McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership12,860 shares
Latest Disclosed Value $ 3,996,665
Sunbelt Securities, Inc. reports 6.36% decrease in ownership of MCD / McDonald's Corporation

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 12,860 shares of McDonald's Corporation (CH:MCD) valued at $3,996,665 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 13,733 shares of McDonald's Corporation. This represents a change in shares of -6.36% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-16 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 12,860 -873 -6.36 3,997 -4.79 0.2523
2026-02-20 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 13,733 348 2.60 4,197 3.20 0.2799
2025-11-19 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 13,385 3,158 30.88 4,068 37.21 0.2808
2025-08-14 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 10,227 1,595 18.48 2,965 9.94 0.2617
2025-04-24 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 8,632 -1,595 -15.60 2,696 -8.95 0.2408
2025-02-18 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 10,227 696 7.30 2,962 2.03 0.2610
2024-11-18 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 9,531 -12 -0.13 2,902 19.37 0.2846
2024-08-16 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 9,543 -78 -0.81 2,432 -10.36 0.2488
2024-04-15 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 9,621 555 6.12 2,713 0.89 0.3026
2024-02-15 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 9,066 438 5.08 2,688 18.31 0.3385
2023-12-11 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 8,628 41 0.48 2,273 -11.32 0.3145
2023-08-16 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 8,587 272 3.27 2,563 10.96 0.3685
2023-05-17 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 8,315 27 0.33 2,310 5.72 0.3715
2023-02-08 2022-12-31 13F MCDONALDS COM 580135101 8,288 373 4.71 2,184 19.61 0.4268
2022-11-21 2022-09-30 13F MCDONALDS COM 580135101 7,915 184 2.38 1,826 -4.35 0.3860
2022-10-03 2022-06-30 13F MCDONALDS COM 580135101 7,731 518 7.18 1,909 6.29 0.4038
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 7,213 1,374 23.53 1,796 18.24 0.3288
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 5,839 745 14.63 1,519 27.01 0.2468
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 5,094 0 0.00 1,196 0.00 0.2150
2021-07-29 2021-06-30 13F MCDONALDS COM 580135101 5,094 111 2.23 1,196 7.07 0.2153
2021-05-27 2021-03-31 13F MCDONALDS COM 580135101 4,983 -112 -2.20 1,117 2.20 0.2200
2021-02-09 2020-12-31 13F MCDONALDS COM 580135101 5,095 49 0.97 1,093 -1.35 0.2259
2020-11-17 2020-09-30 13F MCDONALDS COM 580135101 5,046 18 0.36 1,108 19.40 0.3081
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 5,028 -1,407 -21.86 928 -16.32 0.3188
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 6,435 -11,205 -63.52 1,109 -68.19 0.0475
2020-02-26 2019-12-31 13F/A-1 MCDONALDS COM 580135101 17,640 -182 -1.02 3,486 -8.91 0.3670
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 17,640 -182 871 343.7437
2019-11-15 2019-09-30 13F MCDONALDS COM 580135101 17,822 11,431 178.86 3,827 188.39 0.4292
2019-08-01 2019-06-30 13F MCDONALDS COM 580135101 6,391 -2,883 -31.09 1,327 -24.65 0.5771
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 9,274 -306 -3.19 1,761 3.53 0.8804
2019-02-14 2018-12-31 13F/A-1 MCDONALDS COM 580135101 9,580 -1,452 -13.16 1,701 -7.80 0.9909
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 11,032 0 1,845 0.9877
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 11,032 -1,154 -9.47 1,845 -3.35 0.9877
2018-08-08 2018-06-30 13F MCDONALDS COM 580135101 12,186 7,346 151.78 1,909 152.18 1.1424
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 4,840 179 3.84 757 -5.61 0.6924
2018-02-06 2017-12-31 13F MCDONALDS COM 580135101 4,661 -53 -1.12 802 8.53 0.7800
2017-11-03 2017-09-30 13F MCDONALDS COM 580135101 4,714 419 9.76 739 12.31 0.7768
2017-08-15 2017-06-30 13F MCDONALDS COM 580135101 4,295 37 0.87 658 19.20 1.2363
2017-05-05 2017-03-31 13F MCDONALDS COM 580135101 4,258 63 1.50 552 8.02 0.8298
2017-02-13 2016-12-31 13F/A-1 MCDONALDS COM 580135101 4,195 12 0.29 511 5.80 0.7760
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 4,195 511
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 4,183 49 1.19 483 -2.82 0.5827
2017-02-15 2016-06-30 13F/A-1 MCDONALDS COM 580135101 4,134 -26 -0.62 497 -4.97 0.6497
2016-08-11 2016-06-30 13F MCDONALDS COM 580135101 4,134 497
2017-02-15 2016-03-31 13F/A-1 MCDONALDS COM 580135101 4,160 11 0.27 523 6.73 0.7612
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 4,160 523
2017-02-15 2015-12-31 13F/A-1 MCDONALDS COM 580135101 4,149 11 0.27 490 20.10 0.6895
2016-02-11 2015-12-31 13F MCDONALDS COM 580135101 4,149 490
2017-02-15 2015-09-30 13F/A-1 MCDONALDS COM 580135101 4,138 803 24.08 408 28.71 0.5542
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 4,138 408
2017-02-15 2015-06-30 13F/A-1 MCDONALDS COM 580135101 3,335 -38 -1.13 317 -3.65 0.4364
2015-08-13 2015-06-30 13F MCDONALDS COM 580135101 3,335 317
2017-02-15 2015-03-31 13F/A-2 MCDONALDS COM 580135101 3,373 -13 -0.38 329 3.79 0.4887
2015-05-19 2015-03-31 13F/A-1 MCDONALDS COM 580135101 3,373 0 329 0.3784
2015-05-14 2015-03-31 13F MCDONALDS COM 580135101 3,373 329
2015-02-13 2014-12-31 13F MCDONALDS COM 580135101 3,386 3,386 317 0.4163
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.