McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership5,371 shares
Latest Disclosed Value $ 1,669,194
GM Advisory Group, Inc. reports 9.57% increase in ownership of MCD / McDonald's Corporation

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 5,371 shares of McDonald's Corporation (US:MCD) valued at $1,669,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,902 shares of McDonald's Corporation. This represents a change in shares of 9.57% during the quarter. The current value of the position is $1,467,841 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)
2026-04-28 2026-03-31 13F McDonalds Com 580135101 5,371 469 9.57 1,669 11.42 0.0617
2026-02-13 2025-12-31 13F McDonalds COM 580135101 4,902 963 24.45 1,498 25.15 0.0587
2025-11-19 2025-09-30 13F MCDONALDS COM 580135101 3,939 106 2.77 1,197 6.97 0.0509
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 3,833 1,309 51.86 1,120 42.01 0.0554
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 2,524 138 5.78 788 14.04 0.0426
2025-02-11 2024-12-31 13F MCDONALDS COM 580135101 2,386 305 14.66 692 9.16 0.0383
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 2,081 118 6.01 634 26.60 0.0380
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 1,963 -23 -1.16 500 -10.55 0.0323
2024-05-09 2024-03-31 13F MCDONALDS COM 580135101 1,986 23 1.17 560 -3.95 0.0393
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 1,963 285 16.98 582 31.67 0.0440
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 1,678 0 0.00 442 -11.60 0.0361
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 1,678 7 0.42 501 7.07 0.0414
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 1,671 111 7.12 467 13.63 0.0425
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 1,560 0 0.00 411 14.17 0.0439
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 1,560 -100 -6.02 360 -12.20 0.0453
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 1,660 0 0.00 410 0.00 0.0640
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 1,660 0 0.00 410 -7.87 0.0488
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 1,660 0 0.00 445 11.25 0.0396
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 1,660 0 0.00 400 4.44 0.0403
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 1,660 0 0.00 383 2.96 0.0393
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 1,660 -50 -2.92 372 1.36 0.0446
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 1,710 185 12.13 367 9.55 0.0492
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 1,525 0 0.00 335 19.22 0.0512
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 1,525 100 7.02 281 19.07 0.0520
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 1,425 0 0.00 236 -16.31 0.0643
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 1,425 -287 -16.76 282 -23.37 0.0873
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 1,712 -122 -6.65 368 -3.41 0.1144
2019-08-09 2019-06-30 13F MCDONALDS COM 580135101 1,834 0 0.00 381 9.48 0.1197
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 1,834 0 0.00 348 6.75 0.1144
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 1,834 0 0.00 326 6.19 0.1213
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 1,834 0 0.00 307 6.97 0.0962
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 1,834 0 0.00 287 0.00 0.0852
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 1,834 66 3.73 287 -5.59 0.0866
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 1,768 274 18.34 304 29.91 0.0827
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 1,494 0 0.00 234 2.18 0.0712
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 1,494 -207 -12.17 229 4.09 0.0721
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 1,701 -1,460 -46.19 220 -42.86 0.0752
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 3,161 3,161 385 0.1345
2014-11-10 2014-09-30 13F MCDONALDS COM 580135101 0 -2,461 -100.00 0 -100.00
2014-07-31 2014-06-30 13F MCDONALDS COM 580135101 2,461 -428 -14.81 248 -12.68 0.2151
2014-05-08 2014-03-31 13F/A-1 MCDONALDS COM 580135101 2,889 -160 -5.25 284 -4.05 0.2203
2014-05-02 2014-03-31 13F MCDONALDS COM 580135101 2,889 284
2014-02-04 2013-12-31 13F MCDONALDS COM 580135101 3,049 3,049 296 0.3139
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.