McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFirst Merchants Corp
Latest Disclosed Ownership25,895 shares
Latest Disclosed Value $ 8,047,907
First Merchants Corp reports 5.22% increase in ownership of MCD / McDonald's Corporation

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 25,895 shares of McDonald's Corporation (CH:MCD) valued at $8,047,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 24,611 shares of McDonald's Corporation. This represents a change in shares of 5.22% 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)
2026-04-16 2026-03-31 13F MCDONALD'S CORP, COM Equities 580135101 25,895 1,284 5.22 8,048 6.99 0.2989
2026-01-12 2025-12-31 13F MCDONALD'S CORP, COM Equities 580135101 24,611 203 0.83 7,522 1.40 0.2716
2025-10-22 2025-09-30 13F MCDONALD'S CORP, COM Equities 580135101 24,408 311 1.29 7,417 5.36 0.2796
2025-07-23 2025-06-30 13F MCDONALD'S CORP, COM Equities 580135101 24,097 1,728 7.72 7,040 0.76 0.2724
2025-04-24 2025-03-31 13F MCDONALD'S CORP, COM Equities 580135101 22,369 554 2.54 6,987 10.50 0.2788
2025-01-30 2024-12-31 13F MCDONALD'S CORP, COM Equities 580135101 21,815 -147 -0.67 6,324 -5.44 0.2430
2024-10-24 2024-09-30 13F MCDONALD'S CORP, COM Equities 580135101 21,962 -491 -2.19 6,688 16.89 0.2554
2024-07-25 2024-06-30 13F MCDONALD'S CORP, COM Equities 580135101 22,453 37 0.17 5,722 -9.46 0.2302
2024-04-25 2024-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 22,416 2,387 11.92 6,320 6.42 0.4752
2024-01-25 2023-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 20,029 3,939 24.48 5,939 40.11 0.4866
2023-10-26 2023-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 16,090 1,013 6.72 4,239 -5.78 0.3778
2023-07-25 2023-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 15,077 268 1.81 4,499 8.65 0.3804
2023-04-25 2023-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 14,809 -383 -2.52 4,141 3.42 0.3687
2023-01-26 2022-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 15,192 3,936 34.97 4,003 54.14 0.3667
2022-10-25 2022-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,256 828 7.94 2,597 0.89 0.2600
2022-07-26 2022-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 10,428 -306 -2.85 2,574 -3.01 0.2544
2022-04-26 2022-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 10,734 -151 -1.39 2,654 -9.05 0.2172
2022-01-27 2021-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 10,885 -6,510 -37.42 2,918 -30.42 0.2253
2021-10-26 2021-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 17,395 46 0.27 4,194 4.67 0.2670
2021-07-26 2021-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 17,349 -13 -0.07 4,007 2.98 0.2605
2021-04-22 2021-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 17,362 -361 -2.04 3,891 2.31 0.2592
2021-01-28 2020-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 17,723 -794 -4.29 3,803 -6.45 0.2620
2020-10-28 2020-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 18,517 6,561 54.88 4,065 84.35 0.3096
2020-07-23 2020-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,956 -14 -0.12 2,205 11.42 0.1860
2020-04-23 2020-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 11,970 -143 -1.18 1,979 -17.34 0.2561
2020-01-30 2019-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 12,113 -1,462 -10.77 2,394 -17.87 0.2451
2019-10-24 2019-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 13,575 6,912 103.74 2,915 110.62 0.3098
2019-07-25 2019-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 6,663 -233 -3.38 1,384 5.65 0.2202
2019-04-25 2019-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 6,896 -620 -8.25 1,310 -1.80 0.2115
2019-01-31 2018-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 7,516 350 4.88 1,334 11.26 0.2560
2018-10-24 2018-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 7,166 -29 -0.40 1,199 6.29 0.1966
2018-07-26 2018-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 7,195 736 11.39 1,128 11.57 0.1963
2018-04-26 2018-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 6,459 1,409 27.90 1,011 16.34 0.1697
2018-01-30 2017-12-31 13F Mcdonald's Corp COMMON COMMON STOCK 580135101 5,050 -75 -1.46 869 8.22 0.1481
2017-10-31 2017-09-30 13F McDonalds Corp Common COMMON STOCK 580135101 5,125 5,125 803 0.1387
2017-07-27 2017-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 0 -2,215 -100.00 0 -100.00
2017-04-27 2017-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 2,215 -623 -21.95 287 -16.81 0.0799
2017-01-26 2016-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 2,838 118 4.34 345 9.87 0.1022
2016-10-25 2016-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 2,720 325 13.57 314 9.03 0.1007
2016-07-26 2016-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 2,395 -179 -6.95 288 -10.84 0.0950
2016-04-26 2016-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 2,574 -331 -11.39 323 -5.83 0.1144
2016-02-01 2015-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 2,905 -200 -6.44 343 12.09 0.1210
2015-10-22 2015-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 3,105 0 0.00 306 3.73 0.1093
2015-07-23 2015-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 3,105 -864 -21.77 295 -23.58 0.0921
2015-04-27 2015-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 3,969 3,969 0.00 386 0.1191
2015-01-27 2014-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 0 -3,905 -100.00 0 -100.00
2014-10-23 2014-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 3,905 -160 -3.94 370 -9.54 0.1182
2014-07-24 2014-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 4,065 0 0.00 409 2.51 0.1275
2014-04-29 2014-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 4,065 40 0.99 399 2.31 0.1287
2014-01-31 2013-12-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 4,025 415 11.50 390 12.07 0.1281
2013-10-25 2013-09-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 3,610 315 9.56 348 6.75 0.1180
2013-07-23 2013-06-30 13F MCDONALDS CORP COM COMMON STOCK 580135101 3,295 3,295 326 0.1157
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.