McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCapWealth Advisors, LLC
Latest Disclosed Ownership1,282 shares
Latest Disclosed Value $ 398,433
CapWealth Advisors, LLC reports 54.08% decrease in ownership of MCD / McDonald's Corporation

On May 5, 2026 - CapWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,282 shares of McDonald's Corporation (CH:MCD) valued at $398,433 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 2,792 shares of McDonald's Corporation. This represents a change in shares of -54.08% 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)
2026-05-05 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 1,282 -1,510 -54.08 398 -53.34 0.0296
2026-02-06 2025-12-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 2,792 11 0.40 853 0.95 0.0584
2026-02-02 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 2,792 11 853 0.0580
2026-02-06 2025-09-30 13F/A-2 MCDONALDS CORP COM Stock 580135101 2,781 0 0.00 845 4.06 0.0582
2025-10-30 2025-09-30 13F/A-1 MCDONALDS CORP COM Stock 580135101 2,781 0 845 0.0578
2025-10-21 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 2,781 0 845 0.0762
2025-07-29 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 2,781 -455 -14.06 813 -19.60 0.0800
2025-04-30 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 3,236 -15 -0.46 1,011 7.22 0.1094
2025-01-30 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 3,251 193 6.31 942 1.18 0.1033
2024-10-31 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 3,058 188 6.55 931 27.36 0.1013
2024-08-05 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 2,870 15 0.53 731 -9.08 0.0924
2024-05-03 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 2,855 0 0.00 805 -4.96 0.0904
2024-01-31 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 2,855 0 0.00 847 12.50 0.1032
2023-11-01 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 2,855 0 0.00 752 -11.63 0.0965
2023-08-07 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 2,855 0 0.00 852 6.64 0.1039
2023-05-02 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 2,855 -334 -10.47 798 -5.00 0.0996
2023-02-01 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 3,189 200 6.69 840 21.74 0.0988
2022-11-02 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 2,989 -195 -6.12 690 -12.21 0.0911
2022-08-05 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 3,184 195 6.52 786 6.36 0.0948
2022-05-04 2022-03-31 13F/A-2 MCDONALDS CORP COM Stock 580135101 2,989 -95 -3.08 739 -10.64 0.0757
2022-05-03 2022-03-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 2,989 -95 739 0.0715
2022-05-02 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 2,989 -95 739 0.0787
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 3,084 0 0.00 827 11.16 0.0841
2021-11-09 2021-09-30 13F MCDONALDS COM 580135101 3,084 -10 -0.32 744 4.06 0.0815
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 3,094 10 0.32 715 3.47 0.0776
2021-05-03 2021-03-31 13F MCDONALDS COM 580135101 3,084 0 0.00 691 4.38 0.0786
2021-02-17 2020-12-31 13F/A-1 MCDONALDS COM 580135101 3,084 74 2.46 662 0.15 0.0789
2021-02-02 2020-12-31 13F MCDONALDS COM 580135101 3,084 74 662 80,012.9568
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 3,010 0 0.00 661 19.10 0.0883
2020-08-12 2020-06-30 13F MC DONALDS COM 580135101 3,010 -220 -6.81 555 3.93 0.0784
2020-05-08 2020-03-31 13F/A-1 MC DONALDS COM 580135101 3,230 0 0.00 534 -16.30 0.0956
2020-05-08 2020-03-31 13F MC DONALDS COM 580135101 3,230 0 671 95,944.1779
2020-02-18 2019-12-31 13F/A-1 MC DONALDS COM 580135101 3,230 0 0.00 638 -8.07 0.0803
2020-02-06 2019-12-31 13F MC DONALDS COM 580135101 3,230 0 638 82,119.2428
2019-10-29 2019-09-30 13F MC DONALDS COM 580135101 3,230 0 0.00 694 3.43 0.0923
2019-08-13 2019-06-30 13F MC DONALDS COM 580135101 3,230 0 0.00 671 9.46 0.0959
2019-05-15 2019-03-31 13F MC DONALDS COM 580135101 3,230 0 0.00 613 6.79 0.0940
2019-02-15 2018-12-31 13F MC DONALDS COM 580135101 3,230 60 1.89 574 8.30 0.1009
2018-11-14 2018-09-30 13F MC DONALDS COM 580135101 3,170 0 0.00 530 6.64 0.0870
2018-08-15 2018-06-30 13F MC DONALDS COM 580135101 3,170 0 0.00 497 0.20 0.0890
2018-05-14 2018-03-31 13F/A-1 MCDONALDS COM 580135101 3,170 0 0.00 496 -9.16 0.0959
2018-05-11 2018-03-31 13F MC DONALDS COM 580135101 3,170 0 546
2018-02-15 2017-12-31 13F MC DONALDS COM 580135101 3,170 95 3.09 546 13.28 0.0983
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 3,075 0 0.00 482 2.34 0.0926
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 3,075 0 0.00 471 18.05 0.0944
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 3,075 -54 -1.73 399 4.72 0.0817
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 3,129 -50 -1.57 381 3.81 0.0824
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 3,179 -96 -2.93 367 -6.85 0.0882
2016-08-03 2016-06-30 13F MCDONALDS COM 580135101 3,275 -20 -0.61 394 -4.83 0.0963
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 3,295 520 18.74 414 26.22 0.1053
2016-02-11 2015-12-31 13F MCDONALDS COM 580135101 2,775 -325 -10.48 328 7.54 0.0794
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 3,100 -3,004 -49.21 305 -47.41 0.0764
2015-08-14 2015-06-30 13F MCDONALDS COM 580135101 6,104 -41 -0.67 580 -3.17 0.1367
2015-05-12 2015-03-31 13F MCDONALDS COM 580135101 6,145 -13 -0.21 599 3.81 0.1408
2015-02-11 2014-12-31 13F MCDONALDS COM 580135101 6,158 -1,300 -17.43 577 -18.39 0.1354
2014-11-12 2014-09-30 13F MCDONALDS COM 580135101 7,458 -220 -2.87 707 -8.54 0.1605
2014-08-08 2014-06-30 13F MCDONALDS COM 580135101 7,678 178 2.37 773 5.17 0.1771
2014-05-12 2014-03-31 13F MCDONALDS COM 580135101 7,500 0 0.00 735 0.96 0.1977
2014-02-13 2013-12-31 13F MCDONALDS COM 580135101 7,500 -1,658 -18.10 728 -17.37 0.1836
2013-11-13 2013-09-30 13F MCDONALDS COM 580135101 9,158 304 3.43 881 0.46 0.2452
2013-07-26 2013-06-30 13F MCDONALDS COM 580135101 8,854 8,854 877 0.2561
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.