McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionKLCM Advisors, Inc.
Latest Disclosed Ownership7,102 shares
Latest Disclosed Value $ 2,207,187
KLCM Advisors, Inc. reports 0.64% decrease in ownership of MCD / McDonald's Corporation

On April 30, 2026 - KLCM Advisors, Inc. filed a 13F-HR form disclosing ownership of 7,102 shares of McDonald's Corporation (CH:MCD) valued at $2,207,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,148 shares of McDonald's Corporation. This represents a change in shares of -0.64% 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)
2026-04-30 2026-03-31 13F MCDONALDS COM 580135101 7,102 -46 -0.64 2,207 1.05 0.1821
2026-02-04 2025-12-31 13F MCDONALDS COM 580135101 7,148 3,697 107.13 2,185 108.40 0.1876
2025-11-13 2025-09-30 13F McDonald's COM 580135101 3,451 769 28.67 1,049 33.84 0.1046
2025-08-04 2025-06-30 13F McDonald's COM 580135101 2,682 -1,971 -42.36 784 -46.11 0.0833
2025-05-13 2025-03-31 13F McDonald's COM 580135101 4,653 969 26.30 1,453 36.18 0.1700
2025-01-31 2024-12-31 13F McDonalds COM 580135101 3,684 665 22.03 1,068 16.10 0.1239
2024-11-07 2024-09-30 13F McDonalds COM 580135101 3,019 19 0.63 919 20.29 0.1091
2024-08-14 2024-06-30 13F McDonalds COM 580135101 3,000 -550 -15.49 764 -23.60 0.0944
2024-05-16 2024-03-31 13F McDonalds COM 580135101 3,550 -210 -5.59 1,001 -10.23 0.1285
2024-01-31 2023-12-31 13F McDonalds COM 580135101 3,760 -325 -7.96 1,115 3.53 0.1721
2023-11-07 2023-09-30 13F McDonalds COM 580135101 4,085 275 7.22 1,076 -5.36 0.2023
2023-08-09 2023-06-30 13F McDonalds COM 580135101 3,810 204 5.66 1,137 12.80 0.2225
2023-05-11 2023-03-31 13F McDonalds COM 580135101 3,606 -512 -12.43 1,008 -7.10 0.2000
2023-02-10 2022-12-31 13F McDonalds COM 580135101 4,118 -2 -0.05 1,085 14.09 0.2205
2022-11-14 2022-09-30 13F McDonald's COM 580135101 4,120 -95 -2.25 951 -8.65 0.2233
2022-08-04 2022-06-30 13F McDonald's COM 580135101 4,215 -90 -2.09 1,041 -2.25 0.2316
2022-05-03 2022-03-31 13F McDonald's COM 580135101 4,305 500 13.14 1,065 4.41 0.2254
2022-01-31 2021-12-31 13F McDonald's COM 580135101 3,805 0 0.00 1,020 11.23 0.2221
2021-11-16 2021-09-30 13F McDonald's COM 580135101 3,805 0 0.00 917 4.32 0.1970
2021-08-03 2021-06-30 13F McDonald's COM 580135101 3,805 28 0.74 879 3.78 0.1945
2021-04-21 2021-03-31 13F McDonald's COM 580135101 3,777 0 0.00 847 4.44 0.1921
2021-01-26 2020-12-31 13F McDonald's COM 580135101 3,777 -152 -3.87 811 -5.92 0.2013
2020-11-03 2020-09-30 13F McDonald's COM 580135101 3,929 -283 -6.72 862 10.94 0.2510
2020-07-27 2020-06-30 13F McDonalds COM 580135101 4,212 0 0.00 777 11.64 0.2210
2020-05-13 2020-03-31 13F McDonalds COM 580135101 4,212 6 0.14 696 -16.25 0.2204
2020-02-04 2019-12-31 13F McDonalds COM 580135101 4,206 -116 -2.68 831 -10.45 0.1844
2019-11-12 2019-09-30 13F/A-2 McDonalds COM 580135101 4,322 0 0.00 928 3.34 0.2365
2019-11-04 2019-09-30 13F/A-1 McDonalds COM 580135101 4,322 0 928 0.2541
2019-11-01 2019-09-30 13F McDonalds COM 580135101 4,322 928
2019-08-15 2019-06-30 13F McDonalds COM 580135101 4,322 -267 -5.82 898 3.10 0.2210
2019-05-14 2019-03-31 13F McDonalds COM 580135101 4,589 86 1.91 871 8.88 0.2142
2019-02-14 2018-12-31 13F McDonalds COM 580135101 4,503 0 0.00 800 6.24 0.2343
2018-11-14 2018-09-30 13F McDonalds COM 580135101 4,503 44 0.99 753 7.73 0.1852
2018-08-09 2018-06-30 13F McDonalds COM 580135101 4,459 263 6.27 699 6.55 0.1843
2018-05-10 2018-03-31 13F McDonalds COM 580135101 4,196 100 2.44 656 -6.95 0.1779
2018-02-15 2017-12-31 13F McDonalds COM 580135101 4,096 400 10.82 705 21.76 0.1731
2017-11-14 2017-09-30 13F McDonalds COM 580135101 3,696 208 5.96 579 8.43 0.1512
2017-08-15 2017-06-30 13F McDonalds COM 580135101 3,488 -75 -2.10 534 15.58 0.1457
2017-05-09 2017-03-31 13F McDonalds COM 580135101 3,563 -69 -1.90 462 4.52 0.1304
2017-02-13 2016-12-31 13F McDonalds COM 580135101 3,632 660 22.21 442 28.86 0.1300
2016-11-09 2016-09-30 13F McDonalds COM 580135101 2,972 -425 -12.51 343 -16.14 0.1092
2016-08-08 2016-06-30 13F McDonalds COM 580135101 3,397 325 10.58 409 5.96 0.1414
2016-04-27 2016-03-31 13F McDonalds COM 580135101 3,072 700 29.51 386 37.86 0.1340
2016-02-11 2015-12-31 13F McDonalds COM 580135101 2,372 -450 -15.95 280 0.72 0.1011
2015-11-12 2015-09-30 13F McDonalds Com 580135101 2,822 -4,931 -63.60 278 -62.28 0.0984
2015-08-24 2015-06-30 13F McDonalds Com 580135101 7,753 2,631 51.37 737 47.70 0.1859
2015-05-13 2015-03-31 13F McDonalds Com 580135101 5,122 5,122 0.00 499 0.1386
2015-02-03 2014-12-31 13F McDonalds Com 580135101 0 -7,272 -100.00 0 -100.00
2014-11-12 2014-09-30 13F McDonalds Com 580135101 7,272 -2,189 -23.14 689 -27.70 0.1824
2014-08-06 2014-06-30 13F McDonalds Com 580135101 9,461 0 0.00 953 2.80 0.2224
2014-05-14 2014-03-31 13F McDonalds Com 580135101 9,461 39 0.41 927 1.42 0.2470
2014-02-11 2013-12-31 13F McDonalds Com 580135101 9,422 0 0.00 914 0.88 0.2497
2013-11-18 2013-09-30 13F McDonalds Com 580135101 9,422 0 0.00 906 -2.89 0.2583
2013-08-13 2013-06-30 13F McDonalds Com 580135101 9,422 9,422 933 0.2939
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.