McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionSomerset Trust Co
Latest Disclosed Ownership18,906 shares
Latest Disclosed Value $ 5,875,795
Somerset Trust Co reports 2.03% increase in ownership of MCD / McDonald's Corporation

On April 2, 2026 - Somerset Trust Co filed a 13F-HR form disclosing ownership of 18,906 shares of McDonald's Corporation (MX:MCD) valued at $5,875,795 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 18,530 shares of McDonald's Corporation. This represents a change in shares of 2.03% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-02 2026-03-31 13F MCDONALDS CORP COM Common Stock 580135101 18,906 376 2.03 5,876 3.74 1.8021
2026-01-09 2025-12-31 13F MCDONALDS CORP COM Common Stock 580135101 18,530 225 1.23 5,663 1.82 1.7326
2025-10-14 2025-09-30 13F MCDONALDS CORP COM Common Stock 580135101 18,305 -16 -0.09 5,563 3.92 1.7174
2025-07-07 2025-06-30 13F MCDONALDS CORP COM Common Stock 580135101 18,321 -90 -0.49 5,353 -6.94 1.7445
2025-04-08 2025-03-31 13F MCDONALDS CORP COM Common Stock 580135101 18,411 865 4.93 5,751 13.08 2.0480
2025-01-15 2024-12-31 13F MCDONALDS CORP COM Common Stock 580135101 17,546 361 2.10 5,086 -2.81 1.9142
2024-10-08 2024-09-30 13F MCDONALDS CORP COM Common Stock 580135101 17,185 -90 -0.52 5,233 18.88 1.9578
2024-07-09 2024-06-30 13F MCDONALDS CORP COM Common Stock 580135101 17,275 209 1.22 4,402 -8.50 1.8053
2024-04-05 2024-03-31 13F MCDONALDS CORP COM Common Stock 580135101 17,066 140 0.83 4,812 -4.13 1.9629
2024-01-08 2023-12-31 13F MCDONALDS CORP COM Common Stock 580135101 16,926 -548 -3.14 5,019 9.02 2.1999
2023-10-17 2023-09-30 13F MCDONALDS CORP COM Common Stock 580135101 17,474 -55 -0.31 4,603 -11.99 2.0990
2023-07-07 2023-06-30 13F MCDONALDS CORP COM Common Stock 580135101 17,529 -483 -2.68 5,231 3.85 2.2501
2023-04-05 2023-03-31 13F MCDONALDS CORP COM Common Stock 580135101 18,012 -1,139 -5.95 5,036 100,620.00 2.1835
2023-01-03 2022-12-31 13F MCDONALDS CORP COM Common Stock 580135101 19,151 -92 -0.48 5 -99.89 2.1168
2022-10-03 2022-09-30 13F MCDONALDS CORP COM Common Stock 580135101 19,243 -21 -0.11 4,440 -6.64 2.0675
2022-07-06 2022-06-30 13F MCDONALDS CORP COM Common Stock 580135101 19,264 58 0.30 4,756 0.15 2.0837
2022-04-05 2022-03-31 13F MCDONALDS CORP COM Common Stock 580135101 19,206 -224 -1.15 4,749 -8.83 1.8371
2022-01-07 2021-12-31 13F MCDONALDS CORP COM Common Stock 580135101 19,430 429 2.26 5,209 13.71 1.8992
2021-10-07 2021-09-30 13F MCDONALDS CORP COM Common Stock 580135101 19,001 393 2.11 4,581 6.58 1.8709
2021-07-06 2021-06-30 13F MCDONALDS CORP COM Common Stock 580135101 18,608 23 0.12 4,298 3.17 1.7546
2021-04-07 2021-03-31 13F MCDONALDS CORP COM Common Stock 580135101 18,585 110 0.60 4,166 5.10 1.7950
2021-01-25 2020-12-31 13F MCDONALDS CORP COM Common Stock 580135101 18,475 -175 -0.94 3,964 -3.15 1.8034
2020-10-15 2020-09-30 13F MCDONALDS CORP COM Common Stock 580135101 18,650 171 0.93 4,093 20.10 2.0608
2020-07-17 2020-06-30 13F MCDONALDS CORP COM Common Stock 580135101 18,479 602 3.37 3,408 15.29 1.8168
2020-04-20 2020-03-31 13F MCDONALDS CORP COM Common Stock 580135101 17,877 -575 -3.12 2,956 -18.92 1.9390
2020-01-17 2019-12-31 13F MCDONALDS CORP COM Common Stock 580135101 18,452 140 0.76 3,646 -7.25 1.8022
2019-10-25 2019-09-30 13F MCDONALDS CORP COM Common Stock 580135101 18,312 -1,177 -6.04 3,931 -2.87 2.0758
2019-07-31 2019-06-30 13F MCDONALDS CORP COM Common Stock 580135101 19,489 106 0.55 4,047 9.94 2.0865
2019-04-09 2019-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 19,383 128 0.66 3,681 7.66 1.9361
2019-01-22 2018-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 19,255 104 0.54 3,419 6.74 1.9874
2018-10-15 2018-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 19,151 9,266 93.74 3,203 106.91 1.5827
2018-07-19 2018-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 9,885 141 1.45 1,548 1.64 0.8312
2018-04-13 2018-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 9,744 26 0.27 1,523 -8.91 0.7868
2018-01-17 2017-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 9,718 238 2.51 1,672 12.59 0.8353
2017-10-13 2017-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 9,480 324 3.54 1,485 5.92 0.7873
2017-07-13 2017-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 9,156 256 2.88 1,402 21.49 0.7641
2017-04-18 2017-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 8,900 170 1.95 1,154 8.56 0.6475
2017-02-01 2016-12-31 13F/A-1 MCDONALDS CORP COM COMMON STOCK 580135101 8,730 53 0.61 1,063 6.30 0.6302
2017-01-25 2016-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 8,730 1,063
2016-10-18 2016-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 8,677 293 3.49 1,000 -0.89 0.5955
2016-07-13 2016-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 8,384 315 3.90 1,009 -0.49 0.6232
2016-04-13 2016-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 8,069 208 2.65 1,014 9.15 0.6726
2016-01-25 2015-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 7,861 1,407 21.80 929 46.07 0.6107
2015-10-20 2015-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 6,454 -706 -9.86 636 -6.61 0.4468
2015-07-14 2015-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 7,160 119 1.69 681 -0.73 0.4468
2015-04-16 2015-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 7,041 522 8.01 686 12.27 0.4529
2015-01-09 2014-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 6,519 176 2.77 611 1.66 0.4066
2014-10-07 2014-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 6,343 160 2.59 601 -3.53 0.4197
2014-07-09 2014-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 6,183 463 8.09 623 11.25 0.4414
2014-04-09 2014-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 5,720 274 5.03 560 6.06 0.4266
2014-01-22 2013-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 5,446 5,446 528 0.4014
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.