McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCenterpoint Advisors, LLC
Latest Disclosed Ownership126 shares
Latest Disclosed Value $ 39
Centerpoint Advisors, LLC reports 40.28% decrease in ownership of MCD / McDonald's Corporation

On May 7, 2026 - Centerpoint Advisors, LLC filed a 13F-HR form disclosing ownership of 126 shares of McDonald's Corporation (CH:MCD) valued at $39 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 211 shares of McDonald's Corporation.

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)
2026-05-07 2026-03-31 13F MCDONALDS COM 580135101 126 -85 -40.28 0 0.0127
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 211 -11 -4.95 0 0.0197
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 222 38 20.65 0 0.0208
2025-08-01 2025-06-30 13F MCDONALDS COM 580135101 184 11 6.36 0 0.0183
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 173 -140 -44.73 0 0.0199
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 313 0 0.00 0 0.0319
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 313 98 45.58 0 0.0330
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 215 -56 -20.66 0 0.0198
2024-05-02 2024-03-31 13F MCDONALDS COM 580135101 271 -12,247 -97.84 0 -100.00 0.0285
2024-01-16 2023-12-31 13F MCDONALDS COM 580135101 12,518 -4 -0.03 4 0.00 1.4590
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 12,522 0 0.00 3 0.00 1.3995
2023-07-17 2023-06-30 13F MCDONALDS COM 580135101 12,522 -78 -0.62 4 0.00 1.5162
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 12,600 178 1.43 4 0.00 1.5334
2023-01-24 2022-12-31 13F MCDONALDS COM 580135101 12,422 0 0.00 3 -99.90 1.5351
2022-10-13 2022-09-30 13F MCDONALDS COM 580135101 12,422 0 0.00 2,866 -6.55 1.5230
2022-07-18 2022-06-30 13F MCDONALDS COM 580135101 12,422 0 0.00 3,067 -0.16 1.5639
2022-04-27 2022-03-31 13F MCDONALDS COM 580135101 12,422 0 0.00 3,072 -7.75 1.4059
2022-01-14 2021-12-31 13F MCDONALDS COM 580135101 12,422 -70 -0.56 3,330 10.56 1.4622
2021-10-25 2021-09-30 13F MCDONALDS COM 580135101 12,492 0 0.00 3,012 4.37 1.4368
2021-07-26 2021-06-30 13F MCDONALDS COM 580135101 12,492 115 0.93 2,886 4.04 1.3586
2021-04-23 2021-03-31 13F MCDONALDS COM 580135101 12,377 0 0.00 2,774 4.44 1.6300
2021-01-22 2020-12-31 13F MCDONALDS COM 580135101 12,377 -44 -0.35 2,656 -2.57 1.7267
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 12,421 0 0.00 2,726 18.99 2.0512
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 12,421 0 0.00 2,291 11.54 1.8526
2020-04-23 2020-03-31 13F MCDONALDS COM 580135101 12,421 0 0.00 2,054 -16.33 2.0423
2020-01-14 2019-12-31 13F MCDONALDS COM 580135101 12,421 0 0.00 2,455 -7.95 1.8081
2019-10-21 2019-09-30 13F MCDONALDS COM 580135101 12,421 0 0.00 2,667 3.41 2.1208
2019-07-17 2019-06-30 13F MCDONALDS COM 580135101 12,421 0 0.00 2,579 9.33 2.0614
2019-04-25 2019-03-31 13F MCDONALDS COM 580135101 12,421 0 0.00 2,359 6.94 2.0033
2019-02-05 2018-12-31 13F MCDONALDS COM 580135101 12,421 12,247 7,038.51 2,206 7,506.90 2.0925
2018-11-08 2018-09-30 13F MCDONALDS COM 580135101 174 0 0.00 29 7.41 0.0230
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 174 0 0.00 27 0.00 0.0226
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 174 0 0.00 27 -10.00 0.0235
2018-03-14 2017-12-31 13F MCDONALDS COM 580135101 174 174 30 0.0265
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.