McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSl Advisors, Llc
Latest Disclosed Ownership1,373 shares
Latest Disclosed Value $ 426,715
Sl Advisors, Llc reports 1.51% decrease in ownership of MCD / McDonald's Corporation

On April 15, 2026 - Sl Advisors, Llc filed a 13F-HR form disclosing ownership of 1,373 shares of McDonald's Corporation (CH:MCD) valued at $426,715 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on April 15, 2026 disclosing 1,394 shares of McDonald's Corporation. This represents a change in shares of -1.51% 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)
2026-04-15 2026-03-31 13F MCDONALDS COM 580135101 1,373 -21 -1.51 427 0.00 0.7224
2026-04-15 2025-12-31 13F/A-1 MCDONALDS COM 580135101 1,394 -182 -11.55 426 -10.88 0.8724
2026-01-08 2025-12-31 13F MCDONALDS COM 580135101 1,394 -182 426 0.8724
2026-04-15 2025-09-30 13F/A-1 MCDONALDS COM 580135101 1,576 -7 -0.44 479 3.46 0.9425
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 1,576 -7 479 0.9425
2026-04-15 2025-06-30 13F/A-1 MCDONALDS COM 580135101 1,583 0 0.00 463 -6.48 0.8331
2025-07-22 2025-06-30 13F MCDONALDS COM 580135101 1,583 0 463 0.8331
2026-04-15 2025-03-31 13F/A-1 MCDONALDS COM 580135101 1,583 -51 -3.12 494 4.44 0.8545
2025-04-29 2025-03-31 13F MCDONALDS COM 580135101 1,583 -51 494 0.8650
2026-04-15 2024-12-31 13F/A-1 MCDONALDS COM 580135101 1,634 -51 -3.03 474 -7.80 0.7833
2025-01-08 2024-12-31 13F MCDONALDS COM 580135101 1,634 -51 474 0.7833
2026-04-15 2024-09-30 13F/A-1 MCDONALDS COM 580135101 1,685 10 0.60 513 20.42 0.9236
2024-10-08 2024-09-30 13F MCDONALDS COM 580135101 1,685 10 513 0.9236
2026-04-15 2024-06-30 13F/A-1 MCDONALDS COM 580135101 1,675 -50 -2.90 427 -12.35 0.8436
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 1,675 -50 427 0.8436
2026-04-15 2024-03-31 13F/A-1 MCDONALDS COM 580135101 1,725 15 0.88 486 -4.14 0.9578
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 1,725 15 486 0.9578
2026-04-15 2023-12-31 13F/A-1 MCDONALDS COM 580135101 1,710 -254 -12.93 507 -1.93 1.0907
2024-01-09 2023-12-31 13F MCDONALDS COM 580135101 1,710 -254 507 1.0907
2026-04-15 2023-09-30 13F/A-1 MCDONALDS COM 580135101 1,964 0 0.00 517 -11.77 0.6966
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 1,964 0 517 0.6966
2026-04-15 2023-06-30 13F/A-1 MCDONALDS COM 580135101 1,964 -35 -1.75 586 5.02 1.3171
2023-07-21 2023-06-30 13F MCDONALDS COM 580135101 1,964 -35 586 1.3171
2026-04-15 2023-03-31 13F/A-1 MCDONALDS COM 580135101 1,999 -114 -5.40 559 0.36 1.1982
2023-04-19 2023-03-31 13F MCDONALDS COM 580135101 1,999 -114 559 1.1982
2026-04-15 2022-12-31 13F/A-1 MCDONALDS COM 580135101 2,113 0 0.00 557 13.93 1.2325
2023-01-18 2022-12-31 13F MCDONALDS COM 580135101 2,113 0 557 1.2325
2022-10-14 2022-09-30 13F MCD COM 580135101 2,113 0 0.00 488 -6.51 1.2116
2022-07-28 2022-06-30 13F MCD COM 580135101 2,113 10 0.48 522 0.38 1.2498
2022-04-14 2022-03-31 13F MCD COM 580135101 2,103 -28 -1.31 520 -8.93 1.0626
2022-01-28 2021-12-31 13F MCD COM 580135101 2,131 -74 -3.36 571 7.33 1.4042
2021-10-13 2021-09-30 13F MCDONALDS COM 580135101 2,205 -31 -1.39 532 2.90 1.3447
2021-07-19 2021-06-30 13F MCDONALDS COM 580135101 2,236 -81 -3.50 517 -0.39 1.3156
2021-04-28 2021-03-31 13F MCDONALDS COM 580135101 2,317 -158 -6.38 519 -2.26 1.5665
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 2,475 -5 -0.20 531 -2.39 1.7185
2020-10-14 2020-09-30 13F MC DONALDS COM 580135101 2,480 293 13.40 544 34.65 1.9853
2020-07-10 2020-06-30 13F MC DONALDS COM 580135101 2,187 -145 -6.22 404 4.66 1.5340
2020-04-28 2020-03-31 13F MC DONALDS COM 580135101 2,332 -1,007 -30.16 386 -41.52 1.6786
2020-01-28 2019-12-31 13F MC DONALDS COM 580135101 3,339 -24 -0.71 660 -8.59 1.6304
2019-11-05 2019-09-30 13F MCD COM 580135101 3,363 -421 -11.13 722 -8.14 1.3924
2019-07-25 2019-06-30 13F MCD COM 580135101 3,784 16 0.42 786 9.93 1.3607
2019-04-09 2019-03-31 13F MCD COM 580135101 3,768 -160 -4.07 715 2.44 1.1055
2019-01-14 2018-12-31 13F MCD COM 580135101 3,928 0 0.00 698 6.24 1.4359
2018-10-11 2018-09-30 13F MCD COM 580135101 3,928 792 25.26 657 33.81 1.2094
2018-07-17 2018-06-30 13F MCD COM 580135101 3,136 -1,875 -37.42 491 -37.37 1.0985
2018-04-19 2018-03-31 13F MCD COM 580135101 5,011 -606 -10.79 784 -18.84 1.5592
2018-02-20 2017-12-31 13F/A-1 MCD COM 580135101 5,617 25 0.45 966 10.27 1.6452
2018-01-11 2017-12-31 13F MCD COM 580135101 5,617 25 966
2017-10-16 2017-09-30 13F MCD COM 580135101 5,592 0 0.00 876 2.22 0.3986
2017-07-14 2017-06-30 13F MCD COM 580135101 5,592 -102 -1.79 857 16.12 0.4442
2017-05-26 2017-03-31 13F MCD COM 580135101 5,694 72 1.28 738 7.89 0.4190
2017-01-31 2016-12-31 13F MCDONALDS COM 580135101 5,622 40 0.72 684 6.71 0.4587
2016-10-27 2016-09-30 13F MCDONALDS COM 580135101 5,582 -623 -10.04 641 -14.19 0.5151
2016-08-16 2016-06-30 13F/A-1 MCDONALDS COM 580135101 6,205 6,205 747 0.6944
2016-07-28 2016-06-30 13F MCDONALDS COM 580135101 6,205 747
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.