McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCkw Financial Group
Latest Disclosed Ownership127,346 shares
Latest Disclosed Value $ 39,132
Ckw Financial Group reports 5.63% decrease in ownership of MCD / McDonald's Corporation

On May 7, 2026 - Ckw Financial Group filed a 13F-HR form disclosing ownership of 127,346 shares of McDonald's Corporation (CH:MCD) valued at $39,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 134,941 shares of McDonald's Corporation. This represents a change in shares of -5.63% 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)
2026-05-07 2026-03-31 13F MCDONALD S COM 580135101 127,346 -7,595 -5.63 39 -4.88 4.2675
2026-01-26 2025-12-31 13F MCDONALD S COM 580135101 134,941 -200 -0.15 41 2.50 4.4721
2025-11-13 2025-09-30 13F MCDONALD S COM 580135101 135,141 -6,000 -4.25 41 -2.44 4.4271
2025-07-28 2025-06-30 13F MCDONALD S COM 580135101 141,141 -399 -0.28 42 -6.82 4.8292
2025-05-16 2025-03-31 13F MCDONALD S COM 580135101 141,540 6,000 4.43 44 12.82 5.5473
2025-01-22 2024-12-31 13F MCDONALD S COM 580135101 135,540 -225 -0.17 39 -4.88 4.8348
2024-11-13 2024-09-30 13F MCDONALD S COM 580135101 135,765 -6,750 -4.74 41 17.14 4.9768
2024-08-14 2024-06-30 13F MCDONALD S COM 580135101 142,515 0 0.00 36 -10.26 4.5459
2024-04-22 2024-03-31 13F MCDONALD S COM 580135101 142,515 0 0.00 40 -7.14 5.1983
2024-01-26 2023-12-31 13F MCDONALD S COM 580135101 142,515 -245 -0.17 42 13.51 5.8689
2023-10-19 2023-09-30 13F MCDONALD S COM 580135101 142,760 -895 -0.62 38 -11.90 5.7346
2023-07-18 2023-06-30 13F MCDONALD S COM 580135101 143,655 0 0.00 43 5.00 6.4025
2023-05-12 2023-03-31 13F MCDONALD S COM 580135101 143,655 -45,560 -24.08 40 -18.37 6.5474
2023-01-18 2022-12-31 13F MCDONALD S COM 580135101 189,215 -280 -0.15 50 -99.89 8.3871
2022-11-10 2022-09-30 13F MCDONALD S COM 580135101 189,495 0 0.00 43,724 -8.78 8.1739
2022-08-04 2022-06-30 13F MCDONALD S COM 580135101 189,495 0 0.00 47,935 1.49 8.1408
2022-04-28 2022-03-31 13F MCDONALD S COM 580135101 189,495 189,495 47,232 6.9067
2022-02-09 2021-12-31 13F MCDONALD S COM 580135101 0 -134,070 -100.00 0 -100.00
2021-11-12 2021-09-30 13F MCDONALD S COM 580135101 134,070 0 0.00 32,570 4.59 5.0281
2021-08-05 2021-06-30 13F MCDONALD S COM 580135101 134,070 0 0.00 31,140 3.63 4.9253
2021-05-13 2021-03-31 13F MCDONALD S COM 580135101 134,070 0 0.00 30,050 4.45 5.1876
2021-02-10 2020-12-31 13F MCDONALD S COM 580135101 134,070 -425 -0.32 28,769 -2.59 5.3113
2020-11-10 2020-09-30 13F MCDONALD S COM 580135101 134,495 34,023 33.86 29,534 59.19 5.9106
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 100,472 0 0.00 18,553 16.74 4.1145
2020-05-12 2020-03-31 13F MCDONALDS COM 580135101 100,472 0 0.00 15,892 -19.96 4.1494
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 100,472 -325 -0.32 19,854 -5.77 3.6967
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 100,797 0 0.00 21,069 0.65 3.9890
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 100,797 0 0.00 20,932 9.36 4.2256
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 100,797 0 0.00 19,141 6.94 3.5376
2019-01-16 2018-12-31 13F MCDONALDS COM 580135101 100,797 0 0.00 17,899 6.54 3.9214
2018-11-08 2018-09-30 13F MCDONALDS COM 580135101 100,797 0 0.00 16,800 6.37 3.1687
2018-07-19 2018-06-30 13F MCDONALDS COM 580135101 100,797 0 0.00 15,794 -0.65 3.3075
2018-04-19 2018-03-31 13F MCDONALDS COM 580135101 100,797 0 0.00 15,898 -8.36 3.5251
2018-02-21 2017-12-31 13F MCDONALDS COM 580135101 100,797 0 0.00 17,349 9.85 3.8517
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 100,797 -569 -0.56 15,793 2.17 3.7698
2017-07-31 2017-06-30 13F MCDONALDS COM 580135101 101,366 569 0.56 15,458 18.33 4.0489
2017-05-04 2017-03-31 13F MCDONALDS COM 580135101 100,797 0 0.00 13,064 6.48 4.0378
2017-01-25 2016-12-31 13F MCDONALDS COM 580135101 100,797 0 0.00 12,269 5.51 4.4514
2016-11-03 2016-09-30 13F MCDONALDS COM 580135101 100,797 0 0.00 11,628 -4.14 3.9852
2016-07-07 2016-06-30 13F MCDONALDS COM 580135101 100,797 0 0.00 12,130 -4.25 4.3203
2016-04-06 2016-03-31 13F MCDONALDS COM 580135101 100,797 0 0.00 12,668 -36.37 4.7473
2016-02-11 2015-12-31 13F MCDONALDS COM 580135101 100,797 0 0.00 19,908 100.44 7.2196
2015-10-26 2015-09-30 13F MCDONALDS COM 580135101 100,797 -463 -0.46 9,932 3.17 4.0522
2015-07-28 2015-06-30 13F MCDONALDS COM 580135101 101,260 -214 -0.21 9,627 -1.47 3.7858
2015-04-09 2015-03-31 13F MCDONALDS COM 580135101 101,474 -117 -0.12 9,771 926.37 3.8831
2015-02-13 2014-12-31 13F MCDONALDS COM 580135101 101,591 8 0.01 952 -90.12 0.4020
2014-11-13 2014-09-30 13F MCDONALDS COM 580135101 101,583 0 0.00 9,631 -6.13 4.2177
2014-07-30 2014-06-30 13F MCDONALDS COM 580135101 101,583 0 0.00 10,260 3.42 5.4643
2014-04-17 2014-03-31 13F MCDONALDS COM 580135101 101,583 0 0.00 9,921 0.65 4.7145
2014-02-24 2013-12-31 13F MCDONALDS COM 580135101 101,583 101,583 9,857 5.1540
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.