McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionArete Wealth Advisors, LLC
Latest Disclosed Ownership32,857 shares
Latest Disclosed Value $ 10,208,027
Arete Wealth Advisors, LLC reports 11.87% decrease in ownership of MCD / McDonald's Corporation

On May 20, 2026 - Arete Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 32,857 shares of McDonald's Corporation (CH:MCD) valued at $10,208,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 37,282 shares of McDonald's Corporation. This represents a change in shares of -11.87% 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)
2026-05-20 2026-03-31 13F/A-1 MCDONALDS EQUITY 580135101 32,857 -4,425 -11.87 10,208 92,700.00 0.7649
2026-05-16 2026-03-31 13F MCDONALDS EQUITY 580135101 32,857 -4,425 10,208 0.7612
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 37,282 430 1.17 11 0.00 0.6936
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 36,852 727 2.01 11 10.00 0.7015
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 36,125 830 2.35 11 -9.09 0.7492
2025-05-16 2025-03-31 13F MCDONALDS COM 580135101 35,295 243 0.69 11 10.00 0.8422
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 35,052 586 1.70 10 0.00 0.7311
2024-11-18 2024-09-30 13F/A-1 MCDONALDS COM 580135101 34,466 -2,728 -7.33 10 11.11 0.8968
2024-11-18 2024-09-30 13F/A-1 MCDONALDS COM 580135101 34,466 10
2024-11-14 2024-09-30 13F PHILLIPS EDISON COM 580135101 34,466 -2,728 10 0.8968
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 37,194 -1,180 -3.07 9 -99.92 0.7747
2024-05-16 2024-03-31 13F LITMAN GREGORY FDS TR IMGP DBI MANAGED 580135101 38,374 514 1.36 10,821 -3.61 1.0002
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 37,860 647 1.74 11,226 14.51 0.8560
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 37,213 4,423 13.49 9,804 108,822.22 1.6969
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 32,790 -1,041 -3.08 10 0.00 0.8644
2023-05-22 2023-03-31 13F/A-1 MCDONALDS COM 580135101 33,831 -134 -0.39 9 -99.90 0.7698
2023-05-01 2023-03-31 13F MCDONALDS COM 580135101 33,831 -134 9,459,435 0.7698
2023-02-06 2022-12-31 13F MCDONALDS COM 580135101 33,965 680 2.04 8,951 16.54 0.7829
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 33,285 3,834 13.02 7,680 5.61 0.7514
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 29,451 -1,370 -4.45 7,272 -4.58 0.7353
2022-05-06 2022-03-31 13F MCDONALDS COM 580135101 30,821 -109 -0.35 7,621 -8.24 0.6382
2022-02-07 2021-12-31 13F MCDONALDS COM 580135101 30,930 24,344 369.63 8,305 422.98 0.7080
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 6,586 848 14.78 1,588 230.15 0.1751
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 5,738 -168 -2.84 481 -63.67 0.0675
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 5,906 204 3.58 1,324 9.69 0.1693
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 5,702 -4,032 -41.42 1,207 -44.30 0.1709
2020-11-09 2020-09-30 13F MCDONALDS COM 580135101 9,734 459 4.95 2,167 26.65 0.3265
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 9,275 3,086 49.86 1,711 67.25 0.2964
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 6,189 211 3.53 1,023 -13.38 0.2013
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 5,978 39 0.66 1,181 -7.37 0.2051
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 5,939 378 6.80 1,275 10.39 0.2437
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 5,561 2 0.04 1,155 9.38 0.2241
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 5,559 1,607 40.66 1,056 50.43 0.2203
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 3,952 2,277 135.94 702 150.71 0.1707
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 1,675 -460 -21.55 280 -16.17 0.0621
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 2,135 2,135 334 0.0796
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 0 -2,657 -100.00 0 -100.00
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 2,657 2,657 458 0.1491
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 0 -6,384 -100.00 0 -100.00
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 6,384 151 2.42 736 -1.87 0.4217
2016-08-15 2016-06-30 13F MCDONALDS COM 580135101 6,233 4,083 189.91 750 262.32 0.4720
2014-02-14 2013-12-31 13F MCDONALDS COM 580135101 2,150 2,150 207 0.2042
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.