McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAbner Herrman & Brock Llc
Latest Disclosed Ownership55,145 shares
Latest Disclosed Value $ 17,139
Abner Herrman & Brock Llc reports 0.38% increase in ownership of MCD / McDonald's Corporation

On April 7, 2026 - Abner Herrman & Brock Llc filed a 13F-HR form disclosing ownership of 55,145 shares of McDonald's Corporation (CH:MCD) valued at $17,139 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 54,937 shares of McDonald's Corporation. This represents a change in shares of 0.38% 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)
2026-04-07 2026-03-31 13F MCDONALD'S COM 580135101 55,145 208 0.38 17 6.25 1.8940
2026-01-06 2025-12-31 13F MCDONALD'S COM 580135101 54,937 -1,309 -2.33 17 -5.88 1.7146
2025-10-14 2025-09-30 13F MCDONALD'S COM 580135101 56,246 46 0.08 17 6.25 1.7612
2025-07-07 2025-06-30 13F MCDONALDS COM 580135101 56,200 -515 -0.91 16 -5.88 1.8329
2025-04-08 2025-03-31 13F MCDONALDS COM 580135101 56,715 79 0.14 18 6.25 2.2619
2025-01-24 2024-12-31 13F MCDONALDS COM 580135101 56,636 672 1.20 16 -5.88 2.0399
2024-10-08 2024-09-30 13F MCDONALD'S COM 580135101 55,964 -413 -0.73 17 21.43 2.0568
2024-07-18 2024-06-30 13F MCDONALDS COM 580135101 56,377 -705 -1.24 14 -12.50 1.8204
2024-04-09 2024-03-31 13F MCDONALD'S COM 580135101 57,082 -28 -0.05 16 0.00 2.0098
2024-01-09 2023-12-31 13F MCDONALD'S COM 580135101 57,110 -290 -0.51 17 6.67 2.3785
2023-10-10 2023-09-30 13F MCDONALD'S COM 580135101 57,400 -5,425 -8.64 15 -16.67 2.3174
2023-07-05 2023-06-30 13F MCDONALD'S COM 580135101 62,825 -186 -0.30 19 5.88 2.7501
2023-04-13 2023-03-31 13F MCDONALD'S COM 580135101 63,011 195 0.31 18 6.25 2.6600
2023-01-04 2022-12-31 13F MCDONALD'S COM 580135101 62,816 4,278 7.31 17 -99.88 2.5428
2022-10-06 2022-09-30 13F MCDONALD'S COM 580135101 58,538 -324 -0.55 13,507 -7.05 2.4758
2022-07-13 2022-06-30 13F MCDONALD'S COM 580135101 58,862 165 0.28 14,532 0.12 2.5087
2022-04-07 2022-03-31 13F MCDONALD'S COM 580135101 58,697 294 0.50 14,515 -7.29 2.0379
2022-01-13 2021-12-31 13F MCDONALDS COM 580135101 58,403 146 0.25 15,656 11.46 2.0388
2021-10-06 2021-09-30 13F MCDONALDS COM 580135101 58,257 454 0.79 14,046 5.20 1.9774
2021-07-09 2021-06-30 13F MCDONALDS COM 580135101 57,803 480 0.84 13,352 3.92 1.8644
2021-04-09 2021-03-31 13F MCDONALDS COM 580135101 57,323 642 1.13 12,848 5.63 1.9421
2021-01-12 2020-12-31 13F MCDONALDS COM 580135101 56,681 -93 -0.16 12,163 -2.39 1.8947
2020-10-08 2020-09-30 13F MCDONALDS COM 580135101 56,774 209 0.37 12,461 19.42 2.0999
2020-07-10 2020-06-30 13F MCDONALDS COM 580135101 56,565 51,377 990.30 10,435 1,116.20 1.8739
2020-04-09 2020-03-31 13F MCDONALDS COM 580135101 5,188 -547 -9.54 858 -24.27 0.1943
2020-01-10 2019-12-31 13F MCDONALDS COM 580135101 5,735 -527 -8.42 1,133 -15.76 0.1686
2019-10-11 2019-09-30 13F MCDONALDS COM 580135101 6,262 26 0.42 1,345 3.86 0.1986
2019-07-19 2019-06-30 13F MCDONALDS COM 580135101 6,236 -55 -0.87 1,295 8.37 0.1857
2019-04-08 2019-03-31 13F MCDONALDS COM 580135101 6,291 24 0.38 1,195 7.37 0.1843
2019-01-11 2018-12-31 13F MCDONALDS COM 580135101 6,267 -27 -0.43 1,113 5.70 0.2032
2018-10-19 2018-09-30 13F MCDONALDS COM 580135101 6,294 96 1.55 1,053 8.44 0.1505
2018-07-06 2018-06-30 13F MCDONALDS COM 580135101 6,198 38 0.62 971 0.83 0.1514
2018-04-06 2018-03-31 13F MCDONALDS COM 580135101 6,160 -125 -1.99 963 -11.00 0.1526
2018-01-05 2017-12-31 13F MCDONALDS COM 580135101 6,285 2,325 58.71 1,082 74.52 0.1821
2017-10-06 2017-09-30 13F MCDONALDS COM 580135101 3,960 63 1.62 620 3.85 0.1098
2017-07-14 2017-06-30 13F MCDONALDS COM 580135101 3,897 180 4.84 597 23.86 0.1128
2017-04-21 2017-03-31 13F MCDONALDS COM 580135101 3,717 -27 -0.72 482 7.59 0.0959
2017-01-06 2016-12-31 13F MCDONALDS COM 580135101 3,744 -262 -6.54 448 -3.03 0.0942
2016-11-03 2016-09-30 13F MCDONALDS COM 580135101 4,006 17 0.43 462 -5.13 0.1049
2016-07-12 2016-06-30 13F MCDONALDS COM 580135101 3,989 35 0.89 487 -2.01 0.1133
2016-04-08 2016-03-31 13F MCDONALDS COM 580135101 3,954 3,954 0.00 497 0.1250
2015-01-07 2014-12-31 13F MCDONALDS COM 580135101 0 -4,826 -100.00 0 -100.00
2014-10-09 2014-09-30 13F MCDONALDS COM 580135101 4,826 0 0.00 458 -5.76 0.1346
2014-07-09 2014-06-30 13F MCDONALDS COM 580135101 4,826 -35 -0.72 486 1.89 0.1467
2014-04-07 2014-03-31 13F MCDONALDS COM 580135101 4,861 2,447 101.37 477 106.49 0.1529
2014-01-07 2013-12-31 13F MCDONALDS COM 580135101 2,414 -1,696 -41.27 231 -41.52 0.0819
2013-10-02 2013-09-30 13F MCDONALDS COM 580135101 4,110 -4,486 -52.19 395 -53.58 0.2621
2013-07-08 2013-06-30 13F MCDONALDS COM 580135101 8,596 8,596 851 0.3605
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.