McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBallentine Partners, LLC
Latest Disclosed Ownership18,934 shares
Latest Disclosed Value $ 5,884,498
Ballentine Partners, LLC reports 1.52% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Ballentine Partners, LLC filed a 13F-HR form disclosing ownership of 18,934 shares of McDonald's Corporation (CH:MCD) valued at $5,884,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 18,651 shares of McDonald's Corporation. This represents a change in shares of 1.52% 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 18,934 283 1.52 5,884 3.23 0.0574
2026-02-03 2025-12-31 13F MCDONALDS COM 580135101 18,651 351 1.92 5,700 2.50 0.0801
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 18,300 -583 -3.09 5,561 0.80 0.0772
2025-07-15 2025-06-30 13F MCDONALDS COM 580135101 18,883 667 3.66 5,517 -3.04 0.0831
2025-05-01 2025-03-31 13F MCDONALDS COM 580135101 18,216 1,008 5.86 5,690 14.07 0.0986
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 17,208 151 0.89 4,988 -3.97 0.0855
2024-10-23 2024-09-30 13F MCDONALDS COM 580135101 17,057 1,122 7.04 5,194 27.93 0.0888
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 15,935 -16 -0.10 4,061 -9.72 0.0751
2024-04-11 2024-03-31 13F MCDONALDS COM 580135101 15,951 -585 -3.54 4,497 -8.28 0.0854
2024-01-23 2023-12-31 13F MCDONALDS COM 580135101 16,536 -2,853 -14.71 4,903 -3.99 0.1000
2023-10-19 2023-09-30 13F MCDONALDS COM 580135101 19,389 864 4.66 5,108 -7.62 0.1201
2023-07-26 2023-06-30 13F MCDONALDS COM 580135101 18,525 703 3.94 5,528 10.94 0.1269
2023-04-27 2023-03-31 13F MCDONALDS COM 580135101 17,822 4,946 38.41 4,983 46.86 0.1254
2023-01-27 2022-12-31 13F MCDONALDS COM 580135101 12,876 -750 -5.50 3,393 7.92 0.1008
2022-10-26 2022-09-30 13F MCDONALDS COM 580135101 13,626 1,129 9.03 3,144 1.88 0.1088
2022-08-09 2022-06-30 13F MCDONALDS COM 580135101 12,497 1,484 13.47 3,086 4.54 0.1091
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 11,013 561 5.37 2,952 17.14 0.0882
2021-10-27 2021-09-30 13F MCDONALDS COM 580135101 10,452 -125 -1.18 2,520 3.19 0.0854
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 10,577 955 9.93 2,442 13.21 0.0843
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 9,622 -2,356 -19.67 2,157 -16.07 0.0800
2021-01-25 2020-12-31 13F MCDONALDS COM 580135101 11,978 -1,204 -9.13 2,570 -11.20 0.1018
2020-10-22 2020-09-30 13F MCDONALDS COM 580135101 13,182 -2,404 -15.42 2,894 0.66 0.1279
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 15,586 18 0.12 2,875 11.74 0.1376
2020-04-23 2020-03-31 13F MCDONALDS COM 580135101 15,568 524 3.48 2,573 -13.48 0.1497
2020-01-22 2019-12-31 13F MCDONALDS COM 580135101 15,044 50 0.33 2,974 -7.64 0.1348
2019-10-21 2019-09-30 13F MCDONALDS COM 580135101 14,994 -30 -0.20 3,220 3.21 0.1513
2019-07-25 2019-06-30 13F MCDONALDS COM 580135101 15,024 9,433 168.72 3,120 193.79 0.1497
2019-05-09 2019-03-31 13F MCDONALDS COM 580135101 5,591 129 2.36 1,062 9.48 0.0552
2019-02-04 2018-12-31 13F MCDONALDS COM 580135101 5,462 -12 -0.22 970 5.90 0.0559
2018-10-30 2018-09-30 13F MCDONALDS COM 580135101 5,474 -40 -0.73 916 6.02 0.0478
2018-07-19 2018-06-30 13F MCDONALDS COM 580135101 5,514 954 20.92 864 21.01 0.0479
2018-04-26 2018-03-31 13F MCDONALDS COM 580135101 4,560 -520 -10.24 714 -18.40 0.0401
2018-02-02 2017-12-31 13F MCDONALDS COM 580135101 5,080 -367 -6.74 875 2.46 0.0478
2017-11-06 2017-09-30 13F MCDONALDS COM 580135101 5,447 -36 -0.66 854 -1.50 0.0471
2017-08-03 2017-06-30 13F MCDONALDS COM 580135101 5,483 509 10.23 867 34.63 0.0633
2017-05-30 2017-03-31 13F/A-1 MCDONALDS COM 580135101 4,974 -323 -6.10 644 -0.31 0.0457
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 4,974 -323 644 0.0459
2017-02-03 2016-12-31 13F MCDONALDS COM 580135101 5,297 104 2.00 646 7.85 0.0499
2016-11-01 2016-09-30 13F MCDONALDS COM 580135101 5,193 -314 -5.70 599 -9.65 0.0486
2016-08-03 2016-06-30 13F MCDONALDS COM 580135101 5,507 -123 -2.18 663 -6.36 0.0559
2016-05-09 2016-03-31 13F MCDONALDS COM 580135101 5,630 323 6.09 708 12.92 0.0623
2016-01-28 2015-12-31 13F MCDONALDS COM 580135101 5,307 208 4.08 627 24.90 0.0611
2015-11-03 2015-09-30 13F MCDONALDS COM 580135101 5,099 -4 -0.08 502 3.51 0.0527
2015-07-28 2015-06-30 13F MCDONALDS COM 580135101 5,103 -19 -0.37 485 -2.81 0.0472
2015-05-12 2015-03-31 13F MCDONALDS COM 580135101 5,122 5,122 0.00 499 0.0490
2015-02-02 2014-12-31 13F MCDONALDS COM 580135101 0 -5,930 -100.00 0 -100.00
2014-11-05 2014-09-30 13F MCDONALDS COM 580135101 5,930 -156 -2.56 562 -8.32 0.0666
2014-08-12 2014-06-30 13F MCDONALDS COM 580135101 6,086 -221 -3.50 613 -0.81 0.0726
2014-05-05 2014-03-31 13F MCDONALDS COM 580135101 6,307 78 1.25 618 2.15 0.0723
2014-02-06 2013-12-31 13F MCDONALDS COM 580135101 6,229 -38 -0.61 605 0.33 0.0680
2013-10-29 2013-09-30 13F MCDONALDS COM 580135101 6,267 1,037 19.83 603 16.63 0.0740
2013-07-24 2013-06-30 13F MCDONALDS COM 580135101 5,230 5,230 517 0.0695
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.