McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionJT Stratford LLC
Latest Disclosed Ownership1,566 shares
Latest Disclosed Value $ 486,697
JT Stratford LLC reports 0.32% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - JT Stratford LLC filed a 13F-HR form disclosing ownership of 1,566 shares of McDonald's Corporation (CH:MCD) valued at $486,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,571 shares of McDonald's Corporation. This represents a change in shares of -0.32% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 1,566 -5 -0.32 487 1.25 0.0620
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 1,571 38 2.48 480 3.23 0.0616
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 1,533 -117 -7.09 466 -3.53 0.0624
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 1,650 -2,172 -56.83 482 -59.60 0.0730
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 3,822 -283 -6.89 1,194 0.34 0.2111
2025-02-18 2024-12-31 13F MCDONALDS COM 580135101 4,105 -456 -10.00 1,190 -14.34 0.1956
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 4,561 2,110 86.09 1,389 122.44 0.2375
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 2,451 -99 -3.88 625 -13.09 0.1160
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 2,550 -46 -1.77 719 -6.63 0.1432
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 2,596 -124 -4.56 770 7.40 0.1760
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 2,720 64 2.41 717 -9.60 0.1849
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 2,656 -179 -6.31 793 0.00 0.2133
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 2,835 680 31.55 793 39.68 0.2279
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 2,155 81 3.91 568 18.37 0.1816
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 2,074 -33 -1.57 479 -7.88 0.1704
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 2,107 -116 -5.22 520 -5.45 0.1647
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 2,223 -392 -14.99 550 -21.54 0.1608
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 2,615 3 0.11 701 11.27 0.1919
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 2,612 77 3.04 630 7.51 0.1934
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 2,535 38 1.52 586 4.64 0.1874
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 2,497 -2,588 -50.89 560 -48.67 0.1974
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 5,085 363 7.69 1,091 5.31 0.4089
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 4,722 -948 -16.72 1,036 -0.96 0.4466
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 5,670 -1,523 -21.17 1,046 -12.03 0.5385
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 7,193 2,666 58.89 1,189 32.85 0.7282
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 4,527 1,834 68.10 895 54.84 0.4100
2019-11-19 2019-09-30 13F MCDONALDS COM 580135101 2,693 426 18.79 578 22.72 0.3251
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 2,267 -1,479 -39.48 471 -33.76 0.2613
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 3,746 -853 -18.55 711 -12.97 0.4082
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 4,599 -677 -12.83 817 -7.47 0.5436
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 5,276 233 4.62 883 11.77 0.5065
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 5,043 1,985 64.91 790 65.27 0.4864
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 3,058 3,058 478 0.2984
2018-02-15 2017-12-31 13F MCDONALDS COM 580135101 0 -1,746 -100.00 0 -100.00
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 1,746 -257 -12.83 274 -10.75 0.1774
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 2,003 110 5.81 307 25.31 0.2160
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 1,893 -41 -2.12 245 4.26 0.1819
2017-02-09 2016-12-31 13F MCDONALDS COM 580135101 1,934 1,934 235 0.1974
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.