McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionVerity & Verity, LLC
Latest Disclosed Ownership1,673 shares
Latest Disclosed Value $ 519,952
Verity & Verity, LLC reports 64.10% decrease in ownership of MCD / McDonald's Corporation

On April 15, 2026 - Verity & Verity, LLC filed a 13F-HR form disclosing ownership of 1,673 shares of McDonald's Corporation (CH:MCD) valued at $519,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,660 shares of McDonald's Corporation. This represents a change in shares of -64.10% 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)
2026-04-15 2026-03-31 13F MCDONALDS COM 580135101 1,673 -2,987 -64.10 520 -63.55 0.0382
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 4,660 2,021 76.58 1,424 77.78 0.1093
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 2,639 -893 -25.28 802 -22.31 0.0642
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 3,532 -201 -5.38 1,032 -11.58 0.0887
2025-04-16 2025-03-31 13F MCDONALDS COM 580135101 3,733 -288 -7.16 1,166 0.09 0.1024
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 4,021 4,021 1,166 0.1064
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 0 -495,456 -100.00 0 -100.00
2024-04-24 2024-03-31 13F MCDONALDS COM 580135101 495,456 495,456 26,737 3.0385
2024-11-07 2023-03-31 13F/A-2 MCDONALDS COM 580135101 0 -943 -100.00 0 -100.00
2024-05-02 2023-03-31 13F/A-1 MCDONALDS COM 580135101 0 -943 0
2023-04-03 2023-03-31 13F MCDONALDS COM 580135101 0 -943 0
2023-01-11 2022-12-31 13F MCDONALDS COM 580135101 943 943 249 0.0324
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 0 -4,709 -100.00 0 -100.00
2014-05-15 2014-03-31 13F MCDONALDS COM 580135101 4,709 4,709 -78.61 462 -78.19 0.2450
2014-02-10 2013-12-31 13F Mc Donalds COM 580135101 0 -22,015 -100.00 0 -100.00
2013-11-06 2013-09-30 13F Mc Donalds COM 580135101 22,015 900 4.26 2,118 1.29 1.2186
2013-08-14 2013-06-30 13F Mc Donalds COM 580135101 21,115 21,115 2,091 1.2793
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.