McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBrooks, Moore & Associates, Inc.
Latest Disclosed Ownership1,062 shares
Latest Disclosed Value $ 330,059
Brooks, Moore & Associates, Inc. ownership in MCD / McDonald's Corporation

On May 15, 2026 - Brooks, Moore & Associates, Inc. filed a 13F-HR form disclosing ownership of 1,062 shares of McDonald's Corporation (CH:MCD) valued at $330,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,062 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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 1,062 0 0.00 330 1.85 0.1655
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 1,062 0 0.00 325 0.62 0.1595
2025-11-17 2025-09-30 13F MCDONALDS COM 580135101 1,062 0 0.00 323 1.26 0.1636
2025-08-15 2025-06-30 13F MCDONALDS COM 580135101 1,062 0 0.00 319 -3.93 0.1720
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 1,062 0 0.00 332 7.82 0.1871
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 1,062 -100 -8.61 308 -13.03 0.1820
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,162 0 0.00 354 19.26 0.2090
2024-08-15 2024-06-30 13F MCDONALDS COM 580135101 1,162 0 0.00 296 -9.48 0.1904
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 1,162 0 0.00 328 -4.94 0.2101
2024-02-15 2023-12-31 13F MCDONALDS COM 580135101 1,162 0 0.00 345 0.2368
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 1,162 0 0.00 0 0.2311
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 1,162 0 0.00 0 0.2442
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 1,162 -150 -11.43 0 0.2334
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 1,312 136 11.56 0 -100.00 0.2527
2022-11-17 2022-09-30 13F MCDONALDS COM 580135101 1,176 0 0.00 271 -6.55 0.2192
2022-08-04 2022-06-30 13F MCDONALDS COM 580135101 1,176 150 14.62 290 14.17 0.2091
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 1,026 0 0.00 254 -7.64 0.1559
2022-02-04 2021-12-31 13F MCDONALDS COM 580135101 1,026 -25 -2.38 275 8.70 0.1613
2021-11-08 2021-09-30 13F MCDONALDS COM 580135101 1,051 -58 -5.23 253 -1.17 0.1655
2021-07-21 2021-06-30 13F MCDONALDS COM 580135101 1,109 -50 -4.31 256 -1.54 0.1633
2021-05-04 2021-03-31 13F MCDONALDS COM 580135101 1,159 0 0.00 260 4.42 0.1762
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 1,159 0 0.00 249 -1.97 0.1929
2020-11-02 2020-09-30 13F MCDONALDS COM 580135101 1,159 0 0.00 254 18.69 0.2190
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 1,159 1,159 214 0.2004
2020-04-22 2020-03-31 13F MCDONALDS COM 580135101 0 -1,159 -100.00 0 -100.00
2020-01-30 2019-12-31 13F MCDONALDS COM 580135101 1,159 0 0.00 229 -8.03 0.1816
2019-11-06 2019-09-30 13F/A-1 MCDONALDS COM 580135101 1,159 0 0.00 249 3.32 0.2103
2019-10-25 2019-09-30 13F MCDONALDS COM 580135101 1,159 0 249 210,334.2541
2019-08-09 2019-06-30 13F MCDONALDS COM 580135101 1,159 0 0.00 241 9.55 0.2070
2019-04-24 2019-03-31 13F MCDONALDS COM 580135101 1,159 0 0.00 220 6.80 0.2007
2019-02-06 2018-12-31 13F MCDONALDS COM 580135101 1,159 1,159 206 0.2074
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.