McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCharter Trust Co
Latest Disclosed Ownership14,326 shares
Latest Disclosed Value $ 4,452,378
Charter Trust Co reports 2.34% decrease in ownership of MCD / McDonald's Corporation

On April 17, 2026 - Charter Trust Co filed a 13F-HR form disclosing ownership of 14,326 shares of McDonald's Corporation (CH:MCD) valued at $4,452,378 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 14,670 shares of McDonald's Corporation. This represents a change in shares of -2.34% 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)
2026-04-17 2026-03-31 13F MCDONALDS COM 580135101 14,326 -344 -2.34 4,452 -0.69 0.2605
2026-01-22 2025-12-31 13F MCDONALDS COM 580135101 14,670 -193 -1.30 4,484 -0.73 0.2591
2025-10-15 2025-09-30 13F MCDONALDS COM 580135101 14,863 -1,305 -8.07 4,517 -4.38 0.2711
2025-07-23 2025-06-30 13F MCDONALDS COM 580135101 16,168 -65 -0.40 4,724 -6.84 0.3023
2025-04-16 2025-03-31 13F MCDONALDS COM 580135101 16,233 -798 -4.69 5,071 2.69 0.3359
2025-01-13 2024-12-31 13F MCDONALD'S COM 580135101 17,031 -489 -2.79 4,937 -7.46 0.3234
2024-10-16 2024-09-30 13F MCDONALD'S COM 580135101 17,520 -506 -2.81 5,335 16.16 0.3402
2024-07-17 2024-06-30 13F MCDONALD'S COM 580135101 18,026 -149 -0.82 4,594 -10.36 0.3040
2024-04-24 2024-03-31 13F MCDONALD'S COM 580135101 18,175 651 3.71 5,124 -1.39 0.3422
2024-01-17 2023-12-31 13F MCDONALD'S COM 580135101 17,524 -78 -0.44 5,196 12.06 0.3873
2023-11-28 2023-09-30 13F MCDONALD'S COM 580135101 17,602 -881 -4.77 4,637 -15.92 0.3693
2023-08-09 2023-06-30 13F MCDONALD'S COM 580135101 18,483 -926 -4.77 5,516 1.64 0.4229
2023-04-24 2023-03-31 13F MCDONALD'S COM 580135101 19,409 313 1.64 5,427 7.83 0.4320
2023-06-09 2022-12-31 13F/A-1 MCDONALD'S COM 580135101 19,096 -489 -2.50 5,032 11.35 0.4019
2023-01-19 2022-12-31 13F MCDONALD'S COM 580135101 19,096 -489 5 0.0004
2022-10-24 2022-09-30 13F MCDONALD'S COM 580135101 19,585 -819 -4.01 4,519 -10.28 0.3894
2022-08-12 2022-06-30 13F MCDONALD'S COM 580135101 20,404 3,343 19.59 5,037 19.39 0.4031
2022-04-14 2022-03-31 13F MCDONALD'S COM 580135101 17,061 -64 -0.37 4,219 -8.10 0.3784
2022-01-28 2021-12-31 13F MCDONALD'S COM 580135101 17,125 -53 -0.31 4,591 10.84 0.3898
2021-11-15 2021-09-30 13F MCDONALD'S COM 580135101 17,178 -400 -2.28 4,142 1.99 0.3874
2021-08-11 2021-06-30 13F MCDONALD'S COM 580135101 17,578 -1,108 -5.93 4,061 -3.03 0.3775
2021-05-06 2021-03-31 13F MCDONALD'S COM 580135101 18,686 -676 -3.49 4,188 0.82 0.4075
2021-02-09 2020-12-31 13F MCDONALD'S COM 580135101 19,362 -339 -1.72 4,154 -3.95 0.4162
2020-11-02 2020-09-30 13F MCDONALD'S COM 580135101 19,701 -634 -3.12 4,325 15.30 0.4779
2020-08-04 2020-06-30 13F MCDONALD'S COM 580135101 20,335 -1,705 -7.74 3,751 2.91 0.4336
