McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionRice Partnership, LLC
Latest Disclosed Ownership7,149 shares
Latest Disclosed Value $ 2,221,833
Rice Partnership, LLC reports 22.85% decrease in ownership of MCD / McDonald's Corporation

On May 7, 2026 - Rice Partnership, LLC filed a 13F-HR form disclosing ownership of 7,149 shares of McDonald's Corporation (CH:MCD) valued at $2,221,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,266 shares of McDonald's Corporation. This represents a change in shares of -22.85% 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)
2026-05-07 2026-03-31 13F MCDONALDS COM 580135101 7,149 -2,117 -22.85 2,222 -21.55 0.3036
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 9,266 -11,530 -55.44 2,832 -55.20 0.3829
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 20,796 307 1.50 6,320 5.56 0.8976
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 20,489 933 4.77 5,986 -2.00 1.0400
2025-04-29 2025-03-31 13F MCDONALDS COM 580135101 19,556 127 0.65 6,109 8.45 1.2538
2025-01-24 2024-12-31 13F MCDONALDS COM 580135101 19,429 385 2.02 5,632 -2.88 1.0726
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 19,044 -336 -1.73 5,799 17.44 1.1672
2024-08-01 2024-06-30 13F MCDONALDS COM 580135101 19,380 -83 -0.43 4,939 -10.01 1.0730
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 19,463 -116 -0.59 5,488 -5.48 1.2936
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 19,579 -10,911 -35.79 5,805 -27.73 1.5158
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 30,490 -5,800 -15.98 8,032 -25.83 2.2735
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 36,290 305 0.85 10,829 7.63 2.9663
2023-04-27 2023-03-31 13F MCDONALDS COM 580135101 35,985 635 1.80 10,062 8.01 3.0199
2023-01-26 2022-12-31 13F MCDONALDS COM 580135101 35,350 1,363 4.01 9,316 18.78 2.9395
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 33,987 5,629 19.85 7,842 12.01 2.5174
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 28,358 413 1.48 7,001 1.32 2.4574
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 27,945 5,944 27.02 6,910 17.16 1.9940
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 22,001 853 4.03 5,898 15.67 1.6785
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 21,148 241 1.15 5,099 5.59 1.6116
2021-08-04 2021-06-30 13F MCDONALDS COM 580135101 20,907 837 4.17 4,829 7.36 1.5206
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 20,070 1,065 5.60 4,498 10.30 1.5961
2021-02-09 2020-12-31 13F MCDONALDS COM 580135101 19,005 796 4.37 4,078 2.03 1.5234
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 18,209 2,312 14.54 3,997 36.28 1.7343
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 15,897 2,173 15.83 2,933 29.26 1.5040
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 13,724 2,000 17.06 2,269 -2.07 1.5231
2020-01-30 2019-12-31 13F MCDONALDS COM 580135101 11,724 6,880 142.03 2,317 122.79 1.2618
2019-11-07 2019-09-30 13F MCDONALDS COM 580135101 4,844 0 0.00 1,040 3.38 0.6514
2019-07-25 2019-06-30 13F MCDONALDS COM 580135101 4,844 -600 -11.02 1,006 -2.71 0.6781
2019-05-06 2019-03-31 13F MCDONALDS COM 580135101 5,444 -1,000 -15.52 1,034 -9.62 0.7488
2019-01-22 2018-12-31 13F MCDONALDS COM 580135101 6,444 -420 -6.12 1,144 -0.35 1.0289
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 6,864 0 0.00 1,148 6.69 0.7243
2018-08-21 2018-06-30 13F MCDONALDS COM 580135101 6,864 295 4.49 1,076 4.77 0.7086
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 6,569 0 0.00 1,027 -9.20 0.6849
2018-05-12 2017-12-31 13F MCDONALDS COM 580135101 6,569 6,569 1,131 0.7947
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.