McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionVectors Research Management, LLC
Latest Disclosed Ownership2,100 shares
Latest Disclosed Value $ 652,697
Vectors Research Management, LLC reports 0.24% increase in ownership of MCD / McDonald's Corporation

On May 5, 2026 - Vectors Research Management, LLC filed a 13F-HR form disclosing ownership of 2,100 shares of McDonald's Corporation (CH:MCD) valued at $652,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,095 shares of McDonald's Corporation. This represents a change in shares of 0.24% 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)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 2,100 5 0.24 653 1.88 0.1906
2026-02-03 2025-12-31 13F MCDONALDS COM 580135101 2,095 0 0.00 640 0.63 0.1954
2025-10-28 2025-09-30 13F MCDONALDS COM 580135101 2,095 0 0.00 637 3.92 0.2006
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 2,095 0 0.00 612 -6.42 0.2098
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 2,095 0 0.00 654 7.74 0.2289
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 2,095 -73 -3.37 607 0.2069
2024-11-06 2024-09-30 13F MCDONALDS COM 580135101 2,168 -90 -3.99 1 0.1995
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 2,258 -10 -0.44 1 0.1765
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 2,268 -46 -1.99 1 0.1805
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 2,314 -4 -0.17 1 0.1930
2023-11-09 2023-09-30 13F MCDONALDS COM 580135101 2,318 -3 -0.13 1 0.1964
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 2,321 53 2.34 1 0.1970
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 2,268 -100 -4.22 1 0.1634
2023-02-08 2022-12-31 13F McDonald's COM 580135101 2,368 100 4.41 1 -100.00 0.1616
2022-11-08 2022-09-30 13F McDonald's COM 580135101 2,268 -63 -2.70 523 -9.04 0.1479
2022-08-12 2022-06-30 13F McDonald's COM 580135101 2,331 105 4.72 575 4.55 0.1458
2022-05-16 2022-03-31 13F McDonald's COM 580135101 2,226 -100 -4.30 550 -11.86 0.1206
2022-02-15 2021-12-31 13F McDonald's COM 580135101 2,326 3 0.13 624 11.43 0.1317
2021-11-12 2021-09-30 13F McDonald's COM 580135101 2,323 0 0.00 560 4.28 0.1320
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 2,323 0 0.00 537 3.07 0.1369
2021-05-18 2021-03-31 13F McDonald's COM 580135101 2,323 65 2.88 521 7.42 0.1435
2021-02-09 2020-12-31 13F MCDONALDS COM 580135101 2,258 0 0.00 485 -2.22 0.1490
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 2,258 0 0.00 496 18.94 0.1817
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 2,258 -10 -0.44 417 11.20 0.1645
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 2,268 0 0.00 375 -16.29 0.1782
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 2,268 0 0.00 448 -8.01 0.1802
2019-11-15 2019-09-30 13F MCDONALDS COM 580135101 2,268 0 0.00 487 3.40 0.2392
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 2,268 0 0.00 471 9.28 0.2545
2019-07-15 2019-03-31 13F MCDONALDS COM 580135101 2,268 1,325 140.51 431 158.08 0.2444
2019-02-12 2018-12-31 13F MCDONALD'S ORD COM 580135101 943 -1,225 -56.50 167 -50.88 0.0796
2018-11-14 2018-09-30 13F MCDONALD'S ORD COM 580135101 2,168 2,168 340 0.2092
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.