McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionShelton Capital Management
Latest Disclosed Ownership7,372 shares
Latest Disclosed Value $ 2,291,144
Shelton Capital Management reports 19.38% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 7,372 shares of McDonald's Corporation (CH:MCD) valued at $2,291,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,175 shares of McDonald's Corporation. This represents a change in shares of 19.38% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 7,372 1,197 19.38 2,291 21.41 0.0501
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 6,175 -600 -8.86 1,887 -8.31 0.0373
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 6,775 -60 -0.88 2,059 3.11 0.0441
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 6,835 -2,987 -30.41 1,997 -34.94 0.0459
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 9,822 1,870 23.52 3,068 33.10 0.0731
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 7,952 -76 -0.95 2,305 -5.69 0.0574
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 8,028 -164 -2.00 2,445 17.11 0.0628
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 8,192 400 5.13 2,088 -4.96 0.0567
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 7,792 -650 -7.70 2,197 -12.27 0.0624
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 8,442 -657 -7.22 2,503 4.42 0.0792
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 9,099 421 4.85 2,397 -7.42 0.0878
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 8,678 -4,266 -32.96 2,590 -28.46 0.0930
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 12,944 8,244 175.40 3,619 192.33 0.1507
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 4,700 -10,233 -68.53 1,239 -64.07 0.1297
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 14,933 -5,071 -25.35 3,446 -30.23 0.1638
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 20,004 12,679 173.09 4,939 172.72 0.2221
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 7,325 0 0.00 1,811 -7.79 0.0669
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 7,325 439 6.38 1,964 18.31 0.0695
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 6,886 -66 -0.95 1,660 3.36 0.0649
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 6,952 -6,580 -48.63 1,606 -47.07 0.0606
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 13,532 6,719 98.62 3,034 107.52 0.1056
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 6,813 -154 -2.21 1,462 -4.38 0.0657
2020-11-09 2020-09-30 13F MCDONALDS COM 580135101 6,967 -104 -1.47 1,529 17.25 0.0633
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 7,071 -1,000 -12.39 1,304 -2.32 0.0718
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 8,071 -242 -2.91 1,335 -18.75 0.0968
2020-02-11 2019-12-31 13F MCDONALDS COM 580135101 8,313 -1,490 -15.20 1,643 -21.95 0.0908
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 9,803 -30 -0.31 2,105 3.09 0.1242
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 9,833 7,894 407.12 2,042 -80.00 0.1177
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 1,939 -8,344 -81.14 10,212 459.26 0.0403
2019-01-31 2018-12-31 13F MCDONALDS COM 580135101 10,283 -6,400 -38.36 1,826 -34.58 0.1242
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 16,683 -12,154 -42.15 2,791 -38.22 0.1592
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 28,837 866 3.10 4,518 3.29 0.2810
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 27,971 -636 -2.22 4,374 -11.17 0.2869
2018-02-06 2017-12-31 13F MCDONALDS COM 580135101 28,607 810 2.91 4,924 13.07 0.3162
2017-11-28 2017-09-30 13F/A-1 MCDONALDS COM 580135101 27,797 1,030 3.85 4,355 6.22 0.2940
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 27,797 1,030 4,355
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 26,767 -1,326 -4.72 4,100 12.61 0.2897
2017-11-28 2017-03-31 13F/A-1 MCDONALDS COM 580135101 28,093 -19,243 -40.65 3,641 -36.81 0.2521
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 39,979 -7,357 5,182
2017-11-28 2016-12-31 13F/A-2 MCDONALDS COM 580135101 47,336 8,875 23.08 5,762 29.86 0.4387
2017-02-16 2016-12-31 13F/A-1 MCDONALDS COM 580135101 47,336 0 5,762 0.5059
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 47,336 5,762
2017-12-06 2016-09-30 13F/A-2 MCDONALDS COM 580135101 38,461 2,857 8.02 4,437 3.55 0.3703
2017-12-04 2016-09-30 13F/A-1 MCDONALDS COM 580135101 47,336 8,875 5,762 0.3672
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 38,461 2,857 4,437
2016-08-01 2016-06-30 13F MCDONALDS COM 580135101 35,604 229 0.65 4,285 -3.62 0.3776
2016-05-13 2016-03-31 13F MCDONALDS COM 580135101 35,375 -365 -1.02 4,446 5.31 0.4024
2016-02-01 2015-12-31 13F MCDONALDS COM 580135101 35,740 490 1.39 4,222 21.57 0.4082
2015-11-02 2015-09-30 13F MCDONALDS COM 580135101 35,250 -541 -1.51 3,473 2.06 0.3823
2015-08-11 2015-06-30 13F MCDONALDS COM 580135101 35,791 500 1.42 3,403 -1.05 0.3520
2015-05-12 2015-03-31 13F MCDONALDS COM 580135101 35,291 1,158 3.39 3,439 7.54 0.3715
2015-02-10 2014-12-31 13F MCDONALDS COM 580135101 34,133 0 0.00 3,198 -1.17 0.3725
2014-10-15 2014-09-30 13F MCDONALDS COM 580135101 34,133 0 0.00 3,236 -5.90 0.4350
2014-07-25 2014-06-30 13F MCDONALDS COM 580135101 34,133 -4,000 -10.49 3,439 -8.00 0.4802
2014-04-14 2014-03-31 13F MCDONALDS COM 580135101 38,133 865 2.32 3,738 3.37 0.5480
2014-01-22 2013-12-31 13F MCDONALDS COM 580135101 37,268 -800 -2.10 3,616 -1.28 0.5468
2013-10-16 2013-09-30 13F MCDONALDS COM 580135101 38,068 -200 -0.52 3,663 -3.33 0.6128
2013-07-10 2013-06-30 13F MCDONALDS COM 580135101 38,268 38,268 3,789 0.6913
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.