McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionLong Run Wealth Advisors, LLC
Latest Disclosed Ownership713 shares
Latest Disclosed Value $ 217,922
Long Run Wealth Advisors, LLC reports 4.17% decrease in ownership of MCD / McDonald's Corporation

On February 2, 2026 - Long Run Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 713 shares of McDonald's Corporation (CH:MCD) valued at $217,922 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 9, 2025 disclosing 744 shares of McDonald's Corporation. This represents a change in shares of -4.17% 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)
2026-02-02 2025-12-31 13F MCDONALDS COM 580135101 713 -31 -4.17 218 -3.98 0.0411
2025-10-09 2025-09-30 13F MCDONALDS COM 580135101 744 4 0.54 226 4.63 0.0444
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 740 -38 -4.88 216 -10.74 0.0453
2025-04-10 2025-03-31 13F MCDONALDS COM 580135101 778 39 5.28 243 13.08 0.0551
2025-01-27 2024-12-31 13F MCDONALDS COM 580135101 739 3 0.41 214 -4.46 0.0514
2024-10-30 2024-09-30 13F MCDONALDS COM 580135101 736 736 224 0.0528
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 0 -840 -100.00 0 -100.00
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 840 840 249 0.0719
2023-10-10 2023-09-30 13F MCDONALDS COM 580135101 0 -684 -100.00 0 -100.00
2023-07-17 2023-06-30 13F MCDONALDS COM 580135101 684 684 204 0.0651
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.