McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionVident Advisory, LLC
Latest Disclosed Ownership32,468 shares
Latest Disclosed Value $ 10,091,015
Vident Advisory, LLC reports 19.49% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 32,468 shares of McDonald's Corporation (CH:MCD) valued at $10,091,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 27,173 shares of McDonald's Corporation. This represents a change in shares of 19.49% 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 32,468 5,295 19.49 10,091 21.52 0.0273
2026-02-18 2025-12-31 13F MCDONALDS COM 580135101 27,173 -10,827 -28.49 8,305 -28.09 0.0756
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 38,000 -14,004 -26.93 11,548 -24.00 0.1103
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 52,004 7,190 16.04 15,194 8.54 0.1706
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 44,814 7,211 19.18 14,000 28.42 0.2046
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 37,603 1,245 3.42 10,902 -1.54 0.1912
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 36,358 -14,229 -28.13 11,072 -14.11 0.2787
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 50,587 14,807 41.38 12,892 27.79 0.3561
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 35,780 -16,201 -31.17 10,089 -34.54 0.2102
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 51,981 4,276 8.96 15,413 22.64 0.3874
2024-02-21 2023-09-30 13F/A-01 MCDONALDS COM 580135101 47,705 47,705 12,567 0.3894
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 47,705 47,705 12,567 0.3135
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.