McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionHarwood Advisory Group, LLC
Latest Disclosed Ownership566 shares
Latest Disclosed Value $ 176,150
Harwood Advisory Group, LLC reports 0.71% increase in ownership of MCD / McDonald's Corporation

On May 1, 2026 - Harwood Advisory Group, LLC filed a 13F-HR form disclosing ownership of 566 shares of McDonald's Corporation (CH:MCD) valued at $176,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 562 shares of McDonald's Corporation. This represents a change in shares of 0.71% 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 566 4 0.71 176 2.33 0.0549
2026-01-22 2025-12-31 13F MCDONALDS COM 580135101 562 1 0.18 172 1.18 0.0534
2025-10-16 2025-09-30 13F MCDONALDS COM 580135101 561 2 0.36 171 4.29 0.0542
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 559 5 0.90 163 1.88 0.0565
2025-08-18 2025-03-31 13F MCDONALDS COM 580135101 554 0 0.00 161 0.00 0.0540
2025-09-02 2024-12-31 13F/A-1 MCDONALDS COM 580135101 554 -141 -20.29 161 -24.17 0.0540
2025-08-15 2024-12-31 13F MCDONALDS COM 580135101 554 -141 161 0.0540
2024-11-08 2024-09-30 13F MCDONALDS COM 580135101 695 695 212 0.0581
2023-11-07 2023-09-30 13F MCDONALDS COM 580135101 0 -680 -100.00 0 -100.00
2023-07-12 2023-06-30 13F MCDONALDS COM 580135101 680 680 200 0.0515
2023-01-17 2022-12-31 13F MCDONALDS COM 580135101 0 -921 -100.00 0 -100.00
2022-10-18 2022-09-30 13F MCDONALDS COM 580135101 921 -15 -1.60 227 -6.97 0.0567
2022-08-03 2022-06-30 13F MCDONALDS COM 580135101 936 -140 -13.01 244 -8.27 0.0493
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 1,076 -62 -5.45 266 -7.64 0.0437
2022-01-21 2021-12-31 13F MCDONALDS COM 580135101 1,138 -119 -9.47 288 -4.95 0.0454
2021-10-27 2021-09-30 13F MCDONALD'S COM 580135101 1,257 -640 -33.74 303 -30.82 0.0485
2021-08-12 2021-06-30 13F MCDONALD'S COM 580135101 1,897 6 0.32 438 3.55 0.0713
2021-05-17 2021-03-31 13F MCDONALD'S COM 580135101 1,891 -31 -1.61 423 2.67 0.0738
2021-02-16 2020-12-31 13F MCDONALD'S COM 580135101 1,922 -65 -3.27 412 -5.50 0.0774
2020-10-16 2020-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,987 3 0.15 436 19.13 0.0942
2020-08-06 2020-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,984 -113 -5.39 366 5.78 0.0932
2020-05-01 2020-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 2,097 663 46.23 346 22.26 0.1100
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 1,434 -27 -1.85 283 -9.87 0.0754
2019-10-16 2019-09-30 13F MCDONALDS COM 580135101 1,461 2 0.14 314 3.63 0.0929
2019-08-07 2019-06-30 13F MCDONALDS COM 580135101 1,459 -79 -5.14 303 3.77 0.0938
2019-05-01 2019-03-31 13F MCDONALDS COM 580135101 1,538 -81 -5.00 292 1.39 0.0962
2019-01-25 2018-12-31 13F MCDONALDS COM 580135101 1,619 -80 -4.71 288 1.41 0.2010
2018-10-23 2018-09-30 13F MCDONALDS COM 580135101 1,699 -99 -5.51 284 1.07 0.1589
2018-08-16 2018-06-30 13F MCDONALDS COM 580135101 1,798 151 9.17 281 9.34 0.1826
2018-05-08 2018-03-31 13F MCDONALDS COM 580135101 1,647 -26 -1.55 257 -10.76 0.1860
2018-02-13 2017-12-31 13F MCDONALDS CORP COM COM 580135101 1,673 196 13.27 288 24.68 0.1233
2017-11-09 2017-09-30 13F MCDONALDS CORP COM COM 580135101 1,477 1,477 231 0.2234
2016-10-14 2016-09-30 13F MCDONALDS CORP COM COM 580135101 0 -16,063 -100.00 0 -100.00
2016-08-11 2016-06-30 13F MCDONALDS CORP COM COM 580135101 16,063 16,063 1,933 1.6497
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.