McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCambridge Advisors Inc.
Latest Disclosed Ownership748 shares
Latest Disclosed Value $ 232,500
Cambridge Advisors Inc. ownership in MCD / McDonald's Corporation

On April 16, 2026 - Cambridge Advisors Inc. filed a 13F-HR form disclosing ownership of 748 shares of McDonald's Corporation (CH:MCD) valued at $232,500 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 748 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)
2026-04-16 2026-03-31 13F MCDONALDS COM 580135101 748 0 0.00 232 1.75 0.0451
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 748 -110 -12.82 229 -12.31 0.0435
2025-10-15 2025-09-30 13F MCDONALDS COM 580135101 858 0 0.00 261 4.00 0.0510
2025-07-16 2025-06-30 13F MCDONALDS COM 580135101 858 -50 -5.51 251 -11.66 0.0524
2025-04-24 2025-03-31 13F MCDONALDS COM 580135101 908 0 0.00 284 7.60 0.0621
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 908 95 11.69 263 6.48 0.0588
2024-10-23 2024-09-30 13F MCDONALDS COM 580135101 813 -1 -0.12 248 19.32 0.0541
2024-07-11 2024-06-30 13F MCDONALDS COM 580135101 814 -25 -2.98 207 -12.29 0.0482
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 839 0 0.00 237 -4.84 0.0558
2024-01-17 2023-12-31 13F MCDONALDS COM 580135101 839 0 0.00 249 12.22 0.0625
2023-10-18 2023-09-30 13F MCDONALDS COM 580135101 839 -75 -8.21 221 -18.75 0.0594
2023-07-13 2023-06-30 13F MCDONALDS COM 580135101 914 -78 -7.86 273 -1.81 0.0698
2023-04-13 2023-03-31 13F MCDONALDS COM 580135101 992 -80 -7.46 277 -1.77 0.0710
2023-01-23 2022-12-31 13F MCDONALDS COM 580135101 1,072 -16 -1.47 283 12.35 0.0758
2022-10-17 2022-09-30 13F MCDONALDS COM 580135101 1,088 -2 -0.18 251 -6.69 0.0719
2022-07-18 2022-06-30 13F MCDONALDS COM 580135101 1,090 -189 -14.78 269 -14.87 0.0735
2022-05-05 2022-03-31 13F MCDONALDS COM 580135101 1,279 24 1.91 316 -6.23 0.0753
2022-01-14 2021-12-31 13F MCDONALDS COM 580135101 1,255 159 14.51 337 27.65 0.0761
2021-10-19 2021-09-30 13F MCDONALDS COM 580135101 1,096 0 0.00 264 4.35 0.0643
2021-07-21 2021-06-30 13F MCDONALDS COM 580135101 1,096 -125 -10.24 253 -7.66 0.0612
2021-04-22 2021-03-31 13F MCDONALDS COM 580135101 1,221 76 6.64 274 11.38 0.0700
2021-01-25 2020-12-31 13F MCDONALDS COM 580135101 1,145 0 0.00 246 -1.99 0.0662
2020-10-15 2020-09-30 13F MCDONALDS COM 580135101 1,145 0 0.00 251 18.96 0.0739
2020-07-17 2020-06-30 13F MCDONALDS COM 580135101 1,145 1,145 211 0.0661
2020-04-21 2020-03-31 13F MCDONALDS COM 580135101 0 -1,125 -100.00 0 -100.00
2020-01-28 2019-12-31 13F MCDONALDS COM 580135101 1,125 0 0.00 222 -8.26 0.0677
2019-10-25 2019-09-30 13F MCDONALDS COM 580135101 1,125 0 0.00 242 3.42 0.0798
2019-07-26 2019-06-30 13F MCDONALDS COM 580135101 1,125 -200 -15.09 234 -7.14 0.0772
2019-04-16 2019-03-31 13F MCDONALDS COM 580135101 1,325 -70 -5.02 252 1.61 0.0858
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 1,395 0 0.00 248 6.44 0.0923
2018-10-24 2018-09-30 13F MCDONALDS COM 580135101 1,395 0 0.00 233 6.39 0.0787
2018-07-30 2018-06-30 13F MCDONALDS COM 580135101 1,395 0 0.00 219 0.46 0.0774
2018-04-18 2018-03-31 13F MCDONALDS COM 580135101 1,395 1,395 218 0.0782
2018-01-26 2017-12-31 13F MCDONALDS COM 580135101 0 -1,395 -100.00 0 -100.00
2017-10-27 2017-09-30 13F MCDONALDS COM 580135101 1,395 0 0.00 219 2.34 0.0842
2017-07-24 2017-06-30 13F MCDONALDS COM 580135101 1,395 1,395 214 0.0865
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.