McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSicart Associates LLC
Latest Disclosed Ownership2,650 shares
Latest Disclosed Value $ 823,594
Sicart Associates LLC reports 15.87% decrease in ownership of MCD / McDonald's Corporation

On April 21, 2026 - Sicart Associates LLC filed a 13F-HR form disclosing ownership of 2,650 shares of McDonald's Corporation (CH:MCD) valued at $823,594 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,150 shares of McDonald's Corporation. This represents a change in shares of -15.87% 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)
2026-04-21 2026-03-31 13F MCDONALDS COM 580135101 2,650 -500 -15.87 824 -14.45 0.2116
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 3,150 0 0.00 963 0.52 0.2554
2025-10-07 2025-09-30 13F MCDONALDS COM 580135101 3,150 0 0.00 957 4.02 0.2594
2025-07-18 2025-06-30 13F MCDONALDS COM 580135101 3,150 -300 -8.70 920 -14.58 0.3220
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 3,450 0 0.00 1,078 7.70 0.3727
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 3,450 0 0.00 1,000 -4.76 0.3577
2024-10-25 2024-09-30 13F MCDONALDS COM 580135101 3,450 0 0.00 1,051 19.45 0.3689
2024-08-05 2024-06-30 13F MCDONALDS COM 580135101 3,450 -1,147 -24.95 879 -32.18 0.3374
2024-05-03 2024-03-31 13F MCDONALDS COM 580135101 4,597 0 0.00 1,296 -4.92 0.4747
2024-01-19 2023-12-31 13F MCDONALDS COM 580135101 4,597 0 0.00 1,363 12.55 0.5213
2023-10-26 2023-09-30 13F MCDONALDS COM 580135101 4,597 0 0.00 1,211 -11.67 0.4750
2023-07-28 2023-06-30 13F MCDONALDS COM 580135101 4,597 0 0.00 1,372 6.69 0.5328
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 4,597 -1,680 -26.76 1,285 -22.31 0.4998
2023-01-27 2022-12-31 13F MCDONALDS COM 580135101 6,277 425 7.26 1,654 22.52 0.5832
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 5,852 -2,255 -27.82 1,350 -32.53 0.4787
2022-08-05 2022-06-30 13F MCDONALDS COM 580135101 8,107 0 0.00 2,001 -0.20 0.6228
2022-05-06 2022-03-31 13F MCDONALDS COM 580135101 8,107 0 0.00 2,005 -7.43 0.5188
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 8,107 0 0.00 2,166 10.79 0.5653
2021-10-22 2021-09-30 13F MCDONALDS COM 580135101 8,107 -1,130 -12.23 1,955 -8.39 0.5327
2021-07-23 2021-06-30 13F MCDONALDS COM 580135101 9,237 0 0.00 2,134 3.09 0.5080
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 9,237 -200 -2.12 2,070 2.22 0.5474
2021-01-22 2020-12-31 13F MCDONALDS COM 580135101 9,437 0 0.00 2,025 -2.22 0.5000
2020-10-14 2020-09-30 13F MCDONALDS COM 580135101 9,437 -12 -0.13 2,071 18.82 0.6184
2020-07-30 2020-06-30 13F MCDONALDS COM 580135101 9,449 -115 -1.20 1,743 10.25 0.5575
2020-04-22 2020-03-31 13F MCDONALDS COM 580135101 9,564 0 0.00 1,581 -16.35 0.6019
2020-01-30 2019-12-31 13F MCDONALDS COM 580135101 9,564 -1,400 -12.77 1,890 -19.71 0.6296
2019-10-21 2019-09-30 13F MCDONALDS COM 580135101 10,964 612 5.91 2,354 9.49 0.7727
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 10,352 -1,175 -10.19 2,150 -1.78 0.8737
2019-05-01 2019-03-31 13F MCDONALDS COM 580135101 11,527 0 0.00 2,189 6.94 0.9249
2019-01-22 2018-12-31 13F MCDONALDS COM 580135101 11,527 -200 -1.71 2,047 4.33 0.9906
2018-10-19 2018-09-30 13F MCDONALDS COM 580135101 11,727 0 0.00 1,962 6.75 0.9411
2018-07-19 2018-06-30 13F MCDONALDS COM 580135101 11,727 -100 -0.85 1,838 -0.65 0.9637
2018-04-12 2018-03-31 13F MCDONALDS COM 580135101 11,827 0 0.00 1,850 -9.14 1.1050
2018-01-17 2017-12-31 13F MCDONALDS COM 580135101 11,827 3,000 33.99 2,036 47.22 1.0749
2017-11-06 2017-09-30 13F MCDONALDS COM 580135101 8,827 0 0.00 1,383 2.29 0.9891
2017-08-04 2017-06-30 13F MCDONALDS COM 580135101 8,827 1,159 15.11 1,352 36.02 0.9826
2017-04-10 2017-03-31 13F MCDONALDS COM 580135101 7,668 480 6.68 994 13.60 0.7183
2017-02-07 2016-12-31 13F MCDONALDS COM 580135101 7,188 7,188 875 0.6040
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.