McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCapital Insight Partners, Llc
Latest Disclosed Ownership1,751 shares
Latest Disclosed Value $ 535,159
Capital Insight Partners, Llc reports 7.84% decrease in ownership of MCD / McDonald's Corporation

On February 17, 2026 - Capital Insight Partners, Llc filed a 13F-HR form disclosing ownership of 1,751 shares of McDonald's Corporation (CH:MCD) valued at $535,159 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 1,900 shares of McDonald's Corporation. This represents a change in shares of -7.84% 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)
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 1,751 -149 -7.84 535 -7.28 0.1132
2025-10-14 2025-09-30 13F MCDONALDS COM 580135101 1,900 -20 -1.04 577 3.04 0.0956
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 1,920 0 0.00 561 -6.51 0.0975
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 1,920 0 0.00 600 7.73 0.1046
2025-01-24 2024-12-31 13F MCDONALDS COM 580135101 1,920 197 11.43 557 6.11 0.0962
2024-10-09 2024-09-30 13F MCDONALDS COM 580135101 1,723 -76 -4.22 525 14.41 0.0918
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 1,799 -7 -0.39 458 -10.02 0.0865
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 1,806 10 0.56 509 -4.32 0.0951
2024-01-24 2023-12-31 13F MCDONALDS COM 580135101 1,796 0 0.00 533 12.47 0.1089
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 1,796 -9 -0.50 473 -12.08 0.1075
2023-07-24 2023-06-30 13F MCDONALDS COM 580135101 1,805 687 61.45 539 72.44 0.1205
2023-04-28 2023-03-31 13F MCDONALDS COM 580135101 1,118 -10 -0.89 313 5.05 0.0735
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 1,128 0 0.00 297 14.23 0.0771
2022-10-20 2022-09-30 13F MCDONALDS COM 580135101 1,128 -119 -9.54 260 -15.58 0.0701
2022-07-20 2022-06-30 13F MCDONALDS COM 580135101 1,247 -64 -4.88 308 -4.94 0.0719
2022-04-21 2022-03-31 13F MCDONALDS COM 580135101 1,311 0 0.00 324 -7.69 0.0661
2022-01-20 2021-12-31 13F MCDONALDS COM 580135101 1,311 0 0.00 351 11.08 0.0714
2021-10-13 2021-09-30 13F MCDONALDS COM 580135101 1,311 0 0.00 316 4.29 0.0687
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 1,311 0 0.00 303 3.06 0.0684
2021-04-20 2021-03-31 13F MCDONALDS COM 580135101 1,311 0 0.00 294 4.63 0.0714
2021-02-02 2020-12-31 13F MCDONALDS COM 580135101 1,311 -25 -1.87 281 -4.10 0.0707
2020-11-04 2020-09-30 13F MCDONALDS COM 580135101 1,336 0 0.00 293 19.11 0.0824
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 1,336 65 5.11 246 17.14 0.0776
2020-04-14 2020-03-31 13F MCDONALDS COM 580135101 1,271 -158 -11.06 210 -25.53 0.1109
2020-01-27 2019-12-31 13F MCDONALDS COM 580135101 1,429 -109 -7.09 282 -14.55 0.1295
2019-10-09 2019-09-30 13F McDonald's COM 580135101 1,538 -12 -0.77 330 2.48 0.2883
2019-07-09 2019-06-30 13F McDonald's COM 580135101 1,550 -78 -4.79 322 4.21 0.2798
2019-04-04 2019-03-31 13F McDonald's COM 580135101 1,628 -97 -5.62 309 0.98 0.2792
2019-01-03 2018-12-31 13F McDonald's COM 580135101 1,725 157 10.01 306 16.79 0.3159
2018-10-03 2018-09-30 13F McDonald's COM 580135101 1,568 0 0.00 262 6.50 0.2305
2018-07-05 2018-06-30 13F McDonald's COM 580135101 1,568 37 2.42 246 2.93 0.2023
2018-04-16 2018-03-31 13F McDonald's COM 580135101 1,531 -20 -1.29 239 -10.49 0.1948
2018-01-12 2017-12-31 13F McDonald's COM 580135101 1,551 -29 -1.84 267 7.66 0.2089
2017-10-10 2017-09-30 13F McDonald's COM 580135101 1,580 126 8.67 248 11.21 0.2094
2017-07-20 2017-06-30 13F McDonald's COM 580135101 1,454 1,454 223 0.1978
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.