McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionGraves-Light Private Wealth Management, Inc.
Latest Disclosed Ownership2,860 shares
Latest Disclosed Value $ 888,843
Graves-Light Private Wealth Management, Inc. ownership in MCD / McDonald's Corporation

On April 8, 2026 - Graves-Light Private Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 2,860 shares of McDonald's Corporation (CH:MCD) valued at $888,843 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,860 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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)
2026-04-08 2026-03-31 13F MCDONALDS COM 580135101 2,860 0 0.00 889 1.60 0.0925
2026-01-09 2025-12-31 13F MCDONALDS COM 580135101 2,860 -101 -3.41 874 -2.78 0.0927
2025-10-07 2025-09-30 13F MCDONALDS COM 580135101 2,961 198 7.17 900 11.40 0.0999
2025-07-09 2025-06-30 13F MCDONALDS COM 580135101 2,763 -17 -0.61 807 -7.03 0.0961
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 2,780 72 2.66 868 10.57 0.1066
2025-01-14 2024-12-31 13F MCDONALDS COM 580135101 2,708 -72 -2.59 785 -7.21 0.0976
2024-11-14 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 2,780 -22 -0.79 847 20.86 0.1041
2024-08-14 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 2,802 22 0.79 700 -10.60 0.0801
2024-05-13 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 2,780 0 0.00 784 -4.98 0.0908
2024-05-13 2023-12-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 2,780 0 0.00 824 19.42 0.1024
2024-02-09 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 2,780 0 824 0.1024
2023-11-13 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 2,780 0 0.00 690 -16.77 0.0937
2023-08-14 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 2,780 0 0.00 830 6.69 0.1121
2023-05-15 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 2,780 -28 -1.00 777 5.14 0.1203
2023-02-14 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 2,808 -261 -8.50 740 4.38 0.1138
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 3,069 -11 -0.36 708 -6.84 0.1180
2022-08-15 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 3,080 -210 -6.38 760 -6.63 0.1160
2022-05-13 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 3,290 -28 -0.84 814 -8.44 0.1136
2022-02-14 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 3,318 180 5.74 889 17.44 0.1264
2021-11-15 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 3,138 1 0.03 757 4.41 0.1195
2021-07-12 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 3,137 -64 -2.00 725 1.12 0.1163
2021-04-09 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 3,201 8 0.25 717 4.67 0.1229
2021-02-04 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 3,193 -193 -5.70 685 -7.81 0.1277
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 3,386 -13 -0.38 743 18.50 0.1644
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 3,399 2 0.06 627 11.57 0.1469
2020-04-29 2020-03-31 13F MCDONALDS COM 580135101 3,397 28 0.83 562 -15.62 0.1515
2020-01-21 2019-12-31 13F MCDONALDS COM 580135101 3,369 6 0.18 666 0.76 0.1400
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 3,363 196 6.19 661 0.61 0.1459
2024-05-13 2019-06-30 13F/A-1 MCDONALDS CORP COM Stock 580135101 3,167 49 1.57 658 10.98 0.1574
2019-07-24 2019-06-30 13F MCDONALDS COM 580135101 3,428 310 712 0.1666
2024-05-10 2019-03-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 3,118 -28 -0.89 592 5.90 0.1508
2019-04-11 2019-03-31 13F MCDONALDS COM 580135101 3,379 233 642 0.1588
2019-01-26 2018-12-31 13F MCDONALDS COM 580135101 3,146 3,146 559 0.1640
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.