McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionKing Wealth
Latest Disclosed Ownership24,761 shares
Latest Disclosed Value $ 7,696
King Wealth reports 2.42% decrease in ownership of MCD / McDonald's Corporation

On May 4, 2026 - King Wealth filed a 13F-HR form disclosing ownership of 24,761 shares of McDonald's Corporation (CH:MCD) valued at $7,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 25,376 shares of McDonald's Corporation. This represents a change in shares of -2.42% 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 24,761 -615 -2.42 8 0.00 0.9623
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 25,376 -1,197 -4.50 8 -12.50 0.9348
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 26,573 -1,182 -4.26 8 0.00 1.0146
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 27,755 -1,438 -4.93 8 -11.11 1.1001
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 29,193 53 0.18 9 12.50 1.3823
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 29,140 -10,807 -27.05 8 -33.33 1.2322
2024-11-06 2024-09-30 13F MCDONALDS COM 580135101 39,947 -1,124 -2.74 12 20.00 1.8956
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 41,071 -6,915 -14.41 10 -23.08 1.7449
2024-05-09 2024-03-31 13F MCDONALDS COM 580135101 47,986 480 1.01 14 -7.14 2.3729
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 47,506 -450 -0.94 14 16.67 2.7230
2023-11-09 2023-09-30 13F MCDONALDS COM 580135101 47,956 679 1.44 13 -14.29 2.6629
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 47,277 625 1.34 14 7.69 2.8512
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 46,652 77 0.17 13 8.33 2.8815
2023-02-09 2022-12-31 13F MCDONALDS COM 580135101 46,575 28 0.06 12 -99.89 2.9350
2022-11-10 2022-09-30 13F MCDONALDS COM 580135101 46,547 199 0.43 10,740 -6.14 2.7292
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 46,348 -895 -1.89 11,442 -2.05 2.7391
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 47,243 76 0.16 11,682 -7.61 2.2937
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 47,167 -340 -0.72 12,644 10.39 2.3465
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 47,507 186 0.39 11,454 4.78 2.3456
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 47,321 340 0.72 10,931 3.81 2.2345
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 46,981 111 0.24 10,530 4.70 2.3627
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 46,870 -218 -0.46 10,057 -2.69 2.3571
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 47,088 -117 -0.25 10,335 18.68 2.6833
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 47,205 87 0.18 8,708 11.77 2.5578
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 47,118 297 0.63 7,791 -15.79 3.3636
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 46,821 -102 -0.22 9,252 -8.16 2.4481
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 46,923 1,148 2.51 10,074 5.98 2.8900
2019-08-13 2019-06-30 13F MCDONALDS COM 580135101 45,775 2,174 4.99 9,506 14.81 2.8420
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 43,601 814 1.90 8,280 8.98 2.5907
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 42,787 -815 -1.87 7,598 4.18 2.7497
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 43,602 179 0.41 7,293 7.19 2.2807
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 43,423 581 1.36 6,804 1.57 2.3308
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 42,842 813 1.93 6,699 -7.40 2.3778
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 42,029 -10 -0.02 7,234 9.82 2.5568
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 42,039 282 0.68 6,587 2.99 2.4486
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 41,757 278 0.67 6,396 18.97 2.5401
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 41,479 87 0.21 5,376 6.71 2.2472
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 41,392 642 1.58 5,038 7.17 2.2624
2016-11-14 2016-09-30 13F MCDONALDS Stock 580135101 40,750 842 2.11 4,701 -2.10 2.3361
2016-08-12 2016-06-30 13F MCDONALDS CORP COM Stock 580135101 39,908 -1,354 -3.28 4,802 -7.40 2.5616
2016-05-12 2016-03-31 13F MCDONALDS CORP COM Stock 580135101 41,262 1,567 3.95 5,186 10.60 2.7906
2016-02-11 2015-12-31 13F MCDONALDS CORP COM Stock 580135101 39,695 -426 -1.06 4,689 18.62 2.5866
2015-11-10 2015-09-30 13F MCDONALDS CORP COM Stock 580135101 40,121 264 0.66 3,953 4.33 2.4302
2015-08-11 2015-06-30 13F MCDONALDS CORP COM Stock 580135101 39,857 1,391 3.62 3,789 1.09 2.0725
2015-05-12 2015-03-31 13F MCDONALDS CORP COM Stock 580135101 38,466 -1,918 -4.75 3,748 -0.95 2.1636
2015-02-11 2014-12-31 13F MCDONALDS Common 580135101 40,384 2,571 6.80 3,784 5.55 2.0119
2014-11-13 2014-09-30 13F MCDONALDS Common 580135101 37,813 728 1.96 3,585 -4.70 2.2474
2014-08-14 2014-06-30 13F/A-1 MCDONALDS Common 580135101 36,487 0 3,576 2.4651
2014-08-25 2014-06-30 13F/A-2 MCDONALDS Common 580135101 37,085 598 3,762 2.3705
2014-08-26 2014-06-30 13F/A-3 MCDONALDS Common 580135101 37,085 598 1.64 3,762 -99.89 2.3176
2014-08-13 2014-06-30 13F MCDONALDS Common 580135101 36,487,000 3,576,866
2014-05-08 2014-03-31 13F MCDONALDS Common 580135101 36,487 40 0.11 3,576,866 1.14 2.4649
2014-02-13 2013-12-31 13F MCDONALDS Common 580135101 36,447 -20 -0.05 3,536,497 0.80 2.0187
2013-11-12 2013-09-30 13F MCDONALDS Common 580135101 36,467 640 1.79 3,508,529 -1.08 2.2838
2013-08-15 2013-06-30 13F MCDONALDS Common 580135101 35,827 35,827 3,546,923 2.4520
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.