McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAspiriant, Llc
Latest Disclosed Ownership1,695 shares
Latest Disclosed Value $ 527,089
Aspiriant, Llc reports 4.61% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Aspiriant, Llc filed a 13F-HR form disclosing ownership of 1,695 shares of McDonald's Corporation (CH:MCD) valued at $527,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,777 shares of McDonald's Corporation. This represents a change in shares of -4.61% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 1,695 -82 -4.61 527 -2.95 0.0150
2026-01-20 2025-12-31 13F MCDONALDS COM 580135101 1,777 36 2.07 543 2.65 0.0156
2025-10-24 2025-09-30 13F MCDONALDS COM 580135101 1,741 -115 -6.20 529 -2.40 0.0162
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 1,856 -73 -3.78 542 -9.97 0.0172
2025-04-21 2025-03-31 13F MCDONALDS COM 580135101 1,929 -633 -24.71 602 -18.87 0.0209
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 2,562 -71 -2.70 743 -7.37 0.0268
2024-10-17 2024-09-30 13F MCDONALDS COM 580135101 2,633 -203 -7.16 802 10.79 0.0304
2024-07-15 2024-06-30 13F MCDONALDS COM 580135101 2,836 -380 -11.82 723 -20.29 0.0295
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 3,216 87 2.78 907 -2.26 0.0375
2024-01-26 2023-12-31 13F MCDONALDS COM 580135101 3,129 -218 -6.51 928 5.22 0.0418
2023-10-18 2023-09-30 13F MCDONALDS COM 580135101 3,347 63 1.92 882 -9.91 0.0451
2023-07-19 2023-06-30 13F MCDONALDS COM 580135101 3,284 -23 -0.70 980 5.95 0.0495
2023-04-27 2023-03-31 13F MCDONALDS COM 580135101 3,307 122 3.83 925 10.13 0.0484
2023-01-23 2022-12-31 13F MCDONALDS COM 580135101 3,185 -45 -1.39 839 12.47 0.0428
2022-10-28 2022-09-30 13F MCDONALDS COM 580135101 3,230 640 24.71 746 16.74 0.0365
2022-07-25 2022-06-30 13F MCDONALDS COM 580135101 2,590 93 3.72 639 3.57 0.0308
2022-05-06 2022-03-31 13F MCDONALDS COM 580135101 2,497 -107 -4.11 617 -11.60 0.0339
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 2,604 386 17.40 698 30.71 0.0373
2021-10-27 2021-09-30 13F MCDONALDS COM 580135101 2,218 -603 -21.38 534 -18.10 0.0314
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 2,821 266 10.41 652 13.59 0.0369
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 2,555 75 3.02 574 7.89 0.0367
2021-02-01 2020-12-31 13F MCDONALDS COM 580135101 2,480 93 3.90 532 1.53 0.0363
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 2,387 1 0.04 524 18.82 0.0410
2020-08-06 2020-06-30 13F MCDONALDS COM 580135101 2,386 -65 -2.65 441 8.62 0.0410
2020-05-05 2020-03-31 13F MCDONALDS COM 580135101 2,451 53 2.21 406 -14.16 0.0400
2020-01-27 2019-12-31 13F MCDONALDS COM 580135101 2,398 -100 -4.00 473 -11.59 0.0438
2019-11-04 2019-09-30 13F MCDONALDS COM 580135101 2,498 190 8.23 535 11.92 0.0479
2019-08-06 2019-06-30 13F MCDONALDS COM 580135101 2,308 -166 -6.71 478 1.70 0.0399
2019-08-06 2019-03-31 13F/A-1 MCDONALDS COM 580135101 2,474 -121 -4.66 470 2.17 0.0384
2019-05-03 2019-03-31 13F MCDONALDS COM 580135101 2,474 -121 470
2019-02-04 2018-12-31 13F MCDONALDS COM 580135101 2,595 -340 -11.58 460 -5.93 0.0349
2018-10-26 2018-09-30 13F MCDONALDS COM 580135101 2,935 -796 -21.33 489 -16.41 0.0418
2018-08-07 2018-06-30 13F MCDONALDS COM 580135101 3,731 80 2.19 585 2.45 0.0501
2018-05-04 2018-03-31 13F MCDONALDS COM 580135101 3,651 3,651 571 0.0498
2018-01-31 2017-12-31 13F MCDONALDS COM 580135101 0 -1,956 -100.00 0 -100.00
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 1,956 -391 -16.66 306 -14.76 0.0256
2017-08-03 2017-06-30 13F MCDONALDS COM 580135101 2,347 -1,499 -38.98 359 -28.06 0.0312
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 3,846 3,846 499 0.0425
2016-11-10 2016-09-30 13F MCDONALDS COM 580135101 0 -6,302 -100.00 0 -100.00
2016-08-09 2016-06-30 13F MCDONALDS COM 580135101 6,302 6,302 606 0.0573
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.