McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionNalls Sherbakoff Group, Llc
Latest Disclosed Ownership484 shares
Latest Disclosed Value $ 148,010
Nalls Sherbakoff Group, Llc reports 23.47% increase in ownership of MCD / McDonald's Corporation

On March 12, 2026 - Nalls Sherbakoff Group, Llc filed a 13F-HR form disclosing ownership of 484 shares of McDonald's Corporation (CH:MCD) valued at $148,010 USD as of December 31, 2025. The entity filed a previous 13F-HR on March 12, 2026 disclosing 408 shares of McDonald's Corporation. This represents a change in shares of 23.47% 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)
2026-03-12 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 484 92 23.47 148 27.59 0.1068
2026-03-12 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 408 -5 -1.21 124 -3.12 0.0837
2026-03-12 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 406 -7 -1.69 119 -7.81 0.0863
2026-03-12 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 413 21 5.36 129 10.34 0.1047
2024-04-09 2023-12-31 13F MCDONALDS COM 580135101 392 3 0.77 116 13.73 0.1034
2023-10-17 2023-09-30 13F MCDONALDS COM 580135101 389 4 1.04 103 -6.42 0.0998
2023-10-17 2023-06-30 13F MCDONALDS COM 580135101 385 0 0.00 110 1.87 0.1079
2023-10-17 2023-03-31 13F MCDONALDS COM 580135101 385 -43 -10.05 107 40.79 0.1065
2019-02-15 2018-12-31 13F/A-1 MC DONALDS COMMON STOCK 580135101 428 428 76 0.1215
2019-02-13 2018-12-31 13F MC DONALDS COMMON STOCK 580135101 43 76
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.