McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWindsor Capital Management, LLC
Latest Disclosed Ownership4,533 shares
Latest Disclosed Value $ 1,408,810
Windsor Capital Management, LLC reports 1.50% increase in ownership of MCD / McDonald's Corporation

On April 10, 2026 - Windsor Capital Management, LLC filed a 13F-HR form disclosing ownership of 4,533 shares of McDonald's Corporation (CH:MCD) valued at $1,408,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 4,466 shares of McDonald's Corporation. This represents a change in shares of 1.50% 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)
2026-04-10 2026-03-31 13F MCDONALDS COM 580135101 4,533 67 1.50 1,409 3.15 0.3970
2026-01-15 2025-12-31 13F MCDONALDS COM 580135101 4,466 55 1.25 1,365 1.87 0.3768
2025-10-06 2025-09-30 13F MCDONALDS COM 580135101 4,411 -1,465 -24.93 1,341 -21.91 0.3701
2025-07-11 2025-06-30 13F MCDONALDS COM 580135101 5,876 -90 -1.51 1,717 -7.89 0.5006
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 5,966 -44 -0.73 1,864 6.95 0.5720
2025-01-28 2024-12-31 13F MCDONALDS COM 580135101 6,010 -1 -0.02 1,742 -4.81 0.5169
2024-10-23 2024-09-30 13F MCDONALDS COM 580135101 6,011 15 0.25 1,830 19.76 0.5312
2024-07-26 2024-06-30 13F MCDONALDS COM 580135101 5,996 17 0.28 1,528 -9.32 0.4729
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 5,979 15 0.25 1,686 -4.69 0.5228
2024-01-09 2023-12-31 13F MCDONALDS COM 580135101 5,964 -24 -0.40 1,768 12.11 0.5784
2023-10-04 2023-09-30 13F MCDONALDS COM 580135101 5,988 -43 -0.71 1,577 -12.34 0.5459
2023-07-13 2023-06-30 13F MCDONALDS COM 580135101 6,031 -33 -0.54 1,800 6.14 0.5954
2023-04-10 2023-03-31 13F MCDONALDS COM 580135101 6,064 -69 -1.13 1,695 4.89 0.5832
2023-01-13 2022-12-31 13F MCDONALDS COM 580135101 6,133 -185 -2.93 1,616 10.91 0.5885
2022-11-03 2022-09-30 13F MCDONALDS CORP COM COM 580135101 6,318 -11 -0.17 1,457 -6.72 0.5447
2022-07-14 2022-06-30 13F MCDONALDS CORP COM COM 580135101 6,329 -39 -0.61 1,562 -0.76 0.5566
2022-05-04 2022-03-31 13F MCDONALDS CORP COM COM 580135101 6,368 408 6.85 1,574 -1.44 0.4898
2022-02-07 2021-12-31 13F MCDONALDS CORP COM COM 580135101 5,960 29 0.49 1,597 11.68 0.4817
2021-11-12 2021-09-30 13F MCDONALDS CORP COM COM 580135101 5,931 45 0.76 1,430 5.22 0.4584
2021-08-12 2021-06-30 13F MCDONALDS CORP COM COM 580135101 5,886 -22 -0.37 1,359 2.64 0.4491
2021-05-14 2021-03-31 13F MCDONALDS CORP COM COM 580135101 5,908 -128 -2.12 1,324 2.24 0.4586
2021-02-08 2020-12-31 13F MCDONALDS CORP COM COM 580135101 6,036 14 0.23 1,295 -1.97 0.4836
2020-10-09 2020-09-30 13F MCDONALDS CORP COM COM 580135101 6,022 -100 -1.63 1,321 17.01 0.5519
2020-07-16 2020-06-30 13F MCDONALDS CORP COM COM 580135101 6,122 383 6.67 1,129 18.97 0.4865
