McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership814 shares
Latest Disclosed Value $ 232,128
Mark Sheptoff Financial Planning, Llc reports 30.07% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 814 shares of McDonald's Corporation (CH:MCD) valued at $232,128 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,164 shares of McDonald's Corporation. This represents a change in shares of -30.07% 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)
2026-05-11 2026-03-31 13F MCDONALD S COM 580135101 814 -350 -30.07 232 -34.65 0.1229
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 1,164 0 0.00 356 0.57 0.1696
2025-11-13 2025-09-30 13F MCDONALDS OM 580135101 1,164 0 0.00 354 3.82 0.1693
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 1,164 9 0.78 340 -5.56 0.1812
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 1,155 0 0.00 361 7.78 0.1989
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 1,155 0 0.00 335 -4.84 0.1796
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,155 0 0.00 352 19.39 0.1869
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 1,155 -240 -17.20 294 -25.19 0.1645
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 1,395 -1,010 -42.00 393 -44.88 0.2181
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 2,405 -16 -0.66 713 11.93 0.4297
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 2,421 0 0.00 638 -11.77 0.4094
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 2,421 200 9.00 722 16.26 0.4122
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 2,221 0 0.00 621 6.15 0.3606
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 2,221 16 0.73 585 14.93 0.3432
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 2,205 -425 -16.16 509 -21.57 0.3099
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 2,630 0 0.00 649 -0.15 0.3730
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 2,630 -252 -8.74 650 -15.91 0.3271
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 2,882 252 9.58 773 21.92 0.3690
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 2,630 700 36.27 634 42.15 0.3490
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 1,930 100 5.46 446 8.78 0.2390
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 1,830 200 12.27 410 17.14 0.2353
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 1,630 135 9.03 350 6.71 0.1991
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 1,495 220 17.25 328 39.57 0.2018
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 1,275 -200 -13.56 235 -3.69 0.1524
2020-05-07 2020-03-31 13F MCDONALDS COM 580135101 1,475 0 0.00 244 -16.15 0.1845
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 1,475 100 7.27 291 -1.36 0.1832
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 1,375 125 10.00 295 13.46 0.1989
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 1,250 0 0.00 260 9.70 0.1775
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 1,250 200 19.05 237 27.42 0.1708
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 1,050 0 0.00 186 5.68 0.1545
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 1,050 0 0.00 176 6.67 0.1207
2018-08-09 2018-06-30 13F MCDONALDS COM 580135101 1,050 0 0.00 165 0.61 0.1220
2018-05-08 2018-03-31 13F MCDONALDS COM 580135101 1,050 0 0.00 164 -9.39 0.1138
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 1,050 0 0.00 181 9.70 0.1177
2017-11-09 2017-09-30 13F MCDONALDS COM 580135101 1,050 0 0.00 165 2.48 0.1108
2017-08-08 2017-06-30 13F MCDONALDS COM 580135101 1,050 -1 -0.10 161 18.38 0.1106
2017-05-08 2017-03-31 13F MCDONALDS COM 580135101 1,051 101 10.63 136 17.24 0.0970
2017-02-07 2016-12-31 13F MCDONALDS COM 580135101 950 750 375.00 116 404.35 0.0861
2016-11-07 2016-09-30 13F MCDONALDS COM 580135101 200 0 0.00 23 -4.17 0.0171
2016-08-09 2016-06-30 13F MCDONALDS COM 580135101 200 0 0.00 24 -4.00 0.0179
2016-05-09 2016-03-31 13F MCDONALDS COM 580135101 200 0 0.00 25 4.17 0.0203
2016-02-09 2015-12-31 13F MCDONALDS COM 580135101 200 0 0.00 24 20.00 0.0195
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 200 0 0.00 20 5.26 0.0175
2015-08-05 2015-06-30 13F MCDONALDS COM 580135101 200 -100 -33.33 19 -34.48 0.0154
2015-05-12 2015-03-31 13F MCDONALDS COM 580135101 300 -100 -25.00 29 -21.62 0.0242
2015-02-09 2014-12-31 13F MCDONALDS COM 580135101 400 -200 -33.33 37 -35.09 0.0327
2014-11-12 2014-09-30 13F MCDONALDS COM 580135101 600 -27,008 -97.83 57 -97.95 0.0504
2014-08-13 2014-06-30 13F MCDONALDS COM 580135101 27,608 -1,197 -4.16 2,781 -1.52 2.3773
2014-05-09 2014-03-31 13F MCDONALDS COM 580135101 28,805 28,805 2,824 2.5000
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.