McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionDavy Global Fund Management Ltd
Latest Disclosed Ownership31,860 shares
Latest Disclosed Value $ 9,901,769
Davy Global Fund Management Ltd ownership in MCD / McDonald's Corporation

On May 11, 2026 - Davy Global Fund Management Ltd filed a 13F-HR form disclosing ownership of 31,860 shares of McDonald's Corporation (US:MCD) valued at $9,901,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 31,860 shares of McDonald's Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $8,707,019 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 31,860 0 0.00 9,902 1.68 0.7519
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 31,860 0 0.00 9,737 0.58 0.6718
2025-11-05 2025-09-30 13F MCDONALDS COM 580135101 31,860 1,900 6.34 9,682 10.60 0.6561
2025-08-01 2025-06-30 13F MCDONALDS COM 580135101 29,960 1,850 6.58 8,753 -0.31 0.7783
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 28,110 910 3.35 8,781 11.35 1.0334
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 27,200 1,500 5.84 7,885 0.77 0.9313
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 25,700 0 0.00 7,826 19.48 0.8147
2024-07-29 2024-06-30 13F MCDONALDS COM 580135101 25,700 0 0.00 6,549 -9.62 0.7497
2024-05-01 2024-03-31 13F MCDONALDS COM 580135101 25,700 2,000 8.44 7,246 3.12 0.8211
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 23,700 23,700 7,027 0.8279
2020-10-22 2020-09-30 13F MCDONALDS COM 580135101 0 -2,338 -100.00 0 -100.00
2020-07-22 2020-06-30 13F MCDONALDS COM 580135101 2,338 -3,555 -60.33 431 -55.75 0.1449
2020-05-05 2020-03-31 13F MCDONALDS COM 580135101 5,893 3,555 152.05 974 110.82 0.3987
2020-02-06 2019-12-31 13F MCDONALDS COM 580135101 2,338 -11,718 -83.37 462 -84.69 0.1463
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 14,056 13 0.09 3,018 3.50 0.9771
2019-07-19 2019-06-30 13F MCDONALDS COM 580135101 14,043 2,867 25.65 2,916 46.90 0.9416
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 11,176 0 0.00 1,985 2.27 0.7271
2018-11-14 2018-09-30 13F MCDONALD'S COM 580135101 11,176 226 2.06 1,941 13.11 0.5326
2018-08-15 2018-06-30 13F/A-1 MCDONALD'S COM 580135101 10,950 -1,775 -13.95 1,716 -8.04 0.4597
2018-08-14 2018-06-30 13F MCDONALD'S COM 580135101 10,950 -1,775 994
2017-05-15 2017-03-31 13F MCDONALD'S COM 580135101 12,725 47 0.37 1,866 5.30 0.3504
2017-02-14 2016-12-31 13F MCDONALD'S COM 580135101 12,678 0 0.00 1,772 12.51 0.3217
2016-11-14 2016-09-30 13F MCDONALD'S COM 580135101 12,678 -307 -2.36 1,575 -7.46 0.2912
2016-08-02 2016-06-30 13F MCDONALD'S COM 580135101 12,985 122 0.95 1,702 -0.82 0.3204
2016-05-09 2016-03-31 13F MCDONALD'S COM 580135101 12,863 -375 -2.83 1,716 -1.49 0.3135
2016-02-05 2015-12-31 13F MCDONALD'S COM 580135101 13,238 -1,415 -9.66 1,742 11.31 0.2986
2015-11-05 2015-09-30 13F MCDONALDS COM 580135101 14,653 -939 -6.02 1,565 -2.80 0.2529
2015-08-13 2015-06-30 13F MCDONALDS COM 580135101 15,592 -329 -2.07 1,610 -7.89 0.2318
2015-05-15 2015-03-31 13F/A-1 MCDONALDS COM 580135101 15,921 -2,850 -15.18 1,748 -0.63 0.2341
2015-05-15 2015-03-31 13F MCDONALDS COM 580135101 15,921 1,748
2015-02-17 2014-12-31 13F MCDONALDS COM 580135101 18,771 18,771 1,759 0.2548
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.