McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionLipe & Dalton
Latest Disclosed Ownership1,743 shares
Latest Disclosed Value $ 542
Lipe & Dalton ownership in MCD / McDonald's Corporation

On April 29, 2026 - Lipe & Dalton filed a 13F-HR form disclosing ownership of 1,743 shares of McDonald's Corporation (CH:MCD) valued at $542 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,743 shares of McDonald's Corporation.

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)
2026-04-29 2026-03-31 13F McDonalds cs 580135101 1,743 0 0.00 1 0.2837
2026-01-26 2025-12-31 13F McDonalds cs 580135101 1,743 0 0.00 1 0.2633
2026-01-26 2025-09-30 13F McDonalds cs 580135101 1,743 0 0.00 1 0.2626
2025-08-01 2025-06-30 13F McDonalds cs 580135101 1,743 0 0.00 1 0.2751
2025-05-05 2025-03-31 13F McDonalds cs 580135101 1,743 0 0.00 1 0.3044
2025-02-03 2024-12-31 13F McDonalds cs 580135101 1,743 -100 -5.43 1 0.2678
2024-11-04 2024-09-30 13F McDonalds cs 580135101 1,843 0 0.00 1 0.2834
2024-08-02 2024-06-30 13F McDonalds cs 580135101 1,843 0 0.00 0 0.2528
2024-05-07 2024-03-31 13F McDonalds cs 580135101 1,843 0 0.00 1 0.2681
2024-01-30 2023-12-31 13F McDonalds cs 580135101 1,843 0 0.00 1 0.2963
2023-11-03 2023-09-30 13F McDonalds cs 580135101 1,843 0 0.00 0 0.2925
2023-07-26 2023-06-30 13F McDonalds cs 580135101 1,843 0 0.00 1 0.3134
2023-05-02 2023-03-31 13F McDonalds CS 580135101 1,843 0 0.00 1 0.2950
2023-02-03 2022-12-31 13F McDonalds CS 580135101 1,843 0 0.00 0 -100.00 0.2796
2022-11-07 2022-09-30 13F McDonalds CS 580135101 1,843 0 0.00 425 -6.59 0.2665
2022-08-01 2022-06-30 13F McDonalds CS 580135101 1,843 0 0.00 455 -0.22 0.2663
2022-04-26 2022-03-31 13F McDonalds CS 580135101 1,843 -47 -2.49 456 -10.06 0.2226
2022-02-01 2021-12-31 13F McDonalds CS 580135101 1,890 47 2.55 507 14.19 0.2398
2021-11-01 2021-09-30 13F McDonalds cs 580135101 1,843 0 0.00 444 4.23 0.2281
2021-08-02 2021-06-30 13F McDonalds CS 580135101 1,843 0 0.00 426 3.15 0.2215
2021-04-30 2021-03-31 13F McDonalds CS 580135101 1,843 -100 -5.15 413 -0.96 0.2292
2021-01-29 2020-12-31 13F McDonalds CS 580135101 1,943 0 0.00 417 -2.11 0.2564
2020-10-30 2020-09-30 13F McDonalds CS 580135101 1,943 0 0.00 426 18.99 0.2961
2020-08-07 2020-06-30 13F McDonalds cs 580135101 1,943 0 0.00 358 11.53 0.2599
2020-05-01 2020-03-31 13F McDonalds cs 580135101 1,943 0 0.00 321 -16.41 0.2716
2020-01-21 2019-12-31 13F McDonalds cs 580135101 1,943 -275 -12.40 384 -19.33 0.2545
2019-11-07 2019-09-30 13F McDonalds cs 580135101 2,218 0 0.00 476 3.25 0.3475
2019-07-24 2019-06-30 13F McDonalds cs 580135101 2,218 0 0.00 461 9.50 0.3295
2019-04-30 2019-03-31 13F McDonalds cs 580135101 2,218 0 0.00 421 6.85 0.3097
2019-02-08 2018-12-31 13F McDonalds cs 580135101 2,218 0 0.00 394 6.20 0.3210
2018-11-05 2018-09-30 13F McDonalds cs 580135101 2,218 0 0.00 371 6.61 0.2532
2018-08-06 2018-06-30 13F McDonalds cs 580135101 2,218 100 4.72 348 5.14 0.2560
2018-05-04 2018-03-31 13F McDonalds cs 580135101 2,118 0 0.00 331 -9.32 0.2367
2018-02-13 2017-12-31 13F McDonalds cs 580135101 2,118 0 0.00 365 9.94 0.2523
2017-11-03 2017-09-30 13F McDonalds cs 580135101 2,118 275 14.92 332 17.73 0.2334
2017-08-08 2017-06-30 13F McDonalds cs 580135101 1,843 0 0.00 282 17.99 0.1827
2017-05-08 2017-03-31 13F McDonalds cs 580135101 1,843 0 0.00 239 6.70 0.1730
2017-02-10 2016-12-31 13F McDonalds cs 580135101 1,843 0 0.00 224 5.16 0.1593
2016-11-10 2016-09-30 13F McDonalds cs 580135101 1,843 0 0.00 213 -4.05 0.1425
2016-08-12 2016-06-30 13F McDonalds cs 580135101 1,843 0 0.00 222 -4.31 0.1533
2016-05-12 2016-03-31 13F McDonalds COM 580135101 1,843 100 5.74 232 12.62 0.1824
2016-02-10 2015-12-31 13F McDonalds COM 580135101 1,743 -340 -16.32 206 0.49 0.1668
2015-11-13 2015-09-30 13F McDonalds COM 580135101 2,083 2,083 0.00 205 0.1699
2015-08-13 2015-06-30 13F McDonalds COM 580135101 0 -2,083 -100.00 0 -100.00
2015-05-08 2015-03-31 13F McDonalds COM 580135101 2,083 -100 -4.58 203 -0.98 0.1398
2015-02-18 2014-12-31 13F McDonalds COM 580135101 2,183 2,183 0.00 205 0.1369
2014-11-14 2014-09-30 13F McDonalds COM 580135101 0 -2,083 -100.00 0 -100.00
2014-08-06 2014-06-30 13F McDonalds COM 580135101 2,083 0 0.00 210 -0.94 0.1320
2014-05-14 2014-03-31 13F McDonalds COM 580135101 2,083 0 0.00 212 4.95 0.1419
2014-02-10 2013-12-31 13F McDonalds COM 580135101 2,083 -25 -1.19 202 -99.90 0.1380
2013-10-30 2013-09-30 13F MCDONALDS CORP COM COM 580135101 2,108 0 0.00 202,811 -2.82 0.1487
2013-08-27 2013-06-30 13F MCDONALDS CORP COM COM 580135101 2,108 2,108 208,692 0.1732
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.