 3,343 0 0.00 553 -16.34 0.1440
2020-02-05 2019-12-31 13F MCDONALDS COM 580135101 3,343 0 0.00 661 -7.94 0.1428
2019-11-21 2019-09-30 13F MCDONALDS COM 580135101 3,343 0 0.00 718 3.46 0.1633
2019-08-07 2019-06-30 13F MCDONALDS COM 580135101 3,343 0 0.00 694 9.29 0.1604
2019-05-02 2019-03-31 13F MCDONALDS COM 580135101 3,343 -300 -8.23 635 -1.85 0.1527
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 3,643 0 0.00 647 6.24 0.1810
2018-11-06 2018-09-30 13F MCDONALDS COM 580135101 3,643 0 0.00 609 6.65 0.1515
2018-08-14 2018-06-30 13F/A-1 MCDONALDS COM 580135101 3,643 -75 -2.02 571 -1.72 0.1481
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 3,718 0 581
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 3,718 -60 -1.59 581 -10.62 0.1538
2018-03-05 2017-12-31 13F MCDONALDS COM 580135101 3,778 -57 -1.49 650 8.15 0.1769
2017-11-15 2017-09-30 13F MCDONALDS COM 580135101 3,835 -6 -0.16 601 2.21 0.1687
2017-08-01 2017-06-30 13F MCDONALDS COM 580135101 3,841 -11 -0.29 588 17.84 0.1737
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 3,852 0 0.00 499 6.40 0.1570
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 3,852 97 2.58 469 8.31 0.1687
2016-11-15 2016-09-30 13F MCDONALDS COM 580135101 3,755 -94 -2.44 433 -6.48 0.1572
2016-08-12 2016-06-30 13F MCDONALDS COM 580135101 3,849 203 5.57 463 1.09 0.1679
2016-05-13 2016-03-31 13F MCDONALDS COM 580135101 3,646 0 0.00 458 6.26 0.1855
2016-02-12 2015-12-31 13F MCDONALDS COM 580135101 3,646 0 0.00 431 20.06 0.1699
2015-11-13 2015-09-30 13F MCDONALDS COM 580135101 3,646 0 0.00 359 3.46 0.1633
2015-08-14 2015-06-30 13F MCDONALDS COM 580135101 3,646 0 0.00 347 -2.25 0.1409
2015-05-13 2015-03-31 13F MCDONALDS COM 580135101 3,646 -80 -2.15 355 1.72 0.1485
2015-03-12 2014-12-31 13F MCDONALDS COM 580135101 3,726 3,726 349 0.1585
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.