McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership19,698 shares
Latest Disclosed Value $ 6,122,096
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 9.71% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 19,698 shares of McDonald's Corporation (CH:MCD) valued at $6,122,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 17,955 shares of McDonald's Corporation. This represents a change in shares of 9.71% 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)
2026-05-04 2026-03-31 13F MCDONALDS COM 580135101 19,698 1,743 9.71 6,122 11.57 0.0730
2026-01-16 2025-12-31 13F MCDONALDS COM 580135101 17,955 469 2.68 5,488 3.27 0.0977
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 17,486 161 0.93 5,314 4.98 0.1063
2025-07-21 2025-06-30 13F MCDONALDS COM 580135101 17,325 225 1.32 5,062 -5.24 0.1143
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 17,100 3,374 24.58 5,341 34.26 0.1374
2025-01-22 2024-12-31 13F MCDONALDS COM 580135101 13,726 -591 -4.13 3,979 -8.74 0.1079
2024-11-01 2024-09-30 13F MCDONALDS COM 580135101 14,317 1,942 15.69 4,360 38.25 0.1223
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 12,375 -727 -5.55 3,154 -14.65 0.0934
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 13,102 992 8.19 3,694 2.90 0.1115
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 12,110 -587 -4.62 3,591 7.36 0.1193
2023-11-03 2023-09-30 13F MCDONALDS COM 580135101 12,697 1,568 14.09 3,345 0.69 0.1310
2023-08-11 2023-06-30 13F MCDONALDS COM 580135101 11,129 -120 -1.07 3,321 5.60 0.1336
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 11,249 -908 -7.47 3,145 -1.81 0.1364
2023-02-08 2022-12-31 13F MCDONALDS COM 580135101 12,157 -269 -2.16 3,204 11.72 0.1509
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 12,426 489 4.10 2,867 -2.71 0.1502
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 11,937 -4,573 -27.70 2,947 -27.80 0.1547
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 16,510 3,605 27.93 4,082 17.98 0.2035
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 12,905 3,789 41.56 3,460 57.42 0.1727
2021-11-02 2021-09-30 13F MCDONALDS COM 580135101 9,116 -783 -7.91 2,198 -3.89 0.1252
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 9,899 472 5.01 2,287 8.23 0.1385
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 9,427 -3,801 -28.73 2,113 -25.55 0.1693
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 13,228 2,485 23.13 2,838 20.36 0.2163
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 10,743 208 1.97 2,358 21.36 0.2014
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 10,535 403 3.98 1,943 16.00 0.1812
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 10,132 956 10.42 1,675 -7.61 0.1831
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 9,176 -303 -3.20 1,813 -10.91 0.1992
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 9,479 1,309 16.02 2,035 19.92 0.2464
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 8,170 1,581 23.99 1,697 35.65 0.2210
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 6,589 111 1.71 1,251 8.78 0.1820
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 6,478 1,354 26.42 1,150 34.19 0.1953
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 5,124 -89 -1.71 857 4.90 0.1519
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 5,213 401 8.33 817 8.64 0.1530
2018-05-14 2018-03-31 13F/A-1 MCDONALDS COM 580135101 4,812 2,976 162.09 752 137.97 0.1486
2018-05-11 2018-03-31 13F MCDONALDS COM 580135101 4,812 2,976 752
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 1,836 130 7.62 316 18.35 0.0678
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 1,706 50 3.02 267 5.12 0.0616
2017-08-10 2017-06-30 13F MCDONALDS COM 580135101 1,656 1,656 254 0.0618
2016-04-21 2016-03-31 13F MCDONALDS COM 580135101 0 0 0 0.0000
2016-01-26 2015-12-31 13F MCDONALDS COM 580135101 0 -2,400 -100.00 0 -100.00
2015-10-22 2015-09-30 13F MCDONALDS COM 580135101 2,400 2,400 236 0.0557
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.