McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionIpswich Investment Management Co., Inc.
Latest Disclosed Ownership6,445 shares
Latest Disclosed Value $ 2,003,042
Ipswich Investment Management Co., Inc. reports 1.14% decrease in ownership of MCD / McDonald's Corporation

On April 10, 2026 - Ipswich Investment Management Co., Inc. filed a 13F-HR form disclosing ownership of 6,445 shares of McDonald's Corporation (CH:MCD) valued at $2,003,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 6,519 shares of McDonald's Corporation. This represents a change in shares of -1.14% 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)
2026-04-10 2026-03-31 13F MCDONALDS COM 580135101 6,445 -74 -1.14 2,003 0.55 0.4703
2026-01-16 2025-12-31 13F MCDONALDS COM 580135101 6,519 14 0.22 1,992 0.81 0.4614
2025-10-08 2025-09-30 13F MCDONALDS COM 580135101 6,505 0 0.00 1,977 4.00 0.4617
2025-07-16 2025-06-30 13F MCDONALDS COM 580135101 6,505 0 0.00 1,901 -6.45 0.4585
2025-04-16 2025-03-31 13F MCDONALDS COM 580135101 6,505 -215 -3.20 2,032 4.26 0.5043
2025-02-03 2024-12-31 13F MCDONALDS COM 580135101 6,720 -30 -0.44 1,948 -5.21 0.4687
2024-11-06 2024-09-30 13F MCDONALDS COM 580135101 6,750 -1 -0.01 2,055 19.48 0.4759
2024-07-16 2024-06-30 13F MCDONALDS COM 580135101 6,751 -1,349 -16.65 1,720 -24.66 0.4027
2024-04-19 2024-03-31 13F MCDONALDS COM 580135101 8,100 0 0.00 2,284 -4.91 0.5349
2024-01-31 2023-12-31 13F MCDONALDS COM 580135101 8,100 -60 -0.74 2,402 11.73 0.6072
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 8,160 0 0.00 2,150 -11.75 0.5868
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 8,160 0 0.00 2,435 6.75 0.6410
2023-04-24 2023-03-31 13F MCDONALDS COM 580135101 8,160 -26 -0.32 2,282 5.75 0.6237
2023-02-01 2022-12-31 13F MCDONALDS COM 580135101 8,186 -10 -0.12 2,157 14.07 0.6175
2022-10-11 2022-09-30 13F MCDONALDS COM 580135101 8,196 0 0.00 1,891 -6.52 0.6019
2022-07-26 2022-06-30 13F MCDONALDS COM 580135101 8,196 -100 -1.21 2,023 -1.37 0.5821
2022-04-25 2022-03-31 13F/A-1 MCDONALDS COM 580135101 8,296 -887 -9.66 2,051 -16.69 0.5093
2022-04-12 2022-03-31 13F MCDONALDS COM 580135101 8,296 -887 2,051 0.5093
2022-01-24 2021-12-31 13F MCDONALDS COM 580135101 9,183 0 0.00 2,462 11.20 0.5745
2021-10-07 2021-09-30 13F MCDONALDS COM 580135101 9,183 0 0.00 2,214 4.38 0.5666
2021-08-05 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 9,183 243 2.72 2,121 5.84 0.5422
2021-04-09 2021-03-31 13F MCDONALDS COM 580135101 8,940 167 1.90 2,004 6.48 0.5638
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 8,773 -1,098 -11.12 1,882 -13.11 0.5649
2020-10-06 2020-09-30 13F MCDONALDS COM 580135101 9,871 -150 -1.50 2,166 17.21 0.6940
2020-07-09 2020-06-30 13F MCDONALDS COM 580135101 10,021 -1,717 -14.63 1,848 -4.79 0.6365
2020-04-09 2020-03-31 13F MCDONALDS COM 580135101 11,738 -191 -1.60 1,941 -17.65 0.7630
2020-01-08 2019-12-31 13F MCDONALDS COM 580135101 11,929 36 0.30 2,357 -7.68 0.6931
2019-10-08 2019-09-30 13F MCDONALDS COM 580135101 11,893 0 0.00 2,553 3.36 0.8135
2019-07-11 2019-06-30 13F MCDONALDS COM 580135101 11,893 0 0.00 2,470 9.39 0.7887
2019-04-12 2019-03-31 13F MCDONALDS COM 580135101 11,893 70 0.59 2,258 7.58 0.7381
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 11,823 56 0.48 2,099 6.66 0.7694
2018-10-09 2018-09-30 13F MCDONALDS COM 580135101 11,767 715 6.47 1,968 13.63 0.6654
2018-07-18 2018-06-30 13F MCDONALDS COM 580135101 11,052 1,070 10.72 1,732 10.95 0.7960
2018-04-12 2018-03-31 13F MCDONALDS COM 580135101 9,982 -1,451 -12.69 1,561 -20.68 0.6585
2018-01-16 2017-12-31 13F MCDONALDS COM 580135101 11,433 -32 -0.28 1,968 9.58 0.8331
2017-10-11 2017-09-30 13F MCDONALDS COM 580135101 11,465 -110 -0.95 1,796 1.30 0.8064
2017-07-21 2017-06-30 13F MCDONALDS COM 580135101 11,575 1,092 10.42 1,773 30.46 0.8310
2017-04-12 2017-03-31 13F MCDONALDS COM 580135101 10,483 -50 -0.47 1,359 6.01 0.5921
2017-01-10 2016-12-31 13F MCDONALDS COM 580135101 10,533 50 0.48 1,282 6.04 0.5802
2016-10-18 2016-09-30 13F MCDONALDS COM 580135101 10,483 0 0.00 1,209 -4.20 0.5912
2016-08-02 2016-06-30 13F MCDONALDS COM 580135101 10,483 -240 -2.24 1,262 -10.05 0.6243
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 10,723 0 0.00 1,403 10.73 0.6681
2016-01-13 2015-12-31 13F MCDONALDS COM 580135101 10,723 -550 -4.88 1,267 14.04 0.5714
2015-10-26 2015-09-30 13F MCDONALDS COM 580135101 11,273 -40 -0.35 1,111 3.35 0.5290
2015-08-20 2015-06-30 13F MC DONALD'S COM 580135101 11,313 -600 -5.04 1,075 -7.41 0.4843
2015-04-08 2015-03-31 13F MC DONALD'S COM 580135101 11,913 0 0.00 1,161 4.03 0.5088
2015-01-20 2014-12-31 13F MC DONALD'S COM 580135101 11,913 -370 -3.01 1,116 -4.21 0.4754
2014-10-08 2014-09-30 13F MC DONALD'S COM 580135101 12,283 -1,618 -11.64 1,165 -16.85 0.4957
2014-07-15 2014-06-30 13F MC DONALD'S COM 580135101 13,901 918 7.07 1,401 10.14 0.5426
2014-04-15 2014-03-31 13F MC DONALD'S COM 580135101 12,983 -2,000 -13.35 1,272 -12.52 0.5474
2014-01-16 2013-12-31 13F MC DONALD'S COM 580135101 14,983 -100 -0.66 1,454 0.28 0.6072
2013-10-25 2013-09-30 13F/A-1 MCDONALDS COM 580135101 15,083 -340 -2.20 1,450 -5.04 0.6523
2013-10-21 2013-09-30 13F MCDONALDS COM 580135101 15,083 1,450
2013-07-17 2013-06-30 13F MC DONALD'S COM 580135101 15,423 15,423 1,527 0.6587
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.