McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAdell Harriman & Carpenter Inc
Latest Disclosed Ownership21,759 shares
Latest Disclosed Value $ 6,762,750
Adell Harriman & Carpenter Inc reports 5.61% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Adell Harriman & Carpenter Inc filed a 13F-HR form disclosing ownership of 21,759 shares of McDonald's Corporation (CH:MCD) valued at $6,762,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 20,603 shares of McDonald's Corporation. This represents a change in shares of 5.61% 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)
2026-05-04 2026-03-31 13F McDonald's Com 580135101 21,759 1,156 5.61 6,763 7.38 0.4126
2026-02-06 2025-12-31 13F McDonald's Com 580135101 20,603 -202 -0.97 6,297 -0.40 0.3760
2025-11-04 2025-09-30 13F McDonald's Com 580135101 20,805 125 0.60 6,323 4.63 0.3840
2025-08-04 2025-06-30 13F McDonald's Com 580135101 20,680 -1,095 -5.03 6,042 -11.17 0.4007
2025-04-29 2025-03-31 13F McDonald's Com 580135101 21,775 -570 -2.55 6,802 5.02 0.5124
2025-01-30 2024-12-31 13F McDonald's Com 580135101 22,345 -2,532 -10.18 6,478 -14.50 0.4506
2024-10-25 2024-09-30 13F McDonald's Com 580135101 24,877 -4,118 -14.20 7,576 2.52 0.5509
2024-08-01 2024-06-30 13F McDonald's Com 580135101 28,995 -5,343 -15.56 7,389 -23.68 0.5707
2024-04-25 2024-03-31 13F McDonald's Com 580135101 34,338 -1,070 -3.02 9,682 -7.78 0.7972
2024-02-05 2023-12-31 13F McDonald's Com 580135101 35,408 -167 -0.47 10,499 12.01 0.9717
2023-11-07 2023-09-30 13F McDonald's Com 580135101 35,575 1,071 3.10 9,372 -7.87 0.9724
2023-08-04 2023-06-30 13F McDonald's Com 580135101 34,504 -2,175 -5.93 10,173 -0.81 1.0338
2023-05-03 2023-03-31 13F McDonald's Com 580135101 36,679 -859 -2.29 10,256 3.68 1.1014
2023-02-03 2022-12-31 13F McDonald's Com 580135101 37,538 -1,521 -3.89 9,893 9.76 1.1375
2022-11-03 2022-09-30 13F McDonald's Com 580135101 39,059 -54 -0.14 9,013 -6.67 1.0967
2022-08-03 2022-06-30 13F McDonald's Com 580135101 39,113 291 0.75 9,656 0.59 1.1841
2022-04-29 2022-03-31 13F McDonald's Com 580135101 38,822 -751 -1.90 9,600 -9.51 0.9332
2022-02-16 2021-12-31 13F McDonald's Com 580135101 39,573 1,567 4.12 10,608 15.77 0.9844
2021-11-05 2021-09-30 13F McDonald's Com 580135101 38,006 111 0.29 9,164 4.68 0.9542
2021-08-10 2021-06-30 13F McDonald's Com 580135101 37,895 175 0.46 8,753 3.54 0.9214
2021-05-03 2021-03-31 13F McDonald's Com 580135101 37,720 -63 -0.17 8,455 4.28 1.0256
2021-02-05 2020-12-31 13F McDonald's Com 580135101 37,783 55 0.15 8,108 -2.10 1.0677
2020-11-06 2020-09-30 13F McDonald's Com 580135101 37,728 -1,473 -3.76 8,281 14.52 1.2359
2020-08-13 2020-06-30 13F MCDONALDS Com 580135101 39,201 -735 -1.84 7,231 9.51 1.2377
2020-05-07 2020-03-31 13F MCDONALDS Com 580135101 39,936 79 0.20 6,603 -16.16 1.3981
2020-02-07 2019-12-31 13F MCDONALDS Com 580135101 39,857 315 0.80 7,876 -7.22 1.2955
2019-11-08 2019-09-30 13F MCDONALDS Com 580135101 39,542 -235 -0.59 8,490 2.78 1.5376
2019-08-07 2019-06-30 13F MCDONALDS Com 580135101 39,777 2,564 6.89 8,260 16.88 1.5429
2019-05-07 2019-03-31 13F MCDONALDS Com 580135101 37,213 306 0.83 7,067 7.83 1.3744
2019-02-08 2018-12-31 13F MCDONALDS Com 580135101 36,907 1,401 3.95 6,553 10.34 1.4445
2018-11-14 2018-09-30 13F MCDONALDS Com 580135101 35,506 -1,728 -4.64 5,940 1.80 1.1113
2018-08-06 2018-06-30 13F MCDONALDS Com 580135101 37,234 2,502 7.20 5,834 7.42 1.1562
2018-05-08 2018-03-31 13F MCDONALDS Com 580135101 34,732 3,240 10.29 5,431 0.20 1.1266
2018-02-05 2017-12-31 13F MCDONALDS Com 580135101 31,492 -1,015 -3.12 5,420 6.42 1.1470
2017-11-06 2017-09-30 13F MCDONALDS Com 580135101 32,507 3,650 12.65 5,093 15.25 1.1128
2017-08-04 2017-06-30 13F MCDONALDS Com 580135101 28,857 -605 -2.05 4,420 15.74 0.9991
2017-05-01 2017-03-31 13F MCDONALDS csus 580135101 29,462 -1,350 -4.38 3,819 1.81 0.8757
2017-02-03 2016-12-31 13F MCDONALDS COM 580135101 30,812 -30 -0.10 3,750 5.43 0.9333
2016-11-04 2016-09-30 13F MCDONALDS Com 580135101 30,842 -1,066 -3.34 3,558 -7.35 0.9013
2016-08-05 2016-06-30 13F MCDONALDS Com 580135101 31,908 -1,397 -4.19 3,840 -8.27 1.0028
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 33,305 819 2.52 4,186 9.07 1.1257
2016-02-12 2015-12-31 13F MCDONALDS Com 580135101 32,486 2,015 6.61 3,838 27.81 1.0307
2015-11-12 2015-09-30 13F MCDONALDS Com 580135101 30,471 -2,939 -8.80 3,002 -5.48 0.8816
2015-08-14 2015-06-30 13F MCDONALDS Com 580135101 33,410 -735 -2.15 3,176 -4.54 0.8194
2015-05-11 2015-03-31 13F MCDONALDS Com 580135101 34,145 -1,190 -3.37 3,327 0.51 0.8758
2015-02-09 2014-12-31 13F MCDONALDS COM 580135101 35,335 -7,487 -17.48 3,311 -23.26 0.9022
2014-11-13 2014-09-30 13F MCDONALDS Com 580135101 42,822 0 0.00 4,314 0.00 1.1862
2014-08-11 2014-06-30 13F MCDONALDS Com 580135101 42,822 -4,031 -8.60 4,314 -6.08 1.1862
2014-05-06 2014-03-31 13F MCDONALDS Com 580135101 46,853 -3,300 -6.58 4,593 -5.63 1.3559
2014-02-07 2013-12-31 13F MCDONALDS Com 580135101 50,153 -2,120 -4.06 4,866 -3.24 1.5119
2013-11-05 2013-09-30 13F MCDONALDS Com 580135101 52,273 -1,209 -2.26 5,029 -5.01 1.4153
2013-08-07 2013-06-30 13F MCDONALDS Com 580135101 53,482 53,482 5,295 1.8969
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.