McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWellington Shields & Co., LLC
Latest Disclosed Ownership2,216 shares
Latest Disclosed Value $ 688,849
Wellington Shields & Co., LLC reports 2.21% decrease in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Wellington Shields & Co., LLC filed a 13F-HR form disclosing ownership of 2,216 shares of McDonald's Corporation (CH:MCD) valued at $688,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,266 shares of McDonald's Corporation. This represents a change in shares of -2.21% 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)
2026-05-04 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 2,216 -50 -2.21 689 -0.58 0.1756
2026-02-09 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 2,266 0 0.00 693 0.58 0.1709
2025-11-05 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 2,266 0 0.00 689 3.93 0.1796
2025-08-05 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 2,266 0 0.00 662 -6.36 0.1874
2025-05-08 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 2,266 0 0.00 708 7.61 0.2216
2025-02-10 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 2,266 -23 -1.00 657 -5.74 0.2015
2024-11-13 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 2,289 23 1.02 697 20.80 0.2119
2024-08-07 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 2,266 0 0.00 578 -9.70 0.1881
2024-05-23 2024-03-31 13F/A-2 MCDONALDS CORP COM Stock 580135101 2,266 0 0.00 639 -4.91 0.2142
2024-05-23 2024-03-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 2,266 0 672 0.2479
2024-05-03 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 2,266 -40 639 0.2140
2024-05-23 2023-12-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 2,266 -340 -13.05 672 -2.04 0.2479
2024-02-09 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 2,306 -300 684 0.1624
2023-11-14 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 2,606 1,472 129.81 687 102.96 0.1717
2023-08-11 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 1,134 -1,254 -52.51 338 -49.33 0.0796
2023-05-11 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 2,388 47 2.01 668 8.10 0.1497
2023-02-15 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 2,341 8 0.34 617 14.68 0.1402
2022-11-14 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 2,333 9 0.39 538 -6.27 0.2347
2022-08-12 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 2,324 109 4.92 574 4.74 0.1391
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 2,215 9 0.41 548 -7.28 0.1802
2022-02-15 2021-12-31 13F MCDONALDS COM 580135101 2,206 -149 -6.33 591 4.05 0.1181
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 2,355 108 4.81 568 9.44 0.1982
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 2,247 165 7.93 519 11.13 0.1713
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 2,082 9 0.43 467 4.94 0.1673
2021-02-09 2020-12-31 13F MCDONALDS COM 580135101 2,073 9 0.44 445 -1.77 0.1594
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 2,064 8 0.39 453 19.53 0.1903
2020-08-05 2020-06-30 13F MCDONALDS COM 580135101 2,056 10 0.49 379 12.13 0.1661
2020-05-07 2020-03-31 13F MCDONALDS COM 580135101 2,046 60 3.02 338 -13.99 0.1864
2020-02-11 2019-12-31 13F MCDONALDS COM 580135101 1,986 1,986 393 0.1742
2019-11-05 2019-09-30 13F MCDONALDS COM 580135101 0 -1,969 -100.00 0 -100.00
2019-08-08 2019-06-30 13F MCDONALDS COM 580135101 1,969 8 0.41 409 9.95 0.1929
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 1,961 9 0.46 372 7.20 0.1895
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 1,952 397 25.53 347 33.46 0.1986
2018-11-06 2018-09-30 13F MCDONALDS COM 580135101 1,555 8 0.52 260 7.44 0.1409
2018-08-02 2018-06-30 13F MCDONALDS COM 580135101 1,547 9 0.59 242 0.41 0.1254
2018-08-28 2018-03-31 13F/A-1 MCDONALDS COM 580135101 1,538 9 0.59 241 -8.37 0.1300
2018-05-03 2018-03-31 13F MCDONALDS COM 580135101 1,538 9 241
2018-02-06 2017-12-31 13F MCDONALDS COM 580135101 1,529 8 0.53 263 10.50 0.1414
2017-11-06 2017-09-30 13F MCDONALDS COM 580135101 1,521 8 0.53 238 2.59 0.0786
2017-07-25 2017-06-30 13F MCDONALDS COM 580135101 1,513 -25,367 -94.37 232 -91.10 0.0801
2014-02-11 2013-12-31 13F MCDONALDS COM 580135101 26,880 26,880 2,608 0.4681
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.