McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionNorth Star Asset Management Inc
Latest Disclosed Ownership7,234 shares
Latest Disclosed Value $ 2,248,258
North Star Asset Management Inc reports 6.60% increase in ownership of MCD / McDonald's Corporation

On May 6, 2026 - North Star Asset Management Inc filed a 13F-HR form disclosing ownership of 7,234 shares of McDonald's Corporation (CH:MCD) valued at $2,248,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,786 shares of McDonald's Corporation. This represents a change in shares of 6.60% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F MCDONALDS COM 580135101 7,234 448 6.60 2,248 8.39 0.0585
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 6,786 190 2.88 2,074 3.49 0.0497
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 6,596 164 2.55 2,005 6.65 0.0813
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 6,432 704 12.29 1,879 5.03 0.0795
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 5,728 206 3.73 1,789 11.81 0.0816
2025-02-19 2024-12-31 13F MCDONALDS COM 580135101 5,522 114 2.11 1,601 -2.79 0.0709
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 5,408 2 0.04 1,647 19.54 0.0739
2024-08-05 2024-06-30 13F MCDONALDS COM 580135101 5,406 -189 -3.38 1,378 -12.68 0.0654
2024-05-08 2024-03-31 13F MCDONALDS COM 580135101 5,595 -42 -0.75 1,578 -5.63 0.0745
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 5,637 -2 -0.04 1,671 12.53 0.0855
2023-10-26 2023-09-30 13F MCDONALDS COM 580135101 5,639 562 11.07 1,486 -1.98 0.0853
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 5,077 -166 -3.17 1,515 3.41 0.0836
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 5,243 -108 -2.02 1,466 3.90 0.0862
2023-03-06 2022-12-31 13F MCDONALDS COM 580135101 5,351 -22 -0.41 1,410 13.71 0.0876
2022-11-08 2022-09-30 13F MCDONALDS COM 580135101 5,373 -149 -2.70 1,240 -9.02 0.0848
2022-07-28 2022-06-30 13F MCDONALDS COM 580135101 5,522 -28 -0.50 1,363 -0.66 0.0898
2022-04-29 2022-03-31 13F MCDONALDS COM 580135101 5,550 5 0.09 1,372 -7.73 0.0720
2022-02-07 2021-12-31 13F MCDONALDS COM 580135101 5,545 158 2.93 1,487 14.47 0.0748
2021-10-20 2021-09-30 13F MCDONALDS COM 580135101 5,387 2,009 59.47 1,299 66.54 0.0713
2021-07-30 2021-06-30 13F MCDONALDS COM 580135101 3,378 300 9.75 780 13.04 0.0433
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 3,078 -10 -0.32 690 4.07 0.0414
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 3,088 748 31.97 663 28.99 0.0419
2020-11-02 2020-09-30 13F MCDONALDS COM 580135101 2,340 -25 -1.06 514 17.89 0.0379
2020-07-28 2020-06-30 13F MCDONALDS COM 580135101 2,365 20 0.85 436 12.37 0.0346
2020-04-24 2020-03-31 13F MCDONALDS COM 580135101 2,345 -25 -1.05 388 -17.09 0.0374
2020-02-06 2019-12-31 13F MCDONALDS COM 580135101 2,370 0 0.00 468 -8.06 0.0336
2019-10-25 2019-09-30 13F MCDONALDS COM 580135101 2,370 0 0.00 509 3.46 0.0399
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 2,370 0 0.00 492 9.33 0.0384
2019-04-26 2019-03-31 13F MCDONALDS COM 580135101 2,370 0 0.00 450 6.89 0.0364
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 2,370 -80 -3.27 421 2.68 0.0399
2018-10-29 2018-09-30 13F MCDONALDS COM 580135101 2,450 -40 -1.61 410 5.13 0.0329
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 2,490 0 0.00 390 0.26 0.0335
2018-04-27 2018-03-31 13F MCDONALDS COM 580135101 2,490 0 0.00 389 -9.32 0.0350
2018-02-01 2017-12-31 13F MCDONALDS COM 580135101 2,490 500 25.13 429 37.50 0.0385
2017-10-25 2017-09-30 13F/A-1 MCDONALDS COM 580135101 1,990 -50 -2.45 312 0.00 0.0310
2017-10-25 2017-09-30 13F MCDONALDS COM 580135101 2,040 0 264
2017-08-16 2017-06-30 13F MCDONALDS COM 580135101 2,040 0 0.00 312 18.18 0.0318
2017-05-18 2017-03-31 13F MCDONALDS COM 580135101 2,040 -125 -5.77 264 0.00 0.0279
2017-01-10 2016-12-31 13F MCDONALDS COM 580135101 2,165 0 0.00 264 5.60 0.0291
2016-10-05 2016-09-30 13F MCDONALDS COM 580135101 2,165 -25 -1.14 250 -5.30 0.0282
2016-07-29 2016-06-30 13F/A-1 MCDONALDS COM 580135101 2,190 -50 -2.23 264 -6.38 0.0308
2016-07-28 2016-06-30 13F MCDONALDS COM 580135101 2,240 282
2016-05-05 2016-03-31 13F MCDONALDS COM 580135101 2,240 140 6.67 282 13.71 0.0330
2016-01-28 2015-12-31 13F MCDONALDS COM 580135101 2,100 25 1.20 248 21.57 0.0298
2015-10-28 2015-09-30 13F MCDONALDS COM 580135101 2,075 2,075 0.00 204 0.0254
2015-07-30 2015-06-30 13F MCDONALDS COM 580135101 0 -2,188 -100.00 0 -100.00
2015-05-15 2015-03-31 13F MCDONALDS COM 580135101 2,188 -400 -15.46 213 -11.98 0.0241
2015-01-16 2014-12-31 13F MCDONALDS COM 580135101 2,588 0 0.00 242 -1.22 0.0277
2014-10-28 2014-09-30 13F MCDONALDS COM 580135101 2,588 0 0.00 245 -6.13 0.0292
2014-07-30 2014-06-30 13F MCDONALDS COM 580135101 2,588 0 0.00 261 2.76 0.0304
2014-04-24 2014-03-31 13F MCDONALDS COM 580135101 2,588 0 0.00 254 1.20 0.0304
2014-02-07 2013-12-31 13F MCDONALDS COM 580135101 2,588 95 3.81 251 4.58 0.0304
2013-10-22 2013-09-30 13F MCDONALDS COM 580135101 2,493 250 11.15 240 8.11 0.0314
2013-08-06 2013-06-30 13F MCDONALDS COM 580135101 2,243 2,243 222 0.0310
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.