McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCircle Wealth Management, LLC
Latest Disclosed Ownership3,547 shares
Latest Disclosed Value $ 1,102,334
Circle Wealth Management, LLC reports 27.04% increase in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Circle Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,547 shares of McDonald's Corporation (CH:MCD) valued at $1,102,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,792 shares of McDonald's Corporation. This represents a change in shares of 27.04% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 3,547 755 27.04 1,102 29.19 0.0155
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 2,792 42 1.53 853 2.16 0.0131
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 2,750 -175 -5.98 836 -2.22 0.0163
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 2,925 175 6.36 855 -0.58 0.0185
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 2,750 -213 -7.19 859 0.12 0.0197
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 2,963 7 0.24 859 -4.67 0.0182
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 2,956 -170 -5.44 900 13.07 0.0199
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 3,126 -361 -10.35 797 -19.02 0.0184
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 3,487 -70 -1.97 983 -6.74 0.0244
2024-02-15 2023-12-31 13F MCDONALDS COM 580135101 3,557 -21 -0.59 1,055 11.89 0.0268
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 3,578 40 1.13 942 -10.71 0.0235
2023-08-11 2023-06-30 13F MCDONALDS COM 580135101 3,538 8 0.23 1,056 7.00 0.1397
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 3,530 210 6.33 987 12.81 0.1427
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 3,320 61 1.87 875 16.22 0.1352
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 3,259 -69 -2.07 752 -8.52 0.1240
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 3,328 10 0.30 822 0.24 0.1307
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 3,318 7 0.21 820 -7.55 0.1076
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 3,311 -605 -15.45 887 -6.04 0.1158
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 3,916 11 0.28 944 4.66 0.1362
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 3,905 27 0.70 902 3.80 0.1295
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 3,878 15 0.39 869 4.83 0.1386
2021-02-18 2020-12-31 13F MCDONALDS COM 580135101 3,863 20 0.52 829 -1.78 0.1187
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 3,843 19 0.50 844 19.72 0.1394
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 3,824 73 1.95 705 13.71 0.1234
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 3,751 -152 -3.89 620 -19.58 0.1209
2020-02-24 2019-12-31 13F MCDONALDS COM 580135101 3,903 336 9.42 771 0.65 0.1335
2019-11-15 2019-09-30 13F MCDONALDS COM 580135101 3,567 17 0.48 766 3.93 0.1630
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 3,550 427 13.67 737 24.28 0.1597
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 3,123 53 1.73 593 8.81 0.1329
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 3,070 -5 -0.16 545 6.03 0.2043
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 3,075 -23 -0.74 514 5.98 0.1621
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 3,098 -2 -0.06 485 0.00 0.1648
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 3,100 -78 -2.45 485 -11.33 0.1749
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 3,178 61 1.96 547 12.09 0.2072
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 3,117 97 3.21 488 5.40 0.2004
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 3,020 164 5.74 463 25.14 0.2050
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 2,856 21 0.74 370 7.25 0.1775
2017-05-12 2016-12-31 13F MCDONALDS COM 580135101 2,835 2,835 345 0.1841
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.