McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBCJ Capital Management, LLC
Latest Disclosed Ownership1,555 shares
Latest Disclosed Value $ 483,366
BCJ Capital Management, LLC reports 9.74% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - BCJ Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,555 shares of McDonald's Corporation (CH:MCD) valued at $483,366 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,417 shares of McDonald's Corporation. This represents a change in shares of 9.74% 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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 1,555 138 9.74 483 11.55 0.0257
2026-02-04 2025-12-31 13F MCDONALDS COM 580135101 1,417 -4,072 -74.18 433 -74.04 0.0251
2025-10-31 2025-09-30 13F MCDONALDS COM 580135101 5,489 4,084 290.68 1,668 306.83 0.0992
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 1,405 -3,455 -71.09 411 -72.99 0.0275
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 4,860 3,645 300.00 1,518 331.25 0.1098
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 1,215 -91 -6.97 352 -11.34 0.0263
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,306 -1,343 -50.70 398 -41.19 0.0298
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 2,649 453 20.63 675 9.05 0.0536
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 2,196 1,016 86.10 619 77.36 0.0490
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 1,180 28 2.43 350 15.18 0.0304
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 1,152 -2,276 -66.39 303 -70.35 0.0277
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 3,428 -358 -9.46 1,023 -3.40 0.0901
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 3,786 523 16.03 1,059 23.17 0.0987
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 3,263 1,402 75.34 860 100.23 0.0858
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 1,861 358 23.82 429 15.63 0.0451
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 1,503 -5 -0.33 371 -0.54 0.0378
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 1,508 10 0.67 373 -7.21 0.0324
2022-01-19 2021-12-31 13F MCDONALDS COM 580135101 1,498 4 0.27 402 11.67 0.0375
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 1,494 -2 -0.13 360 4.05 0.0374
2021-08-06 2021-06-30 13F MCDONALDS COM 580135101 1,496 -31 -2.03 346 1.17 0.0372
2021-05-17 2021-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,527 -1,826 -54.46 342 -52.50 0.0405
2021-02-16 2020-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,353 1,844 122.20 720 117.52 0.0931
2020-11-17 2020-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,509 -4 -0.26 331 18.64 0.0505
2020-08-13 2020-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,513 2 0.13 279 11.60 0.0445
2020-05-15 2020-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,511 -24 -1.56 250 -17.49 0.0612
2020-02-19 2019-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,535 -1 -0.07 303 -8.18 0.0515
2019-11-08 2019-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,536 -256 -14.29 330 -11.29 0.0466
2019-08-14 2019-06-30 13F MCDONALD'S COM 580135101 1,792 0 0.00 372 9.41 0.0640
2019-05-14 2019-03-31 13F MC DONALDS COM 580135101 1,792 400 28.74 340 37.65 0.0614
2019-03-14 2018-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,392 1,392 247 0.0476
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.