McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCullinan Associates Inc
Latest Disclosed Ownership56,651 shares
Latest Disclosed Value $ 17,606,557
Cullinan Associates Inc reports 11.85% decrease in ownership of MCD / McDonald's Corporation

On May 1, 2026 - Cullinan Associates Inc filed a 13F-HR form disclosing ownership of 56,651 shares of McDonald's Corporation (CH:MCD) valued at $17,606,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 64,268 shares of McDonald's Corporation. This represents a change in shares of -11.85% 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)
2026-05-01 2026-03-31 13F McDonalds COM 580135101 56,651 -7,617 -11.85 17,607 -10.37 1.4240
2026-01-30 2025-12-31 13F McDonalds COM 580135101 64,268 -1,038 -1.59 19,642 -1.02 1.3313
2025-10-27 2025-09-30 13F McDonalds COM 580135101 65,306 -1,401 -2.10 19,846 1.83 1.2922
2025-07-22 2025-06-30 13F McDonalds COM 580135101 66,707 -1,794 -2.62 19,490 -8.92 1.2855
2025-04-22 2025-03-31 13F McDonalds COM 580135101 68,501 -803 -1.16 21,398 6.51 1.5127
2025-01-24 2024-12-31 13F McDonalds COM 580135101 69,304 -12,104 -14.87 20,090 -21.65 1.2896
2024-10-23 2024-09-30 13F McDonalds COM 580135101 81,408 -6,220 -7.10 25,641 14.82 1.4462
2024-07-10 2024-06-30 13F McDonalds COM 580135101 87,628 -1,894 -2.12 22,331 -11.53 1.2635
2024-04-18 2024-03-31 13F McDonalds COM 580135101 89,522 2,246 2.57 25,241 -2.47 1.4154
2024-01-24 2023-12-31 13F McDonalds COM 580135101 87,276 -13,168 -13.11 25,878 -2.20 1.4428
2023-10-11 2023-09-30 13F McDonalds COM 580135101 100,444 1,611 1.63 26,461 -10.28 1.5412
2023-07-14 2023-06-30 13F McDonalds COM 580135101 98,833 2,939 3.06 29,493 10.00 1.6211
2023-04-05 2023-03-31 13F McDonalds COM 580135101 95,894 1,393 1.47 26,813 111,616.67 1.5664
2023-01-11 2022-12-31 13F McDonalds COM 580135101 94,501 4,406 4.89 25 -99.88 1.3800
2022-10-19 2022-09-30 13F McDonalds COM 580135101 90,095 28 0.03 20,789 -6.51 1.3129
2022-07-08 2022-06-30 13F McDonalds COM 580135101 90,067 2,043 2.32 22,236 2.16 1.3594
2022-04-21 2022-03-31 13F McDonalds COM 580135101 88,024 4,109 4.90 21,766 -3.24 1.1421
2022-01-07 2021-12-31 13F McDonalds COM 580135101 83,915 4,867 6.16 22,495 18.03 1.1451
2021-10-08 2021-09-30 13F McDonalds COM 580135101 79,048 5,325 7.22 19,059 11.92 1.0529
2021-07-07 2021-06-30 13F McDonalds COM 580135101 73,723 16,300 28.39 17,029 32.31 0.9537
2021-04-20 2021-03-31 13F McDonalds COM 580135101 57,423 1,133 2.01 12,871 6.56 0.7406
2021-01-14 2020-12-31 13F McDonalds COM 580135101 56,290 632 1.14 12,079 -1.12 0.7246
2020-10-09 2020-09-30 13F McDonalds COM 580135101 55,658 -114 -0.20 12,216 18.74 0.7875
2020-07-07 2020-06-30 13F McDonalds COM 580135101 55,772 -283 -0.50 10,288 10.99 0.7215
2020-04-01 2020-03-31 13F McDonalds COM 580135101 56,055 -113 -0.20 9,269 -16.49 0.7578
2020-01-15 2019-12-31 13F McDonalds COM 580135101 56,168 11,553 25.89 11,099 15.87 0.7420
2019-10-01 2019-09-30 13F McDonalds COM 580135101 44,615 2,357 5.58 9,579 9.16 0.6819
2019-07-16 2019-06-30 13F McDonalds COM 580135101 42,258 2,025 5.03 8,775 14.86 0.6369
2019-04-30 2019-03-31 13F McDonalds COM 580135101 40,233 849 2.16 7,640 9.25 0.5739
2019-01-11 2018-12-31 13F McDonalds COM 580135101 39,384 -172 -0.43 6,993 5.68 0.5775
2018-10-19 2018-09-30 13F McDonalds COM 580135101 39,556 240 0.61 6,617 7.42 0.4790
2018-07-09 2018-06-30 13F McDonalds COM 580135101 39,316 33,916 628.07 6,160 629.86 0.4713
2018-04-26 2018-03-31 13F McDonalds COM 580135101 5,400 900 20.00 844 8.90 0.0639
2018-01-17 2017-12-31 13F McDonalds COM 580135101 4,500 100 2.27 775 12.48 0.0569
2017-10-16 2017-09-30 13F McDonalds COM 580135101 4,400 200 4.76 689 7.15 0.0531
2017-07-12 2017-06-30 13F McDonalds COM 580135101 4,200 -50,663 -92.34 643 -90.96 0.0501
2017-04-17 2017-03-31 13F McDonalds COM 580135101 54,863 2,963 5.71 7,111 12.57 0.5797
2017-01-30 2016-12-31 13F McDonalds COM 580135101 51,900 -6,500 -11.13 6,317 -6.23 0.5380
2016-10-03 2016-09-30 13F McDonalds COM 580135101 58,400 -1,900 -3.15 6,737 -7.17 0.5759
2016-07-01 2016-06-30 13F McDonalds COM 580135101 60,300 -1,700 -2.74 7,257 -6.87 0.5899
2016-05-20 2016-03-31 13F McDonalds COM 580135101 62,000 -11,300 -15.42 7,792 -10.02 0.6656
2016-01-12 2015-12-31 13F McDonalds COM 580135101 73,300 -14,092 -16.13 8,660 0.57 0.7539
2015-10-05 2015-09-30 13F McDonalds COM 580135101 87,392 -1,818 -2.04 8,611 1.53 0.7865
2015-07-06 2015-06-30 13F McDonalds COM 580135101 89,210 -7,656 -7.90 8,481 -10.15 0.6995
2015-04-14 2015-03-31 13F McDonalds COM 580135101 96,866 96,866 9,439 0.7323
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.