McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBell Bank
Latest Disclosed Ownership11,749 shares
Latest Disclosed Value $ 3,651,472
Bell Bank reports 6.61% increase in ownership of MCD / McDonald's Corporation

On April 23, 2026 - Bell Bank filed a 13F-HR form disclosing ownership of 11,749 shares of McDonald's Corporation (CH:MCD) valued at $3,651,472 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 11,021 shares of McDonald's Corporation. This represents a change in shares of 6.61% 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)
2026-04-23 2026-03-31 13F MCDONALDS COM 580135101 11,749 728 6.61 3,651 8.40 0.1548
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 11,021 -6,445 -36.90 3,368 -36.54 0.1440
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 17,466 4,477 34.47 5,308 39.88 0.2299
2025-07-11 2025-06-30 13F MCDONALDS COM 580135101 12,989 168 1.31 3,795 -5.24 0.1769
2025-04-18 2025-03-31 13F MCDONALDS COM 580135101 12,821 122 0.96 4,005 8.77 0.2162
2025-02-03 2024-12-31 13F MCDONALDS COM 580135101 12,699 371 3.01 3,681 -1.92 0.2738
2024-11-06 2024-09-30 13F MCDONALDS COM 580135101 12,328 23 0.19 3,754 19.71 0.4442
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 12,305 -2,983 -19.51 3,136 -27.26 0.2637
2024-04-23 2024-03-31 13F MCDONALDS COM 580135101 15,288 416 2.80 4,310 -2.25 0.3707
2024-01-23 2023-12-31 13F MCDONALDS COM 580135101 14,872 235 1.61 4,410 14.37 0.4250
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 14,637 281 1.96 3,856 -9.99 0.4220
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 14,356 296 2.11 4,284 8.95 0.4540
2023-04-19 2023-03-31 13F MCDONALDS COM 580135101 14,060 67 0.48 3,931 6.62 0.4160
2023-01-31 2022-12-31 13F MCDONALDS COM 580135101 13,993 1 0.01 3,688 14.22 0.4284
2022-10-11 2022-09-30 13F MCDONALDS COM 580135101 13,992 2 0.01 3,228 -6.54 0.4128
2022-07-15 2022-06-30 13F MCDONALDS COM 580135101 13,990 251 1.83 3,454 1.68 0.4134
2022-04-25 2022-03-31 13F MCDONALDS COM 580135101 13,739 -30 -0.22 3,397 -7.97 0.3790
2022-02-01 2021-12-31 13F MCDONALDS COM 580135101 13,769 0 0.00 3,691 11.17 0.4208
2021-10-22 2021-09-30 13F MCDONALDS COM 580135101 13,769 0 0.00 3,320 4.37 0.4142
2021-07-30 2021-06-30 13F MCDONALDS COM 580135101 13,769 -15 -0.11 3,181 2.94 0.4198
2021-05-07 2021-03-31 13F MCDONALDS COM 580135101 13,784 -8 -0.06 3,090 4.43 0.4448
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 13,792 101 0.74 2,959 -1.53 0.4567
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 13,691 -74 -0.54 3,005 18.35 0.5277
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 13,765 -13,663 -49.81 2,539 -44.01 0.4716
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 27,428 -3 -0.01 4,535 -16.34 0.9849
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 27,431 38 0.14 5,421 -7.84 0.9801
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 27,393 -281 -1.02 5,882 2.35 1.1159
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 27,674 -73 -0.26 5,747 9.07 1.2917
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 27,747 -1,640 -5.58 5,269 0.98 1.4117
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 29,387 -551 -1.84 5,218 4.19 1.5969
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 29,938 -685 -2.24 5,008 4.38 1.5392
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 30,623 -216 -0.70 4,798 -0.52 1.4833
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 30,839 84 0.27 4,823 -8.90 1.5358
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 30,755 -3,785 -10.96 5,294 -2.18 1.4881
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 34,540 -335 -0.96 5,412 1.33 1.5752
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 34,875 -2,043 -5.53 5,341 11.62 1.8939
2017-05-05 2017-03-31 13F MCDONALDS COM 580135101 36,918 -4,108 -10.01 4,785 -4.19 1.7782
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 41,026 1,368 3.45 4,994 9.16 1.9505
2016-11-15 2016-09-30 13F MCDONALDS COM 580135101 39,658 1,439 3.77 4,575 -0.52 2.8815
2016-08-10 2016-06-30 13F MCDONALDS COM 580135101 38,219 2,026 5.60 4,599 1.10 2.6448
2016-05-12 2016-03-31 13F MCDONALDS COM 580135101 36,193 1,085 3.09 4,549 9.67 2.9619
2016-02-04 2015-12-31 13F MCDONALDS COM 580135101 35,108 4,725 15.55 4,148 38.54 2.9753
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 30,383 -2,079 -6.40 2,994 -2.98 2.3763
2015-08-04 2015-06-30 13F MCDONALDS COM 580135101 32,462 -510 -1.55 3,086 -3.95 2.2857
2015-05-01 2015-03-31 13F MCDONALDS COM 580135101 32,972 31 0.09 3,213 4.08 2.2563
2015-02-10 2014-12-31 13F MCDONALDS COM 580135101 32,941 6,662 25.35 3,087 23.88 2.1234
2014-10-24 2014-09-30 13F MCDONALDS COM 580135101 26,279 351 1.35 2,492 -4.59 1.7858
2014-07-29 2014-06-30 13F MCDONALDS COM 580135101 25,928 -1,492 -5.44 2,612 -2.83 1.8355
2014-05-12 2014-03-31 13F MCDONALDS COM 580135101 27,420 4,691 20.64 2,688 21.90 1.7929
2014-02-12 2013-12-31 13F MCDONALDS COM 580135101 22,729 -15,921 -41.19 2,205 -40.71 1.1436
2013-10-24 2013-09-30 13F MCDONALDS COM 580135101 38,650 -2,104 -5.16 3,719 -7.83 1.2996
2013-08-06 2013-06-30 13F MCDONALDS COM 580135101 40,754 40,754 4,035 1.4142
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.