McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionDavis R M Inc
Latest Disclosed Ownership11,840 shares
Latest Disclosed Value $ 3,679,844
Davis R M Inc reports 0.71% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Davis R M Inc filed a 13F-HR form disclosing ownership of 11,840 shares of McDonald's Corporation (US:MCD) valued at $3,679,754 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,756 shares of McDonald's Corporation. This represents a change in shares of 0.71% during the quarter. The current value of the position is $3,235,754 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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 11,840 84 0.71 3,680 2.39 0.0653
2026-02-12 2025-12-31 13F McDonalds COM 580135101 11,756 90 0.77 3,593 1.35 0.0619
2025-11-12 2025-09-30 13F McDonalds COM 580135101 11,666 67 0.58 3,545 4.63 0.0620
2025-08-07 2025-06-30 13F McDonalds COM 580135101 11,599 -864 -6.93 3,389 -12.97 0.0628
2025-05-08 2025-03-31 13F McDonalds COM 580135101 12,463 -84 -0.67 3,893 7.04 0.0779
2025-02-07 2024-12-31 13F McDonalds COM 580135101 12,547 -869 -6.48 3,637 -10.97 0.0710
2024-11-13 2024-09-30 13F McDonalds COM 580135101 13,416 -421 -3.04 4,085 15.85 0.0789
2024-08-09 2024-06-30 13F McDonalds COM 580135101 13,837 -75 -0.54 3,526 -10.10 0.0716
2024-05-10 2024-03-31 13F McDonalds COM 580135101 13,912 -869 -5.88 3,922 -10.50 0.0821
2024-02-09 2023-12-31 13F McDonalds COM 580135101 14,781 -105 -0.71 4,383 145,966.67 0.1011
2023-11-14 2023-09-30 13F McDonalds COM 580135101 14,886 -824 -5.25 4 -25.00 0.0984
2023-08-10 2023-06-30 13F McDonalds COM 580135101 15,710 -561 -3.45 5 0.00 0.1126
2023-05-01 2023-03-31 13F McDonalds COM 580135101 16,271 -86 -0.53 5 0.00 0.1159
2023-02-14 2022-12-31 13F McDonalds COM 580135101 16,357 318 1.98 4 -99.89 0.1162
2022-11-08 2022-09-30 13F McDonalds COM 580135101 16,039 -396 -2.41 3,701 -8.77 0.1073
2022-08-08 2022-06-30 13F McDonalds COM 580135101 16,435 -49 -0.30 4,057 -0.47 0.1131
2022-05-05 2022-03-31 13F McDonalds COM 580135101 16,484 801 5.11 4,076 -3.04 0.0971
2022-02-08 2021-12-31 13F McDonalds COM 580135101 15,683 -123 -0.78 4,204 10.31 0.0937
2021-11-08 2021-09-30 13F McDonalds COM 580135101 15,806 -58 -0.37 3,811 4.01 0.0945
2021-08-12 2021-06-30 13F McDonalds COM 580135101 15,864 312 2.01 3,664 5.11 0.0921
2021-05-10 2021-03-31 13F McDonalds COM 580135101 15,552 -573 -3.55 3,486 0.75 0.0958
2021-01-27 2020-12-31 13F McDonalds COM 580135101 16,125 2,240 16.13 3,460 13.52 0.0993
2020-12-01 2020-09-30 13F McDonalds COM 580135101 13,885 -461 -3.21 3,048 15.19 0.0996
2020-07-20 2020-06-30 13F McDonalds COM 580135101 14,346 -617 -4.12 2,646 6.95 0.0943
