McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCahill Financial Advisors Inc
Latest Disclosed Ownership1,449 shares
Latest Disclosed Value $ 450,286
Cahill Financial Advisors Inc reports 0.14% increase in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Cahill Financial Advisors Inc filed a 13F-HR form disclosing ownership of 1,449 shares of McDonald's Corporation (CH:MCD) valued at $450,286 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,447 shares of McDonald's Corporation. This represents a change in shares of 0.14% 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)
2026-05-12 2026-03-31 13F MCDONALD'S Stock 580135101 1,449 2 0.14 450 1.81 0.0479
2026-02-17 2025-12-31 13F MCDONALD'S Stock 580135101 1,447 -24 -1.63 442 -1.12 0.0484
2025-11-03 2025-09-30 13F MCDONALD'S Stock 580135101 1,471 32 2.22 447 6.43 0.0509
2025-08-07 2025-06-30 13F MCDONALD'S Stock 580135101 1,439 1 0.07 421 -6.46 0.0522
2025-05-15 2025-03-31 13F MCDONALD'S Stock 580135101 1,438 -3 -0.21 449 7.67 0.0610
2025-02-14 2024-12-31 13F MCDONALD'S Stock 580135101 1,441 -410 -22.15 418 -25.93 0.0566
2024-11-12 2024-09-30 13F MCDONALD'S Stock 580135101 1,851 50 2.78 564 22.93 0.0771
2024-08-07 2024-06-30 13F MCDONALD'S Stock 580135101 1,801 9 0.50 459 -9.31 0.0629
2024-05-13 2024-03-31 13F MCDONALD'S Stock 580135101 1,792 107 6.35 505 1.20 0.0689
2024-02-14 2023-12-31 13F MCDONALD'S Stock 580135101 1,685 4 0.24 500 12.90 0.0739
2023-11-14 2023-09-30 13F MCDONALD'S Stock 580135101 1,681 -8 -0.47 443 -12.30 0.0736
2023-08-14 2023-06-30 13F MCDONALD'S Stock 580135101 1,689 1 0.06 504 7.01 0.0815
2023-05-12 2023-03-31 13F MCDONALD'S Stock 580135101 1,688 72 4.46 472 10.82 0.0837
2023-02-15 2022-12-31 13F MCDONALD'S Stock 580135101 1,616 -4 -0.25 426 13.64 0.0819
2022-11-14 2022-09-30 13F MCDONALD'S Stock 580135101 1,620 142 9.61 374 2.47 0.0788
2022-08-08 2022-06-30 13F MCDONALD'S Stock 580135101 1,478 -375 -20.24 365 -20.48 0.0776
2022-05-12 2022-03-31 13F MCDONALD'S Stock 580135101 1,853 -220 -10.61 459 -17.30 0.0863
2022-02-11 2021-12-31 13F MCDONALD'S Stock 580135101 2,073 -601 -22.48 555 -13.95 0.1072
2021-11-16 2021-09-30 13F MCDONALD'S Stock 580135101 2,674 2 0.07 645 4.37 0.1321
2021-08-16 2021-06-30 13F MCDONALD'S Stock 580135101 2,672 2 0.07 618 3.34 0.1390
2021-05-17 2021-03-31 13F MCDONALD'S Stock 580135101 2,670 3 0.11 598 4.55 0.1460
2021-02-17 2020-12-31 13F MCDONALD'S Stock 580135101 2,667 48 1.83 572 -0.52 0.1443
2020-11-17 2020-09-30 13F MCDONALD'S COM 580135101 2,619 2 0.08 575 19.05 0.2071
2020-08-12 2020-06-30 13F Mc Donalds COM 580135101 2,617 -197 -7.00 483 3.65 0.1867
2020-05-18 2020-03-31 13F/A-1 Mc Donalds COM 580135101 2,814 74 2.70 466 -14.02 0.2162
2020-05-15 2020-03-31 13F Alphabet Inc. Class C CAP STK CL C 580135101 297 -2,443 346 159,303.8514
2020-02-14 2019-12-31 13F Mc Donalds COM 580135101 2,740 -163 -5.61 542 -13.14 0.1969
2019-11-14 2019-09-30 13F Mc Donalds COM 580135101 2,903 2 0.07 624 3.48 0.2426
2019-08-14 2019-06-30 13F Mc Donalds COM 580135101 2,901 53 1.86 603 11.46 0.2390
2019-05-16 2019-03-31 13F Mc Donalds COM 580135101 2,848 2 0.07 541 6.92 0.2253
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 2,846 -46 -1.59 506 4.55 0.2532
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 2,892 -110 -3.66 484 2.76 0.2135
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 3,002 -501 -14.30 471 -14.05 0.2173
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 3,503 106 3.12 548 -6.32 0.2618
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 3,397 -120 -3.41 585 6.17 0.2937
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 3,517 101 2.96 551 5.15 0.2913
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 3,416 -6 -0.18 524 18.02 0.2902
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 3,422 0 0.00 444 6.47 0.2565
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 3,422 200 6.21 417 12.10 0.2540
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 3,222 0 0.00 372 -4.12 0.2418
2016-08-15 2016-06-30 13F MCDONALDS COM 580135101 3,222 1,190 58.56 388 51.56 0.2708
2016-05-17 2016-03-31 13F MCDONALDS COM 580135101 2,032 18 0.89 256 7.56 0.1918
2016-02-16 2015-12-31 13F MCDONALDS COM 580135101 2,014 2,014 0.00 238 0.1945
2015-11-16 2015-09-30 13F MCDONALDS COM 580135101 0 -2,164 -100.00 0 -100.00
2015-08-17 2015-06-30 13F MCDONALDS COM 580135101 2,164 -150 -6.48 206 -8.85 0.1542
2015-05-15 2015-03-31 13F MCDONALDS COM 580135101 2,314 0 0.00 226 4.15 0.1722
2015-02-17 2014-12-31 13F MCDONALDS COM 580135101 2,314 -675 -22.58 217 -23.59 0.1676
2014-11-17 2014-09-30 13F MCDONALDS COM 580135101 2,989 -1,106 -27.01 284 -31.23 0.2269
2014-08-15 2014-06-30 13F MCDONALDS COM 580135101 4,095 -645 -13.61 413 -11.18 0.3235
2014-05-14 2014-03-31 13F MCDONALDS COM 580135101 4,740 -51 -1.06 465 0.00 0.3973
2014-02-18 2013-12-31 13F MCDONALDS COM 580135101 4,791 4,791 465 0.4026
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.