McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAckerman Capital Advisors, LLC
Latest Disclosed Ownership2,424 shares
Latest Disclosed Value $ 753,355
Ackerman Capital Advisors, LLC ownership in MCD / McDonald's Corporation

On May 5, 2026 - Ackerman Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 2,424 shares of McDonald's Corporation (CH:MCD) valued at $753,355 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,424 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 2,424 0 0.00 753 1.76 0.1543
2026-02-11 2025-12-31 13F MCDONALDS COM 580135101 2,424 -44 -1.78 741 -1.33 0.1487
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 2,468 -23 -0.92 750 3.16 0.1570
2025-07-25 2025-06-30 13F MCDONALDS COM 580135101 2,491 21 0.85 728 -5.71 0.1691
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 2,470 0 0.00 772 7.68 0.2038
2025-02-04 2024-12-31 13F MCDONALDS COM 580135101 2,470 0 0.00 716 -4.79 0.1877
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 2,470 0 0.00 752 19.55 0.1942
2024-07-25 2024-06-30 13F MCDONALDS COM 580135101 2,470 0 0.00 629 -9.63 0.1669
2024-04-24 2024-03-31 13F MCDONALDS COM 580135101 2,470 20 0.82 696 -4.13 0.1924
2024-01-19 2023-12-31 13F MCDONALDS COM 580135101 2,450 0 0.00 726 12.56 0.2036
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 2,450 0 0.00 645 -11.76 0.1798
2023-07-21 2023-06-30 13F MCDONALDS COM 580135101 2,450 0 0.00 731 6.72 0.1896
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 2,450 -4 -0.16 685 6.04 0.1775
2023-01-12 2022-12-31 13F MCDONALDS COM 580135101 2,454 0 0.00 647 14.13 0.1738
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 2,454 0 0.00 566 -6.60 0.1609
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 2,454 0 0.00 606 -0.16 0.1632
2022-04-19 2022-03-31 13F MCDONALDS COM 580135101 2,454 0 0.00 607 -7.75 0.1429
2022-02-16 2021-12-31 13F MCDONALDS COM 580135101 2,454 -97 -3.80 658 6.99 0.1510
2021-11-03 2021-09-30 13F MCDONALDS COM 580135101 2,551 0 0.00 615 4.41 0.1410
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 2,551 -699 -21.51 589 -19.09 0.1379
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 3,250 3,250 728 0.1768
2021-02-01 2020-12-31 13F MCDONALDS COM 580135101 0 -3,250 -100.00 0 -100.00
2020-11-02 2020-09-30 13F MCDONALDS COM 580135101 3,250 0 0.00 713 18.83 0.1984
2020-08-20 2020-06-30 13F MCDONALDS COM 580135101 3,250 0 0.00 600 11.73 0.1799
2020-08-14 2020-03-31 13F MCDONALDS COM 580135101 3,250 -3,523 -52.02 537 -59.90 0.2091
2020-02-28 2019-12-31 13F/A-1 MCDONALDS COM 580135101 6,773 13 0.19 1,339 -7.72 0.3960
2020-01-17 2019-12-31 13F MCDONALDS COM 580135101 3,000 -3,760 593 2.0919
2019-10-09 2019-09-30 13F MCDONALDS COM 580135101 6,760 107 1.61 1,451 -99.77 0.5007
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 6,653 11 0.17 623,739 9.35 3.0472
2019-04-26 2019-03-31 13F MCDONALDS COM 580135101 6,642 -529,697 -98.76 570,392 15,552.91 3.0438
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 536,339 531,339 10,626.78 3,644 335.89 0.2826
2019-01-07 2018-09-30 13F MCDONALDS COM 580135101 5,000 1,667 50.02 836 45.64 2.8970
2018-04-11 2018-03-31 13F MCDONALDS COM 580135101 3,333 8 0.24 574 10.17 0.2301
2018-02-22 2017-12-31 13F MCDONALDS COM 580135101 3,325 -42 -1.25 521 0.97 0.2212
2017-08-15 2017-06-30 13F MCDONALDS COM 580135101 3,367 3,367 516 0.2159
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.