2020-04-24 2020-03-31 13F McDonalds COM 580135101 14,963 -335 -2.19 2,474 -18.16 0.1028
2020-01-23 2019-12-31 13F McDonalds COM 580135101 15,298 -534 -3.37 3,023 -11.06 0.0991
2019-10-24 2019-09-30 13F McDonalds COM 580135101 15,832 -180 -1.12 3,399 2.23 0.1197
2019-07-31 2019-06-30 13F McDonalds COM 580135101 16,012 -419 -2.55 3,325 6.57 0.1183
2019-04-29 2019-03-31 13F McDonalds COM 580135101 16,431 -1,624 -8.99 3,120 -2.68 0.1161
2019-01-18 2018-12-31 13F McDonalds COM 580135101 18,055 -138 -0.76 3,206 5.32 0.1313
2018-10-17 2018-09-30 13F McDonalds COM 580135101 18,193 954 5.53 3,044 12.70 0.1105
2018-07-19 2018-06-30 13F MCDONALDS COM 580135101 17,239 -846 -4.68 2,701 -4.49 0.1051
2018-04-19 2018-03-31 13F MCDONALDS COM 580135101 18,085 -129 -0.71 2,828 -9.79 0.1127
2018-01-16 2017-12-31 13F MCDONALDS COM 580135101 18,214 -9 -0.05 3,135 9.81 0.1229
2017-10-24 2017-09-30 13F MCDONALDS COM 580135101 18,223 -672 -3.56 2,855 -1.35 0.1180
2017-07-31 2017-06-30 13F MCDONALDS COM 580135101 18,895 -1,500 -7.35 2,894 9.50 0.1223
2017-05-03 2017-03-31 13F MCDONALDS COM 580135101 20,395 -1,066 -4.97 2,643 1.19 0.1195
2017-01-18 2016-12-31 13F MCDONALDS COM 580135101 21,461 -4,530 -17.43 2,612 -12.88 0.1248
2016-10-19 2016-09-30 13F MCDONALDS COM 580135101 25,991 -3,660 -12.34 2,998 -15.98 0.1462
2016-07-14 2016-06-30 13F MCDONALDS COM 580135101 29,651 -38 -0.13 3,568 -4.37 0.1753
2016-04-18 2016-03-31 13F MCDONALDS COM 580135101 29,689 -7,784 -20.77 3,731 -15.72 0.1899
2016-01-14 2015-12-31 13F MCDONALDS COM 580135101 37,473 -22,336 -37.35 4,427 -24.88 0.2264
2015-10-16 2015-09-30 13F MCDONALDS COM 580135101 59,809 -57,764 -49.13 5,893 -47.28 0.3149
2015-07-16 2015-06-30 13F MCDONALDS COM 580135101 117,573 -62,936 -34.87 11,178 -36.45 0.5774
2015-04-17 2015-03-31 13F MCDONALDS COM 580135101 180,509 -31,780 -14.97 17,589 -11.58 0.9252
2015-01-23 2014-12-31 13F MCDONALDS COM 580135101 212,289 -11,877 -5.30 19,892 -6.40 1.0963
2014-10-20 2014-09-30 13F/A-2 MCDONALDS COM 580135101 224,166 -15,854 -6.61 21,253 -12.11 1.2207
2014-10-20 2014-09-30 13F/A-1 MCDONALDS COM 580135101 224,166 0 21,253 1.2207
2014-10-20 2014-09-30 13F MCDONALDS COM 580135101 240,020 24,180
2014-07-15 2014-06-30 13F MCDONALDS COM 580135101 240,020 -3,336 -1.37 24,180 1.36 1.3908
2014-04-15 2014-03-31 13F MCDONALDS COM 580135101 243,356 1,806 0.75 23,856 1.78 1.4488
2014-01-27 2013-12-31 13F MCDONALDS COM 580135101 241,550 -6,617 -2.67 23,438 -1.83 1.4339
2013-10-23 2013-09-30 13F MCDONALDS COM 580135101 248,167 -393 -0.16 23,876 -2.97 1.6103
2013-08-12 2013-06-30 13F MCDONALDS COM 580135101 248,560 248,560 24,607 1.7555
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.