McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionPatten Group, Inc.
Latest Disclosed Ownership952 shares
Latest Disclosed Value $ 295,872
Patten Group, Inc. reports 6.85% increase in ownership of MCD / McDonald's Corporation

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 952 shares of McDonald's Corporation (CH:MCD) valued at $295,872 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 891 shares of McDonald's Corporation. This represents a change in shares of 6.85% 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)
2026-04-24 2026-03-31 13F MCDONALDS COM 580135101 952 61 6.85 296 8.46 0.0514
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 891 -38 -4.09 272 -3.55 0.0504
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 929 -5 -0.54 282 3.68 0.0550
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 934 -4 -0.43 273 -7.17 0.0576
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 938 -14 -1.47 293 6.55 0.0671
2025-02-06 2024-12-31 13F MCDONALDS COM 580135101 952 29 3.14 276 -2.14 0.0611
2024-10-08 2024-09-30 13F MCDONALDS COM 580135101 923 -2,017 -68.61 281 -62.48 0.0624
2024-07-25 2024-06-30 13F MCDONALDS COM 580135101 2,940 -386 -11.61 749 -20.06 0.1768
2024-04-17 2024-03-31 13F MCDONALDS COM 580135101 3,326 -23 -0.69 938 -5.54 0.2308
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 3,349 -473 -12.38 993 -1.39 0.2695
2023-10-12 2023-09-30 13F MCDONALDS COM 580135101 3,822 35 0.92 1,007 -10.97 0.3008
2023-07-26 2023-06-30 13F MCDONALDS COM 580135101 3,787 -15 -0.39 1,130 6.40 0.1675
2023-04-06 2023-03-31 13F MCDONALDS COM 580135101 3,802 151 4.14 1,063 10.40 0.3191
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 3,651 629 20.81 962 36.45 0.3022
2022-10-13 2022-09-30 13F MCDONALDS COM 580135101 3,022 79 2.68 705 -5.24 0.2422
2022-07-18 2022-06-30 13F MCDONALDS COM 580135101 2,943 341 13.11 744 15.71 0.2384
2022-04-28 2022-03-31 13F MCDONALDS COM 580135101 2,602 -9 -0.34 643 -8.14 0.1804
2022-01-20 2021-12-31 13F MCDONALDS COM 580135101 2,611 0 0.00 700 11.29 0.1853
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 2,611 1 0.04 629 4.31 0.1849
2021-08-03 2021-06-30 13F MCDONALDS COM 580135101 2,610 21 0.81 603 3.97 0.1772
2021-04-23 2021-03-31 13F MCDONALDS COM 580135101 2,589 -30 -1.15 580 3.20 0.1857
2021-02-02 2020-12-31 13F MCDONALDS COM 580135101 2,619 1 0.04 562 -2.26 0.1517
2020-10-19 2020-09-30 13F MCDONALDS COM 580135101 2,618 586 28.84 575 53.33 0.2243
2020-07-20 2020-06-30 13F MCDONALDS COM 580135101 2,032 130 6.83 375 19.43 0.1613
2020-04-16 2020-03-31 13F MCDONALDS COM 580135101 1,902 1 0.05 314 -16.49 0.1624
2020-01-14 2019-12-31 13F MCDONALDS COM 580135101 1,901 67 3.65 376 -4.57 0.1402
2019-10-22 2019-09-30 13F MCDONALDS COM 580135101 1,834 141 8.33 394 11.93 0.1601
2019-07-11 2019-06-30 13F MCDONALDS COM 580135101 1,693 -42 -2.42 352 6.99 0.1439
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 1,735 -274 -13.64 329 -7.84 0.1416
2019-02-12 2018-12-31 13F McDonald's CS 580135101 2,009 -477 -19.19 357 -14.18 0.1693
2018-11-14 2018-09-30 13F McDonald's CS 580135101 2,486 -21 -0.84 416 5.85 0.1586
2018-08-13 2018-06-30 13F McDonald's CS 580135101 2,507 -16 -0.63 393 -0.51 0.1575
2018-05-11 2018-03-31 13F McDonald's CS 580135101 2,523 -202 -7.41 395 -15.78 0.1621
2018-02-02 2017-12-31 13F McDonald's CS 580135101 2,725 154 5.99 469 16.38 0.1858
2017-12-12 2017-09-30 13F/A-1 McDonald's CS 580135101 2,571 53 2.10 403 4.13 0.1630
2017-11-14 2017-09-30 13F McDonald's CS 580135101 89,998 87,480 403 163,030.5065
2017-08-14 2017-06-30 13F McDonald's CS 580135101 2,518 405 19.17 387 40.73 0.1569
2017-05-30 2017-03-31 13F McDonald's CS 580135101 2,113 104 5.18 275 11.34 0.1193
2017-02-10 2016-12-31 13F McDonald's CS 580135101 2,009 -349 -14.80 247 -8.86 0.1108
2016-11-14 2016-09-30 13F Mcdonalds CS 580135101 2,358 -469 -16.59 272 -20.29 0.1276
2016-08-15 2016-06-30 13F Mcdonalds CS 580135101 2,827 51 1.84 340 -2.30 0.1592
2016-05-13 2016-03-31 13F McDonald's CS 580135101 2,776 -49 -1.73 349 4.50 0.1656
2016-02-17 2015-12-31 13F McDonald's CS 580135101 2,825 0 0.00 334 19.78 0.1605
2015-11-16 2015-09-30 13F McDonald's CS 580135101 2,825 -300 -9.60 278 -6.40 0.1433
2015-08-24 2015-06-30 13F McDonald's CS 580135101 3,125 0 0.00 297 -2.30 0.1411
2015-05-06 2015-03-31 13F MCDONALDS COM 580135101 3,125 -187 -5.65 304 -2.25 0.1557
2015-02-18 2014-12-31 13F MCDONALDS COM 580135101 3,312 3,312 311 0.1510
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.