McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMission Wealth Management, Lp
Latest Disclosed Ownership15,081 shares
Latest Disclosed Value $ 4,687,127
Mission Wealth Management, Lp reports 9.94% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Mission Wealth Management, Lp filed a 13F-HR form disclosing ownership of 15,081 shares of McDonald's Corporation (CH:MCD) valued at $4,687,127 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 16,745 shares of McDonald's Corporation. This represents a change in shares of -9.94% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 15,081 -1,664 -9.94 4,687 -8.40 0.0964
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 16,745 -127 -0.75 5,118 -0.20 0.1021
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 16,872 -263 -1.53 5,127 2.42 0.1018
2025-08-05 2025-06-30 13F MCDONALDS COM 580135101 17,135 359 2.14 5,006 -4.47 0.1071
2025-04-17 2025-03-31 13F MCDONALDS COM 580135101 16,776 97 0.58 5,240 8.40 0.1286
2025-02-06 2024-12-31 13F MCDONALDS COM 580135101 16,679 -317 -1.87 4,835 -6.59 0.1127
2024-10-31 2024-09-30 13F MCDONALDS COM 580135101 16,996 -584 -3.32 5,176 15.51 0.1253
2024-08-05 2024-06-30 13F MCDONALDS COM 580135101 17,580 -630 -3.46 4,480 -12.74 0.1186
2024-04-30 2024-03-31 13F MCDONALDS COM 580135101 18,210 241 1.34 5,134 -3.62 0.1350
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 17,969 821 4.79 5,328 17.93 0.1730
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 17,148 -141 -0.82 4,518 -12.44 0.1683
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 17,289 481 2.86 5,159 9.79 0.1949
2023-04-07 2023-03-31 13F MCDONALDS COM 580135101 16,808 -464 -2.69 4,700 3.25 0.1968
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 17,272 582 3.49 4,552 18.18 0.2177
2022-10-12 2022-09-30 13F MCDONALDS COM 580135101 16,690 118 0.71 3,851 -5.87 0.2039
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 16,572 446 2.77 4,091 2.58 0.2150
2022-04-25 2022-03-31 13F MCDONALDS COM 580135101 16,126 -451 -2.72 3,988 -10.26 0.1843
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 16,577 -261 -1.55 4,444 9.46 0.2000
2021-11-05 2021-09-30 13F MCDONALDS COM 580135101 16,838 -307 -1.79 4,060 2.53 0.2067
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 17,145 197 1.16 3,960 4.24 0.2099
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 16,948 817 5.06 3,799 9.77 0.2205
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 16,131 396 2.52 3,461 0.20 0.2166
2020-10-16 2020-09-30 13F MCDONALDS COM 580135101 15,735 -264 -1.65 3,454 17.05 0.2586
2020-08-03 2020-06-30 13F MCDONALDS COM 580135101 15,999 2,772 20.96 2,951 34.93 0.2546
2020-04-27 2020-03-31 13F/A-1 MCDONALDS COM 580135101 13,227 -319 -2.35 2,187 -18.30 0.2414
2020-04-10 2020-03-31 13F MCDONALDS COM 580135101 13,227 -319 2,187 242,566.0762
2020-01-21 2019-12-31 13F MCDONALDS COM 580135101 13,546 -1,091 -7.45 2,677 -14.83 0.2574
2019-10-16 2019-09-30 13F MCDONALDS COM 580135101 14,637 5,577 61.56 3,143 67.09 0.3358
2019-08-09 2019-06-30 13F MCDONALDS COM 580135101 9,060 1,071 13.41 1,881 23.99 0.2108
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 7,989 -63 -0.78 1,517 6.08 0.1761
2019-02-07 2018-12-31 13F MCDONALDS COM 580135101 8,052 1,523 23.33 1,430 30.95 0.1864
2018-11-01 2018-09-30 13F MCDONALDS COM 580135101 6,529 56 0.87 1,092 7.69 0.1438
2018-08-08 2018-06-30 13F MCDONALDS COM 580135101 6,473 1,008 18.44 1,014 18.60 0.1497
2018-05-04 2018-03-31 13F MCDONALDS COM 580135101 5,465 62 1.15 855 -8.06 0.1380
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 5,403 162 3.09 930 13.28 0.1593
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 5,241 -314 -5.65 821 -3.53 0.1506
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 5,555 -794 -12.51 851 3.40 0.1616
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 6,349 54 0.86 823 7.44 0.1600
2017-01-27 2016-12-31 13F MCDONALDS COM 580135101 6,295 596 10.46 766 16.59 0.1524
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 5,699 111 1.99 657 -2.23 0.1588
2016-08-03 2016-06-30 13F MCDONALDS COM 580135101 5,588 -7 -0.13 672 -4.41 0.1785
2016-04-15 2016-03-31 13F MCDONALDS COM 580135101 5,595 55 0.99 703 7.33 0.1893
2016-02-16 2015-12-31 13F MCDONALDS COM 580135101 5,540 215 4.04 655 24.76 0.1844
2015-10-22 2015-09-30 13F MCDONALDS COM 580135101 5,325 -2,547 -32.36 525 -31.55 0.1589
2015-08-11 2015-06-30 13F MCDONALDS COM 580135101 7,872 7,872 767 0.2624
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.