McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership12,651 shares
Latest Disclosed Value $ 3,931,905
McKinley Carter Wealth Services, Inc. reports 2.34% decrease in ownership of MCD / McDonald's Corporation

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 12,651 shares of McDonald's Corporation (CH:MCD) valued at $3,931,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,954 shares of McDonald's Corporation. This represents a change in shares of -2.34% 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 12,651 -303 -2.34 3,932 -0.71 0.2266
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 12,954 190 1.49 3,959 2.09 0.2212
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 12,764 -20 -0.16 3,879 3.83 0.2033
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 12,784 -114 -0.88 3,735 -7.30 0.2073
2025-04-15 2025-03-31 13F MCDONALDS COM 580135101 12,898 458 3.68 4,029 11.73 0.2476
2025-01-23 2024-12-31 13F MCDONALDS COM 580135101 12,440 -69 -0.55 3,606 -5.33 0.2207
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 12,509 100 0.81 3,809 20.46 0.2300
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 12,409 405 3.37 3,162 -6.56 0.2014
2024-04-26 2024-03-31 13F MCDONALDS COM 580135101 12,004 -57 -0.47 3,385 -5.37 0.2262
2024-02-07 2023-12-31 13F MCDONALDS COM 580135101 12,061 453 3.90 3,576 16.94 0.2617
2023-10-13 2023-09-30 13F MCDONALDS COM 580135101 11,608 3,327 40.18 3,058 23.76 0.2433
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 8,281 -520 -5.91 2,471 0.45 0.1855
2023-04-25 2023-03-31 13F MCDONALDS COM 580135101 8,801 -2 -0.02 2,461 6.08 0.1924
2023-02-08 2022-12-31 13F MCDONALDS COM 580135101 8,803 -208 -2.31 2,320 11.54 0.1966
2022-10-24 2022-09-30 13F MCDONALDS COM 580135101 9,011 -797 -8.13 2,079 -14.13 0.1934
2022-07-15 2022-06-30 13F MCDONALDS COM 580135101 9,808 -236 -2.35 2,421 -2.54 0.2144
2022-04-27 2022-03-31 13F MCDONALDS COM 580135101 10,044 -2,350 -18.96 2,484 -25.23 0.1943
2022-02-07 2021-12-31 13F MCDONALDS COM 580135101 12,394 -1,571 -11.25 3,322 -1.34 0.2478
2021-11-03 2021-09-30 13F MCDONALDS COM 580135101 13,965 438 3.24 3,367 7.78 0.2760
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 13,527 245 1.84 3,124 4.94 0.2584
2021-04-30 2021-03-31 13F MCDONALDS COM 580135101 13,282 1,121 9.22 2,977 14.06 0.2545
2021-02-16 2020-12-31 13F/A-1 MCDONALDS COM 580135101 12,161 1,594 15.08 2,610 12.55 0.3421
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 9,944 -623 2,134 414,662.0135
2020-10-14 2020-09-30 13F MCDONALDS COM 580135101 10,567 352 3.45 2,319 23.09 0.5212
2020-07-20 2020-06-30 13F MCDONALDS COM 580135101 10,215 326 3.30 1,884 15.23 0.4617
2020-05-01 2020-03-31 13F MCDONALDS COM 580135101 9,889 -912 -8.44 1,635 -23.38 0.4889
2020-01-23 2019-12-31 13F MCDONALDS COM 580135101 10,801 318 3.03 2,134 -5.20 0.4990
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 10,483 614 6.22 2,251 9.86 0.5757
2019-08-02 2019-06-30 13F MCDONALDS COM 580135101 9,869 7 0.07 2,049 9.40 0.5518
2019-05-08 2019-03-31 13F MCDONALDS COM 580135101 9,862 394 4.16 1,873 11.42 0.5256
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 9,468 -1,069 -10.15 1,681 -4.65 0.5552
2018-11-06 2018-09-30 13F MCDONALDS COM 580135101 10,537 172 1.66 1,763 8.56 0.5229
2018-12-07 2018-06-30 13F MCDONALDS COM 580135101 10,365 923 9.78 1,624 9.95 0.5228
2018-05-17 2018-03-31 13F McDonald's COM 580135101 9,442 636 7.22 1,477 -2.57 0.4829
2018-01-31 2017-12-31 13F MCDONALDS COM 580135101 8,806 -523 -5.61 1,516 3.69 0.5213
2017-10-31 2017-09-30 13F MCDONALDS COM 580135101 9,329 1,781 23.60 1,462 26.47 0.5611
2017-08-08 2017-06-30 13F MCDONALDS COM 580135101 7,548 -56 -0.74 1,156 17.24 0.5113
2017-05-10 2017-03-31 13F MCDONALDS COM 580135101 7,604 -103 -1.34 986 5.12 0.4579
2017-02-07 2016-12-31 13F MCDONALDS COM 580135101 7,707 -257 -3.23 938 2.07 0.4742
2016-11-07 2016-09-30 13F MCDONALDS COM 580135101 7,964 -101 -1.25 919 -5.36 0.4737
2016-08-01 2016-06-30 13F MCDONALDS COM 580135101 8,065 -113 -1.38 971 -5.54 0.5052
2016-05-13 2016-03-31 13F MCDONALDS COM 580135101 8,178 195 2.44 1,028 9.01 0.5701
2016-02-02 2015-12-31 13F MCDONALDS COM 580135101 7,983 -47 -0.59 943 19.22 0.5400
2015-11-10 2015-09-30 13F MCDONALDS COM 580135101 8,030 -441 -5.21 791 -1.74 0.4924
2015-08-10 2015-06-30 13F MCDONALDS COM 580135101 8,471 -261 -2.99 805 -5.41 0.4367
2015-05-06 2015-03-31 13F MCDONALDS COM 580135101 8,732 8,732 0.00 851 0.5487
2015-02-05 2014-12-31 13F MCDONALDS COM 580135101 0 -9,237 -100.00 0 -100.00
2014-10-22 2014-09-30 13F MCDONALDS COM 580135101 9,237 -667 -6.73 876 -12.22 0.8312
2014-10-22 2014-06-30 13F/A-1 MCDONALDS COM 580135101 9,904 -854 -7.94 998 -5.40 1.0532
2014-08-08 2014-06-30 13F MCDONALDS COM 580135101 9,904 998
2014-05-02 2014-03-31 13F MCDONALDS COM 580135101 10,758 -8,281 -43.49 1,055 -42.88 1.1489
2014-01-29 2013-12-31 13F MCDONALDS COM 580135101 19,039 -6,657 -25.91 1,847 -25.28 1.7987
2013-11-14 2013-09-30 13F/A-1 MCDONALDS COM 580135101 25,696 -146 -0.56 2,472 -3.40 2.9286
2013-10-30 2013-09-30 13F MCDONALDS COM 580135101 25,696 2,472
2013-07-24 2013-06-30 13F MCDONALDS COM 580135101 25,842 25,842 2,559 3.8666
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.