2020-05-14 2020-03-31 13F MCDONALD'S COM 580135101 22,040 -1,237 -5.31 3,645 -20.76 0.4915
2020-02-11 2019-12-31 13F MCDONALDS COMMON STOCK 580135101 23,277 -1,840 -7.33 4,600 -14.70 0.5033
2019-11-07 2019-09-30 13F MCDONALDS COMMON STOCK 580135101 25,117 348 1.40 5,393 4.84 0.6264
2019-08-01 2019-06-30 13F MCDONALDS COMMON STOCK 580135101 24,769 1,880 8.21 5,144 18.33 0.5983
2019-05-10 2019-03-31 13F MCDONALDS COMMON STOCK 580135101 22,889 -385 -1.65 4,347 5.18 0.5212
2019-02-13 2018-12-31 13F MCDONALDS COMMON STOCK 580135101 23,274 -1,041 -4.28 4,133 1.62 0.5497
2018-11-14 2018-09-30 13F MCDONALDS COMMON STOCK 580135101 24,315 -1,398 -5.44 4,067 0.94 0.4615
2018-08-10 2018-06-30 13F MCDONALDS COMMON STOCK 580135101 25,713 87 0.34 4,029 0.55 0.4857
2018-04-06 2018-03-31 13F MCDONALDS COMMON STOCK 580135101 25,626 -80 -0.31 4,007 -9.45 0.4909
2018-01-17 2017-12-31 13F MCDONALDS COMMON STOCK 580135101 25,706 225 0.88 4,425 10.82 0.5151
2017-10-11 2017-09-30 13F MCDONALDS COMMON STOCK 580135101 25,481 -1,701 -6.26 3,993 -4.08 0.4830
2017-07-10 2017-06-30 13F MCDONALDS COMMON STOCK 580135101 27,182 -1,663 -5.77 4,163 11.34 0.4995
2017-04-07 2017-03-31 13F MCDONALDS COMMON STOCK 580135101 28,845 -1,934 -6.28 3,739 -0.21 0.4369
2017-01-19 2016-12-31 13F MCDONALDS COMMON STOCK 580135101 30,779 -718 -2.28 3,747 3.11 0.4135
2016-10-14 2016-09-30 13F MCDONALDS COMMON STOCK 580135101 31,497 301 0.96 3,634 -3.20 0.4114
2016-07-19 2016-06-30 13F MCDONALDS COMMON STOCK 580135101 31,196 397 1.29 3,754 -3.02 0.4365
2016-04-08 2016-03-31 13F MCDONALDS COMMON STOCK 580135101 30,799 -958 -3.02 3,871 3.20 0.4721
2016-01-11 2015-12-31 13F MCDONALDS COMMON STOCK 580135101 31,757 2,867 9.92 3,751 31.80 0.4713
2015-10-16 2015-09-30 13F MCDONALDS COMMON STOCK 580135101 28,890 -2,546 -8.10 2,846 -4.75 0.3775
2015-07-20 2015-06-30 13F MCDONALDS COMMON STOCK 580135101 31,436 -1,614 -4.88 2,988 -7.20 0.3632
2015-04-07 2015-03-31 13F MCDONALDS COMMON STOCK 580135101 33,050 -2,946 -8.18 3,220 -4.54 0.3903
2015-01-14 2014-12-31 13F MCDONALDS COMMON STOCK 580135101 35,996 131 0.37 3,373 -0.82 0.4212
2014-10-21 2014-09-30 13F MCDONALDS COMMON STOCK 580135101 35,865 -1,249 -3.37 3,401 -9.04 0.4364
2014-07-09 2014-06-30 13F MCDONALDS COMMON STOCK 580135101 37,114 -788 -2.08 3,739 0.65 0.4685
2014-04-28 2014-03-31 13F MCDONALDS COMMON STOCK 580135101 37,902 -809 -2.09 3,715 -1.09 0.4773
2014-01-15 2013-12-31 13F MCDONALDS COMMON STOCK 580135101 38,711 -1,107 -2.78 3,756 -1.96 0.4879
2013-10-23 2013-09-30 13F MCDONALDS COMMON STOCK 580135101 39,818 104 0.26 3,831 -2.54 0.5371
2013-07-25 2013-06-30 13F MCDONALDS COMMON STOCK 580135101 39,714 4,753 13.60 3,931 12.77 0.5689
2013-05-28 2013-03-31 13F MCDONALDS COMMON STOCK 580135101 34,961 34,961 3,486 0.5323
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.