McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionIMS Capital Management
Latest Disclosed Ownership2,497 shares
Latest Disclosed Value $ 758,679
IMS Capital Management reports 11.61% decrease in ownership of MCD / McDonald's Corporation

On November 17, 2025 - IMS Capital Management filed a 13F-HR form disclosing ownership of 2,497 shares of McDonald's Corporation (US:MCD) valued at $758,813 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 15, 2025 disclosing 2,825 shares of McDonald's Corporation. This represents a change in shares of -11.61% during the quarter. The current value of the position is $698,760 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.

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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)
2025-11-17 2025-09-30 13F MCDONALDS COM 580135101 2,497 -328 -11.61 759 -8.12 0.3499
2025-07-15 2025-06-30 13F MCDONALDS COM 580135101 2,825 124 4.59 825 -2.14 0.3856
2025-07-15 2025-03-31 13F MCDONALDS COM 580135101 2,701 -50 -1.82 844 5.77 0.4254
2025-01-30 2024-12-31 13F MCDONALDS COM 580135101 2,751 -200 -6.78 798 -11.25 0.3696
2024-12-18 2024-09-30 13F MCDONALDS COM 580135101 2,951 -130 -4.22 899 2.16 0.4036
2024-08-21 2024-06-30 13F MCDONALDS COM 580135101 3,081 -73 -2.31 880 -1.12 0.4099
2024-06-13 2024-03-31 13F MCDONALDS COM 580135101 3,154 0 0.00 889 -4.92 0.4133
2024-04-02 2023-12-31 13F MCDONALDS COM 580135101 3,154 0 0.00 935 12.65 0.4592
2023-10-10 2023-09-30 13F MCDONALDS COM 580135101 3,154 -3 -0.10 831 -11.80 0.4959
2023-09-14 2023-06-30 13F MCDONALDS COM 580135101 3,157 -20 -0.63 942 5.97 0.5228
2023-09-14 2023-03-31 13F MCDONALDS COM 580135101 3,177 0 0.00 888 6.09 0.5277
2023-02-22 2022-12-31 13F MCDONALDS COM 580135101 3,177 51 1.63 837 16.09 0.5334
2022-11-17 2022-09-30 13F MCDONALDS COM 580135101 3,126 -975 -23.77 721 -28.75 0.4978
2022-07-13 2022-06-30 13F MCDONALDS COM 580135101 4,101 1,002 32.33 1,012 32.11 0.6544
2022-04-08 2022-03-31 13F MCDONALDS COM 580135101 3,099 200 6.90 766 -1.42 0.4037
2022-01-05 2021-12-31 13F MCDONALDS COM 580135101 2,899 400 16.01 777 28.86 0.3993
2021-10-07 2021-09-30 13F MCDONALDS COM 580135101 2,499 125 5.27 603 10.04 0.3491
2021-07-07 2021-06-30 13F MCDONALDS COM 580135101 2,374 -33 -1.37 548 1.67 0.3235
2021-04-22 2021-03-31 13F MCDONALDS COM 580135101 2,407 287 13.54 539 18.46 0.3394
2021-01-12 2020-12-31 13F MCDONALDS COM 580135101 2,120 -3,000 -58.59 455 -59.52 0.2838
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 5,120 0 0.00 1,124 19.07 0.8093
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 5,120 2,501 95.49 944 118.01 0.7313
2020-04-03 2020-03-31 13F MCDONALDS COM 580135101 2,619 -220 -7.75 433 -22.82 0.4400
2020-01-15 2019-12-31 13F MCDONALDS COM 580135101 2,839 2,839 561 0.3858
2019-02-06 2018-12-31 13F MCDONALDS COM 580135101 0 -1,102 -100.00 0 -100.00
2018-12-13 2018-09-30 13F/A-1 MCDONALDS COM 580135101 1,102 0 0.00 184 6.36 0.1248
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 1,102 0 0
2018-07-25 2018-06-30 13F MCDONALDS COM 580135101 1,102 -405 -26.87 173 -33.20 0.1096
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 1,507 0 0.00 259 0.00 0.1604
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 1,507 225 17.55 259 28.86 0.1604
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 1,282 1,282 201 0.1288
2017-08-03 2017-06-30 13F MCDONALDS COM 580135101 0 -2,133 -100.00 0 -100.00
2017-05-05 2017-03-31 13F MCDONALDS COM 580135101 2,133 2,133 276 0.2764
2016-04-25 2016-03-31 13F MCDONALDS COM 580135101 0 -1,729 -100.00 0 -100.00
2016-01-14 2015-12-31 13F MCDONALDS COM 580135101 1,729 -2,539 -59.49 204 -51.54 0.2516
2015-10-15 2015-09-30 13F MCDONALDS COM 580135101 4,268 587 15.95 421 20.29 0.5039
2015-07-17 2015-06-30 13F MCDONALDS COM 580135101 3,681 -1,344 -26.75 350 -28.57 0.4162
2015-05-11 2015-03-31 13F MCDONALDS COM 580135101 5,025 5,025 0.00 490 0.5489
2015-01-26 2014-12-31 13F MCDONALDS COM 580135101 0 -4,641 -100.00 0 -100.00
2014-10-06 2014-09-30 13F MCDONALDS COM 580135101 4,641 1 0.02 440 -5.78 0.5103
2014-08-13 2014-06-30 13F MCDONALDS COM 580135101 4,640 1 0.02 467 2.64 0.5093
2014-05-14 2014-03-31 13F MCDONALDS COM 580135101 4,639 1 0.02 455 1.11 0.5367
2014-02-05 2013-12-31 13F MCDONALDS COM 580135101 4,638 -995 -17.66 450 -16.97 0.5660
2013-10-28 2013-09-30 13F MCDONALDS COM 580135101 5,633 -6,474 -53.47 542 -54.80 0.7491
2013-07-24 2013-06-30 13F MCDONALDS COM 580135101 12,107 12,107 1,199 1.7198
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.