McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership2,540 shares
Latest Disclosed Value $ 789,484
Altfest L J & Co Inc reports 57.28% increase in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 2,540 shares of McDonald's Corporation (CH:MCD) valued at $789,484 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,615 shares of McDonald's Corporation. This represents a change in shares of 57.28% 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.

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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 2,540 925 57.28 789 60.04 0.0839
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 1,615 86 5.62 494 6.25 0.0540
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 1,529 -69 -4.32 465 -0.64 0.0519
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 1,598 -11 -0.68 467 -6.97 0.0551
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 1,609 52 3.34 502 11.31 0.0630
2025-02-07 2024-12-31 13F MCDONALDS COM 580135101 1,557 11 0.71 451 0.0576
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 1,546 231 17.57 0 0.0627
2024-08-07 2024-06-30 13F MCDONALDS COM 580135101 1,315 3 0.23 0 0.0458
2024-04-22 2024-03-31 13F MCDONALDS COM 580135101 1,312 -44 -3.24 0 0.0524
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 1,356 54 4.15 0 0.0583
2023-10-26 2023-09-30 13F MCDONALDS COM 580135101 1,302 -3 -0.23 0 0.0541
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 1,305 -4 -0.31 0 0.0586
2023-04-20 2023-03-31 13F MCDONALDS COM 580135101 1,309 -3 -0.23 0 0.0573
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 1,312 -131 -9.08 0 -100.00 0.0573
2022-11-15 2022-09-30 13F MCDONALDS COM 580135101 1,443 50 3.59 333 -3.20 0.0624
2022-08-04 2022-06-30 13F MCDONALDS COM 580135101 1,393 -6 -0.43 344 -0.58 0.0618
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 1,399 -151 -9.74 346 -16.63 0.0617
2022-01-24 2021-12-31 13F MCDONALDS COM 580135101 1,550 87 5.95 415 17.56 0.0792
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 1,463 -99 -6.34 353 -2.22 0.0740
2021-07-28 2021-06-30 13F MCDONALDS COM 580135101 1,562 -2 -0.13 361 3.14 0.0778
2021-05-07 2021-03-31 13F MCDONALDS COM 580135101 1,564 -16 -1.01 350 3.24 0.0827
2021-01-21 2020-12-31 13F MCDONALDS COM 580135101 1,580 -17 -1.06 339 -3.42 0.0831
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 1,597 -195 -10.88 351 6.04 0.0933
2020-07-21 2020-06-30 13F MCDONALDS COM 580135101 1,792 -855 -32.30 331 -24.43 0.0953
2020-04-13 2020-03-31 13F MCDONALDS COM 580135101 2,647 628 31.10 438 9.77 0.1372
2020-01-06 2019-12-31 13F MCDONALDS COM 580135101 2,019 -152 -7.00 399 -14.38 0.1005
2019-10-10 2019-09-30 13F MCDONALDS COM 580135101 2,171 -6 -0.28 466 3.10 0.1202
2019-07-15 2019-06-30 13F MCDONALDS COM 580135101 2,177 64 3.03 452 12.72 0.1203
2019-06-10 2019-03-31 13F/A-2 MCDONALDS COM 580135101 2,113 -3,588 -62.94 401 -60.38 0.0976
2019-05-24 2019-03-31 13F/A-1 MCDONALDS COM 580135101 5,695 3,582 1,011 0.2721
2019-04-05 2019-03-31 13F MCDONALDS COM 580135101 16,785 11,084 1,040
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 5,701 -67 -1.16 1,012 4.87 0.2826
2018-10-10 2018-09-30 13F MCDONALDS COM 580135101 5,768 -134 -2.27 965 4.32 0.2809
2018-08-07 2018-06-30 13F MCDONALDS COM 580135101 5,902 -1,920 -24.55 925 -24.37 0.3444
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 7,822 -78 -0.99 1,223 -10.07 0.5276
2018-02-12 2017-12-31 13F McDonalds COM 580135101 7,900 -38 -0.48 1,360 9.32 0.5164
2017-10-23 2017-09-30 13F McDonalds COM 580135101 7,938 -216 -2.65 1,244 -0.40 0.6047
2017-07-21 2017-06-30 13F McDonalds COM 580135101 8,154 -4,614 -36.14 1,249 -24.53 0.7540
2017-05-03 2017-03-31 13F McDonalds COM 580135101 12,768 -90 -0.70 1,655 5.75 0.6573
2017-01-09 2016-12-31 13F McDonalds COM 580135101 12,858 -142 -1.09 1,565 4.33 0.7818
2016-11-16 2016-09-30 13F McDonalds COM 580135101 13,000 2 0.02 1,500 -4.09 0.9991
2016-11-16 2016-06-30 13F McDonalds COM 580135101 12,998 -3,146 -19.49 1,564 -22.92 1.0896
2016-05-13 2016-03-31 13F McDonalds COM 580135101 16,144 -313 -1.90 2,029 4.37 2.0886
2016-02-19 2015-12-31 13F McDonalds COM 580135101 16,457 -222 -1.33 1,944 18.32 1.9026
2015-10-14 2015-09-30 13F McDonalds COM 580135101 16,679 -148 -0.88 1,643 2.69 1.6226
2015-07-17 2015-06-30 13F McDonalds COM 580135101 16,827 120 0.72 1,600 -1.72 1.4670
2015-04-20 2015-03-31 13F McDonalds COM 580135101 16,707 2,891 20.93 1,628 25.81 1.5153
2015-02-23 2014-12-31 13F/A-1 McDonalds COM 580135101 13,816 73 0.53 1,295 -0.77 1.0586
2015-02-11 2014-12-31 13F McDonalds COM 580135101 13,816 1,295
2014-11-14 2014-09-30 13F MCDONALDS COM 580135101 13,743 -13 -0.09 1,304 -5.37 1.2817
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 13,756 -105 -0.76 1,378 0.15 1.3573
2014-05-13 2014-03-31 13F MCDONALDS COM 580135101 13,861 425 3.16 1,376 5.52 1.2779
2014-02-14 2013-12-31 13F MCDONALDS COM 580135101 13,436 13,436 1,304 1.1100
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.