McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWhitener Capital Management, Inc.
Latest Disclosed Ownership32,818 shares
Latest Disclosed Value $ 10,199,506
Whitener Capital Management, Inc. reports 0.65% increase in ownership of MCD / McDonald's Corporation

On April 16, 2026 - Whitener Capital Management, Inc. filed a 13F-HR form disclosing ownership of 32,818 shares of McDonald's Corporation (CH:MCD) valued at $10,199,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 32,607 shares of McDonald's Corporation. This represents a change in shares of 0.65% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-16 2026-03-31 13F MCDONALDS COM 580135101 32,818 211 0.65 10,200 2.35 2.3266
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 32,607 991 3.13 9,966 3.73 2.2678
2025-10-15 2025-09-30 13F MCDONALDS COM 580135101 31,616 933 3.04 9,608 7.17 2.3002
2025-07-14 2025-06-30 13F MCDONALDS COM 580135101 30,683 308 1.01 8,965 -5.52 2.3744
2025-05-01 2025-03-31 13F MCDONALDS COM 580135101 30,375 1,502 5.20 9,488 13.37 2.6849
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 28,873 1,404 5.11 8,370 0.06 2.3450
2024-10-29 2024-09-30 13F MCDONALDS COM 580135101 27,469 2,124 8.38 8,365 29.51 2.3724
2024-07-17 2024-06-30 13F MCDONALDS COM 580135101 25,345 3,004 13.45 6,459 2.52 1.9561
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 22,341 778 3.61 6,299 -1.47 2.0619
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 21,563 597 2.85 6,394 15.75 2.3134
2023-11-02 2023-09-30 13F MCDONALDS COM 580135101 20,966 1,253 6.36 5,523 -6.10 2.2120
2023-07-13 2023-06-30 13F MCDONALDS COM 580135101 19,713 642 3.37 5,883 10.32 2.2563
2023-04-12 2023-03-31 13F MCDONALDS COM 580135101 19,071 1,990 11.65 5,332 18.46 2.2288
2023-03-01 2022-12-31 13F MCDONALDS COM 580135101 17,081 1,785 11.67 4,501 27.54 1.9662
2022-10-28 2022-09-30 13F McDonald's COM 580135101 15,296 270 1.80 3,529 -4.85 1.6684
2022-08-09 2022-06-30 13F McDonald's COM 580135101 15,026 315 2.14 3,709 1.98 1.6719
2022-05-11 2022-03-31 13F McDonald's COM 580135101 14,711 2,002 15.75 3,637 6.78 1.3660
2022-02-14 2021-12-31 13F/A-1 McDonald's COM 580135101 12,709 2,373 22.96 3,406 53.63 1.2176
2022-02-07 2021-12-31 13F MCDONALDS CORP COM COM 580135101 5,960 -4,376 1,597 0.4817
2021-11-12 2021-09-30 13F McDonald's COM 580135101 10,336 -1,870 -15.32 2,217 -21.36 1.0201
2021-08-12 2021-06-30 13F McDonald's COM 580135101 12,206 185 1.54 2,819 4.64 1.1225
2021-05-11 2021-03-31 13F McDonald's COM 580135101 12,021 1,685 16.30 2,694 21.52 1.1677
2021-02-08 2020-12-31 13F McDonald's COM 580135101 10,336 483 4.90 2,217 2.54 1.0147
2020-10-09 2020-09-30 13F McDonald's COM 580135101 9,853 -305 -3.00 2,162 15.43 1.0413
2020-07-17 2020-06-30 13F McDonald's COM 580135101 10,158 1,040 11.41 1,873 24.29 0.9747
2020-04-24 2020-03-31 13F McDonald's COM 580135101 9,118 4,905 116.43 1,507 81.13 0.9746
2020-02-12 2019-12-31 13F McDonald's COM 580135101 4,213 200 4.98 832 -3.37 0.4314
2019-11-07 2019-09-30 13F McDonald's COM 580135101 4,013 -10 -0.25 861 3.11 0.4725
2019-08-02 2019-06-30 13F McDonald's COM 580135101 4,023 1,050 35.32 835 48.05 0.4750
2019-05-02 2019-03-31 13F McDonald's COM 580135101 2,973 -1,000 -25.17 564 -20.00 0.3690
2019-02-05 2018-12-31 13F McDonald's COM 580135101 3,973 1,020 34.54 705 42.71 0.5192
2018-11-07 2018-09-30 13F McDonald's COM 580135101 2,953 100 3.51 494 10.51 0.3241
2018-08-08 2018-06-30 13F McDonald's COM 580135101 2,853 0 0.00 447 0.22 0.3510
2018-04-23 2018-03-31 13F McDonald's COM 580135101 2,853 0 0.00 446 -9.16 0.3411
2018-04-23 2017-12-31 13F MCDONALDS CORP COM COM 580135101 2,853 2,853 491 0.4222
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.