McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSimmons Bank
Latest Disclosed Ownership7,948 shares
Latest Disclosed Value $ 2,470,165
Simmons Bank reports 3.04% decrease in ownership of MCD / McDonald's Corporation

On April 23, 2026 - Simmons Bank filed a 13F-HR form disclosing ownership of 7,948 shares of McDonald's Corporation (CH:MCD) valued at $2,470,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,197 shares of McDonald's Corporation. This represents a change in shares of -3.04% 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)
2026-04-23 2026-03-31 13F MCDONALDS COMMON STOCK 580135101 7,948 -249 -3.04 2,470 -1.40 0.1654
2026-02-05 2025-12-31 13F MCDONALDS COMMON STOCK 580135101 8,197 -84 -1.01 2,505 -0.44 0.1675
2025-11-04 2025-09-30 13F MCDONALDS COMMON STOCK 580135101 8,281 -195 -2.30 2,517 1.62 0.1677
2025-08-06 2025-06-30 13F MCDONALDS COMMON STOCK 580135101 8,476 -94 -1.10 2,476 -7.51 0.1765
2025-04-29 2025-03-31 13F MCDONALDS COMMON STOCK 580135101 8,570 -671 -7.26 2,677 -0.04 0.2018
2025-02-05 2024-12-31 13F MCDONALDS COMMON STOCK 580135101 9,241 -402 -4.17 2,679 -8.79 0.1959
2024-11-05 2024-09-30 13F MCDONALDS COMMON STOCK 580135101 9,643 -1,309 -11.95 2,936 5.20 0.2126
2024-07-26 2024-06-30 13F MCDONALDS COMMON STOCK 580135101 10,952 -157 -1.41 2,791 -10.89 0.2107
2024-05-14 2024-03-31 13F MCDONALDS COMMON STOCK 580135101 11,109 -370 -3.22 3,132 -7.96 0.2353
2024-02-06 2023-12-31 13F MCDONALDS COMMON STOCK 580135101 11,479 -7 -0.06 3,404 12.50 0.2779
2023-10-26 2023-09-30 13F MCDONALDS COMMON STOCK 580135101 11,486 -591 -4.89 3,026 -16.04 0.2682
2023-08-03 2023-06-30 13F MCDONALDS COMMON STOCK 580135101 12,077 146 1.22 3,604 8.00 0.3028
2023-04-28 2023-03-31 13F MCDONALDS COMMON STOCK 580135101 11,931 -336 -2.74 3,336 3.22 0.2847
2023-02-08 2022-12-31 13F MCDONALDS COMMON STOCK 580135101 12,267 1,116 10.01 3,233 25.61 0.2778
2022-10-27 2022-09-30 13F MCDONALDS COMMON STOCK 580135101 11,151 409 3.81 2,573 -2.98 0.2400
2022-07-29 2022-06-30 13F MCDONALDS COMMON STOCK 580135101 10,742 -290 -2.63 2,652 -2.79 0.2324
2022-04-21 2022-03-31 13F MCDONALDS COMMON STOCK 580135101 11,032 -860 -7.23 2,728 -14.40 0.2043
2022-01-28 2021-12-31 13F MCDONALDS COMMON STOCK 580135101 11,892 -576 -4.62 3,187 6.02 0.2231
2021-10-26 2021-09-30 13F MCDONALDS COMMON STOCK 580135101 12,468 -1,205 -8.81 3,006 -4.81 0.2183
2021-08-05 2021-06-30 13F MCDONALDS COMMON STOCK 580135101 13,673 -605 -4.24 3,158 -1.31 0.2282
2021-05-06 2021-03-31 13F MCDONALDS COMMON STOCK 580135101 14,278 -486 -3.29 3,200 1.01 0.2416
2021-02-08 2020-12-31 13F MCDONALDS COMMON STOCK 580135101 14,764 -1,740 -10.54 3,168 -12.56 0.2514
2020-11-13 2020-09-30 13F MCDONALDS COMMON STOCK 580135101 16,504 -837 -4.83 3,623 13.25 0.2973
2020-08-14 2020-06-30 13F MCDONALDS COMMON STOCK 580135101 17,341 394 2.32 3,199 14.13 0.2641
2020-05-14 2020-03-31 13F MCDONALDS COMMON STOCK 580135101 16,947 2,771 19.55 2,803 0.04 0.2439
2020-01-31 2019-12-31 13F MCDONALDS COMMON STOCK 580135101 14,176 -467 -3.19 2,802 -10.88 0.2513
2019-11-13 2019-09-30 13F MCDONALDS COMMON STOCK 580135101 14,643 -99 -0.67 3,144 2.68 0.3093
2019-08-13 2019-06-30 13F MCDONALDS COMMON STOCK 580135101 14,742 -40 -0.27 3,062 9.08 0.2963
2019-05-13 2019-03-31 13F MCDONALDS COMMON STOCK 580135101 14,782 290 2.00 2,807 9.09 0.2732
2019-01-24 2018-12-31 13F MCDONALDS COMMON STOCK 580135101 14,492 -85 -0.58 2,573 5.49 0.2879
2018-11-13 2018-09-30 13F MCDONALDS COMMON STOCK 580135101 14,577 769 5.57 2,439 12.76 0.2402
2018-08-13 2018-06-30 13F MCDONALDS COMMON STOCK 580135101 13,808 370 2.75 2,163 2.95 0.1965
2018-05-14 2018-03-31 13F MCDONALDS COMMON STOCK 580135101 13,438 -767 -5.40 2,101 -14.07 0.1885
2018-02-13 2017-12-31 13F MCDONALDS COMMON STOCK 580135101 14,205 157 1.12 2,445 11.09 0.2463
2017-11-14 2017-09-30 13F MCDONALDS COMMON STOCK 580135101 14,048 2,730 24.12 2,201 27.01 0.2279
2017-08-15 2017-06-30 13F MCDONALDS COMMON STOCK 580135101 11,318 -15 -0.13 1,733 18.05 0.1942
2017-05-11 2017-03-31 13F MCDONALDS COMMON STOCK 580135101 11,333 -1,400 -11.00 1,468 -5.29 0.1619
2017-02-08 2016-12-31 13F MCDONALDS COMMON STOCK 580135101 12,733 550 4.51 1,550 10.32 0.1741
2016-10-31 2016-09-30 13F MCDONALDS COMMON STOCK 580135101 12,183 -71 -0.58 1,405 -4.75 0.1546
2016-08-03 2016-06-30 13F MCDONALDS COMMON STOCK 580135101 12,254 -400 -3.16 1,475 -7.29 0.1640
2016-05-13 2016-03-31 13F MCDONALDS COMMON STOCK 580135101 12,654 12,654 1,591 0.1772
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.