McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership18,065 shares
Latest Disclosed Value $ 5,614,364
Avantax Planning Partners, Inc. reports 0.14% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 18,065 shares of McDonald's Corporation (CH:MCD) valued at $5,614,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 18,039 shares of McDonald's Corporation. This represents a change in shares of 0.14% 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 18,065 26 0.14 5,614 1.83 0.1541
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 18,039 -101 -0.56 5,513 0.02 0.1542
2025-10-31 2025-09-30 13F MCDONALDS COM 580135101 18,140 -561 -3.00 5,513 0.90 0.1581
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 18,701 -267 -1.41 5,464 -7.78 0.1733
2025-04-29 2025-03-31 13F MCDONALDS COM 580135101 18,968 -184 -0.96 5,925 6.72 0.2098
2025-02-07 2024-12-31 13F MCDONALDS COM 580135101 19,152 479 2.57 5,552 -2.37 0.2001
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 18,673 -1,987 -9.62 5,686 8.00 0.2040
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 20,660 -1,219 -5.57 5,265 -14.64 0.1692
2024-05-03 2024-03-31 13F MCDONALDS COM 580135101 21,879 8,010 57.75 6,169 50.00 0.1998
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 13,869 145 1.06 4,112 13.75 0.1567
2023-11-06 2023-09-30 13F MCDONALDS COM 580135101 13,724 -412 -2.91 3,615 -14.30 0.1512
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 14,136 -308 -2.13 4,218 4.46 0.1677
2023-04-21 2023-03-31 13F MCDONALDS COM 580135101 14,444 -2,216 -13.30 4,039 -8.02 0.1640
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 16,660 155 0.94 4,391 15.28 0.1742
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 16,505 -5,322 -24.38 3,808 -29.34 0.1715
2022-07-18 2022-06-30 13F MCDONALDS COM 580135101 21,827 -551 -2.46 5,389 -2.62 0.2302
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 22,378 -1,427 -5.99 5,534 -13.27 0.2197
2022-01-28 2021-12-31 13F MCDONALDS COM 580135101 23,805 6,103 34.48 6,381 49.51 0.2624
2021-10-27 2021-09-30 13F MCDONALDS COM 580135101 17,702 914 5.44 4,268 10.06 0.1969
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 16,788 2,443 17.03 3,878 20.62 0.1819
2021-05-06 2021-03-31 13F MCDONALDS COM 580135101 14,345 -1,232 -7.91 3,215 -3.83 0.1658
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 15,577 -1,740 -10.05 3,343 -12.05 0.1720
2020-10-28 2020-09-30 13F MCDONALDS COM 580135101 17,317 136 0.79 3,801 19.94 0.2008
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 17,181 1,023 6.33 3,169 18.60 0.1790
2020-04-27 2020-03-31 13F MCDONALDS COM 580135101 16,158 -660 -3.92 2,672 -19.59 0.1861
2020-01-15 2019-12-31 13F MCDONALDS COM 580135101 16,818 300 1.82 3,323 -6.32 0.1955
2019-11-08 2019-09-30 13F MCDONALDS COM 580135101 16,518 1,102 7.15 3,547 8.44 0.2178
2019-08-07 2019-06-30 13F MCDONALDS COM 580135101 15,416 -320 -2.03 3,271 9.47 0.2116
2019-05-08 2019-03-31 13F MCDONALDS COM 580135101 15,736 870 5.85 2,988 13.18 0.2074
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 14,866 246 1.68 2,640 7.93 0.1991
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 14,620 -204 -1.38 2,446 5.29 0.1958
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 14,824 -398 -2.61 2,323 -2.39 0.2075
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 15,222 699 4.81 2,380 -4.80 0.2044
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 14,523 -2,810 -16.21 2,500 -7.95 0.2289
2017-10-19 2017-09-30 13F MCDONALDS COM 580135101 17,333 -364 -2.06 2,716 0.22 0.2140
2017-07-27 2017-06-30 13F MCDONALDS COM 580135101 17,697 702 4.13 2,710 23.01 0.2283
2017-04-12 2017-03-31 13F MCDONALDS COM 580135101 16,995 536 3.26 2,203 9.99 0.1969
2017-02-09 2016-12-31 13F MCDONALDS COM 580135101 16,459 16,459 2,003 0.2137
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.