McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionApriem Advisors
Latest Disclosed Ownership791 shares
Latest Disclosed Value $ 245,855
Apriem Advisors reports 7.91% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 791 shares of McDonald's Corporation (CH:MCD) valued at $245,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 733 shares of McDonald's Corporation. This represents a change in shares of 7.91% 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 791 58 7.91 246 9.38 0.0235
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 733 -4 -0.54 224 0.45 0.0206
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 737 -10 -1.34 224 2.29 0.0212
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 747 0 0.00 218 -6.44 0.0232
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 747 -52 -6.51 233 0.87 0.0273
2025-02-05 2024-12-31 13F MCDONALDS COM 580135101 799 39 5.13 232 0.00 0.0265
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 760 -59 -7.20 231 11.06 0.0270
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 819 18 2.25 209 -7.56 0.0256
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 801 -272 -25.35 226 -29.25 0.0284
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 1,073 143 15.38 318 29.80 0.0425
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 930 63 7.27 245 -5.04 0.0359
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 867 -41 -4.52 259 1.98 0.0388
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 908 908 254 0.0406
2018-11-14 2018-09-30 13F MC DONALDS cs 580135101 0 -847 -100.00 0 -100.00
2018-08-14 2018-06-30 13F MC DONALDS cs 580135101 847 847 133 0.0299
2017-08-04 2017-06-30 13F MC DONALDS cs 580135101 0 -987 -100.00 0 -100.00
2017-05-13 2017-03-31 13F MC DONALDS cs 580135101 987 2 0.20 128 6.67 0.0348
2017-02-14 2016-12-31 13F MC DONALDS cs 580135101 985 31 3.25 120 9.09 0.0356
2016-11-14 2016-09-30 13F MC DONALDS cs 580135101 954 -579 -37.77 110 -40.22 0.0328
2016-08-12 2016-06-30 13F MC DONALDS cs 580135101 1,533 241 18.65 184 13.58 0.0598
2016-05-13 2016-03-31 13F MC DONALDS cs 580135101 1,292 293 29.33 162 37.29 0.0637
2016-02-09 2015-12-31 13F MC DONALDS cs 580135101 999 3 0.30 118 20.41 0.0421
2015-11-13 2015-09-30 13F MC DONALDS cs 580135101 996 -797 -44.45 98 -42.35 0.0363
2015-08-14 2015-06-30 13F MC DONALDS cs 580135101 1,793 643 55.91 170 51.79 0.0584
2015-05-07 2015-03-31 13F MC DONALDS cs 580135101 1,150 189 19.67 112 24.44 0.0388
2015-02-12 2014-12-31 13F MC DONALDS cs 580135101 961 4 0.42 90 -1.10 0.0332
2014-11-10 2014-09-30 13F MC DONALDS cs 580135101 957 -6,833 -87.72 91 -88.41 0.0348
2014-08-11 2014-06-30 13F MC DONALDS cs 580135101 7,790 -52 -0.66 785 2.08 0.2997
2014-05-13 2014-03-31 13F MC DONALDS cs 580135101 7,842 3 0.04 769 1.05 0.2909
2014-02-14 2013-12-31 13F MC DONALDS cs 580135101 7,839 -168 -2.10 761 -1.17 0.2982
2013-11-06 2013-09-30 13F MC DONALDS cs 580135101 8,007 -137 -1.68 770 -4.47 0.3342
2013-08-15 2013-06-30 13F MC DONALDS cs 580135101 8,144 8,144 806 0.3949
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.