McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership8,068 shares
Latest Disclosed Value $ 2,507,606
BKD Wealth Advisors, LLC reports 0.06% increase in ownership of MCD / McDonald's Corporation

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 8,068 shares of McDonald's Corporation (CH:MCD) valued at $2,507,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 8,063 shares of McDonald's Corporation. This represents a change in shares of 0.06% 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)
2026-05-01 2026-03-31 13F MCDONALDS COM 580135101 8,068 5 0.06 2,508 1.75 0.0476
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 8,063 90 1.13 2,464 1.69 0.0465
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 7,973 27 0.34 2,423 4.39 0.0481
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 7,946 25 0.32 2,322 -6.18 0.0501
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 7,921 -99 -1.23 2,474 6.45 0.0593
2025-02-04 2024-12-31 13F MCDONALDS COM 580135101 8,020 -83 -1.02 2,325 -5.80 0.0536
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 8,103 -2,315 -22.22 2,467 -7.05 0.0567
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 10,418 1,996 23.70 2,655 11.79 0.0663
2024-04-19 2024-03-31 13F MCDONALDS COM 580135101 8,422 -607 -6.72 2,375 -11.32 0.0603
2024-01-11 2023-12-31 13F MCDONALDS COM 580135101 9,029 428 4.98 2,677 18.19 0.0745
2023-10-26 2023-09-30 13F MCDONALDS COM 580135101 8,601 -585 -6.37 2,266 -17.37 0.0684
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 9,186 -719 -7.26 2,742 -1.01 0.0803
2023-04-27 2023-03-31 13F MCDONALDS COM 580135101 9,905 -128 -1.28 2,770 4.73 0.0907
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 10,033 177 1.80 2,644 16.22 0.0924
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 9,856 879 9.79 2,275 2.66 0.0918
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 8,977 1,499 20.05 2,216 19.85 0.0897
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 7,478 -69 -0.91 1,849 -8.60 0.0783
2022-01-14 2021-12-31 13F MCDONALDS COM 580135101 7,547 727 10.66 2,023 23.05 0.0851
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 6,820 439 6.88 1,644 11.53 0.0755
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 6,381 -1,066 -14.31 1,474 -11.68 0.0686
2021-04-23 2021-03-31 13F MCDONALDS COM 580135101 7,447 -3,907 -34.41 1,669 -31.49 0.0829
2021-01-22 2020-12-31 13F MCDONALDS COM 580135101 11,354 200 1.79 2,436 -0.49 0.1220
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 11,154 -257 -2.25 2,448 16.29 0.1426
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 11,411 483 4.42 2,105 16.49 0.1363
2020-04-10 2020-03-31 13F MCDONALDS COM 580135101 10,928 275 2.58 1,807 -14.16 0.1482
2020-01-13 2019-12-31 13F MCDONALDS COM 580135101 10,653 1,923 22.03 2,105 12.33 0.1516
2019-10-28 2019-09-30 13F MCDONALDS COM 580135101 8,730 -104 -1.18 1,874 2.18 0.1499
2019-07-10 2019-06-30 13F MCDONALDS COM 580135101 8,834 -153 -1.70 1,834 7.44 0.1486
2019-04-10 2019-03-31 13F MCDONALDS COM 580135101 8,987 241 2.76 1,707 9.92 0.1416
2019-01-28 2018-12-31 13F/A-1 MCDONALDS COM 580135101 8,746 -66 -0.75 1,553 5.36 0.1588
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 8,746 -66 1,553 0.1436
2018-10-09 2018-09-30 13F MCDONALDS COM 580135101 8,812 -84 -0.94 1,474 5.74 0.1292
2018-07-13 2018-06-30 13F MCDONALDS COM 580135101 8,896 1,114 14.32 1,394 14.54 0.1354
2018-05-25 2018-03-31 13F/A-1 MCDONALDS COM 580135101 7,782 -1,261 -13.94 1,217 -21.79 0.1220
2018-04-20 2018-03-31 13F MCDONALDS COM 580135101 8,089 -954 1,309
2018-01-18 2017-12-31 13F MCDONALDS COM 580135101 9,043 -99 -1.08 1,556 8.66 0.1556
2017-10-13 2017-09-30 13F MCDONALDS COM 580135101 9,142 -16 -0.17 1,432 2.07 0.1576
2017-07-10 2017-06-30 13F MCDONALDS COM 580135101 9,158 3,818 71.50 1,403 102.75 0.1591
2017-04-13 2017-03-31 13F MCDONALDS COM 580135101 5,340 135 2.59 692 9.15 0.0845
2017-01-06 2016-12-31 13F MCDONALDS COM 580135101 5,205 79 1.54 634 7.28 0.0829
2016-10-18 2016-09-30 13F MCDONALDS COM 580135101 5,126 129 2.58 591 -1.66 0.0823
2016-07-12 2016-06-30 13F MCDONALDS COM 580135101 4,997 -105 -2.06 601 -6.24 0.0893
2016-04-12 2016-03-31 13F MCDONALDS COM 580135101 5,102 -688 -11.88 641 -6.29 0.1023
2016-01-26 2015-12-31 13F MCDONALDS COM 580135101 5,790 -651 -10.11 684 7.72 0.1029
2015-11-10 2015-09-30 13F/A-1 MCDONALDS COM 580135101 6,441 -88 -1.35 635 2.25 0.1118
2015-10-13 2015-09-30 13F MCDONALDS COM 580135101 7,152 623 705 0.1191
2015-07-08 2015-06-30 13F MCDONALDS COM 580135101 6,529 -3,208 -32.95 621 -34.56 0.0931
2015-04-16 2015-03-31 13F MCDONALDS COM 580135101 9,737 2,012 26.05 949 31.08 0.1374
2015-02-26 2014-12-31 13F/A-1 MCDONALDS COM 580135101 7,725 1,767 29.66 724 28.14 0.1184
2015-01-15 2014-12-31 13F MCDONALDS COM 580135101 6,418 460 597 0.0922
2015-02-26 2014-09-30 13F/A-1 MCDONALDS COM 580135101 5,958 -31 -0.52 565 -6.30 0.0975
2014-10-10 2014-09-30 13F MCDONALDS COM 580135101 5,958 -31 565 0.0921
2015-02-26 2014-06-30 13F/A-1 MCDONALDS COM 580135101 5,989 -198 -3.20 603 -0.50 0.1028
2014-07-11 2014-06-30 13F MCDONALDS COM 580135101 5,989 -198 609 0.0970
2014-04-29 2014-03-31 13F MCDONALDS COM 580135101 6,187 48 0.78 606 1.68 0.1071
2014-01-14 2013-12-31 13F/A-1 MCDONALDS COM 580135101 6,139 -202 -3.19 596 -2.30 0.1104
2014-01-13 2013-12-31 13F MCDONALDS COM 580135101 12,278 1,191
2014-01-16 2013-09-30 13F/A-1 MCDONALDS COM 580135101 6,341 -11 -0.17 610 -3.02 0.1251
2013-11-14 2013-09-30 13F MCDONALDS COM 580135101 12,682 1,221
2013-07-19 2013-06-30 13F MCDONALDS COM 580135101 6,352 6,352 629 0.4981
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.