McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionGarde Capital, Inc.
Latest Disclosed Ownership3,038 shares
Latest Disclosed Value $ 944,070
Garde Capital, Inc. reports 2.15% increase in ownership of MCD / McDonald's Corporation

On April 29, 2026 - Garde Capital, Inc. filed a 13F-HR form disclosing ownership of 3,038 shares of McDonald's Corporation (CH:MCD) valued at $944,070 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,974 shares of McDonald's Corporation. This represents a change in shares of 2.15% 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)
2026-04-29 2026-03-31 13F MCDONALDS COM 580135101 3,038 64 2.15 944 3.96 0.0565
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 2,974 -92 -3.00 909 -2.47 0.0539
2025-12-16 2025-09-30 13F MCDONALDS COM 580135101 3,066 -146 -4.55 932 -0.75 0.0454
2025-07-03 2025-06-30 13F MCDONALDS COM 580135101 3,212 108 3.48 939 -3.20 0.0490
2025-04-22 2025-03-31 13F MCDONALDS COM 580135101 3,104 0 0.00 970 0.0545
2025-02-25 2024-12-31 13F Mcdonalds Equities 580135101 3,104 491 18.79 1 0.0594
2024-12-03 2024-09-30 13F Mcdonalds Equities 580135101 2,613 86 3.40 1 0.0523
2024-08-19 2024-06-30 13F Mcdonalds Equities 580135101 2,527 -36 -1.40 1 0.0447
2024-05-29 2024-03-31 13F Mcdonalds Equities 580135101 2,563 -294 -10.29 1 0.0505
2024-02-21 2023-12-31 13F Mcdonalds Equities 580135101 2,857 515 21.99 1 0.0646
2023-11-17 2023-09-30 13F Mcdonalds Equities 580135101 2,342 15 0.64 1 0.0526
2023-08-29 2023-06-30 13F Mcdonalds Equities 580135101 2,327 0 0.00 1 0.0578
2023-05-25 2023-03-31 13F McDonald s Equities 580135101 2,327 -74 -3.08 1 -100.00 0.0715
2023-02-24 2022-12-31 13F McDonald s Equities 580135101 2,401 74 3.18 633 17.88 0.0760
2022-12-01 2022-09-30 13F Eli Lilly and Equities 580135101 2,327 0 0.00 537 -6.45 0.0694
2022-08-23 2022-06-30 13F McDonald s Equities 580135101 2,327 0 0.00 574 -0.17 0.0699
2022-05-27 2022-03-31 13F McDonald s Equities 580135101 2,327 -505 -17.83 575 -24.24 0.0590
2022-02-25 2021-12-31 13F McDonald s Equities 580135101 2,832 111 4.08 759 15.70 0.0742
2021-11-17 2021-09-30 13F McDonald s Equities 580135101 2,721 0 0.00 656 4.29 0.0678
2021-08-19 2021-06-30 13F McDonald s Equities 580135101 2,721 60 2.25 629 5.54 0.0650
2021-05-24 2021-03-31 13F McDonald s Equities 580135101 2,661 0 0.00 596 4.56 0.0689
2021-02-26 2020-12-31 13F McDonald s Equities 580135101 2,661 0 0.00 570 -2.40 0.0694
2020-11-17 2020-09-30 13F MCDONALD S EQUITIES 580135101 2,661 -3 -0.11 584 18.94 0.0879
2020-09-02 2020-06-30 13F MCDONALDS COM 580135101 2,664 0 0.00 491 11.59 0.0710
2020-05-08 2020-03-31 13F MCDONALDS COM 580135101 2,664 -4 -0.15 440 -16.51 0.0773
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 2,668 -200 -6.97 527 -14.45 0.0765
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 2,868 -82 -2.78 616 0.49 0.0960
2019-08-20 2019-06-30 13F MCDONALDS COM 580135101 2,950 0 0.00 613 9.46 0.1003
2019-05-08 2019-03-31 13F MCDONALDS COM 580135101 2,950 150 5.36 560 12.68 0.0967
2019-02-20 2018-12-31 13F MCDONALDS COM 580135101 2,800 115 4.28 497 0.81 0.0880
2018-11-16 2018-09-30 13F MCDONALDS COM 580135101 2,685 -67 -2.43 493 14.39 0.0829
2018-08-20 2018-06-30 13F MCDONALDS COM 580135101 2,752 0 0.00 431 0.23 0.0746
2018-05-16 2018-03-31 13F MCDONALDS COM 580135101 2,752 417 17.86 430 6.97 0.0781
2018-02-22 2017-12-31 13F MCDONALDS CORP COM Stock 580135101 2,335 130 5.90 402 16.52 0.0758
2017-11-17 2017-09-30 13F MCDONALDS CORP COM Stock 580135101 2,205 0 0.00 345 2.07 0.0677
2017-07-31 2017-06-30 13F MCDONALDS CORP COM Stock 580135101 2,205 0 0.00 338 18.18 0.0840
2017-05-17 2017-03-31 13F MCDONALDS CORP COM Stock 580135101 2,205 200 9.98 286 17.21 0.0764
2017-02-28 2016-12-31 13F MCDONALDS CORP COM Stock 580135101 2,005 2,005 244 0.0702
2016-11-17 2016-09-30 13F MCDONALDS CORP COM Stock 580135101 0 -2,005 -100.00 0 -100.00
2016-08-11 2016-06-30 13F MCDONALDS CORP COM Stock 580135101 2,005 0 0.00 241 -4.37 0.0780
2016-05-16 2016-03-31 13F MCDONALDS CORP COM Stock 580135101 2,005 -5 -0.25 252 6.33 0.0834
2016-02-08 2015-12-31 13F MCDONALDS CORP COM Stock 580135101 2,010 2,010 0.00 237 0.0833
2015-11-17 2015-09-30 13F MCDONALDS CORP COM Stock 580135101 0 0 0 0.0000
2015-04-13 2015-03-31 13F MCDONALDS Stock 580135101 0 -2,827 -100.00 0 -100.00
2015-02-23 2014-12-31 13F MCDONALDS Stock 580135101 2,827 0 0.00 265 -1.12 0.0814
2014-10-10 2014-09-30 13F MCDONALDS Stock 580135101 2,827 0 0.00 268 -5.96 0.1047
2014-08-12 2014-06-30 13F MCDONALDS Stock 580135101 2,827 2,827 285 0.1121
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.