McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBokf, Na
Latest Disclosed Ownership95,518 shares
Latest Disclosed Value $ 29,686,039
Bokf, Na reports 7.02% decrease in ownership of MCD / McDonald's Corporation

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 95,518 shares of McDonald's Corporation (CH:MCD) valued at $29,686,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 102,727 shares of McDonald's Corporation. This represents a change in shares of -7.02% 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)
2026-05-08 2026-03-31 13F MCDONALD'S common 580135101 95,518 -7,209 -7.02 29,686 -5.45 0.3496
2026-02-03 2025-12-31 13F MCDONALD'S common 580135101 102,727 -5,539 -5.12 31,396 -4.57 0.4805
2025-11-13 2025-09-30 13F MCDONALD'S common 580135101 108,266 2,759 2.61 32,901 6.73 0.4950
2025-08-12 2025-06-30 13F MCDONALD'S common 580135101 105,507 -4,536 -4.12 30,826 -10.32 0.4992
2025-05-13 2025-03-31 13F MCDONALD'S common 580135101 110,043 2,397 2.23 34,374 13.11 0.6078
2025-02-14 2024-12-31 13F MCDONALD'S common 580135101 107,646 -1,071 -0.99 30,390 -7.88 0.5134
2024-11-14 2024-09-30 13F MCDONALD'S common 580135101 108,717 1,204 1.12 32,990 20.41 0.5854
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 107,513 -7,227 -6.30 27,399 -14.79 0.4918
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 114,740 -8,270 -6.72 32,152 -11.85 0.5854
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 123,010 -1,443 -1.16 36,474 11.79 0.7142
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 124,453 3,541 2.93 32,628 -9.57 0.7191
2023-08-21 2023-06-30 13F MCDONALDS COM 580135101 120,912 -2,932 -2.37 36,081 4.20 0.7349
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 123,844 -7,288 -5.56 34,628 0.21 0.7246
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 131,132 -10,268 -7.26 34,557 5.92 0.6377
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 141,400 12,675 9.85 32,627 2.67 0.6602
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 128,725 353 0.27 31,780 0.11 0.6092
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 128,372 22,041 20.73 31,744 11.36 0.5231
2022-03-11 2021-12-31 13F MCDONALDS COM 580135101 106,331 8 0.01 28,505 11.19 0.4411
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 106,323 9,213 9.49 25,636 17.78 0.4408
2021-04-21 2021-03-31 13F MCDONALDS COM 580135101 97,110 -1,360 -1.38 21,766 3.01 0.3959
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 98,470 4,620 4.92 21,129 2.57 0.4032
2020-10-30 2020-09-30 13F MCDONALDS COM 580135101 93,850 -8,969 -8.72 20,599 8.60 0.4525
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 102,819 -221 -0.21 18,967 11.32 0.4461
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 103,040 -3,839 -3.59 17,038 -19.33 0.4909
2020-02-12 2019-12-31 13F MCDONALDS COM 580135101 106,879 233 0.22 21,121 -7.76 0.4773
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 106,646 -756 -0.70 22,899 2.67 0.5515
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 107,402 6,422 6.36 22,304 16.31 0.5358
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 100,980 352 0.35 19,176 7.31 0.4591
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 100,628 4,469 4.65 17,869 11.08 0.5112
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 96,159 1,575 1.67 16,086 8.54 0.4038
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 94,584 800 0.85 14,821 1.06 0.3989
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 93,784 4,381 4.90 14,666 -4.70 0.4166
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 89,403 6,031 7.23 15,389 17.82 0.4239
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 83,372 -5,384 -6.07 13,062 -3.91 0.3792
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 88,756 -6,989 -7.30 13,594 9.55 0.4276
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 95,745 -1,675 -1.72 12,409 4.65 0.3872
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 97,420 7,702 8.58 11,858 14.57 0.3901
2016-11-10 2016-09-30 13F MCDONALDS COM 580135101 89,718 7,200 8.73 10,350 4.23 0.3426
2016-08-12 2016-06-30 13F MCDONALDS COM 580135101 82,518 3,683 4.67 9,930 0.22 0.3499
2016-05-13 2016-03-31 13F MCDONALDS COM 580135101 78,835 -4,772 -5.71 9,908 0.31 0.3581
2016-02-09 2015-12-31 13F MCDONALDS COM 580135101 83,607 2,388 2.94 9,877 23.42 0.3571
2015-11-13 2015-09-30 13F MCDONALDS COM 580135101 81,219 13,556 20.03 8,003 24.41 0.3012
2015-08-13 2015-06-30 13F MCDONALDS COM 580135101 67,663 -16,337 -19.45 6,433 -21.41 0.2184
2015-05-14 2015-03-31 13F MCDONALDS COM 580135101 84,000 5,094 6.46 8,186 10.71 0.2755
2015-02-12 2014-12-31 13F MCDONALDS COM 580135101 78,906 -8,775 -10.01 7,394 -11.05 0.2552
2014-11-13 2014-09-30 13F MCDONALDS COM 580135101 87,681 -31,755 -26.59 8,313 -30.91 0.2778
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 119,436 5,464 4.79 12,032 7.69 0.3861
2014-05-14 2014-03-31 13F MCDONALDS COM 580135101 113,972 -4,739 -3.99 11,173 -3.00 0.3703
2014-02-14 2013-12-31 13F MCDONALDS COM 580135101 118,711 34,220 40.50 11,519 41.72 0.3860
2013-11-12 2013-09-30 13F MCDONALDS COM 580135101 84,491 -4,226 -4.76 8,128 -7.46 0.2951
2013-08-14 2013-06-30 13F MCDONALDS COM 580135101 88,717 88,717 8,783 0.3318
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.