McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionKeystone Financial Group
Latest Disclosed Ownership21,914 shares
Latest Disclosed Value $ 6,541,647
Keystone Financial Group reports 6.38% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 21,914 shares of McDonald's Corporation (CH:MCD) valued at $6,541,647 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 20,599 shares of McDonald's Corporation. This represents a change in shares of 6.38% 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)
2026-05-13 2026-03-31 13F MCDONALDS Equtities 580135101 21,914 1,315 6.38 6,542 3.91 0.4400
2026-02-06 2025-12-31 13F MCDONALDS Equities 580135101 20,599 -1,751 -7.83 6,296 -8.34 0.4657
2025-11-17 2025-09-30 13F/A-1 MCDONALDS Common Stock 580135101 22,350 2,213 10.99 6,868 13.75 0.5248
2025-11-14 2025-09-30 13F MCDONALDS Common Stock 580135101 20,137 0 6,038 0.4800
2025-08-13 2025-06-30 13F MCDONALDS Common Stock 580135101 20,137 433 2.20 6,038 -1.16 0.5447
2025-05-13 2025-03-31 13F MCDONALDS Common Stock 580135101 19,704 182 0.93 6,110 4.20 0.6211
2025-02-13 2024-12-31 13F MCDONALDS Common Stock 580135101 19,522 11,139 132.88 5,864 129.74 0.5767
2025-02-19 2024-09-30 13F/A-3 MCDONALDS Common Stock 580135101 8,383 -374 -4.27 2,553 14.39 0.3267
2025-02-18 2024-09-30 13F/A-2 MCDONALDS Common Stock 580135101 38,758 30,001 2,519 0.3278
2024-11-12 2024-09-30 13F MCDONALDS Common Stock 580135101 8,383 -374 2,553 0.8428
2024-07-31 2024-06-30 13F MCDONALDS Common Stock 580135101 8,757 -576 -6.17 2,232 -15.20 0.7993
2024-05-08 2024-03-31 13F MCDONALDS Common Stock 580135101 9,333 338 3.76 2,632 -1.31 0.3833
2024-02-14 2023-12-31 13F/A-1 MCDONALDS Common Stock 580135101 8,995 499 5.87 2,667 19.12 0.4637
2024-02-09 2023-12-31 13F MCDONALDS Common Stock 580135101 8,995 499 2,667 0.4637
2023-11-06 2023-09-30 13F MCDONALDS Common Stock 580135101 8,496 55 0.65 2,238 -11.12 0.3748
2023-08-07 2023-06-30 13F MCDONALDS Common Stock 580135101 8,441 -136 -1.59 2,519 11.42 0.4284
2023-02-07 2022-12-31 13F MCDONALDS Common Stock 580135101 8,577 -835 -8.87 2,260 4.05 0.4463
2022-11-10 2022-09-30 13F MCDONALDS Common Stock 580135101 9,412 1,564 19.93 2,172 12.07 0.4404
2022-08-05 2022-06-30 13F MCDONALDS Common Stock 580135101 7,848 340 4.53 1,938 4.36 0.3841
2022-05-13 2022-03-31 13F MCDONALDS Common Stock 580135101 7,508 800 11.93 1,857 3.28 0.3153
2022-02-11 2021-12-31 13F MCDONALDS Common Stock 580135101 6,708 -543 -7.49 1,798 2.86 0.2950
2021-11-12 2021-09-30 13F MCDONALDS Common Stock 580135101 7,251 -309 -4.09 1,748 0.11 0.3163
2021-08-13 2021-06-30 13F MCDONALDS Common Stock 580135101 7,560 404 5.65 1,746 8.85 0.3162
2021-05-11 2021-03-31 13F MCDONALDS Common Stock 580135101 7,156 -114 -1.57 1,604 2.82 0.3125
2021-02-10 2020-12-31 13F MCDONALDS Common Stock 580135101 7,270 608 9.13 1,560 6.70 0.3244
2020-11-13 2020-09-30 13F MCDONALDS Common Stock 580135101 6,662 212 3.29 1,462 22.86 0.3589
2020-08-13 2020-06-30 13F MCDONALDS Common Stock 580135101 6,450 586 9.99 1,190 22.68 0.3234
2020-05-05 2020-03-31 13F/A-1 MCDONALDS Common Stock 580135101 5,864 480 8.92 970 -8.83 0.3215
2020-05-05 2020-03-31 13F MCDONALDS Common Stock 580135101 5,384 0 1,064 285,846.3093
2020-02-06 2019-12-31 13F MCDONALDS Common Stock 580135101 5,384 19 0.35 1,064 -7.64 0.2858
2019-11-07 2019-09-30 13F MCDONALDS Common Stock 580135101 5,365 64 1.21 1,152 4.63 0.3544
2019-08-07 2019-06-30 13F MCDONALDS Common Stock 580135101 5,301 97 1.86 1,101 11.44 0.3582
2019-05-07 2019-03-31 13F MCDONALDS Common Stock 580135101 5,204 514 10.96 988 18.61 0.3514
2019-02-11 2018-12-31 13F MCDONALDS Common Stock 580135101 4,690 209 4.66 833 11.51 0.3764
2018-11-06 2018-09-30 13F MCDONALDS Common Stock 580135101 4,481 249 5.88 747 12.50 0.3057
2018-08-14 2018-06-30 13F MCDONALDS Common Stock 580135101 4,232 283 7.17 664 6.58 0.3703
2018-05-15 2018-03-31 13F MCDONALDS Common Stock 580135101 3,949 901 29.56 623 17.55 0.3460
2018-02-09 2017-12-31 13F MCDONALDS Common Stock 580135101 3,048 3,048 530 0.3294
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.