McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionKathmere Capital Management, LLC
Latest Disclosed Ownership2,522 shares
Latest Disclosed Value $ 783,899
Kathmere Capital Management, LLC reports 35.37% increase in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Kathmere Capital Management, LLC filed a 13F-HR form disclosing ownership of 2,522 shares of McDonald's Corporation (CH:MCD) valued at $783,899 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 1,863 shares of McDonald's Corporation. This represents a change in shares of 35.37% 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)
2026-04-28 2026-03-31 13F MCDONALDS COM 580135101 2,522 659 35.37 784 37.61 0.0483
2026-01-13 2025-12-31 13F MCDONALDS COM 580135101 1,863 190 11.36 569 12.01 0.0383
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 1,673 247 17.32 508 22.12 0.0361
2025-07-16 2025-06-30 13F MCDONALDS COM 580135101 1,426 165 13.08 417 5.85 0.0321
2025-05-01 2025-03-31 13F MCDONALDS COM 580135101 1,261 256 25.47 394 35.05 0.0334
2025-01-14 2024-12-31 13F MCDONALDS COM 580135101 1,005 180 21.82 291 15.94 0.0261
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 825 825 251 0.0236
2024-04-16 2023-12-31 13F MCDONALDS COM 580135101 0 -1,373 -100.00 0 -100.00
2023-10-11 2023-09-30 13F MCDONALDS COM 580135101 1,373 699 103.71 362 79.60 0.0536
2023-07-11 2023-06-30 13F MCDONALDS COM 580135101 674 674 201 0.0313
2021-05-07 2021-03-31 13F MCDONALDS COM 580135101 0 -59 -100.00 0 -100.00
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 59 45 321.43 13 333.33 0.0028
2020-11-20 2020-09-30 13F/A-1 MCDONALDS COM 580135101 14 14 3 0.0007
2020-11-13 2020-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 3,312 3,312 733
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.