McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionPoehling Capital Management, LLC
Latest Disclosed Ownership1,454 shares
Latest Disclosed Value $ 451,935
Poehling Capital Management, LLC reports 0.07% increase in ownership of MCD / McDonald's Corporation

On April 21, 2026 - Poehling Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,454 shares of McDonald's Corporation (CH:MCD) valued at $451,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,453 shares of McDonald's Corporation. This represents a change in shares of 0.07% 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)
2026-04-21 2026-03-31 13F MCDONALDS COM 580135101 1,454 1 0.07 452 1.58 0.0950
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 1,453 -25 -1.69 444 -0.89 0.0909
2025-11-05 2025-09-30 13F MCDONALDS COM 580135101 1,478 1 0.07 449 3.94 0.0944
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 1,477 28 1.93 431 -4.65 0.1008
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 1,449 -12 -0.82 453 6.86 0.1145
2025-02-18 2024-12-31 13F MCDONALDS COM 580135101 1,461 1 0.07 424 -4.73 0.1042
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 1,460 1 0.07 445 19.68 0.1137
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 1,459 0 0.00 372 -9.73 0.1018
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 1,459 7 0.48 411 -4.42 0.1102
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 1,452 1 0.07 430 12.57 0.1363
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 1,451 114 8.53 382 -4.26 0.1338
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 1,337 1 0.07 399 6.97 0.1348
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 1,336 54 4.21 374 10.68 0.1259
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 1,282 1 0.08 338 13.85 0.1265
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 1,281 1 0.08 296 -6.33 0.1240
2022-08-09 2022-06-30 13F MCDONALDS COM 580135101 1,280 -50 -3.76 316 -3.95 0.1189
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 1,330 1 0.08 329 -7.58 0.1017
2022-01-10 2021-12-31 13F MCDONALDS COM 580135101 1,329 -179 -11.87 356 -2.20 0.1149
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 1,508 1 0.07 364 4.60 0.1229
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 1,507 0 0.00 348 2.96 0.1108
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 1,507 1 0.07 338 4.64 0.1183
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 1,506 1 0.07 323 -2.12 0.1281
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 1,505 -274 -15.40 330 0.61 0.1694
2020-08-13 2020-06-30 13F MC DONALDS COM 580135101 1,779 65 3.79 328 15.90 0.1764
2020-05-06 2020-03-31 13F MC DONALDS COM 580135101 1,714 111 6.92 283 -10.73 0.2074
2020-02-10 2019-12-31 13F MC DONALDS COM 580135101 1,603 1 0.06 317 -7.85 0.2076
2019-11-12 2019-09-30 13F MC DONALDS COM 580135101 1,602 1 0.06 344 3.61 0.2524
2019-08-09 2019-06-30 13F MC DONALDS COM 580135101 1,601 -132 -7.62 332 0.91 0.2225
2019-05-13 2019-03-31 13F MC DONALDS COM 580135101 1,733 55 3.28 329 10.40 0.2398
2019-02-13 2018-12-31 13F MC DONALDS COM 580135101 1,678 51 3.13 298 9.56 0.2874
2018-11-13 2018-09-30 13F MC DONALDS COM 580135101 1,627 724 80.18 272 91.55 0.1928
2018-08-08 2018-06-30 13F MC DONALDS COM COM 580135101 903 -514 -36.27 142 -36.04 0.1243
2018-05-14 2018-03-31 13F MC DONALDS COM COM 580135101 1,417 125 9.67 222 0.00 0.1793
2018-02-12 2017-12-31 13F Mc Donalds COM COM 580135101 1,292 1,292 222 0.1886
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.