McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership19,405 shares
Latest Disclosed Value $ 5,896,855
Wetherby Asset Management Inc reports 3.41% decrease in ownership of MCD / McDonald's Corporation

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 19,405 shares of McDonald's Corporation (US:MCD) valued at $5,896,985 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 20,091 shares of McDonald's Corporation. This represents a change in shares of -3.41% during the quarter. The current value of the position is $5,430,295 USD.

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)
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 19,405 -686 -3.41 5,897 0.46 0.2408
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 20,091 -145 -0.72 5,870 0.05 0.2613
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 20,236 -1,052 -4.94 5,866 -9.50 0.2812
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 21,288 -1,100 -4.91 6,482 13.62 0.2964
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 22,388 -1,547 -6.46 5,705 -15.46 0.2690
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 23,935 -675 -2.74 6,749 -7.52 0.3216
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 24,610 -712 -2.81 7,297 9.40 0.3801
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 25,322 -142 -0.56 6,671 -12.21 0.3782
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 25,464 144 0.57 7,599 7.33 0.4092
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 25,320 314 1.26 7,080 7.44 0.4143
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 25,006 -195 -0.77 6,590 13.31 0.4233
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 25,201 432 1.74 5,815 -4.91 0.4100
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 24,769 1,098 4.64 6,115 4.48 0.4174
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 23,671 -347 -1.44 5,853 -9.09 0.3354
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 24,018 626 2.68 6,438 14.15 0.3615
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 23,392 -261 -1.10 5,640 3.22 0.3480
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 23,653 428 1.84 5,464 4.96 0.3334
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 23,225 325 1.42 5,206 5.94 0.3968
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 22,900 915 4.16 4,914 1.84 0.3332
2020-12-16 2020-09-30 13F/A-01 MCDONALDS COM 580135101 21,985 508 2.37 4,825 21.78 0.4423
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 22,900 1,423 5,027 319,761.3399
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 21,477 666 3.20 3,962 15.14 0.3755
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 20,811 11 0.05 3,441 -16.28 0.3863
2020-01-28 2019-12-31 13F MCDONALDS COM 580135101 20,800 -381 -1.80 4,110 -9.63 0.4048
2019-10-31 2019-09-30 13F MCDONALDS COM 580135101 21,181 272 1.30 4,548 4.74 0.4748
2019-07-25 2019-06-30 13F MCDONALDS COM 580135101 20,909 410 2.00 4,342 11.56 0.4753
2019-07-25 2019-03-31 13F/A-1 MCDONALDS COM 580135101 20,499 -4 -0.02 3,892 6.89 0.4847
2019-05-09 2019-03-31 13F MCDONALDS COM 580135101 20,499 -4 3,892
2019-01-30 2018-12-31 13F MCDONALDS COM 580135101 20,503 27 0.13 3,641 6.28 0.5150
2018-11-07 2018-09-30 13F MCDONALDS COM 580135101 20,476 118 0.58 3,426 7.40 0.4232
2018-07-24 2018-06-30 13F MCDONALDS COM 580135101 20,358 630 3.19 3,190 3.40 0.4318
2018-05-04 2018-03-31 13F MCDONALDS COM 580135101 19,728 -107 -0.54 3,085 -9.64 0.4258
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 19,835 459 2.37 3,414 12.45 0.4737
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 19,376 279 1.46 3,036 3.79 0.4516
2017-08-01 2017-06-30 13F MCDONALDS COM 580135101 19,097 -980 -4.88 2,925 12.41 0.4976
2017-04-27 2017-03-31 13F MCDONALDS COM 580135101 20,077 409 2.08 2,602 8.69 0.4679
2017-02-08 2016-12-31 13F MCDONALDS COM 580135101 19,668 424 2.20 2,394 7.84 0.4689
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 19,244 715 3.86 2,220 -0.45 0.4491
2016-08-10 2016-06-30 13F MCDONALDS COM 580135101 18,529 -182 -0.97 2,230 -5.19 0.4944
2016-05-10 2016-03-31 13F MCDONALDS COM 580135101 18,711 -1,427 -7.09 2,352 -1.13 0.5543
2016-02-08 2015-12-31 13F MCDONALDS COM 580135101 20,138 162 0.81 2,379 20.82 0.5704
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 19,976 950 4.99 1,969 8.84 0.5045
2015-08-12 2015-06-30 13F MCDONALDS COM 580135101 19,026 437 2.35 1,809 -0.17 0.4349
2015-05-08 2015-03-31 13F MCDONALDS COM 580135101 18,589 2,138 13.00 1,812 17.59 0.4411
2015-02-12 2014-12-31 13F MCDONALDS COM 580135101 16,451 -413 -2.45 1,541 -3.63 0.3876
2014-11-03 2014-09-30 13F MCDONALDS COM 580135101 16,864 -467 -2.69 1,599 -8.42 0.4458
2014-08-01 2014-06-30 13F MCDONALDS COM 580135101 17,331 -1,317 -7.06 1,746 -4.49 0.4929
2014-05-05 2014-03-31 13F/A-1 MCDONALDS COM 580135101 18,648 1 0.01 1,828 1.05 0.5240
2014-04-30 2014-03-31 13F MCDONALDS COM 580135101 18,648 1,828
2014-01-29 2013-12-31 13F MCDONALDS COM 580135101 18,647 -855 -4.38 1,809 -3.57 0.5159
2013-10-29 2013-09-30 13F MCDONALDS COM 580135101 19,502 1,812 10.24 1,876 7.14 0.5853
2013-07-24 2013-06-30 13F MCDONALDS COM 580135101 17,690 17,690 1,751 0.6103
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.