McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionTompkins Financial Corp
Latest Disclosed Ownership53,743 shares
Latest Disclosed Value $ 16,702,787
Tompkins Financial Corp reports 0.58% decrease in ownership of MCD / McDonald's Corporation

On April 9, 2026 - Tompkins Financial Corp filed a 13F-HR form disclosing ownership of 53,743 shares of McDonald's Corporation (CH:MCD) valued at $16,702,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 54,056 shares of McDonald's Corporation. This represents a change in shares of -0.58% 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)
2026-04-09 2026-03-31 13F MCDONALDS COM 580135101 53,743 -313 -0.58 16,703 1.10 1.1733
2026-01-08 2025-12-31 13F MCDONALDS COM 580135101 54,056 -403 -0.74 16,521 -0.17 1.2847
2025-10-08 2025-09-30 13F MCDONALDS COM 580135101 54,459 -294 -0.54 16,550 3.45 1.3839
2025-07-10 2025-06-30 13F MCDONALDS COM 580135101 54,753 -1,019 -1.83 15,997 -8.17 1.4705
2025-04-07 2025-03-31 13F MCDONALDS COM 580135101 55,772 111 0.20 17,422 7.97 1.6670
2025-01-15 2024-12-31 13F MCDONALD'S COM 580135101 55,661 8,280 17.48 16,136 11.84 1.5007
2024-11-01 2024-09-30 13F MCDONALD'S COM 580135101 47,381 135 0.29 14,428 19.83 1.3829
2024-07-17 2024-06-30 13F MCDONALD'S COM 580135101 47,246 1,009 2.18 12,040 -7.64 1.2609
2024-04-08 2024-03-31 13F MCDONALD'S COM 580135101 46,237 470 1.03 13,037 -3.94 1.4743
2024-01-08 2023-12-31 13F MCDONALD'S COM 580135101 45,767 3,251 7.65 13,570 21.16 1.6437
2023-11-21 2023-09-30 13F MCDONALD'S COM 580135101 42,516 3,630 9.33 11,200 -3.47 1.7634
2023-07-12 2023-06-30 13F MCDONALD'S COM 580135101 38,886 -1,693 -4.17 11,604 2.27 1.8171
2023-04-20 2023-03-31 13F MCDONALD'S COM 580135101 40,579 -503 -1.22 11,346 113,360.00 1.8467
2023-01-06 2022-12-31 13F MCDONALD'S COM 580135101 41,082 -703 -1.68 11 -99.90 1.7108
2022-10-13 2022-09-30 13F MCDONALD'S COM 580135101 41,785 236 0.57 9,642 -6.01 1.6271
2022-07-14 2022-06-30 13F MCDONALD'S COM 580135101 41,549 29 0.07 10,258 -0.09 1.6487
2022-05-12 2022-03-31 13F MCDONALD'S COM 580135101 41,520 6,103 17.23 10,267 8.14 1.4474
2022-01-24 2021-12-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 35,417 -37 -0.10 9,494 11.07 1.6844
2021-10-22 2021-09-30 13F MCDONALDS EQUITIES/EXCHANGE TRADED FUNDS 580135101 35,454 235 0.67 8,548 8.28 1.5626
2021-06-09 2021-03-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 35,219 834 2.43 7,894 6.99 1.3364
2021-02-12 2020-12-31 13F/A-1 MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 34,385 1,806 5.54 7,378 3.17 1.3271
2021-02-05 2020-12-31 13F MCDONALDS CORP COM US LARGE-CAP EQUITIES 580135101 63,548 30,969 10,507 442,286.0299
2020-10-23 2020-09-30 13F MCDONALDS EQUITIES/EXCHANGE TRADED FUNDS 580135101 32,579 415 1.29 7,151 20.53 1.3752
2020-07-29 2020-06-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 32,164 736 2.34 5,933 14.18 1.2464
2020-04-22 2020-03-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 31,428 -454 -1.42 5,196 -17.52 1.1991
2020-01-22 2019-12-31 13F/A-1 MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 31,882 1,609 5.31 6,300 -3.08 1.1544
2020-01-15 2019-12-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 30,273 0 6,500 987,241.7983
2019-10-17 2019-09-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 30,273 -128 -0.42 6,500 2.96 1.3208
2019-07-17 2019-06-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 30,401 898 3.04 6,313 12.69 1.2695
2019-04-30 2019-03-31 13F/A-1 MCDONALDS EQUITIES/EXCHANGE TRADED FUNDS 580135101 29,503 68 0.23 5,602 7.19 1.0642
2019-04-17 2019-03-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 30,757 1,322 5,145
2019-01-22 2018-12-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 29,435 -1,322 -4.30 5,226 1.57 1.1540
2018-10-18 2018-09-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 30,757 156 0.51 5,145 7.32 1.0552
2018-07-18 2018-06-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 30,601 1,054 3.57 4,794 3.74 1.0332
2018-04-26 2018-03-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 29,547 2,411 8.88 4,621 -1.07 1.0351
2018-01-24 2017-12-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 27,136 -108 -0.40 4,671 9.44 1.0706
2017-10-17 2017-09-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 27,244 187 0.69 4,268 2.99 1.0107
2017-07-11 2017-06-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 27,057 -471 -1.71 4,144 16.14 1.0429
2017-04-17 2017-03-31 13F/A-1 MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 27,528 -71 -0.26 3,568 6.22 0.9050
2017-04-17 2017-03-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 6,378 802
2017-01-10 2016-12-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 27,599 940 3.53 3,359 9.20 0.8798
2016-10-13 2016-09-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 26,659 19,399 267.20 3,076 252.35 0.8812
2016-07-13 2016-06-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 7,260 882 13.83 873 8.85 0.2583
2016-04-20 2016-03-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 6,378 -76 -1.18 802 5.11 0.2534
2016-01-19 2015-12-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 6,454 23 0.36 763 20.54 0.2430
2015-10-16 2015-09-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 6,431 -70 -1.08 633 2.43 0.2046
2015-07-14 2015-06-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 6,501 -748 -10.32 618 -12.46 0.1680
2015-04-21 2015-03-31 13F/A-1 MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 7,249 -746 -9.33 706 -5.74 0.1768
2015-04-14 2015-03-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 7,249 706
2015-01-15 2014-12-31 13F/A-1 MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 7,995 -4,199 -34.43 749 -35.21 0.1868
2015-01-13 2014-12-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 15,610 1,546
2014-10-10 2014-09-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 12,194 -248 -1.99 1,156 -7.81 0.3028
2014-07-11 2014-06-30 13F MCDONALDS EQUITIES/EXCHANGE TRADED FUNDS 580135101 12,442 -623 -4.77 1,254 -2.11 0.3100
2014-04-10 2014-03-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 13,065 -1,860 -12.46 1,281 -11.53 0.3242
2014-01-08 2013-12-31 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 14,925 -165 -1.09 1,448 -0.28 0.3750
2013-10-11 2013-09-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 15,090 -520 -3.33 1,452 -6.02 0.4058
2013-07-19 2013-06-30 13F MCDONALDS CORP COM EQUITIES/EXCHANGE TRADED FUNDS 580135101 15,610 15,610 1,545 0.4673
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.