McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership16,212 shares
Latest Disclosed Value $ 5,038,528
Johnson Financial Group, Inc. reports 2.10% increase in ownership of MCD / McDonald's Corporation

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 16,212 shares of McDonald's Corporation (CH:MCD) valued at $5,038,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,879 shares of McDonald's Corporation. This represents a change in shares of 2.10% 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)
2026-05-07 2026-03-31 13F MCDONALDS COM 580135101 16,212 333 2.10 5,039 3.81 0.1307
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 15,879 154 0.98 4,853 1.57 0.1817
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 15,725 -2,133 -11.94 4,779 -8.41 0.1793
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 17,858 -1,895 -9.59 5,218 -15.45 0.2348
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 19,753 -288 -1.44 6,170 6.66 0.3020
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 20,041 1,072 5.65 5,786 0.16 0.2736
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 18,969 1,274 7.20 5,776 28.10 0.2639
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 17,695 9,567 117.70 4,509 96.81 0.2185
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 8,128 -845 -9.42 2,292 -13.87 0.1233
2024-02-09 2023-12-31 13F/A-1 MCDONALDS COM 580135101 8,973 741 9.00 2,661 22.69 0.1456
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 8,973 741 2,661 0.1524
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 8,232 4,009 94.93 2,169 72.06 0.1507
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 4,223 -1,482 -25.98 1,260 -21.00 0.0871
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 5,705 3,056 115.36 1,595 128.51 0.1136
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 2,649 0 0.00 698 4.02 0.0553
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 2,649 -2,689 -50.37 671 -49.09 0.0619
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 5,338 5 0.09 1,318 -0.08 0.0944
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 5,333 658 14.07 1,319 5.27 0.0932
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 4,675 0 0.00 1,253 11.28 0.0795
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 4,675 -50 -1.06 1,126 3.21 0.0766
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 4,725 224 4.98 1,091 8.23 0.0713
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 4,501 -2,852 -38.79 1,008 -36.12 0.0678
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 7,353 -3 -0.04 1,578 -2.23 0.1349
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 7,356 -2,712 -26.94 1,614 -13.09 0.1649
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 10,068 3,021 42.87 1,857 59.40 0.1995
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 7,047 -633 -8.24 1,165 -23.25 0.1392
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 7,680 -993 -11.45 1,518 -18.52 0.1371
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 8,673 -259 -2.90 1,863 0.49 0.1709
2019-08-09 2019-06-30 13F MCDONALDS COM 580135101 8,932 -512 -5.42 1,854 3.40 0.1650
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 9,444 619 7.01 1,793 14.42 0.1591
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 8,825 -174 -1.93 1,567 4.12 0.1613
2018-11-09 2018-09-30 13F MCDONALDS COM 580135101 8,999 153 1.73 1,505 8.66 0.1535
2018-08-07 2018-06-30 13F MCDONALDS COM 580135101 8,846 -625 -6.60 1,385 -6.48 0.1520
2018-05-07 2018-03-31 13F MCDONALDS COM 580135101 9,471 -1,221 -11.42 1,481 -19.51 0.1770
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 10,692 528 5.19 1,840 15.58 0.2253
2017-11-09 2017-09-30 13F MCDONALDS CORP COM COM 580135101 10,164 -696 -6.41 1,592 -4.27 0.2094
2017-08-10 2017-06-30 13F MCDONALDS CORP COM COM 580135101 10,860 -846 -7.23 1,663 9.55 0.2392
2017-05-12 2017-03-31 13F MCDONALDS CORP COM COM 580135101 11,706 285 2.50 1,518 9.21 0.1911
2017-02-07 2016-12-31 13F/A-1 MCDONALDS CORP COM COM 580135101 11,421 -1,029 -8.27 1,390 -3.27 0.1917
2017-02-02 2016-12-31 13F MCDONALDS CORP COM COM 580135101 10,979 1,458
2016-11-14 2016-09-30 13F MCDONALDS CORP COM COM 580135101 12,450 -112 -0.89 1,437 -4.90 0.1919
2016-08-12 2016-06-30 13F MCDONALDS CORP COM COM 580135101 12,562 -4,548 -26.58 1,511 -29.75 0.2093
2016-05-09 2016-03-31 13F MCDONALDS CORP COM COM 580135101 17,110 3,062 21.80 2,151 29.58 0.4301
2016-02-08 2015-12-31 13F MCDONALDS CORP COM COM 580135101 14,048 -799 -5.38 1,660 13.47 0.3449
2015-11-02 2015-09-30 13F MCDONALDS CORP COM COM 580135101 14,847 252 1.73 1,463 5.48 0.3202
2015-08-11 2015-06-30 13F MCDONALDS CORP COM COM 580135101 14,595 5,012 52.30 1,387 48.50 0.2875
2015-05-12 2015-03-31 13F MCDONALDS CORP COM COM 580135101 9,583 2,191 29.64 934 34.97 0.2005
2015-02-10 2014-12-31 13F MCDONALDS CORP COM COM 580135101 7,392 -2,466 -25.02 692 -26.07 0.1605
2014-11-14 2014-09-30 13F MCDONALDS COM 580135101 9,858 401 4.24 936 -1.78 0.2441
2014-08-06 2014-06-30 13F MCDONALDS COM 580135101 9,457 1,538 19.42 953 22.81 0.2512
2014-05-14 2014-03-31 13F MCDONALDS COM 580135101 7,919 468 6.28 776 7.33 0.2268
2014-02-11 2013-12-31 13F MCDONALDS COM 580135101 7,451 -3,005 -28.74 723 -28.13 0.2092
2013-11-14 2013-09-30 13F MCDONALDS COM 580135101 10,456 2,866 37.76 1,006 33.95 0.3052
2013-08-14 2013-06-30 13F MCDONALDS COM 580135101 7,590 7,590 751 0.2091
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.