McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionGlobal Trust Asset Management, LLC
Latest Disclosed Ownership1,410 shares
Latest Disclosed Value $ 438,059
Global Trust Asset Management, LLC ownership in MCD / McDonald's Corporation

On April 23, 2026 - Global Trust Asset Management, LLC filed a 13F-HR form disclosing ownership of 1,410 shares of McDonald's Corporation (CH:MCD) valued at $438,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,410 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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)
2026-04-23 2026-03-31 13F MCDONALDS COM 580135101 1,410 0 0.00 438 1.86 0.1675
2026-01-20 2025-12-31 13F MCDONALDS COM 580135101 1,410 -528 -27.24 431 -26.87 0.1701
2025-10-28 2025-09-30 13F MCDONALDS COM 580135101 1,938 96 5.21 589 9.29 0.2664
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 1,842 15 0.82 538 -5.61 0.2878
2025-04-18 2025-03-31 13F MCDONALDS COM 580135101 1,827 17 0.94 571 8.78 0.3478
2025-01-17 2024-12-31 13F MCDONALDS COM 580135101 1,810 -34 -1.84 525 -6.60 0.1990
2024-10-23 2024-09-30 13F MCDONALDS COM 580135101 1,844 -60 -3.15 562 15.67 0.2080
2024-07-11 2024-06-30 13F MCDONALDS COM 580135101 1,904 -37 -1.91 485 -11.33 0.1955
2024-04-12 2024-03-31 13F MCDONALDS COM 580135101 1,941 -100 -4.90 547 -9.59 0.2247
2024-01-16 2023-12-31 13F MCDONALDS COM 580135101 2,041 -31 -1.50 605 11.01 0.2655
2023-10-12 2023-09-30 13F MCDONALDS COM 580135101 2,072 -14 -0.67 546 -12.38 0.2606
2023-07-24 2023-06-30 13F MCDONALDS COM 580135101 2,086 0 0.00 623 6.69 0.2797
2023-04-14 2023-03-31 13F MCDONALDS COM 580135101 2,086 60 2.96 583 9.38 0.2783
2023-02-14 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 2,026 -360 -15.09 534 -3.27 0.2697
2022-10-07 2022-09-30 13F MCDONALDS COM 580135101 2,386 -64 -2.61 551 -8.93 0.2874
2022-07-12 2022-06-30 13F MCDONALDS COM 580135101 2,450 -248 -9.19 605 -9.30 0.2975
2022-04-15 2022-03-31 13F/A-1 MCDONALDS COM 580135101 2,698 0 0.00 667 -7.75 0.2674
2022-04-12 2022-03-31 13F MCDONALDS COM 580135101 2,698 0 667 0.2649
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 2,698 705 35.37 723 50.31 0.2847
2021-10-07 2021-09-30 13F MCDONALDS COM 580135101 1,993 -300 -13.08 481 -9.25 0.2150
2021-07-13 2021-06-30 13F MCDONALDS COM 580135101 2,293 -46 -1.97 530 1.15 0.2521
2021-04-14 2021-03-31 13F MCDONALDS COM 580135101 2,339 -720 -23.54 524 -20.12 0.2888
2021-01-13 2020-12-31 13F MCDONALDS COM 580135101 3,059 18 0.59 656 -1.80 0.3606
2020-11-17 2020-09-30 13F MCDONALDS COM 580135101 3,041 0 0.00 668 19.07 0.4270
2020-07-08 2020-06-30 13F MCDONALDS COM 580135101 3,041 0 0.00 561 9.78 0.3917
2020-04-06 2020-03-31 13F MCDONALDS COM 580135101 3,041 -77 -2.47 511 -17.05 0.3996
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 3,118 -3,026 -49.25 616 -53.30 0.3708
2019-10-15 2019-09-30 13F MCDONALDS COM 580135101 6,144 909 17.36 1,319 21.34 0.8748
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 5,235 1,670 46.84 1,087 60.56 0.7288
2019-04-05 2019-03-31 13F MCDONALDS COM 580135101 3,565 -2,556 -41.76 677 -37.72 0.5016
2019-01-11 2018-12-31 13F MCDONALDS COM 580135101 6,121 4,506 279.01 1,087 302.59 0.9680
2018-10-16 2018-09-30 13F MCDONALDS COM 580135101 1,615 50 3.19 270 10.20 0.1870
2018-07-18 2018-06-30 13F MCDONALDS COM 580135101 1,565 0 0.00 245 0.00 0.1843
2018-04-26 2018-03-31 13F MCDONALDS COM 580135101 1,565 688 78.45 245 62.25 0.1931
2018-02-02 2017-12-31 13F MCDONALDS COM 580135101 877 877 151 0.1073
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.