McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership7,287 shares
Latest Disclosed Value $ 2,264,746
Jfs Wealth Advisors, Llc reports 2.71% decrease in ownership of MCD / McDonald's Corporation

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 7,287 shares of McDonald's Corporation (CH:MCD) valued at $2,264,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 7,490 shares of McDonald's Corporation. This represents a change in shares of -2.71% 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)
2026-04-20 2026-03-31 13F MCDONALDS COM 580135101 7,287 -203 -2.71 2,265 -1.09 0.1267
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 7,490 -223 -2.89 2,289 -2.35 0.1290
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 7,713 446 6.14 2,344 10.41 0.1371
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 7,267 -5 -0.07 2,123 -6.52 0.1351
2025-04-22 2025-03-31 13F MCDONALDS COM 580135101 7,272 -48 -0.66 2,272 7.07 0.1538
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 7,320 -44 -0.60 2,122 -5.40 0.1450
2024-10-25 2024-09-30 13F MCDONALDS COM 580135101 7,364 2,867 63.75 2,242 95.81 0.1501
2024-07-15 2024-06-30 13F MCDONALDS COM 580135101 4,497 -52 -1.14 1,146 -10.69 0.0904
2024-04-30 2024-03-31 13F MCDONALDS COM 580135101 4,549 -80 -1.73 1,282 -6.56 0.1018
2024-02-07 2023-12-31 13F MCDONALDS COM 580135101 4,629 82 1.80 1,372 14.62 0.1166
2023-11-02 2023-09-30 13F MCDONALDS COM 580135101 4,547 -14 -0.31 1,198 -12.05 0.1130
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 4,561 -26 -0.57 1,361 6.16 0.1224
2023-04-19 2023-03-31 13F MCDONALDS COM 580135101 4,587 -6 -0.13 1,283 5.95 0.1210
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 4,593 -555 -10.78 1,210 1.85 0.1185
2022-10-21 2022-09-30 13F MCDONALDS COM 580135101 5,148 -265 -4.90 1,188 -11.08 0.1303
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 5,413 284 5.54 1,336 5.36 0.1411
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 5,129 -1,859 -26.60 1,268 -32.30 0.1197
2022-02-03 2021-12-31 13F MCDONALDS COM 580135101 6,988 291 4.35 1,873 15.98 0.1766
2021-11-09 2021-09-30 13F MCDONALDS COM 580135101 6,697 -2,973 -30.74 1,615 -27.71 0.1658
2021-08-04 2021-06-30 13F MCDONALDS COM 580135101 9,670 -144 -1.47 2,234 1.55 0.3335
2021-04-28 2021-03-31 13F MCDONALDS COM 580135101 9,814 -82 -0.83 2,200 3.58 0.4488
2021-02-01 2020-12-31 13F MCDONALDS COM 580135101 9,896 445 4.71 2,124 2.41 0.4459
2020-10-28 2020-09-30 13F MCDONALDS COM 580135101 9,451 62 0.66 2,074 19.75 0.4931
2020-08-05 2020-06-30 13F MCDONALDS COM 580135101 9,389 -1,981 -17.42 1,732 -7.87 0.4489
2020-04-29 2020-03-31 13F MCDONALDS COM 580135101 11,370 -7 -0.06 1,880 -16.37 0.5637
2020-02-03 2019-12-31 13F MCDONALDS COM 580135101 11,377 1 0.01 2,248 -7.98 0.5535
2019-10-30 2019-09-30 13F MCDONALDS COM 580135101 11,376 -706 -5.84 2,443 -2.63 0.6231
2019-08-06 2019-06-30 13F MCDONALDS COM 580135101 12,082 0 0.00 2,509 9.37 0.6351
2019-04-23 2019-03-31 13F MCDONALDS COM 580135101 12,082 0 0.00 2,294 6.95 0.5981
2019-01-26 2018-12-31 13F MCDONALDS COM 580135101 12,082 125 1.05 2,145 7.25 0.5745
2018-11-09 2018-09-30 13F MCDONALDS COM 580135101 11,957 0 0.00 2,000 6.78 0.5150
2018-07-25 2018-06-30 13F MCDONALDS COM 580135101 11,957 392 3.39 1,873 3.60 0.4931
2018-04-26 2018-03-31 13F MCDONALDS COM 580135101 11,565 -100 -0.86 1,808 -9.96 0.4772
2018-01-30 2017-12-31 13F MCDONALDS COM 580135101 11,665 289 2.54 2,008 12.68 0.4918
2017-10-20 2017-09-30 13F MCDONALDS COM 580135101 11,376 177 1.58 1,782 3.91 0.4604
2017-07-28 2017-06-30 13F MCDONALDS COM 580135101 11,199 -210 -1.84 1,715 23.47 0.4710
2017-04-24 2017-03-31 13F MCDONALDS COM 580135101 11,409 0 0.00 1,389 0.00 0.3761
2017-01-30 2016-12-31 13F MCDONALDS COM 580135101 11,409 0 0.00 1,389 5.55 0.3761
2016-10-26 2016-09-30 13F MCDONALDS COM 580135101 11,409 -467 -3.93 1,316 -11.86 0.3761
2016-04-25 2016-03-31 13F MCDONALDS COM 580135101 11,876 -199 -1.65 1,493 4.63 0.4400
2016-02-03 2015-12-31 13F MCDONALDS COM 580135101 12,075 419 3.59 1,427 24.30 0.4110
2015-10-27 2015-09-30 13F MCDONALDS COM 580135101 11,656 -522 -4.29 1,148 -0.86 0.5054
2015-07-31 2015-06-30 13F MCDONALDS COM 580135101 12,178 -2 -0.02 1,158 -2.44 0.5944
2015-04-28 2015-03-31 13F MCDONALDS COM 580135101 12,180 -32 -0.26 1,187 3.76 0.5567
2015-01-23 2014-12-31 13F MCDONALDS COM 580135101 12,212 -100 -0.81 1,144 -1.97 0.1818
2014-10-29 2014-09-30 13F MCDONALDS COM 580135101 12,312 -2,160 -14.93 1,167 -19.96 0.2040
2014-07-29 2014-06-30 13F MCDONALDS COM 580135101 14,472 93 0.65 1,458 -99.90 0.2669
2014-04-17 2014-03-31 13F McDonald's COM 580135101 14,379 -196 -1.34 1,409,577 99,587.20 0.7809
2014-01-14 2013-12-31 13F McDonald's COM 580135101 14,575 -207 -1.40 1,414 -0.56 0.6159
2013-10-10 2013-09-30 13F McDonald's COM 580135101 14,782 1,129 8.27 1,422 -99.89 0.6644
2013-07-17 2013-06-30 13F McDonald's COM 580135101 13,653 13,653 1,351,645 0.6784
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.