McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionStonebridge Capital Advisors LLC
Latest Disclosed Ownership100,691 shares
Latest Disclosed Value $ 31,293,731
Stonebridge Capital Advisors LLC reports 0.30% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Stonebridge Capital Advisors LLC filed a 13F-HR form disclosing ownership of 100,691 shares of McDonald's Corporation (CH:MCD) valued at $31,293,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 100,394 shares of McDonald's Corporation. This represents a change in shares of 0.30% 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)
2026-05-14 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 100,691 297 0.30 31,294 1.99 2.1906
2026-02-12 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 100,394 1,471 1.49 30,683 2.07 2.1256
2025-11-12 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 98,923 68 0.07 30,062 4.08 2.1443
2025-08-15 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 98,855 -616 -0.62 28,882 -7.05 2.1937
2025-05-14 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 99,471 877 0.89 31,072 8.71 2.5306
2025-02-14 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 98,594 355 0.36 28,582 -4.46 2.2962
2024-11-14 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 98,239 9,921 11.23 29,915 32.91 2.4393
2024-08-14 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 88,318 2,455 2.86 22,507 -7.03 1.9798
2024-05-14 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 85,863 953 1.12 24,209 -3.84 2.1754
2024-02-14 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 84,910 23,579 38.45 25,177 55.82 2.5262
2023-11-15 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 61,331 1,775 2.98 16,157 -9.09 1.7785
2023-08-23 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 59,556 -209 -0.35 17,772 6.36 1.8881
2023-05-12 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 59,765 37 0.06 16,711 6.16 1.9068
2023-02-14 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 59,728 -78 -0.13 15,740 14.06 1.8648
2022-11-14 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 59,806 186 0.31 13,800 -6.24 1.7761
2022-08-12 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 59,620 497 0.84 14,719 0.68 1.7836
2022-05-13 2022-03-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 59,123 1,053 1.81 14,620 -6.08 1.5795
2022-05-12 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 58,070 0 15,567 1.7193
2022-02-14 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 58,070 1,727 3.07 15,567 14.59 1.7193
2021-11-15 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 56,343 985 1.78 13,585 6.24 1.6511
2021-08-20 2021-06-30 13F/A-1 MCDONALDS CORP COM Stock 580135101 55,358 492 0.90 12,787 3.98 1.5474
2021-08-16 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 54,866 0 12,298 1.6278
2021-05-14 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 54,866 1,103 2.05 12,298 6.61 1.6278
2021-03-05 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 53,763 -3,910 -6.78 11,536 -8.87 1.7469
2020-11-18 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 57,673 -2,381 -3.96 12,659 14.27 2.2714
2020-08-13 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 60,054 624 1.05 11,078 12.73 2.0539
2020-05-15 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 59,430 341 0.58 9,827 -15.84 2.0747
2020-02-14 2019-12-31 13F MCDONALDS CORP COM Stock 580135101 59,089 22,947 63.49 11,677 50.48 1.9063
2019-11-12 2019-09-30 13F MCDONALDS CORP COM Stock 580135101 36,142 -13,462 -27.14 7,760 -24.67 1.3385
2019-08-15 2019-06-30 13F MCDONALDS CORP COM Stock 580135101 49,604 -2,181 -4.21 10,301 4.75 1.8306
2019-05-14 2019-03-31 13F MCDONALDS CORP COM Stock 580135101 51,785 4,862 10.36 9,834 18.03 1.8277
2019-02-13 2018-12-31 13F McDonalds COM 580135101 46,923 -7,369 -13.57 8,332 -8.27 1.9438
2018-11-15 2018-09-30 13F McDonalds COM 580135101 54,292 17,612 48.02 9,083 58.05 1.8278
2018-08-14 2018-06-30 13F McDonalds COM 580135101 36,680 1,475 4.19 5,747 4.40 1.2520
2018-05-15 2018-03-31 13F McDonalds COM 580135101 35,205 2,768 8.53 5,505 -1.40 1.2669
2018-02-15 2017-12-31 13F McDonalds COM 580135101 32,437 -1,019 -3.05 5,583 6.51 1.2778
2017-11-15 2017-09-30 13F McDonalds COM 580135101 33,456 -74 -0.22 5,242 2.08 1.2889
2017-08-15 2017-06-30 13F McDonalds COM 580135101 33,530 -160 -0.47 5,135 17.59 1.3475
2017-05-25 2017-03-31 13F McDonalds COM 580135101 33,690 652 1.97 4,367 8.60 1.1885
2017-02-15 2016-12-31 13F McDonalds COM 580135101 33,038 3,481 11.78 4,021 17.92 1.1933
2016-11-14 2016-09-30 13F McDonalds COM 580135101 29,557 3,389 12.95 3,410 8.29 1.0672
2016-08-16 2016-06-30 13F McDonalds COM 580135101 26,168 -4,375 -14.32 3,149 -17.97 1.0692
2016-05-19 2016-03-31 13F McDonalds COM 580135101 30,543 5 0.02 3,839 6.40 1.3529
2016-02-04 2015-12-31 13F McDonalds COM 580135101 30,538 567 1.89 3,608 22.18 1.3182
2015-11-23 2015-09-30 13F McDonalds COM 580135101 29,971 103 0.34 2,953 3.98 1.1877
2015-08-14 2015-06-30 13F McDonalds COM 580135101 29,868 332 1.12 2,840 -1.32 1.0913
2015-05-15 2015-03-31 13F McDonalds COM 580135101 29,536 -270 -0.91 2,878 3.04 1.1106
2015-02-17 2014-12-31 13F McDonalds COM 580135101 29,806 577 1.97 2,793 0.79 1.1473
2014-11-14 2014-09-30 13F McDonalds COM 580135101 29,229 757 2.66 2,771 -3.38 1.2211
2014-08-14 2014-06-30 13F McDonalds COM 580135101 28,472 -22 -0.08 2,868 2.69 1.2931
2014-05-12 2014-03-31 13F McDonalds COM 580135101 28,494 -22,791 -44.44 2,793 -43.87 1.3661
2014-03-03 2013-12-31 13F McDonalds COM 580135101 51,285 51,285 4,976 2.5626
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.