McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionClaro Advisors LLC
Latest Disclosed Ownership11,421 shares
Latest Disclosed Value $ 3,549,631
Claro Advisors LLC reports 2.31% increase in ownership of MCD / McDonald's Corporation

On April 21, 2026 - Claro Advisors LLC filed a 13F-HR form disclosing ownership of 11,421 shares of McDonald's Corporation (CH:MCD) valued at $3,549,631 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,163 shares of McDonald's Corporation. This represents a change in shares of 2.31% 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)
2026-04-21 2026-03-31 13F MCDONALDS COM 580135101 11,421 258 2.31 3,550 4.05 0.4276
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 11,163 141 1.28 3,412 1.85 0.4647
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 11,022 46 0.42 3,349 4.46 0.4884
2025-08-05 2025-06-30 13F MCDONALDS COM 580135101 10,976 -2,616 -19.25 3,207 -24.48 0.5294
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 13,592 65 0.48 4,246 8.26 0.5682
2025-01-13 2024-12-31 13F MCDONALDS COM 580135101 13,527 -1,093 -7.48 3,921 -11.93 0.5298
2024-11-07 2024-09-30 13F/A-1 MCDONALDS COM 580135101 14,620 953 6.97 4,452 27.86 0.5752
2024-10-17 2024-09-30 13F MCDONALDS COM 580135101 1,870 -11,797 230 0.0297
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 13,667 -192 -1.39 3,483 -10.88 0.5437
2024-04-18 2024-03-31 13F MCDONALDS COM 580135101 13,859 452 3.37 3,908 -1.71 0.6785
2024-01-22 2023-12-31 13F MCDONALDS COM 580135101 13,407 400 3.08 3,975 16.02 0.8608
2023-10-10 2023-09-30 13F MCDONALDS COM 580135101 13,007 757 6.18 3,426 -6.27 0.8566
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 12,250 689 5.96 3,656 13.09 0.9082
2023-04-17 2023-03-31 13F MCDONALDS COM 580135101 11,561 94 0.82 3,232 6.95 0.9492
2023-03-13 2022-12-31 13F/A-1 MCDONALDS COM 580135101 11,467 2,105 22.48 3,022 30.77 0.9886
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 11,467 2,105 3,022 0.9867
2022-11-18 2022-09-30 13F/A-1 MCDONALDS COM 580135101 9,362 0 0.00 2,311 0.00 0.9187
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 9,362 0 2,311 0.9187
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 9,362 1,092 13.20 2,311 4.24 0.9187
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 8,270 0 0.00 2,217 0.00 0.7975
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 8,270 162 2.00 2,217 13.40 0.7976
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 8,108 205 2.59 1,955 7.06 0.8222
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 7,903 62 0.79 1,826 3.87 0.8218
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 7,841 755 10.65 1,758 15.66 0.8905
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 7,086 225 3.28 1,520 0.93 0.8079
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 6,861 60 0.88 1,506 20.00 0.9544
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 6,801 154 2.32 1,255 14.19 0.8637
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 6,647 -1,996 -23.09 1,099 -35.66 1.0245
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 8,643 256 3.05 1,708 -5.16 1.3148
2019-10-29 2019-09-30 13F MCDONALDS COM 580135101 8,387 -82 -0.97 1,801 2.39 1.5977
2019-07-24 2019-06-30 13F MCDONALDS COM 580135101 8,469 300 3.67 1,759 13.41 1.6236
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 8,169 -343 -4.03 1,551 8.92 1.5348
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 8,512 8,512 1,424 1.1399
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.