McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFinancial Insights, Inc.
Latest Disclosed Ownership2,292 shares
Latest Disclosed Value $ 712,330
Financial Insights, Inc. reports 4.61% increase in ownership of MCD / McDonald's Corporation

On May 19, 2026 - Financial Insights, Inc. filed a 13F-HR form disclosing ownership of 2,292 shares of McDonald's Corporation (CH:MCD) valued at $712,330 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 1, 2026 disclosing 2,191 shares of McDonald's Corporation. This represents a change in shares of 4.61% 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)
2026-05-19 2026-03-31 13F MCDONALDS COM 580135101 2,292 101 4.61 712 6.43 0.2308
2026-04-01 2025-12-31 13F MCDONALDS COM 580135101 2,191 26 1.20 670 1.67 0.2244
2026-04-01 2025-09-30 13F MCDONALDS COM 580135101 2,165 9 0.42 658 4.61 0.2179
2025-07-22 2025-06-30 13F MCDONALDS COM 580135101 2,156 9 0.42 630 -6.12 0.2301
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 2,147 320 17.52 671 26.65 0.2669
2025-03-05 2024-12-31 13F MCDONALDS COM 580135101 1,827 -16 -0.87 530 -5.70 0.1966
2024-10-22 2024-09-30 13F MCDONALDS COM 580135101 1,843 -71 -3.71 561 15.20 0.1772
2024-07-16 2024-06-30 13F MCDONALDS COM 580135101 1,914 60 3.24 488 -6.70 0.1355
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 1,854 -11 -0.59 523 -5.61 0.1458
2024-01-25 2023-12-31 13F MCDONALDS COM 580135101 1,865 29 1.58 553 14.97 0.1730
2023-12-07 2023-09-30 13F MCDONALDS COM 580135101 1,836 -1 -0.05 481 -12.23 0.1719
2024-01-25 2023-06-30 13F MCDONALDS COM 580135101 1,837 -47 -2.49 548 4.18 0.2014
2023-04-18 2023-03-31 13F MCDONALDS COM 580135101 1,884 -25 -1.31 527 4.57 0.2145
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 1,909 88 4.83 503 19.76 0.2382
2022-10-27 2022-09-30 13F MCDONALDS COM 580135101 1,821 83 4.78 420 -2.10 0.2826
2022-08-03 2022-06-30 13F MCDONALDS COM 580135101 1,738 8 0.46 429 0.23 0.4354
2022-05-11 2022-03-31 13F MCDONALDS COM 580135101 1,730 9 0.52 428 -7.16 0.3933
2022-02-09 2021-12-31 13F MCDONALDS COM 580135101 1,721 8 0.47 461 11.62 0.3978
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 1,713 8 0.47 413 -89.51 0.3799
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 1,705 8 0.47 3,938 936.32 0.3261
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 1,697 9 0.53 380 4.97 0.2806
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 1,688 9 0.54 362 -1.90 0.2805
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 1,679 -289 -14.68 369 19.81 0.3141
2020-08-20 2020-06-30 13F MCDONALDS COM 580135101 1,968 306 18.41 308 12.00 0.2735
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 1,662 10 0.61 275 -15.64 0.2898
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 1,652 9 0.55 326 -7.65 0.2859
2019-10-31 2019-09-30 13F MCDONALDS COM 580135101 1,643 8 0.49 353 -0.56 0.3381
2019-08-20 2019-06-30 13F MCDONALDS COM 580135101 1,635 8 0.49 355 10.59 0.3603
2019-05-23 2019-03-31 13F MCDONALDS COM 580135101 1,627 -7 -0.43 321 9.93 0.3345
2019-03-08 2018-12-31 13F MCDONALDS COM 580135101 1,634 1,634 292 0.3260
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.