McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSfmg, Llc
Latest Disclosed Ownership4,854 shares
Latest Disclosed Value $ 1,508,423
Sfmg, Llc reports 0.61% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Sfmg, Llc filed a 13F-HR form disclosing ownership of 4,854 shares of McDonald's Corporation (CH:MCD) valued at $1,508,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,884 shares of McDonald's Corporation. This represents a change in shares of -0.61% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 4,854 -30 -0.61 1,508 1.07 0.1019
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 4,884 127 2.67 1,493 3.25 0.1001
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 4,757 10 0.21 1,446 4.26 0.1002
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 4,747 -2 -0.04 1,387 -6.54 0.1041
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 4,749 -29 -0.61 1,483 7.08 0.1171
2025-02-11 2024-12-31 13F MCDONALDS COM 580135101 4,778 -81 -1.67 1,385 -6.36 0.1092
2024-11-25 2024-09-30 13F MCDONALDS COM 580135101 4,859 -204 -4.03 1,479 14.65 0.1199
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 5,063 -169 -3.23 1,290 -12.54 0.1122
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 5,232 51 0.98 1,475 -3.97 0.1268
2024-01-30 2023-12-31 13F MCDONALDS COM 580135101 5,181 705 15.75 1,536 30.28 0.1423
2023-11-06 2023-09-30 13F MCDONALDS COM 580135101 4,476 -272 -5.73 1,179 -16.74 0.1212
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 4,748 126 2.73 1,417 9.60 0.1458
2023-05-01 2023-03-31 13F MCDONALDS COM 580135101 4,622 499 12.10 1,292 18.97 0.1392
2023-01-25 2022-12-31 13F MCDONALDS COM 580135101 4,123 15 0.37 1,087 11.50 0.1206
2022-10-20 2022-09-30 13F MCDONALDS COM 580135101 4,108 -681 -14.22 974 -17.60 0.1137
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 4,789 49 1.03 1,182 0.85 0.1371
2022-04-21 2022-03-31 13F MCDONALDS COM 580135101 4,740 127 2.75 1,172 -5.25 0.1159
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 4,613 1,159 33.56 1,237 48.50 0.1202
2021-11-01 2021-09-30 13F MCDONALDS COM 580135101 3,454 41 1.20 833 5.71 0.0924
2021-08-06 2021-06-30 13F MCDONALDS COM 580135101 3,413 11 0.32 788 3.28 0.0875
2021-05-03 2021-03-31 13F MCDONALDS COM 580135101 3,402 -10 -0.29 763 4.23 0.0885
2021-02-02 2020-12-31 13F MCDONALDS COM 580135101 3,412 42 1.25 732 -1.08 0.0928
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 3,370 438 14.94 740 36.78 0.1021
2020-08-03 2020-06-30 13F MCDONALDS COM 580135101 2,932 1,018 53.19 541 71.20 0.0771
2020-05-08 2020-03-31 13F MCDONALDS COM 580135101 1,914 462 31.82 316 10.10 0.0474
2020-02-05 2019-12-31 13F MCDONALDS COM 580135101 1,452 377 35.07 287 24.24 0.0351
2019-11-12 2019-09-30 13F/A-1 MCDONALDS COM 580135101 1,075 4 0.37 231 0.00 0.0313
2019-10-29 2019-09-30 13F MCDONALDS COM 580135101 1,075 4 231 0.0313
2019-08-05 2019-06-30 13F MCDONALDS COM 580135101 1,071 4 0.37 231 13.79 0.0313
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 1,067 1,067 203 0.0293
2015-08-12 2015-06-30 13F MCDONALDS COM 580135101 0 -2,402 -100.00 0 -100.00
2015-05-11 2015-03-31 13F MCDONALDS COM 580135101 2,402 2,402 234 0.0189
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.