McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBOK Financial Private Wealth, Inc.
Latest Disclosed Ownership3,278 shares
Latest Disclosed Value $ 1,018,770
BOK Financial Private Wealth, Inc. reports 8.23% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - BOK Financial Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 3,278 shares of McDonald's Corporation (CH:MCD) valued at $1,018,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,572 shares of McDonald's Corporation. This represents a change in shares of -8.23% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 3,278 -294 -8.23 1,019 -6.69 0.0615
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 3,572 -137 -3.69 1,092 -3.19 0.0668
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 3,709 -3,405 -47.86 1,127 -45.77 0.0709
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 7,114 2,268 46.80 2,078 37.34 0.1386
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 4,846 -2,138 -30.61 1,514 -25.25 0.1137
2025-02-07 2024-12-31 13F MCDONALDS COM 580135101 6,984 -1,554 -18.20 2,025 -22.12 0.1470
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 8,538 1,343 18.67 2,600 41.79 0.1882
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 7,195 18 0.25 1,834 -9.39 0.1332
2024-05-01 2024-03-31 13F MCDONALDS COM 580135101 7,177 -544 -7.05 2,024 -11.62 0.1507
2024-01-30 2023-12-31 13F MCDONALDS COM 580135101 7,721 -215 -2.71 2,289 9.52 0.1860
2023-10-13 2023-09-30 13F MCDONALDS COM 580135101 7,936 1,091 15.94 2,091 2.35 0.1829
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 6,845 -1,007 -12.82 2,043 -6.97 0.1665
2023-04-24 2023-03-31 13F MCDONALDS COM 580135101 7,852 5,738 271.43 2,195 294.08 0.1763
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 2,114 -730 -25.67 557 -15.09 0.0463
2022-11-07 2022-09-30 13F/A-1 MCDONALDS COM 580135101 2,844 128 4.71 656 -2.24 0.0590
2022-11-04 2022-09-30 13F MCDONALD'S COM 580135101 1,600 -1,116 344 0.0480
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 2,716 -2,696 -49.82 671 -49.85 0.0597
2022-05-09 2022-03-31 13F MCDONALD'S COM 580135101 5,412 228 4.40 1,338 -3.74 0.0950
2022-02-15 2021-12-31 13F MCDONALD'S COM 580135101 5,184 3,087 147.21 1,390 174.70 0.0958
2021-11-15 2021-09-30 13F/A-1 MCDONALD'S COM 580135101 2,097 613 41.31 506 47.52 0.0403
2021-11-09 2021-09-30 13F MCDONALD'S COM 580135101 1,600 116 344 0.0480
2021-08-03 2021-06-30 13F MCDONALD'S COM 580135101 1,484 -634 -29.93 343 -27.79 0.0279
2021-05-12 2021-03-31 13F MCDONALD'S COM 580135101 2,118 78 3.82 475 8.45 0.0432
2021-02-01 2020-12-31 13F MCDONALD'S COM 580135101 2,040 91 4.67 438 2.34 0.0417
2020-11-06 2020-09-30 13F MCDONALD'S COM 580135101 1,949 3 0.15 428 19.22 0.0446
2020-08-13 2020-06-30 13F MCDONALD'S COM 580135101 1,946 -141 -6.76 359 4.06 0.0376
2020-05-07 2020-03-31 13F MCDONALD'S COM 580135101 2,087 380 22.26 345 2.37 0.0419
2020-02-05 2019-12-31 13F MCDONALD'S COM 580135101 1,707 107 6.69 337 -2.03 0.0284
2019-11-08 2019-09-30 13F MCDONALD'S COM 580135101 1,600 187 13.23 344 17.41 0.0480
2019-08-01 2019-06-30 13F Mcdonald's COM 580135101 1,413 135 10.56 293 20.58 0.0428
2019-04-30 2019-03-31 13F Mcdonald's COM 580135101 1,278 -300 -19.01 243 -13.21 0.0324
2019-02-13 2018-12-31 13F Mcdonald's COM 580135101 1,578 1,578 280 0.0380
2017-02-08 2016-12-31 13F MCDONALDS COM 580135101 0 -1,801 -100.00 0 -100.00
2016-11-07 2016-09-30 13F MCDONALDS COM 580135101 1,801 1,801 0.00 208 0.0315
2015-02-03 2014-12-31 13F MCDONALDS COM 580135101 0 -2,219 -100.00 0 -100.00
2014-11-05 2014-09-30 13F MCDONALDS COM 580135101 2,219 0 0.00 210 -6.25 0.0352
2014-08-01 2014-06-30 13F MCDONALDS COM 580135101 2,219 0 0.00 224 2.75 0.0373
2014-05-05 2014-03-31 13F MCDONALDS COM 580135101 2,219 0 0.00 218 1.40 0.0380
2014-01-28 2013-12-31 13F MCDONALDS COM 580135101 2,219 0 0.00 215 0.94 0.0388
2013-11-08 2013-09-30 13F MCDONALDS COM 580135101 2,219 2,219 213 0.0428
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.