McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWaters Parkerson & Co., Llc
Latest Disclosed Ownership4,144 shares
Latest Disclosed Value $ 1,287,914
Waters Parkerson & Co., Llc ownership in MCD / McDonald's Corporation

On April 29, 2026 - Waters Parkerson & Co., Llc filed a 13F-HR form disclosing ownership of 4,144 shares of McDonald's Corporation (CH:MCD) valued at $1,287,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,144 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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)
2026-04-29 2026-03-31 13F MCDONALDS COM 580135101 4,144 0 0.00 1,288 1.66 0.0662
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 4,144 0 0.00 1,267 0.56 0.0622
2025-10-28 2025-09-30 13F MCDONALDS COM 580135101 4,144 0 0.00 1,259 4.05 0.0614
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 4,144 0 0.00 1,211 -6.49 0.0604
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 4,144 0 0.00 1,294 7.74 0.0691
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 4,144 3,320 402.91 1,201 0.0633
2024-11-13 2024-09-30 13F MCDONALDS CORP COM Com 580135101 824 0 0.00 0 0.0127
2024-08-13 2024-06-30 13F MCDONALDS CORP COM Com 580135101 824 0 0.00 0 0.0112
2024-05-14 2024-03-31 13F MCDONALDS CORP COM Com 580135101 824 0 0.00 0 0.0119
2024-02-14 2023-12-31 13F MCDONALDS CORP COM Com 580135101 824 824 0 0.0135
2023-11-09 2023-09-30 13F MCDONALDS CORP COM Com 580135101 0 -1,580 -100.00 0 0.0000
2023-08-14 2023-06-30 13F MCDONALDS CORP COM Com 580135101 1,580 0 0.00 0 0.0267
2023-05-02 2023-03-31 13F MCDONALDS CORP COM Com 580135101 1,580 0 0.00 0 0.0261
2023-02-10 2022-12-31 13F MCDONALDS CORP COM Com 580135101 1,580 -700 -30.70 0 -100.00 0.0250
2022-11-07 2022-09-30 13F MCDONALDS CORP COM Com 580135101 2,280 0 0.00 526 -6.57 0.0352
2022-08-01 2022-06-30 13F MCDONALDS CORP COM Com 580135101 2,280 -469 -17.06 563 -17.21 0.0356
2022-05-13 2022-03-31 13F MCDONALDS CORP COM Com 580135101 2,749 -22 -0.79 680 -8.48 0.0379
2022-02-14 2021-12-31 13F MCDONALDS CORP COM Com 580135101 2,771 44 1.61 743 12.92 0.0392
2021-11-04 2021-09-30 13F MCDONALDS CORP COM Com 580135101 2,727 -16 -0.58 658 3.79 0.0379
2021-08-10 2021-06-30 13F MCDONALDS CORP COM Com 580135101 2,743 0 0.00 634 3.09 0.0367
2021-05-12 2021-03-31 13F MCDONALDS CORP COM Com 580135101 2,743 66 2.47 615 7.14 0.0380
2021-02-10 2020-12-31 13F MCDONALDS CORP COM Com 580135101 2,677 -237 -8.13 574 -10.31 0.0383
2020-11-16 2020-09-30 13F MCDONALDS CORP COM Com 580135101 2,914 0 0.00 640 18.96 0.0481
2020-08-13 2020-06-30 13F MCDONALDS CORP COM Com 580135101 2,914 0 0.00 538 11.62 0.0436
2020-05-11 2020-03-31 13F MCDONALDS CORP COM Com 580135101 2,914 0 0.00 482 -16.32 0.0468
2020-02-13 2019-12-31 13F MCDONALDS CORP COM Com 580135101 2,914 74 2.61 576 -5.57 0.0431
2019-11-13 2019-09-30 13F MCDONALDS CORP COM Com 580135101 2,840 0 0.00 610 3.39 0.0492
2019-08-06 2019-06-30 13F MCDONALDS CORP COM Com 580135101 2,840 1,334 88.58 590 106.29 0.0478
2019-05-13 2019-03-31 13F MCDONALDS CORP COM Com 580135101 1,506 0 0.00 286 7.12 0.0240
2019-02-12 2018-12-31 13F MCDONALDS CORP COM Com 580135101 1,506 0 0.00 267 5.95 0.0258
2018-11-13 2018-09-30 13F MCDONALDS CORP COM Com 580135101 1,506 0 0.00 252 6.78 0.0206
2018-08-13 2018-06-30 13F MCDONALDS CORP COM Com 580135101 1,506 0 0.00 236 0.00 0.0203
2018-05-08 2018-03-31 13F MC DONALDS Com 580135101 1,506 0 0.00 236 -8.88 0.0207
2018-02-09 2017-12-31 13F MC DONALDS Com 580135101 1,506 0 0.00 259 9.75 0.0218
2017-11-13 2017-09-30 13F MC DONALDS Com 580135101 1,506 -50 -3.21 236 -0.84 0.0208
2017-08-11 2017-06-30 13F MCDONALDS CORP COM Com 580135101 1,556 0 0.00 238 17.82 0.0220
2017-05-12 2017-03-31 13F MCDONALDS CORP COM Com 580135101 1,556 1,556 202 0.0191
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.