McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBell & Brown Wealth Advisors, Llc
Latest Disclosed Ownership11,424 shares
Latest Disclosed Value $ 3,550,381
Bell & Brown Wealth Advisors, Llc reports 0.84% increase in ownership of MCD / McDonald's Corporation

On May 11, 2026 - Bell & Brown Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 11,424 shares of McDonald's Corporation (CH:MCD) valued at $3,550,381 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 11,329 shares of McDonald's Corporation. This represents a change in shares of 0.84% 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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 11,424 95 0.84 3,550 2.54 1.1516
2026-05-13 2025-12-31 13F/A-1 MCDONALDS COM 580135101 11,329 524 4.85 3,463 5.45 1.1144
2026-01-30 2025-12-31 13F MCDONALDS COM 580135101 11,329 524 3,463 1.1160
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 10,805 84 0.78 3,284 4.82 1.0752
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 10,721 -165 -1.52 3,133 -7.88 1.1201
2025-05-07 2025-03-31 13F MCDONALDS COM 580135101 10,886 338 3.20 3,401 11.22 1.3261
2025-05-07 2024-12-31 13F MCDONALDS COM 580135101 10,548 314 3.07 3,058 -1.89 1.1380
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 10,234 116 1.15 3,116 20.87 1.2181
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 10,118 890 9.64 2,579 -0.88 0.9879
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 9,228 -60 -0.65 2,602 -5.56 1.1137
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 9,288 -65 -0.69 2,754 -1.33 1.2785
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 9,353 -144 -1.52 2,791 5.12 1.3967
2023-04-14 2023-03-31 13F MCDONALDS COM 580135101 9,497 -1 -0.01 2,655 6.07 1.4149
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 9,498 -3 -0.03 2,503 14.19 1.3770
2022-10-26 2022-09-30 13F MCDONALDS COM 580135101 9,501 -205 -2.11 2,192 -8.51 1.3533
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 9,706 -436 -4.30 2,396 -4.47 1.2809
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 10,142 64 0.64 2,508 -4.64 1.1360
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 10,078 617 6.52 2,630 15.30 1.2696
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 9,461 1,238 15.06 2,281 21.52 1.2300
2020-10-23 2020-09-30 13F MCDONALDS COM 580135101 8,223 893 12.18 1,877 28.83 1.3571
2020-08-07 2020-06-30 13F MCDONALDS COM 580135101 7,330 742 11.26 1,457 22.64 1.1391
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 6,588 86 1.32 1,188 -12.90 1.1028
2020-01-17 2019-12-31 13F MCDONALDS COM 580135101 6,502 8 0.12 1,364 0.44 1.0166
2019-10-09 2019-09-30 13F MCDONALDS COM 580135101 6,494 -43 -0.66 1,358 0.07 1.1164
2019-08-06 2019-06-30 13F MCDONALDS COM 580135101 6,537 -2 -0.03 1,357 9.26 1.1957
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 6,539 -21 -0.32 1,242 6.61 1.1319
2019-02-22 2018-12-31 13F/A-1 MCDONALDS COM 580135101 6,560 -124 -1.86 1,165 -1.44 1.2463
2019-02-07 2018-12-31 13F MCDONALDS COM 580135101 16,520 9,836 2,933
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 6,684 270 4.21 1,182 17.61 1.0974
2018-07-31 2018-06-30 13F MCDONALDS COM 580135101 6,414 -126 -1.93 1,005 -6.07 0.9922
2018-05-02 2018-03-31 13F MCDONALDS COM 580135101 6,540 111 1.73 1,070 -3.34 1.1263
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 6,429 6,429 1,107 1.1471
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.