McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionParthenon Llc
Latest Disclosed Ownership12,788 shares
Latest Disclosed Value $ 3,974,383
Parthenon Llc reports 1.37% decrease in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Parthenon Llc filed a 13F-HR form disclosing ownership of 12,788 shares of McDonald's Corporation (CH:MCD) valued at $3,974,383 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 12,965 shares of McDonald's Corporation. This represents a change in shares of -1.37% 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)
2026-04-28 2026-03-31 13F MCDONALDS COM 580135101 12,788 -177 -1.37 3,974 0.30 0.4544
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 12,965 -1,500 -10.37 3,962 -9.85 0.4276
2025-10-31 2025-09-30 13F MCDONALDS COM 580135101 14,465 0 0.00 4,396 4.00 0.4871
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 14,465 0 0.00 4,226 -6.46 0.4835
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 14,465 -16 -0.11 4,518 7.65 0.5557
2025-02-03 2024-12-31 13F MCDONALDS COM 580135101 14,481 168 1.17 4,198 -3.69 0.5078
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 14,313 -7 -0.05 4,358 19.43 0.5205
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 14,320 7 0.05 3,649 -9.57 0.4636
2024-04-30 2024-03-31 13F MCDONALDS COM 580135101 14,313 100 0.70 4,036 -4.25 0.5116
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 14,213 10 0.07 4,214 12.64 0.5826
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 14,203 0 0.00 3,742 -11.73 0.5614
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 14,203 0 0.00 4,238 6.72 0.6122
2023-05-08 2023-03-31 13F MCDONALDS COM 580135101 14,203 -137 -0.96 3,971 5.08 0.6078
2023-02-08 2022-12-31 13F MCDONALDS COM 580135101 14,340 0 0.00 3,779 14.20 0.6199
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 14,340 0 0.00 3,309 -6.53 0.5972
2022-07-29 2022-06-30 13F MCDONALDS COM 580135101 14,340 -32 -0.22 3,540 -0.39 0.6003
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 14,372 0 0.00 3,554 -7.76 0.5152
2022-02-07 2021-12-31 13F MCDONALDS COM 580135101 14,372 0 0.00 3,853 11.20 0.5404
2021-10-28 2021-09-30 13F MCDONALDS COM 580135101 14,372 -184 -1.26 3,465 3.06 0.5207
2021-07-28 2021-06-30 13F MCDONALDS COM 580135101 14,556 0 0.00 3,362 3.03 0.5037
2021-04-23 2021-03-31 13F MCDONALDS COM 580135101 14,556 -100 -0.68 3,263 3.75 0.5247
2021-02-03 2020-12-31 13F MCDONALDS COM 580135101 14,656 0 0.00 3,145 -2.24 0.5424
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 14,656 -60 -0.41 3,217 18.49 0.6241
2020-07-24 2020-06-30 13F MCDONALDS COM 580135101 14,716 0 0.00 2,715 11.59 0.5637
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 14,716 -360 -2.39 2,433 -18.33 0.5790
2020-01-28 2019-12-31 13F MCDONALDS COM 580135101 15,076 260 1.75 2,979 -6.35 0.5947
2019-10-31 2019-09-30 13F MCDONALDS COM 580135101 14,816 21 0.14 3,181 3.55 0.6804
2019-07-29 2019-06-30 13F MCDONALDS COM 580135101 14,795 -190 -1.27 3,072 7.94 0.6588
2019-05-03 2019-03-31 13F MCDONALDS COM 580135101 14,985 -1,900 -11.25 2,846 -5.07 0.6362
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 16,885 0 0.00 2,998 6.12 0.7382
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 16,885 -1,707 -9.18 2,825 -3.02 0.6208
2018-08-02 2018-06-30 13F MCDONALDS COM 580135101 18,592 384 2.11 2,913 2.32 0.6718
2018-05-03 2018-03-31 13F MCDONALDS COM 580135101 18,208 -300 -1.62 2,847 -10.64 0.6706
2018-02-05 2017-12-31 13F MCDONALDS COM 580135101 18,508 -1,000 -5.13 3,186 4.22 0.7180
2017-10-31 2017-09-30 13F MCDONALDS COM 580135101 19,508 0 0.00 3,057 2.31 0.7216
2017-07-21 2017-06-30 13F MCDONALDS COM 580135101 19,508 -150 -0.76 2,988 17.27 0.7107
2017-05-05 2017-03-31 13F MCDONALDS COM 580135101 19,658 -166 -0.84 2,548 5.59 0.6047
2017-02-01 2016-12-31 13F MCDONALDS COM 580135101 19,824 84 0.43 2,413 5.97 0.5928
2016-11-07 2016-09-30 13F MCDONALDS COM 580135101 19,740 -500 -2.47 2,277 -6.53 0.5652
2016-07-26 2016-06-30 13F MCDONALDS COM 580135101 20,240 -500 -2.41 2,436 -6.56 0.6113
2016-05-16 2016-03-31 13F MCDONALDS COM 580135101 20,740 275 1.34 2,607 7.82 0.6695
2016-02-03 2015-12-31 13F MCDONALDS COM 580135101 20,465 -160 -0.78 2,418 19.00 0.6321
2015-10-29 2015-09-30 13F MCDONALDS COM 580135101 20,625 -119 -0.57 2,032 3.04 0.5670
2015-07-24 2015-06-30 13F MCDONALDS COM 580135101 20,744 330 1.62 1,972 -0.85 0.5205
2015-04-28 2015-03-31 13F MCDONALDS COM 580135101 20,414 740 3.76 1,989 7.92 0.5280
2015-02-17 2014-12-31 13F MCDONALDS COM 580135101 19,674 -950 -4.61 1,843 -5.73 0.5082
2014-10-23 2014-09-30 13F MCDONALDS COM 580135101 20,624 450 2.23 1,955 -3.79 0.5647
2014-07-28 2014-06-30 13F MCDONALDS COM 580135101 20,174 -550 -2.65 2,032 0.00 0.6006
2014-04-18 2014-03-31 13F MCDONALDS COM 580135101 20,724 -225 -1.07 2,032 -0.05 0.6114
2014-02-21 2013-12-31 13F MCDONALDS COM 580135101 20,949 -300 -1.41 2,033 -0.54 0.6204
2013-10-17 2013-09-30 13F MCDONALDS COM 580135101 21,249 -250 -1.16 2,044 -3.95 0.6771
2013-07-22 2013-06-30 13F MCDONALDS COM 580135101 21,499 21,499 2,128 0.7142
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.