McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBlue Fin Capital, Inc.
Latest Disclosed Ownership3,754 shares
Latest Disclosed Value $ 1,166,706
Blue Fin Capital, Inc. reports 2.59% decrease in ownership of MCD / McDonald's Corporation

On May 28, 2026 - Blue Fin Capital, Inc. filed a 13F-HR form disclosing ownership of 3,754 shares of McDonald's Corporation (CH:MCD) valued at $1,166,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,854 shares of McDonald's Corporation. This represents a change in shares of -2.59% 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)
2026-05-28 2026-03-31 13F MCDONALDS COM 580135101 3,754 -100 -2.59 1,167 -0.93 0.1914
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 3,854 -100 -2.53 1,178 -2.00 0.1827
2025-11-21 2025-09-30 13F MCDONALDS COM 580135101 3,954 -94 -2.32 1,202 1.61 0.1889
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 4,048 -30 -0.74 1,183 -7.15 0.2014
2025-11-21 2025-03-31 13F MCDONALDS COM 580135101 4,078 -101 -2.42 1,274 5.12 0.2471
2025-02-18 2024-12-31 13F MCDONALDS COM 580135101 4,179 -188 -4.31 1,211 -8.88 0.2233
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 4,367 -261 -5.64 1,330 12.72 0.2527
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 4,628 65 1.42 1,179 -8.32 0.2355
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 4,563 27 0.60 1,287 -4.32 0.2868
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 4,536 743 19.59 1,345 34.53 0.3452
2023-10-19 2023-09-30 13F MCDONALDS COM 580135101 3,793 -14 -0.37 999 -12.06 0.2918
2023-07-31 2023-06-30 13F MCDONALDS COM 580135101 3,807 829 27.84 1,136 29.38 0.3244
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 2,978 3 0.10 879 11.99 0.2840
2023-01-23 2022-12-31 13F MCDONALDS COM 580135101 2,975 -302 -9.22 784 3.70 0.2872
2022-11-04 2022-09-30 13F MCDONALDS CORP COM COM 580135101 3,277 -12 -0.36 756 -6.78 0.2856
2022-08-08 2022-06-30 13F MCDONALDS CORP COM COM 580135101 3,289 -239 -6.77 811 -7.00 0.2871
2022-04-12 2022-03-31 13F MCDONALDS CORP COM COM 580135101 3,528 -22 -0.62 872 -8.31 0.2528
2022-01-19 2021-12-31 13F MCDONALDS CORP COM COM 580135101 3,550 -150 -4.05 951 6.61 0.2634
2021-10-25 2021-09-30 13F MCDONALDS CORP COM COM 580135101 3,700 -379 -9.29 892 -5.31 0.2723
2021-07-19 2021-06-30 13F MCDONALDS CORP COM COM 580135101 4,079 -342 -7.74 942 -4.85 0.2902
2021-05-05 2021-03-31 13F MCDONALDS CORP COM COM 580135101 4,421 -756 -14.60 990 -10.81 0.3393
2021-01-28 2020-12-31 13F MCDONALDS CORP COM COM 580135101 5,177 137 2.72 1,110 0.36 0.3972
2020-10-28 2020-09-30 13F MCDONALDS CORP COM COM 580135101 5,040 -298 -5.58 1,106 12.40 0.4474
2020-08-10 2020-06-30 13F MCDONALDS CORP COM COM 580135101 5,338 -723 -11.93 984 -1.80 0.4355
2020-04-28 2020-03-31 13F MCDONALDS CORP COM COM 580135101 6,061 -176 -2.82 1,002 -18.73 0.5530
2020-02-10 2019-12-31 13F MCDONALDS CORP COM COM 580135101 6,237 -5 -0.08 1,233 -7.99 0.5810
2019-11-07 2019-09-30 13F MCDONALDS CORP COM COM 580135101 6,242 -414 -6.22 1,340 -3.04 0.7015
2019-07-22 2019-06-30 13F MCDONALDS CORP COM COM 580135101 6,656 117 1.79 1,382 11.36 0.7121
2019-04-23 2019-03-31 13F MCDONALDS CORP COM COM 580135101 6,539 -424 -6.09 1,241 0.40 0.6515
2019-01-16 2018-12-31 13F MCDONALDS CORP COM COM 580135101 6,963 -451 -6.08 1,236 -0.32 0.7382
2018-12-27 2018-09-30 13F/A-2 MCDONALDS CORP COM COM 580135101 7,414 98 1.34 1,240 8.20 0.6142
2018-11-09 2018-09-30 13F MCDONALDS CORP COM COM 580135101 7,414 98 1,240
2018-12-31 2018-06-30 13F/A-2 MCDONALDS CORP COM COM 580135101 7,316 100 1.39 1,146 1.60 0.6123
2018-08-06 2018-06-30 13F MCDONALDS CORP COM COM 580135101 7,316 100 1,146
2018-05-07 2018-03-31 13F MCDONALDS CORP COM COM 580135101 7,216 1,105 18.08 1,128 7.22 0.6370
2018-01-26 2017-12-31 13F MCDONALDS CORP COM COM 580135101 6,111 -75 -1.21 1,052 8.57 0.6129
2017-10-11 2017-09-30 13F MCDONALDS CORP COM COM 580135101 6,186 -65 -1.04 969 1.25 0.5940
2017-08-02 2017-06-30 13F MCDONALDS CORP COM COM 580135101 6,251 -646 -9.37 957 7.05 0.6157
2017-05-01 2017-03-31 13F McDonalds COM 580135101 6,897 96 1.41 894 7.97 0.5477
2017-02-02 2016-12-31 13F McDonalds COM 580135101 6,801 189 2.86 828 8.52 0.5474
2016-10-21 2016-09-30 13F McDonalds COM 580135101 6,612 -431 -6.12 763 -10.02 0.6184
2016-07-29 2016-06-30 13F McDonalds COM 580135101 7,043 -175 -2.42 848 -6.50 0.7032
2016-04-14 2016-03-31 13F McDonalds COM 580135101 7,218 -409 -5.36 907 0.67 0.7723
2016-01-07 2015-12-31 13F McDonalds COM 580135101 7,627 -285 -3.60 901 15.51 0.6941
2015-10-13 2015-09-30 13F McDonalds COM 580135101 7,912 0 0.00 780 3.72 0.6070
2015-07-23 2015-06-30 13F McDonalds COM 580135101 7,912 -485 -5.78 752 -8.07 0.5412
2015-04-06 2015-03-31 13F McDonalds COM 580135101 8,397 -150 -1.76 818 2.12 0.5906
2015-01-09 2014-12-31 13F McDonalds COM 580135101 8,547 -997 -10.45 801 -11.49 0.6038
2014-11-06 2014-09-30 13F McDonalds COM 580135101 9,544 -1,491 -13.51 905 -18.62 0.7176
2014-07-29 2014-06-30 13F McDonalds COM 580135101 11,035 -110 -0.99 1,112 1.74 0.8913
2014-05-13 2014-03-31 13F McDonalds COM 580135101 11,145 -280 -2.45 1,093 -1.44 0.9632
2014-02-07 2013-12-31 13F McDonalds COM 580135101 11,425 11,425 1,109 0.9880
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.