McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWallace Capital Management Inc.
Latest Disclosed Ownership1,181 shares
Latest Disclosed Value $ 366,933
Wallace Capital Management Inc. reports 3.91% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Wallace Capital Management Inc. filed a 13F-HR form disclosing ownership of 1,181 shares of McDonald's Corporation (CH:MCD) valued at $366,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,229 shares of McDonald's Corporation. This represents a change in shares of -3.91% 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 1,181 -48 -3.91 367 -2.40 0.0421
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 1,229 -44 -3.46 376 -2.85 0.0452
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 1,273 2 0.16 387 4.04 0.0481
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 1,271 -98 -7.16 371 -13.11 0.0506
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 1,369 -199 -12.69 428 -5.95 0.0548
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 1,568 2 0.13 454 -4.62 0.0621
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,566 -48 -2.97 477 15.82 0.0646
2024-08-16 2024-06-30 13F/A-1 MCDONALDS COM 580135101 1,614 1 0.06 411 -9.47 0.0596
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 1,614 1 411 0.0594
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 1,613 -232 -12.57 455 -17.00 0.0620
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 1,845 393 27.07 547 43.19 0.0813
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 1,452 2 0.14 382 -11.57 0.0587
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 1,450 -399 -21.58 433 -16.28 0.0668
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 1,849 2 0.11 517 6.17 0.0847
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 1,847 2 0.11 487 14.08 0.0762
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 1,845 -355 -16.14 426 -20.22 0.0710
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 2,200 2 0.09 534 -1.48 0.0804
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 2,198 2 0.09 542 -7.98 0.0817
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 2,196 1 0.05 589 11.34 0.0825
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 2,195 2 0.09 529 4.34 0.0718
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 2,193 2 0.09 507 0.00 0.0665
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 2,191 -174 -7.36 507 0.00 0.0665
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 2,365 177 8.09 507 5.63 0.0770
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 2,188 16 0.74 480 19.70 0.0842
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 2,172 2 0.09 401 11.70 0.0733
2020-05-14 2020-03-31 13F McDonalds COM 580135101 2,170 -113 -4.95 359 -20.40 0.0689
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 2,283 -24 -1.04 451 -8.89 0.0620
2019-11-14 2019-09-30 13F McDonalds COM 580135101 2,307 2 0.09 495 3.34 0.0648
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 2,305 26 1.14 479 10.62 0.0631
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 2,279 2 0.09 433 7.18 0.0599
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 2,277 2 0.09 404 6.04 0.0587
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 2,275 2 0.09 381 7.02 0.0484
2018-08-28 2018-06-30 13F/A-1 MCDONALDS COM 580135101 2,273 26 1.16 356 1.42 0.0474
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 2,273 26 356
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 2,247 2 0.09 351 -9.07 0.0501
2018-02-14 2017-12-31 13F McDonalds COM 580135101 2,245 1 0.04 386 9.66 0.0588
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 2,244 152 7.27 352 10.00 0.0564
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 2,092 1 0.05 320 18.08 0.0511
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 2,091 1 0.05 271 6.27 0.0464
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 2,090 -89 -4.08 255 1.19 0.0462
2016-11-14 2016-09-30 13F McDonalds COM 580135101 2,179 2 0.09 252 -3.82 0.0443
2016-08-15 2016-06-30 13F McDonalds COM 580135101 2,177 2 0.09 262 -4.03 0.0434
2016-05-16 2016-03-31 13F McDonalds COM 580135101 2,175 2 0.09 273 6.23 0.0483
2016-02-16 2015-12-31 13F McDonalds COM 580135101 2,173 -30 -1.36 257 18.43 0.0488
2015-11-16 2015-09-30 13F McDonalds COM 580135101 2,203 2 0.09 217 3.83 0.0397
2015-08-14 2015-06-30 13F McDonalds COM 580135101 2,201 2 0.09 209 -2.34 0.0365
2015-05-14 2015-03-31 13F McDonalds COM 580135101 2,199 2,199 214 0.0377
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.