McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionIsthmus Partners, Llc
Latest Disclosed Ownership43,366 shares
Latest Disclosed Value $ 13,477,719
Isthmus Partners, Llc reports 3.68% increase in ownership of MCD / McDonald's Corporation

On April 29, 2026 - Isthmus Partners, Llc filed a 13F-HR form disclosing ownership of 43,366 shares of McDonald's Corporation (CH:MCD) valued at $13,477,719 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 41,827 shares of McDonald's Corporation. This represents a change in shares of 3.68% 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 McDonald's COM 580135101 43,366 1,539 3.68 13,478 5.43 1.4133
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 41,827 -138 -0.33 12,784 0.24 1.4196
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 41,965 382 0.92 12,753 4.96 2.8290
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 41,583 -11,188 -21.20 12,149 -26.30 1.4192
2025-05-01 2025-03-31 13F MCDONALDS COM 580135101 52,771 291 0.55 16,484 8.35 2.0635
2025-02-07 2024-12-31 13F MCDONALDS COM 580135101 52,480 -129 -0.25 15,213 -5.03 1.8492
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 52,609 1,114 2.16 16,020 22.08 1.9033
2024-08-14 2024-06-30 13F/A-1 MCDONALDS COM 580135101 51,495 201 0.39 13,123 -9.27 1.5454
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 51,495 201 12,617 0.8079
2024-05-08 2024-03-31 13F MCDONALDS COM 580135101 51,294 9,305 22.16 14,462 16.16 1.6417
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 41,989 41,989 12,450 1.6189
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 0 -200 -100.00 0 -100.00
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 200 200 46 0.0081
2019-08-09 2019-06-30 13F MC CORMICK COM 580135101 0 -1,415 -100.00 0 -100.00
2019-04-19 2019-03-31 13F MC CORMICK COM 580135101 1,415 1,415 213 0.0519
2019-02-04 2018-12-31 13F MC DONALDS COM 580135101 0 -714 -100.00 0 -100.00
2018-11-14 2018-09-30 13F MC DONALDS COM 580135101 714 -269 -27.37 119 -22.73 0.0300
2018-08-02 2018-06-30 13F MC DONALDS COM 580135101 983 0 0.00 154 0.00 0.0402
2018-05-11 2018-03-31 13F MC DONALDS COM 580135101 983 0 0.00 154 -8.88 0.0416
2018-02-05 2017-12-31 13F MC DONALDS COM 580135101 983 -250 -20.28 169 -10.58 0.0460
2017-08-11 2017-06-30 13F MC DONALDS COM 580135101 1,233 0 0.00 189 18.13 0.0553
2017-05-10 2017-03-31 13F MC DONALDS COM 580135101 1,233 0 0.00 160 6.67 0.0470
2017-02-06 2016-12-31 13F MC DONALDS COM 580135101 1,233 369 42.71 150 51.52 0.0453
2016-10-31 2016-09-30 13F MC DONALDS COM 580135101 864 -400 -31.65 99 -34.87 0.0314
2016-08-08 2016-06-30 13F MC DONALDS COM 580135101 1,264 0 0.00 152 -4.40 0.0500
2016-05-10 2016-03-31 13F MC DONALDS COM 580135101 1,264 0 0.00 159 6.71 0.0531
2016-02-01 2015-12-31 13F MC DONALDS COM 580135101 1,264 0 0.00 149 19.20 0.0520
2015-10-27 2015-09-30 13F MC DONALDS COM 580135101 1,264 -100 -7.33 125 -3.85 0.0459
2015-08-11 2015-06-30 13F MC DONALDS COM 580135101 1,364 0 0.00 130 -2.26 0.0429
2015-06-01 2015-03-31 13F MC DONALDS COM 580135101 1,364 0 0.00 133 3.91 0.0450
2015-04-20 2014-12-31 13F MC DONALDS COM 580135101 1,364 1,364 128 0.0436
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.