2020-04-22 2020-03-31 13F MCDONALDS CORP COM COM 580135101 5,739 -105 -1.80 949 -17.84 0.4804
2020-02-12 2019-12-31 13F MCDONALDS CORP COM COM 580135101 5,844 179 3.16 1,155 -5.02 0.4859
2019-11-08 2019-09-30 13F MCDONALDS CORP COM COM 580135101 5,665 59 1.05 1,216 4.47 0.5428
2019-08-02 2019-06-30 13F MCDONALDS CORP COM COM 580135101 5,606 -17 -0.30 1,164 9.09 0.5351
2019-05-02 2019-03-31 13F MCDONALDS CORP COM COM 580135101 5,623 179 3.29 1,067 10.46 0.5038
2019-02-05 2018-12-31 13F MCDONALDS CORP COM COM 580135101 5,444 -503 -8.46 966 -2.91 0.4997
2018-11-09 2018-09-30 13F MCDONALDS CORP COM COM 580135101 5,947 -46 -0.77 995 6.08 0.4492
2018-08-02 2018-06-30 13F MCDONALDS CORP COM COM 580135101 5,993 114 1.94 938 2.07 0.4372
2018-05-01 2018-03-31 13F MCDONALDS CORP COM COM 580135101 5,879 -698 -10.61 919 -18.82 0.4334
2018-01-24 2017-12-31 13F MCDONALDS CORP COM COM 580135101 6,577 570 9.49 1,132 23.04 0.5274
2017-10-17 2017-09-30 13F MCDONALDS CORP COM COM 580135101 6,007 0 0.00 920 0.00 0.4650
2017-08-08 2017-06-30 13F MCDONALDS CORP COM COM 580135101 6,007 780 14.92 920 35.89 0.4624
2017-05-09 2017-03-31 13F MCDONALDS CORP COM COM 580135101 5,227 1,823 53.55 677 63.53 0.3506
2017-02-10 2016-12-31 13F MCDONALDS CORP COM COM 580135101 3,404 -177 -4.94 414 0.24 0.2235
2016-11-09 2016-09-30 13F MCDONALDS CORP COM COM 580135101 3,581 324 9.95 413 5.36 0.2260
2016-08-09 2016-06-30 13F MCDONALDS CORP COM COM 580135101 3,257 -559 -14.65 392 -18.16 0.2289
2016-05-11 2016-03-31 13F MCDONALDS CORP COM COM 580135101 3,816 -2,503 -39.61 479 -35.79 0.2977
2016-02-01 2015-12-31 13F MCDONALDS CORP COM COM 580135101 6,319 81 1.30 746 21.50 0.4648
2015-10-15 2015-09-30 13F MCDONALDS CORP COM COM 580135101 6,238 -206 -3.20 614 0.33 0.3617
2015-07-14 2015-06-30 13F MCDONALDS CORP COM COM 580135101 6,444 865 15.50 612 12.50 0.3555
2015-04-09 2015-03-31 13F MCDONALDS CORP COM COM 580135101 5,579 479 9.39 544 13.81 0.3144
2015-01-08 2014-12-31 13F MCDONALDS COM 580135101 5,100 217 4.44 478 3.24 0.2688
2014-10-17 2014-09-30 13F MCDONALDS COM 580135101 4,883 91 1.90 463 -4.14 0.2630
2014-07-08 2014-06-30 13F MCDONALDS COM 580135101 4,792 329 7.37 483 10.27 0.2706
2014-04-30 2014-03-31 13F/A-1 MCDONALDS COM 580135101 4,463 1,341 42.95 438 44.55 0.2605
2014-04-28 2014-03-31 13F MCDONALDS COM 580135101 4,463 437,577
2014-01-10 2013-12-31 13F MCDONALDS COM 580135101 3,122 -131 -4.03 303 -3.19 0.1777
2013-10-16 2013-09-30 13F MCDONALDS CORP COM COM 580135101 3,253 230 7.61 313 4.68 0.1812
2013-07-17 2013-06-30 13F MCDONALDS CORP COM COM 580135101 3,023 3,023 299 0.1794
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.