McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCX Institutional
Latest Disclosed Ownership38,268 shares
Latest Disclosed Value $ 11,893
CX Institutional reports 4.92% increase in ownership of MCD / McDonald's Corporation

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 38,268 shares of McDonald's Corporation (CH:MCD) valued at $11,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 36,475 shares of McDonald's Corporation. This represents a change in shares of 4.92% 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)
2026-04-06 2026-03-31 13F MCDONALDS COM 580135101 38,268 1,793 4.92 12 0.00 0.3628
2026-02-02 2025-12-31 13F MCDONALDS COM 580135101 36,475 1,969 5.71 11 10.00 0.3325
2025-10-23 2025-09-30 13F MCDONALDS COM 580135101 34,506 21,838 172.39 10 233.33 0.3183
2025-07-16 2025-06-30 13F/A-1 MCDONALDS COM 580135101 12,668 -16,466 -56.52 4 -66.67 0.1291
2025-07-11 2025-06-30 13F MCDONALDS COM 580135101 12,668 -16,466 4 0.1285
2025-04-15 2025-03-31 13F MCDONALDS COM 580135101 29,134 -34 -0.12 9 -99.89 0.3435
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 29,168 2,128 7.87 8,456 2.70 0.3358
2024-10-11 2024-09-30 13F MCDONALDS COM 580135101 27,040 10,733 65.82 8,234 98.15 0.3656
2024-07-11 2024-06-30 13F MCDONALDS COM 580135101 16,307 -1,483 -8.34 4,156 -17.15 0.1951
2024-04-15 2024-03-31 13F McDonald's COM 580135101 17,790 10,344 138.92 5,016 127.23 0.2418
2024-01-12 2023-12-31 13F MCDONALDS COM 580135101 7,446 -578 -7.20 2,208 4.45 0.1180
2023-10-18 2023-09-30 13F McDonald's COM 580135101 8,024 76 0.96 2,114 -10.88 0.1164
2023-07-26 2023-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 7,948 -63 -0.79 2,372 5.10 0.1228
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 8,011 -12,807 -61.52 2,257 -58.88 0.1202
2023-02-03 2022-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 20,818 14,542 231.71 5,486 278.87 0.3333
2022-11-04 2022-09-30 13F MCDONALDS COM 580135101 6,276 -2,889 -31.52 1,448 -36.01 0.1005
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 9,165 1,685 22.53 2,263 22.32 0.1708
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 7,480 -10,560 -58.54 1,850 -61.75 0.1481
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 18,040 6,311 53.81 4,836 71.00 0.3846
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 11,729 6,467 122.90 2,828 132.76 0.2311
2021-08-04 2021-06-30 13F MCDONALDS COM 580135101 5,262 232 4.61 1,215 7.81 0.0998
2021-04-15 2021-03-31 13F MCDONALDS COM 580135101 5,030 -401 -7.38 1,127 -3.26 0.1007
2021-01-12 2020-12-31 13F MCDONALDS COM 580135101 5,431 -24 -0.44 1,165 -2.67 0.1122
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 5,455 422 8.38 1,197 28.99 0.1292
2020-08-06 2020-06-30 13F MCDONALDS COM 580135101 5,033 -1,134 -18.39 928 -9.02 0.1219
2020-04-29 2020-03-31 13F MCDONALDS COM 580135101 6,167 430 7.50 1,020 -10.05 0.1664
2020-01-21 2019-12-31 13F MCDONALD'S COM 580135101 5,737 -187 -3.16 1,134 -10.85 0.1979
2019-10-10 2019-09-30 13F MCDONALD'S COM 580135101 5,924 -5 -0.08 1,272 3.33 0.2056
2019-07-17 2019-06-30 13F MCDONALD'S COM 580135101 5,929 -834 -12.33 1,231 -4.13 0.1954
2019-04-03 2019-03-31 13F MCDONALD'S COM 580135101 6,763 -1,433 -17.48 1,284 -11.75 0.2264
2019-01-14 2018-12-31 13F MCDONALDS COM 580135101 8,196 7,790 1,918.72 1,455 2,039.71 0.3072
2018-10-09 2018-09-30 13F MCDONALD'S COM 580135101 406 0 0.00 68 6.25 0.0225
2018-07-12 2018-06-30 13F/A-1 MCDONALD'S COM 580135101 406 406 64 0.0236
2018-07-12 2018-06-30 13F MCDONALD'S COM 580135101 696 109
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.