McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSt Germain D J Co Inc
Latest Disclosed Ownership15,739 shares
Latest Disclosed Value $ 4,891,524
St Germain D J Co Inc reports 2.25% increase in ownership of MCD / McDonald's Corporation

On April 13, 2026 - St Germain D J Co Inc filed a 13F-HR form disclosing ownership of 15,739 shares of McDonald's Corporation (CH:MCD) valued at $4,891,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 15,393 shares of McDonald's Corporation. This represents a change in shares of 2.25% 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)
2026-04-13 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 15,739 346 2.25 4,892 3.98 0.1936
2026-01-29 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 15,393 -58 -0.38 4,705 0.19 0.1827
2025-10-07 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 15,451 -192 -1.23 4,695 2.74 0.1878
2025-07-16 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 15,643 519 3.43 4,570 -3.26 0.1971
2025-04-09 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 15,124 -425 -2.73 4,724 4.81 0.2220
2025-01-10 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 15,549 306 2.01 4,508 -2.89 0.2049
2024-10-18 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 15,243 -529 -3.35 4,642 15.48 0.2133
2024-07-08 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 15,772 -108 -0.68 4,019 -10.23 0.1945
2024-04-02 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 15,880 34 0.21 4,477 -4.70 0.2188
2024-01-02 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 15,846 -734 -4.43 4,698 7.58 0.2447
2023-10-23 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 16,580 -66 -0.40 4,368 -12.08 0.2455
2023-09-07 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 16,646 -546 -3.18 4,967 3,278.91 0.2623
2023-02-27 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 17,192 -463 -2.62 147 -96.63 0.0495
2022-11-21 2022-09-30 13F McDonald's COM 580135101 17,655 0 0.00 4,359 0.00 0.2879
2022-08-15 2022-06-30 13F/A-1 McDonald's COM 580135101 17,655 153 0.87 4,359 0.72 0.2879
2022-08-12 2022-06-30 13F McDonald's COM 580135101 17,502 0 4,328 0.2434
2022-05-12 2022-03-31 13F McDonald's COM 580135101 17,502 -2 -0.01 4,328 -7.76 0.2434
2022-02-11 2021-12-31 13F McDonald's COM 580135101 17,504 -615 -3.39 4,692 7.39 0.2580
2021-11-03 2021-09-30 13F McDonald's COM 580135101 18,119 4,243 30.58 4,369 36.32 0.2690
2021-07-28 2021-06-30 13F McDonald's COM 580135101 13,876 -10 -0.07 3,205 2.99 0.2011
2021-05-13 2021-03-31 13F McDonald's COM 580135101 13,886 -171 -1.22 3,112 3.18 0.2104
2021-02-04 2020-12-31 13F McDonald's COM 580135101 14,057 379 2.77 3,016 0.47 0.2153
2020-11-10 2020-09-30 13F McDonald's COM 580135101 13,678 -166 -1.20 3,002 17.54 0.2436
2020-08-13 2020-06-30 13F McDonald's COM 580135101 13,844 109 0.79 2,554 12.46 0.2236
2020-05-13 2020-03-31 13F McDonald's COM 580135101 13,735 22 0.16 2,271 -16.20 0.2232
2020-02-14 2019-12-31 13F McDonald's COM 580135101 13,713 413 3.11 2,710 -5.11 0.2275
2019-10-17 2019-09-30 13F McDonald's COM 580135101 13,300 32 0.24 2,856 3.67 0.3072
2019-07-24 2019-06-30 13F McDonald's COM 580135101 13,268 0 0.00 2,755 9.33 0.3003
2019-05-02 2019-03-31 13F McDonald's COM 580135101 13,268 0 0.00 2,520 6.96 0.2745
2019-02-05 2018-12-31 13F McDonald's COM 580135101 13,268 1,007 8.21 2,356 14.87 0.2796
2018-10-23 2018-09-30 13F McDonald's COM 580135101 12,261 1,173 10.58 2,051 18.08 0.2296
2018-08-07 2018-06-30 13F McDonald's COM 580135101 11,088 1,083 10.82 1,737 10.99 0.2067
2018-04-20 2018-03-31 13F McDonald's COM 580135101 10,005 4,615 85.62 1,565 68.64 0.1976
2018-02-13 2017-12-31 13F McDonald's COM 580135101 5,390 -71 -1.30 928 8.41 0.1108
2017-10-31 2017-09-30 13F McDonald's COM 580135101 5,461 553 11.27 856 13.83 0.1073
2017-07-28 2017-06-30 13F McDonald's COM 580135101 4,908 1,100 28.89 752 52.23 0.1006
2017-04-25 2017-03-31 13F McDonald's COM 580135101 3,808 7 0.18 494 6.70 0.0688
2017-02-02 2016-12-31 13F McDonald's COM 580135101 3,801 200 5.55 463 11.57 0.0626
2016-10-27 2016-09-30 13F McDonald's COM 580135101 3,601 -206 -5.41 415 -9.39 0.0579
2016-08-22 2016-06-30 13F McDonald's COM 580135101 3,807 210 5.84 458 1.33 0.0640
2016-04-21 2016-03-31 13F McDonald's COM 580135101 3,597 125 3.60 452 10.24 0.0646
2016-01-19 2015-12-31 13F McDonald's COM 580135101 3,472 -415 -10.68 410 7.05 0.0617
2015-10-23 2015-09-30 13F McDonald's COM 580135101 3,887 0 0.00 383 3.51 0.0642
2015-07-23 2015-06-30 13F McDonald's COM 580135101 3,887 236 6.46 370 3.93 0.0559
2015-04-15 2015-03-31 13F McDonald's COM 580135101 3,651 50 1.39 356 5.64 0.0515
2015-01-22 2014-12-31 13F McDonald's COM 580135101 3,601 28 0.78 337 -0.59 0.0490
2014-10-10 2014-09-30 13F McDonald's COM 580135101 3,573 0 0.00 339 -5.83 0.0511
2014-07-17 2014-06-30 13F McDonald's COM 580135101 3,573 0 0.00 360 2.86 0.0529
2014-04-10 2014-03-31 13F McDonald's COM 580135101 3,573 -50 -1.38 350 -0.57 0.0536
2014-01-21 2013-12-31 13F McDonald's COM 580135101 3,623 0 0.00 352 0.86 0.0516
2013-10-17 2013-09-30 13F McDonald's COM 580135101 3,623 98 2.78 349 0.00 0.0562
2013-07-25 2013-06-30 13F McDonald's COM 580135101 3,525 3,525 349 0.0578
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.