McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBlue Chip Partners, Inc.
Latest Disclosed Ownership16,360 shares
Latest Disclosed Value $ 5,084,455
Blue Chip Partners, Inc. reports 2.02% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Blue Chip Partners, Inc. filed a 13F-HR form disclosing ownership of 16,360 shares of McDonald's Corporation (CH:MCD) valued at $5,084,455 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 16,697 shares of McDonald's Corporation. This represents a change in shares of -2.02% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 16,360 -337 -2.02 5,084 -0.37 0.3660
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 16,697 -247 -1.46 5,103 -0.89 0.3701
2025-11-17 2025-09-30 13F MCDONALDS COM 580135101 16,944 -1,330 -7.28 5,149 -3.56 0.3851
2025-08-15 2025-06-30 13F MCDONALDS COM 580135101 18,274 -152 -0.82 5,339 -7.23 0.4350
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 18,426 -1,268 -6.44 5,756 0.82 0.4963
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 19,694 -3,163 -13.84 5,709 -17.99 0.4909
2024-11-04 2024-09-30 13F MCDONALDS COM 580135101 22,857 -64,453 -73.82 6,960 -68.72 0.6046
2024-07-29 2024-06-30 13F MCDONALDS COM 580135101 87,310 3,349 3.99 22,250 -6.01 2.0556
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 83,961 2,270 2.78 23,673 -2.27 2.2987
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 81,691 275 0.34 24,222 12.93 2.5265
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 81,416 1,212 1.51 21,448 -10.38 2.5560
2023-08-02 2023-06-30 13F MCDONALDS COM 580135101 80,204 395 0.49 23,934 7.25 2.7200
2023-05-01 2023-03-31 13F MCDONALDS COM 580135101 79,809 669 0.85 22,315 7.00 2.6470
2023-02-01 2022-12-31 13F MCDONALDS COM 580135101 79,140 1,174 1.51 20,856 15.93 2.5951
2022-10-27 2022-09-30 13F MCDONALDS COM 580135101 77,966 2,229 2.94 17,990 -3.79 2.4655
2022-08-01 2022-06-30 13F MCDONALDS COM 580135101 75,737 2,456 3.35 18,698 3.18 2.3836
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 73,281 4,613 6.72 18,121 -1.56 2.2525
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 68,668 1,988 2.98 18,408 14.50 2.3099
2021-11-02 2021-09-30 13F MCDONALDS COM 580135101 66,680 2,142 3.32 16,077 7.84 2.2583
2021-08-03 2021-06-30 13F MCDONALDS COM 580135101 64,538 1,695 2.70 14,908 5.84 2.1282
2021-05-04 2021-03-31 13F MCDONALDS COM 580135101 62,843 -206 -0.33 14,086 4.12 2.1632
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 63,049 7,791 14.10 13,529 11.54 2.1181
2020-10-27 2020-09-30 13F MCDONALDS COM 580135101 55,258 3,980 7.76 12,129 28.23 2.1595
2020-07-30 2020-06-30 13F MCDONALDS COM 580135101 51,278 12,829 33.37 9,459 48.77 1.8538
2020-05-08 2020-03-31 13F MCDONALDS COM 580135101 38,449 4,980 14.88 6,358 -3.87 1.5800
2020-02-11 2019-12-31 13F MCDONALDS COM 580135101 33,469 -778 -2.27 6,614 -10.05 1.2580
2019-10-29 2019-09-30 13F MCDONALDS COM 580135101 34,247 -287 -0.83 7,353 2.54 1.5555
2019-07-31 2019-06-30 13F MCDONALDS COM 580135101 34,534 -352 -1.01 7,171 8.24 1.6071
2019-04-23 2019-03-31 13F MCDONALDS COM 580135101 34,886 -748 -2.10 6,625 4.69 1.5686
2019-02-05 2018-12-31 13F MCDONALDS COM 580135101 35,634 -1,304 -3.53 6,328 2.41 1.5913
2018-10-26 2018-09-30 13F MCDONALDS COM 580135101 36,938 -1,582 -4.11 6,179 2.37 1.5066
2018-07-25 2018-06-30 13F MCDONALDS COM 580135101 38,520 -2,587 -6.29 6,036 -6.10 1.5979
2018-04-25 2018-03-31 13F MCDONALDS COM 580135101 41,107 383 0.94 6,428 -8.29 1.7793
2018-01-31 2017-12-31 13F MCDONALDS COM 580135101 40,724 -392 -0.95 7,009 8.80 2.0724
2017-11-07 2017-09-30 13F MCDONALDS COM 580135101 41,116 164 0.40 6,442 2.71 2.0745
2017-08-07 2017-06-30 13F MCDONALDS COM 580135101 40,952 233 0.57 6,272 18.83 2.1863
2017-05-08 2017-03-31 13F MCDONALDS COM 580135101 40,719 -946 -2.27 5,278 4.08 1.9987
2017-02-01 2016-12-31 13F MCDONALDS COM 580135101 41,665 -2,632 -5.94 5,071 -0.76 1.9866
2016-11-04 2016-09-30 13F MCDONALDS COM 580135101 44,297 -229 -0.51 5,110 -4.63 2.2572
2016-08-19 2016-06-30 13F MCDONALDS COM 580135101 44,526 109 0.25 5,358 -4.01 2.4119
2016-05-10 2016-03-31 13F MCDONALDS COM 580135101 44,417 -481 -1.07 5,582 5.24 2.7158
2016-02-02 2015-12-31 13F MCDONALDS COM 580135101 44,898 510 1.15 5,304 21.26 2.7627
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 44,388 2,224 5.27 4,374 9.10 2.7844
2015-08-04 2015-06-30 13F MCDONALDS COM 580135101 42,164 3,327 8.57 4,009 5.95 2.5642
2015-04-28 2015-03-31 13F McDonald's COM 580135101 38,837 -388 -0.99 3,784 2.97 2.5637
2015-02-12 2014-12-31 13F McDonald's COM 580135101 39,225 39,225 3,675 2.5642
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.