McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFinancial Consulate, Inc
Latest Disclosed Ownership2,492 shares
Latest Disclosed Value $ 774,488
Financial Consulate, Inc reports 6.04% increase in ownership of MCD / McDonald's Corporation

On April 21, 2026 - Financial Consulate, Inc filed a 13F-HR form disclosing ownership of 2,492 shares of McDonald's Corporation (CH:MCD) valued at $774,488 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,350 shares of McDonald's Corporation. This represents a change in shares of 6.04% 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)
2026-04-21 2026-03-31 13F MCDONALDS COM 580135101 2,492 142 6.04 774 7.80 0.0965
2026-01-22 2025-12-31 13F MCDONALDS COM 580135101 2,350 -93 -3.81 718 -3.23 0.0982
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 2,443 2,443 742 0.1048
2023-07-21 2023-06-30 13F MCDONALDS COM 580135101 0 -11,495 -100.00 0 -100.00
2023-04-17 2023-03-31 13F MCDONALDS COM 580135101 11,495 26 0.23 3,214 6.35 1.1213
2023-01-11 2022-12-31 13F MCDONALDS COM 580135101 11,469 0 0.00 3,022 14.21 1.0551
2022-10-20 2022-09-30 13F MCDONALDS COM 580135101 11,469 0 0.00 2,646 -6.53 1.1161
2022-07-19 2022-06-30 13F MCDONALDS COM 580135101 11,469 0 0.00 2,831 -0.18 1.3265
2022-04-28 2022-03-31 13F MCDONALDS COM 580135101 11,469 482 4.39 2,836 -3.70 1.0891
2022-02-07 2021-12-31 13F MCDONALDS COM 580135101 10,987 800 7.85 2,945 19.91 1.0212
2021-10-19 2021-09-30 13F MCDONALDS COM 580135101 10,187 551 5.72 2,456 10.33 0.8900
2021-07-22 2021-06-30 13F MCDONALDS COM 580135101 9,636 0 0.00 2,226 3.06 0.8023
2021-04-19 2021-03-31 13F MCDONALDS COM 580135101 9,636 0 0.00 2,160 4.45 0.8761
2021-01-29 2020-12-31 13F MCDONALDS COM 580135101 9,636 -360 -3.60 2,068 -5.74 0.8923
2020-10-20 2020-09-30 13F MCDONALDS COM 580135101 9,996 -32 -0.32 2,194 18.59 1.0420
2020-07-22 2020-06-30 13F MCDONALDS COM 580135101 10,028 332 3.42 1,850 15.41 0.9398
2020-04-29 2020-03-31 13F MCDONALDS COM 580135101 9,696 -108 -1.10 1,603 -17.24 0.9518
2020-01-22 2019-12-31 13F MCDONALDS COM 580135101 9,804 0 0.00 1,937 -7.98 0.8554
2019-10-16 2019-09-30 13F MCDONALDS COM 580135101 9,804 0 0.00 2,105 3.39 0.9167
2019-07-24 2019-06-30 13F MCDONALDS COM 580135101 9,804 200 2.08 2,036 11.62 0.9161
2019-05-01 2019-03-31 13F MCDONALDS COM 580135101 9,604 0 0.00 1,824 6.98 0.8337
2019-01-25 2018-12-31 13F MCDONALDS COM 580135101 9,604 160 1.69 1,705 7.91 1.0230
2018-10-29 2018-09-30 13F MCDONALDS COM 580135101 9,444 0 0.00 1,580 6.76 0.8985
2018-07-27 2018-06-30 13F MCDONALDS COM 580135101 9,444 -60 -0.63 1,480 -0.40 0.7494
2018-04-16 2018-03-31 13F MCDONALDS COM 580135101 9,504 -85 -0.89 1,486 -9.94 0.7870
2018-01-29 2017-12-31 13F MCDONALDS COM 580135101 9,589 0 0.00 1,650 9.85 0.8432
2017-10-19 2017-09-30 13F MCDONALDS COM 580135101 9,589 -38 -0.39 1,502 1.90 0.8176
2017-07-31 2017-06-30 13F MCDONALDS COM 580135101 9,627 88 0.92 1,474 19.26 0.8669
2017-04-28 2017-03-31 13F MCDONALDS COM 580135101 9,539 0 0.00 1,236 6.46 0.7881
2017-01-30 2016-12-31 13F MCDONALDS COM 580135101 9,539 0 0.00 1,161 5.55 0.8430
2016-10-27 2016-09-30 13F MCDONALDS COM 580135101 9,539 0 0.00 1,100 -4.18 0.9793
2016-07-22 2016-06-30 13F MCDONALDS COM 580135101 9,539 22 0.23 1,148 -4.01 0.8785
2016-04-13 2016-03-31 13F MCDONALDS COM 580135101 9,517 0 0.00 1,196 6.41 0.8217
2016-01-19 2015-12-31 13F MCDONALDS COM 580135101 9,517 0 0.00 1,124 19.83 0.7992
2015-11-03 2015-09-30 13F MCDONALDS COM 580135101 9,517 0 0.00 938 3.65 0.8162
2015-07-22 2015-06-30 13F MCDONALDS COM 580135101 9,517 -13 -0.14 905 -2.58 0.6679
2015-04-28 2015-03-31 13F MCDONALDS COM 580135101 9,530 9,530 929 0.7837
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.