McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership12,206 shares
Latest Disclosed Value $ 3,793,492
Essex Financial Services, Inc. reports 2.01% decrease in ownership of MCD / McDonald's Corporation

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 12,206 shares of McDonald's Corporation (CH:MCD) valued at $3,793,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,456 shares of McDonald's Corporation. This represents a change in shares of -2.01% 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)
2026-04-24 2026-03-31 13F MCDONALDS COM 580135101 12,206 -250 -2.01 3,793 -0.34 0.2128
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 12,456 509 4.26 3,807 4.85 0.2166
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 11,947 -821 -6.43 3,630 -2.68 0.2171
2025-07-16 2025-06-30 13F MCDONALDS COM 580135101 12,768 -465 -3.51 3,730 -9.75 0.2447
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 13,233 -182 -1.36 4,134 6.30 0.2977
2025-01-29 2024-12-31 13F MCDONALDS COM 580135101 13,415 683 5.36 3,889 -2.95 0.2747
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 12,732 -3,653 -22.29 4,007 -9.84 0.2880
2024-08-09 2024-06-30 13F/A-1 MCDONALDS COM 580135101 16,385 5,052 44.58 4,443 39.06 0.3298
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 15,426 4,093 3,931 0.2924
2024-04-24 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 11,333 294 2.66 3,195 -2.38 0.2946
2024-02-06 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 11,039 -10 -0.09 3,273 12.47 0.3384
2023-11-15 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 11,049 176 1.62 2,911 -10.30 0.3370
2023-08-09 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 10,873 -1,038 -8.71 3,245 -2.58 0.3689
2023-05-11 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 11,911 316 2.73 3,330 110,900.00 0.3506
2023-02-10 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 11,595 -56 -0.48 3 -99.89 0.3237
2022-11-07 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 11,651 22 0.19 2,688 -6.37 0.3204
2022-08-01 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 11,629 -296 -2.48 2,871 -2.64 0.3196
2022-04-21 2022-03-31 13F/A-1 MCDONALDS CORP COM COM 580135101 11,925 -93 -0.77 2,949 -8.47 0.2830
2022-04-21 2022-03-31 13F MCDONALDS CORP COM COM 580135101 12,018 0 3,222 0.3185
2022-02-11 2021-12-31 13F MCDONALDS CORP COM COM 580135101 12,018 -330 -2.67 3,222 8.23 0.3185
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 12,348 2,163 21.24 2,977 30.40 0.3403
2021-07-30 2021-06-30 13F MCDONALDS COM 580135101 10,185 0 0.00 2,283 0.00 0.3307
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 10,185 -1,106 -9.80 2,283 -5.78 0.4094
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 11,291 1,274 12.72 2,423 12.23 0.4796
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 10,017 2,145 27.25 2,159 48.69 0.5302
2020-08-06 2020-06-30 13F MCDONALDS COM 580135101 7,872 -1,823 -18.80 1,452 -9.42 0.4476
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 9,695 -2,015 -17.21 1,603 -30.73 0.5714
2020-01-30 2019-12-31 13F MCDONALDS COM 580135101 11,710 -151 -1.27 2,314 -9.15 0.6383
2019-11-04 2019-09-30 13F MCDONALDS COM 580135101 11,861 -372 -3.04 2,547 0.28 0.8210
2019-07-30 2019-06-30 13F MCDONALDS COM 580135101 12,233 -96 -0.78 2,540 8.50 0.7498
2019-05-02 2019-03-31 13F MCDONALDS COM 580135101 12,329 -1,071 -7.99 2,341 -1.60 0.7074
2019-02-07 2018-12-31 13F MCDONALDS COM 580135101 13,400 -5,051 -27.38 2,379 -22.93 0.7282
2018-11-05 2018-09-30 13F MCDONALDS COM 580135101 18,451 4,748 34.65 3,087 43.78 0.6796
2018-08-07 2018-06-30 13F MCDONALDS COM 580135101 13,703 102 0.75 2,147 0.94 0.5172
2018-05-03 2018-03-31 13F MCDONALDS COM 580135101 13,601 1,447 11.91 2,127 1.67 0.4171
2018-02-07 2017-12-31 13F MCDONALDS COM 580135101 12,154 -132 -1.07 2,092 8.68 0.4973
2017-11-03 2017-09-30 13F MCDONALDS COM 580135101 12,286 148 1.22 1,925 3.55 0.4726
2017-08-07 2017-06-30 13F MCDONALDS COM 580135101 12,138 -3,909 -24.36 1,859 -10.62 0.3919
2017-05-08 2017-03-31 13F MCDONALDS COM 580135101 16,047 -116 -0.72 2,080 5.74 0.4779
2017-01-31 2016-12-31 13F MCDONALDS COM 580135101 16,163 395 2.51 1,967 8.14 0.4218
2016-11-10 2016-09-30 13F MCDONALDS COM 580135101 15,768 180 1.15 1,819 -3.04 0.4328
2016-07-28 2016-06-30 13F MCDONALDS COM 580135101 15,588 -428 -2.67 1,876 -6.81 0.4539
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 16,016 -942 -5.55 2,013 0.50 0.4985
2016-02-05 2015-12-31 13F MCDONALDS COM 580135101 16,958 -750 -4.24 2,003 14.79 0.4809
2015-10-06 2015-09-30 13F MCDONALDS COM 580135101 17,708 -1,075 -5.72 1,745 -2.30 0.4534
2015-07-28 2015-06-30 13F MCDONALDS COM 580135101 18,783 -5,600 -22.97 1,786 -24.83 0.4599
2015-05-07 2015-03-31 13F MCDONALDS COM 580135101 24,383 -728 -2.90 2,376 0.98 0.6105
2015-01-07 2014-12-31 13F MCDONALDS COM 580135101 25,111 -326 -1.28 2,353 -2.45 0.6125
2014-10-31 2014-09-30 13F MCDONALDS COM 580135101 25,437 -2,686 -9.55 2,412 -14.86 0.7209
2014-07-29 2014-06-30 13F MCDONALDS COM 580135101 28,123 -248 -0.87 2,833 919.06 0.8482
2014-05-08 2014-03-31 13F MCDONALDS COM 580135101 28,371 -762 -2.62 278 -90.17 0.0908
2014-02-12 2013-12-31 13F/A-1 MCDONALDS COM 580135101 29,133 -1,338 -4.39 2,827 -3.58 0.9560
2014-02-11 2013-12-31 13F MCDONALDS COM 580135101 29,133 2,827
2013-11-14 2013-09-30 13F MCDONALDS COM 580135101 30,471 -274 -0.89 2,932 -3.68 0.9212
2013-08-14 2013-06-30 13F MCDONALDS COM 580135101 30,745 30,745 3,044 1.0644
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.