McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionEstabrook Capital Management
Latest Disclosed Ownership957 shares
Latest Disclosed Value $ 297,426
Estabrook Capital Management reports 1.48% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Estabrook Capital Management filed a 13F-HR form disclosing ownership of 957 shares of McDonald's Corporation (CH:MCD) valued at $297,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 943 shares of McDonald's Corporation. This represents a change in shares of 1.48% 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)
2026-05-14 2026-03-31 13F MCDONALDS COMMON 580135101 957 14 1.48 297 3.13 0.0434
2026-02-13 2025-12-31 13F MCDONALDS COMMON 580135101 943 0 0.00 288 0.70 0.0423
2025-11-10 2025-09-30 13F MCDONALDS COMMON 580135101 943 25 2.72 287 6.72 0.0418
2025-08-13 2025-06-30 13F MCDONALDS COMMON 580135101 918 0 0.00 268 -6.29 0.0413
2025-05-14 2025-03-31 13F MCDONALDS COMMON 580135101 918 0 0.00 287 7.52 0.0463
2025-02-13 2024-12-31 13F MCDONALDS COMMON 580135101 918 -1,225 -57.16 266 -59.20 0.0410
2024-11-13 2024-09-30 13F MCDONALDS COMMON 580135101 2,143 0 0.00 653 19.41 0.0973
2024-08-13 2024-06-30 13F MCDONALDS COMMON 580135101 2,143 0 0.00 546 -9.60 0.0841
2024-05-14 2024-03-31 13F MCDONALDS COMMON 580135101 2,143 -150 -6.54 604 -11.05 0.0933
2024-02-13 2023-12-31 13F MCDONALDS COMMON 580135101 2,293 50 2.23 680 15.08 0.1111
2023-11-13 2023-09-30 13F MCDONALDS COMMON 580135101 2,243 168 8.10 591 -4.68 0.1040
2023-08-11 2023-06-30 13F MCDONALDS COMMON 580135101 2,075 0 0.00 619 6.72 0.1032
2023-05-12 2023-03-31 13F MCDONALDS COMMON 580135101 2,075 0 0.00 580 6.23 0.1007
2023-02-13 2022-12-31 13F MCDONALDS COMMON 580135101 2,075 0 0.00 547 14.23 0.0940
2022-11-14 2022-09-30 13F MCDONALDS COMMON 580135101 2,075 -40 -1.89 479 -8.43 0.0890
2022-08-15 2022-06-30 13F MCDONALDS COMMON 580135101 2,115 400 23.32 522 23.11 0.0895
2022-05-13 2022-03-31 13F MCDONALDS COMMON 580135101 1,715 32 1.90 424 -5.99 0.0623
2022-02-11 2021-12-31 13F MCDONALDS COMMON 580135101 1,683 0 0.00 451 11.36 0.0640
2021-11-15 2021-09-30 13F MCDONALDS COMMON 580135101 1,683 0 0.00 406 4.38 0.0639
2021-08-13 2021-06-30 13F MCDONALDS COMMON 580135101 1,683 0 0.00 389 2.92 0.0591
2021-05-14 2021-03-31 13F MCDONALDS COMMON 580135101 1,683 0 0.00 377 4.43 0.0581
2021-02-12 2020-12-31 13F MCDONALDS COMMON 580135101 1,683 0 0.00 361 -2.17 0.0598
2020-11-13 2020-09-30 13F MCDONALDS COMMON 580135101 1,683 0 0.00 369 19.03 0.0678
2020-08-13 2020-06-30 13F/A-1 MCDONALDS COMMON 580135101 1,683 0 0.00 310 11.51 0.0590
2020-08-13 2020-06-30 13F MCDONALDS COMMON 580135101 1,683 278
2020-05-14 2020-03-31 13F MCDONALDS COMMON 580135101 1,683 0 0.00 278 -16.27 0.0586
2020-02-13 2019-12-31 13F MCDONALDS COMMON 580135101 1,683 0 0.00 333 -8.03 0.0500
2019-11-13 2019-09-30 13F MCDONALDS COMMON 580135101 1,683 -100 -5.61 361 -2.43 0.0603
2019-08-13 2019-06-30 13F MCDONALDS COMMON 580135101 1,783 -100 -5.31 370 3.64 0.0606
2019-05-13 2019-03-31 13F MCDONALDS COMMON 580135101 1,883 0 0.00 358 6.89 0.0593
2019-02-14 2018-12-31 13F MCDONALDS COMMON 580135101 1,883 -40 -2.08 334 4.05 0.0620
2018-11-13 2018-09-30 13F MCDONALDS COMMON 580135101 1,923 0 0.00 322 6.64 0.0486
2018-08-14 2018-06-30 13F MCDONALDS COMMON 580135101 1,923 0 0.00 301 0.33 0.0475
2018-05-14 2018-03-31 13F MCDONALDS COMMON 580135101 1,923 0 0.00 301 -9.09 0.0471
2018-02-12 2017-12-31 13F MCDONALDS COMMON 580135101 1,923 -80 -3.99 331 5.43 0.0499
2017-11-09 2017-09-30 13F MCDONALDS COMMON 580135101 2,003 0 0.00 314 2.29 0.0487
2017-08-10 2017-06-30 13F MCDONALDS COMMON 580135101 2,003 -300 -13.03 307 2.68 0.0488
2017-05-12 2017-03-31 13F MCDONALDS COMMON 580135101 2,303 0 0.00 298 6.43 0.0467
2017-02-14 2016-12-31 13F MCDONALDS COMMON 580135101 2,303 -165 -6.69 280 -1.41 0.0439
2016-11-14 2016-09-30 13F MCDONALDS COMMON 580135101 2,468 0 0.00 285 -4.05 0.0418
2016-08-12 2016-06-30 13F MCDONALDS COMMON 580135101 2,468 -20 -0.80 297 -5.13 0.0445
2016-05-11 2016-03-31 13F MCDONALDS COMMON 580135101 2,488 0 0.00 313 6.48 0.0463
2016-02-08 2015-12-31 13F MCDONALDS COMMON 580135101 2,488 -315 -11.24 294 6.16 0.0425
2015-11-12 2015-09-30 13F MCDONALDS COMMON 580135101 2,803 163 6.17 276 10.40 0.0399
2015-08-11 2015-06-30 13F MCDONALDS COMMON 580135101 2,640 0 0.00 251 -2.72 0.0311
2015-05-14 2015-03-31 13F MCDONALDS COMMON 580135101 2,640 75 2.92 257 7.08 0.0301
2015-02-11 2014-12-31 13F MCDONALDS COMMON 580135101 2,565 -35 -1.35 240 -2.44 0.0265
2014-11-13 2014-09-30 13F MCDONALDS COMMON 580135101 2,600 -300 -10.34 247 -15.75 0.0264
2014-08-11 2014-06-30 13F MCDONALDS COMMON 580135101 2,900 0 0.00 292 2.82 0.0300
2014-05-13 2014-03-31 13F MCDONALDS COMMON 580135101 2,900 0 0.00 284 1.07 0.0289
2014-02-13 2013-12-31 13F MCDONALDS COMMON 580135101 2,900 -100 -3.33 281 -2.43 0.0289
2013-11-14 2013-09-30 13F MCDONALDS COMMON 580135101 3,000 0 0.00 289 -3.03 0.0315
2013-08-15 2013-06-30 13F MCDONALDS COMMON 580135101 3,000 3,000 297 0.0314
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.