McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMarino, Stram & Associates Llc
Latest Disclosed Ownership9,325 shares
Latest Disclosed Value $ 2,898,109
Marino, Stram & Associates Llc reports 2.64% decrease in ownership of MCD / McDonald's Corporation

On April 29, 2026 - Marino, Stram & Associates Llc filed a 13F-HR form disclosing ownership of 9,325 shares of McDonald's Corporation (CH:MCD) valued at $2,898,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 9,578 shares of McDonald's Corporation. This represents a change in shares of -2.64% 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)
2026-04-29 2026-03-31 13F MCDONALDS COM 580135101 9,325 -253 -2.64 2,898 -0.99 0.5207
2026-01-16 2025-12-31 13F MCDONALDS COM 580135101 9,578 -62 -0.64 2,927 -0.07 0.5290
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 9,640 -166 -1.69 2,929 2.27 0.5269
2025-07-18 2025-06-30 13F MCDONALDS COM 580135101 9,806 9 0.09 2,865 -6.41 0.5781
2025-04-21 2025-03-31 13F MCDONALDS COM 580135101 9,797 -21 -0.21 3,060 7.52 0.6795
2025-01-17 2024-12-31 13F MCDONALDS COM 580135101 9,818 -77 -0.78 2,846 -5.54 0.6298
2024-10-21 2024-09-30 13F MCDONALDS COM 580135101 9,895 14 0.14 3,013 19.66 0.6725
2024-07-18 2024-06-30 13F MCDONALDS COM 580135101 9,881 22 0.22 2,518 -9.39 0.6153
2024-04-24 2024-03-31 13F MCDONALDS COM 580135101 9,859 41 0.42 2,780 -4.53 0.6582
2024-01-30 2023-12-31 13F MCDONALDS COM 580135101 9,818 -116 -1.17 2,911 11.28 0.7529
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 9,934 -209 -2.06 2,617 -13.55 0.7665
2023-07-20 2023-06-30 13F MCDONALDS COM 580135101 10,143 202 2.03 3,027 8.89 0.8569
2023-04-20 2023-03-31 13F MCDONALDS COM 580135101 9,941 -59 -0.59 2,780 5.46 0.8396
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 10,000 80 0.81 2,635 15.12 0.8301
2022-10-17 2022-09-30 13F MCDONALDS COM 580135101 9,920 78 0.79 2,289 -5.80 0.8260
2022-07-15 2022-06-30 13F MCDONALDS COM 580135101 9,842 6 0.06 2,430 -0.08 0.8427
2022-04-25 2022-03-31 13F MCDONALDS COM 580135101 9,836 -317 -3.12 2,432 -10.65 0.7668
2022-01-20 2021-12-31 13F MCDONALDS COM 580135101 10,153 182 1.83 2,722 13.23 0.8357
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 9,971 8,270 486.18 2,404 511.70 0.8311
2021-07-22 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 1,701 -7,703 -81.91 393 -81.36 0.1026
2021-04-26 2021-03-31 13F MCDONALDS COM 580135101 9,404 660 7.55 2,108 12.37 0.8238
2021-01-19 2020-12-31 13F JETBLUE AWYS CORP COM COM 580135101 8,744 287 3.39 1,876 1.08 0.8331
2020-10-22 2020-09-30 13F MCDONALD S Equities 580135101 8,457 453 5.66 1,856 25.75 0.9908
2020-07-20 2020-06-30 13F MCDONALDS COM 580135101 8,004 1,783 28.66 1,476 43.44 0.8786
2020-05-05 2020-03-31 13F MCDONALDS Equities 580135101 6,221 676 12.19 1,029 -6.11 0.7931
2020-01-31 2019-12-31 13F MCDONALDS COM 580135101 5,545 306 5.84 1,096 -2.58 0.7172
2019-10-15 2019-09-30 13F MCDONALDS Equities 580135101 5,239 116 2.26 1,125 5.73 0.7968
2019-07-19 2019-06-30 13F MCDONALDS COM 580135101 5,123 365 7.67 1,064 17.83 0.7794
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 4,758 837 21.35 903 29.74 0.6515
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 3,921 -26 -0.66 696 6.42 0.6079
2018-11-14 2018-09-30 13F MCDONALDS Equities 580135101 3,947 -39 -0.98 654 4.64 0.5238
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 3,986 -33 -0.82 625 -0.64 0.5557
2018-05-15 2018-03-31 13F MCDONALDS Equities 580135101 4,019 94 2.39 629 -6.95 0.5820
2018-03-09 2017-12-31 13F MCDONALDS Equities 580135101 3,925 3,925 676 0.6241
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.