McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCoastline Trust Co
Latest Disclosed Ownership12,468 shares
Latest Disclosed Value $ 3,874,929
Coastline Trust Co reports 1.34% increase in ownership of MCD / McDonald's Corporation

On April 3, 2026 - Coastline Trust Co filed a 13F-HR form disclosing ownership of 12,468 shares of McDonald's Corporation (CH:MCD) valued at $3,874,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 12,303 shares of McDonald's Corporation. This represents a change in shares of 1.34% 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)
2026-04-03 2026-03-31 13F MCDONALDS COM 580135101 12,468 165 1.34 3,875 3.03 0.3844
2026-01-05 2025-12-31 13F MCDONALDS COM 580135101 12,303 -35 -0.28 3,760 0.29 0.3536
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 12,338 -79 -0.64 3,749 3.36 0.4024
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 12,417 -156 -1.24 3,628 -7.64 0.4155
2025-04-28 2025-03-31 13F MCDONALDS COM 580135101 12,573 -575 -4.37 3,927 3.04 0.4882
2025-02-13 2024-12-31 13F MCDONALD'S COM 580135101 13,148 -363 -2.69 3,811 -7.37 0.4463
2024-11-06 2024-09-30 13F MCDONALD'S COM 580135101 13,511 -231 -1.68 4,114 17.48 0.4834
2024-07-15 2024-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 13,742 -375 -2.66 3,502 -12.01 0.4100
2024-04-26 2024-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 14,117 -75 -0.53 3,980 -5.42 0.4810
2024-01-23 2023-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 14,192 -255 -1.77 4,208 10.59 0.5596
2023-10-18 2023-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 14,447 -474 -3.18 3,806 -14.53 0.5611
2023-08-07 2023-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 14,921 -824 -5.23 4,453 1.14 0.6235
2023-05-31 2023-03-31 13F/A-1 MCDONALDS CORP COM COMMON STOCK 580135101 15,745 -66 -0.42 4,402 5.66 0.6520
2023-04-12 2023-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 15,811 0 4,167 0.3405
2023-02-09 2022-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 15,811 1,204 8.24 4,167 23.62 0.6207
2022-11-03 2022-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 14,607 3,500 31.51 3,370 22.90 0.5391
2022-07-22 2022-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,107 476 4.48 2,742 4.34 0.4056
2022-05-04 2022-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 10,631 -740 -6.51 2,628 -13.78 0.3192
2022-02-10 2021-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,371 -230 -1.98 3,048 8.97 0.3477
2021-11-09 2021-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,601 -225 -1.90 2,797 2.38 0.3479
2021-08-10 2021-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,826 -455 -3.70 2,732 -0.73 0.3381
2021-05-10 2021-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 12,281 1,760 16.73 2,752 21.93 0.3548
2021-02-12 2020-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 10,521 -100 -0.94 2,257 -3.17 0.3008
2020-10-15 2020-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 10,621 -500 -4.50 2,331 13.65 0.3504
2020-08-07 2020-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,121 -9 -0.08 2,051 11.41 0.3238
2020-06-10 2020-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,130 -475 -4.09 1,841 -19.71 0.3324
2020-01-15 2019-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,605 -4 -0.03 2,293 -8.02 0.3178
2019-10-18 2019-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,609 -2,911 -20.05 2,493 -17.31 0.3669
2019-07-18 2019-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 14,520 -1,395 -8.77 3,015 -0.23 0.4383
2019-04-25 2019-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 15,915 -1,904 -10.69 3,022 -4.49 0.4513
2019-01-15 2018-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 17,819 -186 -1.03 3,164 5.05 0.5455
2018-10-17 2018-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 18,005 -20 -0.11 3,012 6.66 0.4317
2018-07-27 2018-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 18,025 -980 -5.16 2,824 -4.98 0.4258
2018-04-16 2018-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 19,005 -963 -4.82 2,972 -13.53 0.4566
2018-01-17 2017-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 19,968 165 0.83 3,437 10.76 0.5171
2017-11-17 2017-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 19,803 -402 -1.99 3,103 0.26 0.5411
2017-08-10 2017-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 20,205 -1,115 -5.23 3,095 12.02 0.5610
2017-04-19 2017-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 21,320 164 0.78 2,763 7.30 0.5158
2017-01-17 2016-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 21,156 -100 -0.47 2,575 5.02 0.5058
2016-10-20 2016-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 21,256 15 0.07 2,452 -4.07 0.4797
2016-07-18 2016-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 21,241 136 0.64 2,556 -3.66 0.5163
2016-04-15 2016-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 21,105 30 0.14 2,653 6.55 0.5660
2016-01-15 2015-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 21,075 -70 -0.33 2,490 19.48 0.5467
2015-10-30 2015-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 21,145 -3,416 -13.91 2,084 -10.75 0.4744
2015-07-22 2015-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 24,561 95 0.39 2,335 -2.06 0.4884
2015-04-17 2015-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 24,466 -759 -3.01 2,384 0.85 0.4893
2015-01-21 2014-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 25,225 7,090 39.10 2,364 37.52 0.4937
2014-10-20 2014-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 18,135 270 1.51 1,719 -4.45 0.4505
2014-07-23 2014-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 17,865 790 4.63 1,799 7.47 0.4668
2014-05-09 2014-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 17,075 860 5.30 1,674 6.42 0.4450
2014-02-14 2013-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 16,215 0 0.00 1,573 0.83 0.4272
2013-11-12 2013-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 16,215 1,455 9.86 1,560 6.78 0.4586
2013-08-06 2013-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 14,760 14,760 1,461 0.4504
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.