McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCalamos Wealth Management LLC
Latest Disclosed Ownership7,192 shares
Latest Disclosed Value $ 2,235,202
Calamos Wealth Management LLC reports 14.47% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Calamos Wealth Management LLC filed a 13F-HR form disclosing ownership of 7,192 shares of McDonald's Corporation (CH:MCD) valued at $2,235,202 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 6,283 shares of McDonald's Corporation. This represents a change in shares of 14.47% 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)
2026-05-04 2026-03-31 13F MCDONALDS COM 580135101 7,192 909 14.47 2,235 16.41 0.0769
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 6,283 -71 -1.12 1,920 -0.52 0.0662
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 6,354 -193 -2.95 1,931 0.94 0.0696
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 6,547 401 6.52 1,913 -0.36 0.0809
2025-04-29 2025-03-31 13F MCDONALDS COM 580135101 6,146 -174 -2.75 1,920 4.75 0.0957
2025-01-24 2024-12-31 13F MCDONALDS COM 580135101 6,320 -175 -2.69 1,832 -7.33 0.0916
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 6,495 -3 -0.05 1,978 19.46 0.1013
2024-07-25 2024-06-30 13F MCDONALDS COM 580135101 6,498 -816 -11.16 1,656 -19.74 0.0882
2024-05-08 2024-03-31 13F MCDONALDS COM 580135101 7,314 -378 -4.91 2,062 -9.56 0.1157
2024-01-31 2023-12-31 13F MCDONALDS COM 580135101 7,692 -448 -5.50 2,281 6.34 0.1435
2023-10-26 2023-09-30 13F MCDONALDS COM 580135101 8,140 127 1.58 2,144 -10.33 0.1625
2023-07-28 2023-06-30 13F MCDONALDS COM 580135101 8,013 -351 -4.20 2,391 2.27 0.1753
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 8,364 -359 -4.12 2,339 1.74 0.1832
2023-01-26 2022-12-31 13F MCDONALDS COM 580135101 8,723 50 0.58 2,299 14.84 0.1785
2022-10-24 2022-09-30 13F MCDONALDS COM 580135101 8,673 -1,133 -11.55 2,001 -17.35 0.1716
2022-08-01 2022-06-30 13F MCDONALDS COM 580135101 9,806 -197 -1.97 2,421 -2.14 0.2148
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 10,003 -445 -4.26 2,474 -11.67 0.1848
2022-02-01 2021-12-31 13F MCDONALDS COM 580135101 10,448 -970 -8.50 2,801 1.74 0.2047
2021-10-26 2021-09-30 13F MCDONALDS COM 580135101 11,418 -45 -0.39 2,753 3.97 0.2224
2021-07-22 2021-06-30 13F MCDONALDS COM 580135101 11,463 1,412 14.05 2,648 17.53 0.2062
2021-04-12 2021-03-31 13F MCDONALDS COM 580135101 10,051 -272 -2.63 2,253 1.72 0.1857
2021-01-27 2020-12-31 13F MCDONALDS COM 580135101 10,323 599 6.16 2,215 3.80 0.2022
2020-10-26 2020-09-30 13F MCDONALDS COM 580135101 9,724 -634 -6.12 2,134 11.67 0.2441
2020-07-27 2020-06-30 13F MCDONALDS COM 580135101 10,358 -38,583 -78.84 1,911 -76.38 0.2385
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 48,941 935 1.95 8,092 -14.70 1.2339
2020-01-15 2019-12-31 13F MCDONALD'S COMMON STOCK 580135101 48,006 -154 -0.32 9,486 -8.26 1.1175
2019-10-21 2019-09-30 13F MCDONALD'S COMMON STOCK 580135101 48,160 43 0.09 10,340 3.48 1.3822
2019-08-07 2019-06-30 13F MCDONALD'S COMMON STOCK 580135101 48,117 -562 -1.15 9,992 8.09 1.3480
2019-04-12 2019-03-31 13F MCDONALD'S COMMON STOCK 580135101 48,679 -1,513 -3.01 9,244 3.71 1.3203
2019-01-24 2018-12-31 13F MCDONALD'S COMMON STOCK 580135101 50,192 -3,185 -5.97 8,913 -0.18 1.3418
2018-10-22 2018-09-30 13F MCDONALD'S COMMON STOCK 580135101 53,377 -2,788 -4.96 8,929 1.45 1.1126
2018-07-17 2018-06-30 13F MCDONALD'S COMMON STOCK 580135101 56,165 -1,801 -3.11 8,801 -2.91 1.0971
2018-04-13 2018-03-31 13F MCDONALD'S COMMON STOCK 580135101 57,966 20,949 56.59 9,065 42.29 1.1362
2018-02-13 2017-12-31 13F MCDONALD'S COMMON STOCK 580135101 37,017 4,334 13.26 6,371 24.41 0.8266
2017-10-25 2017-09-30 13F MCDONALD'S COMMON STOCK 580135101 32,683 8,356 34.35 5,121 37.44 0.7096
2017-08-09 2017-06-30 13F MCDONALD'S COMMON STOCK 580135101 24,327 486 2.04 3,726 20.58 0.5272
2017-04-20 2017-03-31 13F MCDONALD'S COMMON STOCK 580135101 23,841 5,295 28.55 3,090 36.91 0.4620
2017-02-06 2016-12-31 13F MCDONALD'S COMMON STOCK 580135101 18,546 1,341 7.79 2,257 13.70 0.3632
2016-11-14 2016-09-30 13F MCDONALD'S COMMON STOCK 580135101 17,205 2,704 18.65 1,985 13.75 0.3393
2016-07-26 2016-06-30 13F MCDONALD'S COMMON STOCK 580135101 14,501 2,436 20.19 1,745 15.11 0.3084
2016-04-25 2016-03-31 13F MCDONALD'S COMMON STOCK 580135101 12,065 2,278 23.28 1,516 31.14 0.2917
2016-02-05 2015-12-31 13F MCDONALD'S COMMON STOCK 580135101 9,787 605 6.59 1,156 27.73 0.2303
2015-11-10 2015-09-30 13F MCDONALD'S COMMON STOCK 580135101 9,182 -213 -2.27 905 -0.77 0.2172
2014-02-14 2013-12-31 13F MCDONALD'S COMMON STOCK 580135101 9,395 625 7.13 912 8.06 0.2796
2013-11-13 2013-09-30 13F MCDONALD'S COMMON STOCK 580135101 8,770 8,770 844 0.2758
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.