McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionJNBA Financial Advisors
Latest Disclosed Ownership4,663 shares
Latest Disclosed Value $ 1,449,252
JNBA Financial Advisors reports 5.63% decrease in ownership of MCD / McDonald's Corporation

On April 22, 2026 - JNBA Financial Advisors filed a 13F-HR form disclosing ownership of 4,663 shares of McDonald's Corporation (CH:MCD) valued at $1,449,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,941 shares of McDonald's Corporation. This represents a change in shares of -5.63% 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)
2026-04-22 2026-03-31 13F MCDONALDS COM 580135101 4,663 -278 -5.63 1,449 -4.04 0.1207
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 4,941 -17 -0.34 1,510 0.27 0.1319
2025-10-28 2025-09-30 13F MCDONALDS COM 580135101 4,958 0 0.00 1,507 4.01 0.1369
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 4,958 -29 -0.58 1,449 -7.00 0.1393
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 4,987 -115 -2.25 1,558 5.27 0.1615
2025-01-30 2024-12-31 13F MCDONALDS COM 580135101 5,102 -204 -3.84 1,479 -8.42 0.1510
2024-10-31 2024-09-30 13F MCDONALDS COM 580135101 5,306 -29 -0.54 1,616 18.84 0.1627
2024-07-22 2024-06-30 13F MCDONALDS COM 580135101 5,335 0 0.00 1,360 -9.64 0.1434
2024-04-26 2024-03-31 13F MCDONALDS COM 580135101 5,335 0 0.00 1,504 -4.87 0.1580
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 5,335 -112 -2.06 1,582 10.25 0.1799
2023-11-02 2023-09-30 13F MCDONALDS COM 580135101 5,447 -54 -0.98 1,435 -12.61 0.1792
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 5,501 -140 -2.48 1,641 4.06 0.1968
2023-05-02 2023-03-31 13F MCDONALDS COM 580135101 5,641 -72 -1.26 1,577 4.78 0.2053
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 5,713 -547 -8.74 1,506 4.22 0.2092
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 6,260 -144 -2.25 1,444 -8.67 0.2228
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 6,404 -97 -1.49 1,581 -1.62 0.2398
2022-04-29 2022-03-31 13F MCDONALDS COM 580135101 6,501 -641 -8.98 1,607 -16.04 0.2128
2022-02-03 2021-12-31 13F MCDONALDS COM 580135101 7,142 -56 -0.78 1,914 10.32 0.2338
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 7,198 0 0.00 1,735 4.33 0.2332
2021-08-04 2021-06-30 13F MCDONALDS COM 580135101 7,198 158 2.24 1,663 5.39 0.2252
2021-05-03 2021-03-31 13F MCDONALDS COM 580135101 7,040 333 4.96 1,578 9.66 0.2291
2021-01-25 2020-12-31 13F MCDONALDS COM 580135101 6,707 147 2.24 1,439 -0.07 0.2367
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 6,560 -2 -0.03 1,440 19.01 0.2903
2020-07-24 2020-06-30 13F MCDONALDS COM 580135101 6,562 0 0.00 1,210 11.52 0.2595
2020-05-01 2020-03-31 13F MCDONALDS COM 580135101 6,562 12 0.18 1,085 -16.15 0.2607
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 6,550 0 0.00 1,294 -7.97 0.2467
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 6,550 -222 -3.28 1,406 0.00 0.2860
2019-07-26 2019-06-30 13F MCDONALDS COM 580135101 6,772 100 1.50 1,406 10.97 0.2866
2019-05-01 2019-03-31 13F MCDONALDS COM 580135101 6,672 -13 -0.19 1,267 6.74 0.2724
2019-02-06 2018-12-31 13F MCDONALDS COM 580135101 6,685 -17,212 -72.03 1,187 -70.31 0.2690
2018-11-01 2018-09-30 13F MCDONALDS COM 580135101 23,897 17,225 258.17 3,998 282.58 1.7936
2018-07-17 2018-06-30 13F MCDONALDS COM 580135101 6,672 -150 -2.20 1,045 -2.06 0.2209
2018-05-09 2018-03-31 13F/A-1 MCDONALDS COM 580135101 6,822 0 0.00 1,067 -9.11 0.2284
2018-05-07 2018-03-31 13F MCDONALDS COM 580135101 6,822 0 6,822
2018-01-30 2017-12-31 13F MCDONALDS COM 580135101 6,822 0 0.00 1,174 9.82 0.2470
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 6,822 290 4.44 1,069 6.90 0.2386
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 6,532 0 0.00 1,000 18.06 0.2272
2017-05-10 2017-03-31 13F MCDONALDS COM 580135101 6,532 -34 -0.52 847 6.01 0.2000
2017-02-03 2016-12-31 13F MCDONALDS COM 580135101 6,566 2,826 75.56 799 85.38 0.1943
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 3,740 -2,726 -42.16 431 -44.60 0.0630
2016-07-22 2016-06-30 13F MCDONALDS COM 580135101 6,466 -2,030 -23.89 778 -27.15 0.2174
2016-04-21 2016-03-31 13F MCDONALDS COM 580135101 8,496 86 1.02 1,068 7.44 0.3842
2016-01-27 2015-12-31 13F MCDONALDS COM 580135101 8,410 357 4.43 994 25.35 0.3807
2015-10-28 2015-09-30 13F MCDONALDS COM 580135101 8,053 -670 -7.68 793 -4.34 0.3377
2015-07-29 2015-06-30 13F MCDONALDS COM 580135101 8,723 0 0.00 829 -2.47 0.3142
2015-04-24 2015-03-31 13F MCDONALDS COM 580135101 8,723 8,723 0.00 850 0.3270
2015-01-28 2014-12-31 13F MCDONALDS COM 580135101 0 -8,359 -100.00 0 -100.00
2014-10-22 2014-09-30 13F MCDONALDS COM 580135101 8,359 422 5.32 792 -1.00 0.3593
2014-07-24 2014-06-30 13F MCDONALDS COM 580135101 7,937 1,200 17.81 800 21.21 0.3878
2014-05-05 2014-03-31 13F MCDONALDS COM 580135101 6,737 -629 -8.54 660 -7.69 0.3475
2014-01-21 2013-12-31 13F MCDONALDS COM 580135101 7,366 50 0.68 715 1.56 0.3915
2013-10-16 2013-09-30 13F MCDONALDS COM 580135101 7,316 -51 -0.69 704 -3.43 0.4389
2013-07-19 2013-06-30 13F MCDONALDS COM 580135101 7,367 7,367 729 0.5008
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.