McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSYM FINANCIAL Corp
Latest Disclosed Ownership2,165 shares
Latest Disclosed Value $ 672,720
SYM FINANCIAL Corp reports 10.46% increase in ownership of MCD / McDonald's Corporation

On May 8, 2026 - SYM FINANCIAL Corp filed a 13F-HR form disclosing ownership of 2,165 shares of McDonald's Corporation (CH:MCD) valued at $672,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,960 shares of McDonald's Corporation. This represents a change in shares of 10.46% 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)
2026-05-08 2026-03-31 13F MCDONALDS COM 580135101 2,165 205 10.46 673 12.19 0.0672
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 1,960 -43 -2.15 599 -1.48 0.0615
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 2,003 77 4.00 609 8.19 0.0651
2025-08-01 2025-06-30 13F MCDONALDS COM 580135101 1,926 -274 -12.45 563 -18.20 0.0630
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 2,200 17 0.78 687 8.70 0.0847
2025-01-24 2024-12-31 13F MCDONALDS COM 580135101 2,183 113 5.46 633 0.32 0.0818
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 2,070 28 1.37 630 21.15 0.0843
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 2,042 -14 -0.68 520 -10.19 0.0830
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 2,056 -250 -10.84 580 -15.23 0.0956
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 2,306 85 3.83 684 16.75 0.1107
2023-10-27 2023-09-30 13F MCDONALDS COM 580135101 2,221 1,545 228.55 585 191.04 0.1038
2023-08-02 2023-06-30 13F MCDONALDS COM 580135101 676 676 202 0.0409
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 0 -1,912 -100.00 0 -100.00
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 1,912 1,912 329 0.1492
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.