McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership43,501 shares
Latest Disclosed Value $ 13,520,226
Vestmark Advisory Solutions, Inc. reports 56.52% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 43,501 shares of McDonald's Corporation (CH:MCD) valued at $13,520,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 27,792 shares of McDonald's Corporation. This represents a change in shares of 56.52% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 43,501 15,709 56.52 13,520 59.19 0.0929
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 27,792 11,234 67.85 8,494 68.81 0.1146
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 16,558 7,633 85.52 5,032 92.98 0.0959
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 8,925 -5,029 -36.04 2,608 -40.19 0.0377
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 13,954 6,384 84.33 4,359 98.68 0.1122
2025-02-06 2024-12-31 13F MCDONALDS COM 580135101 7,570 1,243 19.65 2,194 13.91 0.0756
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 6,327 -50 -0.78 1,927 18.52 0.0717
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 6,377 7 0.11 1,625 -9.52 0.0679
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 6,370 497 8.46 1,796 3.16 0.0774
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 5,873 -335 -5.40 1,741 6.48 0.0885
2023-11-06 2023-09-30 13F MCDONALDS COM 580135101 6,208 -12,980 -67.65 1,635 -71.45 0.1189
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 19,188 913 5.00 5,726 12.08 0.2181
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 18,275 976 5.64 5,110 12.09 0.2213
2023-01-20 2022-12-31 13F MCDONALDS COM 580135101 17,299 684 4.12 4,559 18.88 0.2221
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 16,615 2,087 14.37 3,834 6.89 0.2137
2022-08-04 2022-06-30 13F MCDONALDS COM 580135101 14,528 4,249 41.34 3,587 41.11 0.2049
2022-04-27 2022-03-31 13F MCDONALDS COM 580135101 10,279 929 9.94 2,542 1.40 0.1439
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 9,350 1,628 21.08 2,507 34.64 0.1415
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 7,722 964 14.26 1,862 19.28 0.1261
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 6,758 822 13.85 1,561 17.28 0.1111
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 5,936 29 0.49 1,331 5.05 0.1181
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 5,907 405 7.36 1,267 4.88 0.1422
2020-10-19 2020-09-30 13F MCDONALDS COM 580135101 5,502 271 5.18 1,208 25.18 0.1623
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 5,231 -1,842 -26.04 965 -17.52 0.1493
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 7,073 7,073 1,170 0.2287
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 0 -8,852 -100.00 0 -100.00
2019-11-05 2019-09-30 13F MCDONALDS COM 580135101 8,852 1,877 26.91 1,901 31.28 0.3082
2019-08-20 2019-06-30 13F MCDONALDS COM 580135101 6,975 -4,201 -37.59 1,448 -31.76 0.2478
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 11,176 11,176 2,122 0.3784
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.