McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionCAPROCK Group, Inc.
Latest Disclosed Ownership24,434 shares
Latest Disclosed Value $ 7,593,954
CAPROCK Group, Inc. reports 8.26% increase in ownership of MCD / McDonald's Corporation

On May 11, 2026 - CAPROCK Group, Inc. filed a 13F-HR form disclosing ownership of 24,434 shares of McDonald's Corporation (US:MCD) valued at $7,593,843 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 22,569 shares of McDonald's Corporation. This represents a change in shares of 8.26% during the quarter. The current value of the position is $6,677,568 USD.

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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 24,434 1,865 8.26 7,594 10.08 0.1843
2026-01-28 2025-12-31 13F MCDONALDS COM 580135101 22,569 4,253 23.22 6,898 20.11 0.1457
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 18,316 1,095 6.36 5,743 6.77 0.1415
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 17,221 1,780 11.53 5,380 20.17 0.1641
2025-01-23 2024-12-31 13F MCDONALDS COM 580135101 15,441 836 5.72 4,476 0.65 0.1463
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 14,605 1,760 13.70 4,447 35.87 0.1618
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 12,845 5,863 83.97 3,274 66.31 0.1331
2024-04-29 2024-03-31 13F MCDONALDS COM 580135101 6,982 -501 -6.70 1,969 -11.31 0.1129
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 7,483 42 0.56 2,219 13.21 0.1418
2023-10-18 2023-09-30 13F MCDONALDS COM 580135101 7,441 1,001 15.54 1,960 2.03 0.1483
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 6,440 -12 -0.19 1,922 6.49 0.1411
2023-04-26 2023-03-31 13F MCDONALDS COM 580135101 6,452 685 11.88 1,804 18.76 0.1398
2023-01-23 2022-12-31 13F MCDONALDS COM 580135101 5,767 12 0.21 1,520 14.38 0.1415
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 5,755 5,755 1,328 0.1279
2022-07-26 2022-06-30 13F MCDONALDS COM 580135101 0 -5,159 -100.00 0 -100.00
2022-04-12 2022-03-31 13F MCDONALDS COM 580135101 5,159 42 0.82 1,276 -7.00 0.1199
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 5,117 -13 -0.25 1,372 10.91 0.1131
2021-10-07 2021-09-30 13F MCDONALDS COM 580135101 5,130 -863 -14.40 1,237 -10.62 0.1105
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 5,993 477 8.65 1,384 11.97 0.1259
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 5,516 -1,801 -24.61 1,236 -21.22 0.1352
2021-01-29 2020-12-31 13F MCDONALDS COM 580135101 7,317 -467 -6.00 1,569 -8.19 0.1789
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 7,784 893 12.96 1,709 34.46 0.2339
2020-08-05 2020-06-30 13F MCDONALDS COM 580135101 6,891 -89 -1.28 1,271 10.14 0.1910
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 6,980 795 12.85 1,154 -5.56 0.2185
2020-02-04 2019-12-31 13F MCDONALDS COM 580135101 6,185 198 3.31 1,222 -4.90 0.2186
2019-10-31 2019-09-30 13F MCDONALDS COM 580135101 5,987 -226 -3.64 1,285 -0.39 0.2508
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 6,213 -326 -4.99 1,290 3.86 0.2521
2019-04-12 2019-03-31 13F MCDONALDS COM 580135101 6,539 324 5.21 1,242 12.50 0.2413
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 6,215 464 8.07 1,104 14.76 0.2541
2018-10-17 2018-09-30 13F MCDONALDS COM 580135101 5,751 279 5.10 962 12.25 0.1956
2018-07-23 2018-06-30 13F MCDONALDS COM 580135101 5,472 137 2.57 857 2.76 0.1813
2018-04-23 2018-03-31 13F MCDONALDS COM 580135101 5,335 21 0.40 834 -9.54 0.1780
2018-01-17 2017-12-31 13F MCDONALDS COM 580135101 5,314 159 3.08 922 14.11 0.1794
2017-10-23 2017-09-30 13F MCDONALDS COM 580135101 5,155 -106 -2.01 808 0.25 0.1684
2017-07-27 2017-06-30 13F MCDONALDS COM 580135101 5,261 395 8.12 806 27.73 0.1790
2017-04-21 2017-03-31 13F MCDONALDS COM 580135101 4,866 326 7.18 631 14.10 0.1482
2017-01-24 2016-12-31 13F MCDONALDS COM 580135101 4,540 -786 -14.76 553 -9.93 0.1392
2016-11-15 2016-09-30 13F MCDONALDS COM 580135101 5,326 2,274 74.51 614 67.30 0.1393
2016-08-25 2016-06-30 13F MCDONALDS COM 580135101 3,052 -438 -12.55 367 -16.40 0.0895
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 3,490 3,490 439 0.1041
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.