McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionOldfather Financial Services, LLC
Latest Disclosed Ownership2,494 shares
Latest Disclosed Value $ 762,321
Oldfather Financial Services, LLC reports 4.61% increase in ownership of MCD / McDonald's Corporation

On January 16, 2026 - Oldfather Financial Services, LLC filed a 13F-HR form disclosing ownership of 2,494 shares of McDonald's Corporation (CH:MCD) valued at $762,321 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 16, 2025 disclosing 2,384 shares of McDonald's Corporation. This represents a change in shares of 4.61% 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)
2026-01-16 2025-12-31 13F MCDONALDS COM 580135101 2,494 110 4.61 762 5.25 0.2270
2025-10-16 2025-09-30 13F MCDONALDS COM 580135101 2,384 2 0.08 725 4.17 0.2256
2025-07-10 2025-06-30 13F MCDONALDS COM 580135101 2,382 -79 -3.21 696 -9.51 0.2392
2025-05-01 2025-03-31 13F MCDONALDS COM 580135101 2,461 -35 -1.40 769 6.22 0.2918
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 2,496 2 0.08 724 -4.74 0.2757
2024-10-28 2024-09-30 13F MCDONALDS COM 580135101 2,494 16 0.65 759 20.29 0.2922
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 2,478 3 0.12 631 -9.47 0.2591
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 2,475 -41 -1.63 698 -6.57 0.2872
2024-01-16 2023-12-31 13F MCDONALDS COM 580135101 2,516 47 1.90 746 14.77 0.3325
2023-10-25 2023-09-30 13F MCDONALDS COM 580135101 2,469 2 0.08 651 -11.68 0.3301
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 2,467 2 0.08 736 6.82 0.3598
2023-05-01 2023-03-31 13F MCDONALDS COM 580135101 2,465 3 0.12 689 6.33 0.3564
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 2,462 -297 -10.76 649 1.73 0.3698
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 2,759 3 0.11 637 -10.66 0.3992
2022-07-28 2022-06-30 13F MCDONALDS COM 580135101 2,756 5 0.18 713 2.00 0.4069
2022-04-29 2022-03-31 13F MCDONALDS COM 580135101 2,751 4 0.15 699 0.58 0.3794
2022-02-17 2021-12-31 13F MCDONALDS COM 580135101 2,747 14 0.51 695 1.46 0.3649
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 2,733 3 0.11 685 7.54 0.3520
2021-08-11 2021-06-30 13F MCDONALDS COM 580135101 2,730 4 0.15 637 1.43 0.3482
2021-04-09 2021-03-31 13F MCDONALDS COM 580135101 2,726 -96 -3.40 628 4.67 0.3614
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 2,822 -95 -3.26 600 -9.64 0.3560
2020-10-16 2020-09-30 13F MCDONALDS COM 580135101 2,917 4 0.14 664 16.70 0.4728
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 2,913 104 3.70 569 14.72 0.4415
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 2,809 604 27.39 496 4.86 0.4710
2020-01-30 2019-12-31 13F MCDONALDS COM 580135101 2,205 2,205 473 0.4392
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.