McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership3,340 shares
Latest Disclosed Value $ 1,038,161
First Foundation Advisors reports 3.05% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 3,340 shares of McDonald's Corporation (CH:MCD) valued at $1,038,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,241 shares of McDonald's Corporation. This represents a change in shares of 3.05% 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)
2026-05-04 2026-03-31 13F MCDONALDS COM 580135101 3,340 99 3.05 1,038 4.85 0.0418
2026-02-04 2025-12-31 13F MCDONALDS COM 580135101 3,241 52 1.63 991 2.17 0.0373
2025-11-17 2025-09-30 13F MCDONALDS COM 580135101 3,189 -97 -2.95 969 0.94 0.0358
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 3,286 710 27.56 960 19.40 0.0356
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 2,576 -1,184 -31.49 805 -26.24 0.0328
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 3,760 -141 -3.61 1,090 -8.17 0.0410
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 3,901 -3,950 -50.31 1,188 -40.65 0.0448
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 7,851 1,281 19.50 2,001 7.99 0.0765
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 6,570 2,212 50.76 1,852 43.34 0.0741
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 4,358 -8,725 -66.69 1,292 -62.51 0.0589
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 13,083 -3,970 -23.28 3,447 -32.27 0.1610
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 17,053 195 1.16 5,089 7.96 0.2199
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 16,858 1,183 7.55 4,714 14.12 0.2167
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 15,675 841 5.67 4,131 20.65 0.1978
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 14,834 2,554 20.80 3,423 12.90 0.1676
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 12,280 895 7.86 3,032 7.71 0.1339
2022-05-05 2022-03-31 13F MCDONALDS COM 580135101 11,385 -1,813 -13.74 2,815 -20.44 0.1016
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 13,198 4,872 58.52 3,538 76.28 0.1216
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 8,326 -4,276 -33.93 2,007 -31.05 0.0749
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 12,602 -1,451 -10.33 2,911 -7.59 0.1121
2021-05-18 2021-03-31 13F MCDONALDS COM 580135101 14,053 75 0.54 3,150 5.04 0.1351
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 13,978 -446 -3.09 2,999 -5.27 0.1330
2020-11-12 2020-09-30 13F McDonald's COM 580135101 14,424 -101 -0.70 3,166 18.13 0.1469
2020-08-14 2020-06-30 13F McDonald's COM 580135101 14,525 -767 -5.02 2,680 5.97 0.1382
2020-05-11 2020-03-31 13F McDonald's COM 580135101 15,292 -2,073 -11.94 2,529 -26.29 0.1550
2020-02-11 2019-12-31 13F McDonald's COM 580135101 17,365 8,933 105.94 3,431 89.56 0.1698
2019-11-12 2019-09-30 13F McDonald's COM 580135101 8,432 -627 -6.92 1,810 -3.77 0.0966
2019-08-14 2019-06-30 13F McDonald's COM 580135101 9,059 76 0.85 1,881 10.26 0.1053
2019-05-13 2019-03-31 13F McDonald's COM 580135101 8,983 9 0.10 1,706 7.03 0.1011
2019-02-14 2018-12-31 13F McDonald's COM 580135101 8,974 -228 -2.48 1,594 3.57 0.1006
2018-11-13 2018-09-30 13F McDonald's COM 580135101 9,202 -2,297 -19.98 1,539 -14.59 0.0852
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 11,499 3,348 41.07 1,802 41.33 0.1059
2018-05-15 2018-03-31 13F McDonald's COM 580135101 8,151 -358 -4.21 1,275 -12.97 0.0711
2018-02-14 2017-12-31 13F McDonald's COM 580135101 8,509 -34 -0.40 1,465 9.41 0.0791
2017-11-14 2017-09-30 13F McDonald's COM 580135101 8,543 134 1.59 1,339 3.96 0.0760
2017-08-14 2017-06-30 13F McDonald's COM 580135101 8,409 582 7.44 1,288 27.02 0.0758
2017-05-05 2017-03-31 13F McDonald's COM 580135101 7,827 -826 -9.55 1,014 -3.70 0.0627
2017-02-14 2016-12-31 13F McDonald's COM 580135101 8,653 -556 -6.04 1,053 -0.85 0.0689
2016-11-14 2016-09-30 13F McDonald's COM 580135101 9,209 859 10.29 1,062 5.67 0.0734
2016-08-16 2016-06-30 13F McDonald's COM 580135101 8,350 -1,887 -18.43 1,005 -21.91 0.0721
2016-05-13 2016-03-31 13F McDonald's COM 580135101 10,237 -4,931 -32.51 1,287 -28.18 0.0934
2016-02-16 2015-12-31 13F McDonald's COM 580135101 15,168 -3,903 -20.47 1,792 -4.63 0.1226
2015-11-16 2015-09-30 13F McDonald's COM 580135101 19,071 -464 -2.38 1,879 1.18 0.1543
2015-08-13 2015-06-30 13F McDonald's COM 580135101 19,535 -517 -2.58 1,857 -4.96 0.1475
2015-05-14 2015-03-31 13F McDonald's COM 580135101 20,052 1,943 10.73 1,954 15.14 0.1634
2015-02-17 2014-12-31 13F McDonald's COM 580135101 18,109 713 4.10 1,697 2.91 0.1495
2014-11-14 2014-09-30 13F McDonald's COM 580135101 17,396 291 1.70 1,649 -4.29 0.1641
2014-08-15 2014-06-30 13F McDonald's COM 580135101 17,105 8,658 102.50 1,723 108.09 0.1878
2014-05-15 2014-03-31 13F McDonald's COM 580135101 8,447 -234 -2.70 828 -1.66 0.1026
2014-02-14 2013-12-31 13F McDonald's COM 580135101 8,681 1,716 24.64 842 25.67 0.1133
2013-11-15 2013-09-30 13F McDonald's COM 580135101 6,965 109 1.59 670 -1.33 0.1042
2013-08-09 2013-06-30 13F McDonald's COM 580135101 6,856 6,856 679 0.1330
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.