McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership277,363 shares
Latest Disclosed Value $ 86,199,465
Captrust Financial Advisors reports 34.52% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 277,363 shares of McDonald's Corporation (CH:MCD) valued at $86,199,465 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 206,191 shares of McDonald's Corporation. This represents a change in shares of 34.52% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 277,363 71,172 34.52 86,199 36.78 0.1486
2026-02-17 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 206,191 21,521 11.65 63,018 12.29 0.1199
2025-11-19 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 184,670 -356 -0.19 56,120 3.81 0.1144
2025-08-15 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 185,026 -4,323 -2.28 54,059 -8.60 0.1206
2025-05-15 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 189,349 10,733 6.01 59,147 14.23 0.1484
2025-02-14 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 178,616 4,097 2.35 51,779 -2.57 0.1479
2024-11-14 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 174,519 -6,138 -3.40 53,143 15.43 0.1577
2024-08-15 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 180,657 9,896 5.80 46,039 -4.38 0.1482
2024-05-15 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 170,761 -18,772 -9.90 48,146 -14.33 0.1769
2024-02-14 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 189,533 694 0.37 56,198 12.97 0.1935
2023-11-15 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 188,839 2,311 1.24 49,748 -10.63 0.1901
2023-08-15 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 186,528 12,753 7.34 55,662 14.55 0.2194
2023-05-15 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 173,775 29,218 20.21 48,589 27.55 0.2135
2023-02-15 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 144,557 2,281 1.60 38,095 16.04 0.1917
2022-11-16 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 142,276 34,995 32.62 32,829 23.95 0.1911
2022-08-23 2022-06-30 13F/A-1 MCDONALDS CORP COM Common Stock 580135101 107,281 12,392 13.06 26,486 12.88 0.1708
2022-08-16 2022-06-30 13F MCDONALDS CORP COM COM 580135101 114,719 19,830 28,322 0.2055
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 94,889 4,991 5.55 23,464 -2.63 0.1519
2022-02-14 2021-12-31 13F MCDONALDS CORP COM Common Stock 580135101 89,898 3,367 3.89 24,099 15.51 0.1653
2021-11-16 2021-09-30 13F MCDONALDS CORP COM Common Stock 580135101 86,531 12,084 16.23 20,864 21.32 0.1733
2021-08-16 2021-06-30 13F MCDONALDS CORP COM Common Stock 580135101 74,447 2,479 3.44 17,197 6.61 0.1602
2021-05-17 2021-03-31 13F MCDONALDS CORP COM Common Stock 580135101 71,968 16,027 28.65 16,131 34.38 0.1746
2021-02-16 2020-12-31 13F MCDONALDS CORP COM Common Stock 580135101 55,941 3,844 7.38 12,004 4.93 0.1590
2020-11-17 2020-09-30 13F MCDONALDS CORP COM Common Stock 580135101 52,097 -12,834 -19.77 11,440 -4.59 0.1897
2020-08-14 2020-06-30 13F MCDONALDS CORP COM Common Stock 580135101 64,931 9,221 16.55 11,990 36.06 0.1975
2020-05-15 2020-03-31 13F MCDONALDS CORP COM Common Stock 580135101 55,710 -8,429 -13.14 8,812 -31.57 0.1942
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 64,139 19,967 45.20 12,878 35.79 0.2032
2019-11-14 2019-09-30 13F MCDONALDS CORP COM Common Stock 580135101 44,172 14,065 46.72 9,484 51.70 0.3331
2019-08-13 2019-06-30 13F MCDONALDS CORP COM Common Stock 580135101 30,107 -1,120 -3.59 6,252 5.43 0.2313
2019-05-15 2019-03-31 13F MCDONALDS CORP COM Common Stock 580135101 31,227 1,533 5.16 5,930 12.46 0.2407
2019-02-13 2018-12-31 13F MCDONALDS CORP COM Common Stock 580135101 29,694 -487 -1.61 5,273 4.44 0.2829
2018-11-15 2018-09-30 13F MCDONALDS CORP COM Common Stock 580135101 30,181 504 1.70 5,049 8.58 0.2258
2018-08-13 2018-06-30 13F MCDONALDS CORP COM Common Stock 580135101 29,677 11,849 66.46 4,650 65.36 0.2576
2018-05-15 2018-03-31 13F MCDONALDS CORP COM Common Stock 580135101 17,828 -1,685 -8.64 2,812 -16.28 0.1739
2018-02-14 2017-12-31 13F MCDONALDS CORP COM Common Stock 580135101 19,513 19,200 6,134.19 3,359 6,486.27 0.2033
2018-02-16 2017-09-30 13F/A-1 MCDONALDS CORP COM Common Stock 580135101 313 -17,500 -98.24 51 -98.13 0.0039
2017-08-10 2017-06-30 13F MCDONALDS CORP COM Common Stock 580135101 17,813 17,813 2,728 0.2336
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.