McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCooper Financial Group
Latest Disclosed Ownership2,543 shares
Latest Disclosed Value $ 790,212
Cooper Financial Group reports 25.02% increase in ownership of MCD / McDonald's Corporation

On April 7, 2026 - Cooper Financial Group filed a 13F-HR form disclosing ownership of 2,543 shares of McDonald's Corporation (CH:MCD) valued at $790,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 2,034 shares of McDonald's Corporation. This represents a change in shares of 25.02% 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)
2026-04-07 2026-03-31 13F MCDONALDS COM 580135101 2,543 509 25.02 790 27.21 0.0799
2026-01-08 2025-12-31 13F MCDONALDS COM 580135101 2,034 478 30.72 622 31.57 0.0661
2025-10-07 2025-09-30 13F MCDONALDS COM 580135101 1,556 136 9.58 473 14.01 0.0524
2025-07-18 2025-06-30 13F MCDONALDS COM 580135101 1,420 -848 -37.39 415 -41.53 0.0488
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 2,268 258 12.84 709 21.65 0.0933
2025-01-13 2024-12-31 13F MCDONALDS COM 580135101 2,010 38 1.93 583 -3.00 0.0702
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,972 -1,406 -41.62 600 -30.23 0.0779
2024-07-15 2024-06-30 13F MCDONALDS COM 580135101 3,378 892 35.88 861 22.86 0.1266
2024-04-11 2024-03-31 13F MCDONALDS COM 580135101 2,486 -78 -3.04 701 -7.89 0.1152
2024-01-16 2023-12-31 13F MCDONALDS COM 580135101 2,564 -124 -4.61 760 7.34 0.1383
2023-10-13 2023-09-30 13F MCDONALDS COM 580135101 2,688 262 10.80 708 -2.07 0.1702
2023-07-07 2023-06-30 13F MCDONALDS COM 580135101 2,426 266 12.31 724 19.90 0.1795
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 2,160 -51 -2.31 604 3.61 0.1627
2023-01-13 2022-12-31 13F MCDONALDS COM 580135101 2,211 170 8.33 583 23.57 0.1779
2022-10-13 2022-09-30 13F MCDONALDS COM 580135101 2,041 1,155 130.36 471 115.07 0.1695
2022-07-11 2022-06-30 13F MCDONALDS COM 580135101 886 886 219 0.0795
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 0 -2,594 -100.00 0 -100.00
2021-10-06 2021-09-30 13F MCDONALDS COM 580135101 2,594 7 0.27 625 4.69 0.1296
2021-07-12 2021-06-30 13F MCDONALDS COM 580135101 2,587 3 0.12 597 3.11 0.1214
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 2,584 -633 -19.68 579 -16.09 0.1308
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 3,217 850 35.91 690 32.69 0.1407
2020-10-09 2020-09-30 13F MCDONALDS COM 580135101 2,367 -213 -8.26 520 9.24 0.1501
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 2,580 -249 -8.80 476 1.71 0.1541
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 2,829 262 10.21 468 -7.69 0.1951
2020-01-07 2019-12-31 13F MCDONALDS COM 580135101 2,567 323 14.39 507 5.19 0.2029
2019-10-08 2019-09-30 13F MCDONALDS COM 580135101 2,244 61 2.79 482 6.40 0.2174
2019-07-08 2019-06-30 13F MCDONALDS COM 580135101 2,183 -165 -7.03 453 1.57 0.2196
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 2,348 98 4.36 446 11.78 0.2457
2019-01-17 2018-12-31 13F MCDONALDS COM 580135101 2,250 2,250 399 0.2704
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.