Prestige Wealth Management Group LLC reports 0.69% decrease in ownership of MCD / McDonald's Corporation

McDonald's Corporation

CH ˙ SWX ˙ US5801351017

Security	CH:MCD / McDonald's Corporation
Institution	Prestige Wealth Management Group LLC
Latest Disclosed Ownership	3,008 shares
Latest Disclosed Value	$ 934,750

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 3,008 shares of McDonald's Corporation (CH:MCD) valued at $934,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,029 shares of McDonald's Corporation. This represents a change in shares of -0.69% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	MCDONALDS	COM	580135101	3,008	-21	-0.69	935	0.97	0.1798
2026-02-11	2025-12-31	13F	MCDONALDS	COM	580135101	3,029	90	3.06	926	3.58	0.1766
2026-02-20	2025-09-30	13F/A-1	MCDONALDS	COM	580135101	2,939	57	1.98	893	6.18	0.1723
2025-11-10	2025-09-30	13F	MCDONALDS	COM	580135101	2,939	57		893		0.1723
2026-02-20	2025-06-30	13F/A-1	MCDONALDS	COM	580135101	2,882	-5	-0.17	842	-6.66	0.1716
2025-08-14	2025-06-30	13F	MCDONALDS	COM	580135101	2,882	-5		842		0.1716
2026-02-20	2025-03-31	13F/A-1	MCDONALDS	COM	580135101	2,887	16	0.56	902	8.29	0.1927
2025-05-12	2025-03-31	13F	MCDONALDS	COM	580135101	2,887	16		902		0.1927
2026-02-20	2024-12-31	13F/A-1	MCDONALDS	COM	580135101	2,871	111	4.02	832	-0.95	0.1730
2025-02-12	2024-12-31	13F	MCDONALDS	COM	580135101	2,871	111		832		0.1730
2026-02-20	2024-09-30	13F/A-1	MCDONALDS	COM	580135101	2,760	-16	-0.58	840	18.81	0.1737
2024-11-15	2024-09-30	13F	MCDONALDS	COM	580135101	2,760	-16		840		0.1737
2026-02-20	2024-06-30	13F/A-1	MCDONALDS	COM	580135101	2,776	-501	-15.29	708	-23.48	0.1528
2024-08-06	2024-06-30	13F	MCDONALDS	COM	580135101	2,776	-501		708		0.1528
2024-04-26	2024-03-31	13F	MCDONALDS	COM	580135101	3,277	-67	-2.00	924	-6.76	0.1991
2024-04-26	2023-12-31	13F/A-1	MCDONALDS	COM	580135101	3,344	70	2.14	992	14.97	0.2250
2024-02-08	2023-12-31	13F	MCDONALDS	COM	580135101	3,344	70		992		0.1857
2024-04-26	2023-09-30	13F/A-1	MCDONALDS	COM	580135101	3,274	178	5.75	863	-6.61	0.2127
2023-11-14	2023-09-30	13F	MCDONALDS	COM	580135101	3,274	178		863		0.2127
2024-04-26	2023-06-30	13F/A-1	MCDONALDS	COM	580135101	3,096	-187	-5.70	924	0.54	0.2189
2023-08-11	2023-06-30	13F	MCDONALDS	COM	580135101	3,096	-187		924		0.2189
2024-04-26	2023-03-31	13F/A-1	MCDONALDS	COM	580135101	3,283	-2,098	-38.99	918	-35.26	0.2308
2023-05-16	2023-03-31	13F	MCDONALDS	COM	580135101	3,283	-2,098		918		0.2260
2023-02-08	2022-12-31	13F	MCDONALDS	COM	580135101	5,381	2,356	77.88	1,418	103.15	0.3696
2022-11-01	2022-09-30	13F	MCDONALDS	COM	580135101	3,025	-351	-10.40	698	-16.21	0.1962
2022-08-10	2022-06-30	13F	MCDONALDS	COM	580135101	3,376	289	9.36	833	9.17	0.2259
2022-05-05	2022-03-31	13F	MCDONALDS	COM	580135101	3,087	35	1.15	763	-6.72	0.1878
2022-02-15	2021-12-31	13F	MCDONALDS	COM	580135101	3,052	23	0.76	818	12.05	0.1955
2021-11-12	2021-09-30	13F	MCDONALDS	COM	580135101	3,029	746	32.68	730	38.52	0.1869
2021-08-12	2021-06-30	13F	MCDONALDS	COM	580135101	2,283	-624	-21.47	527	-19.17	0.1399
2021-05-13	2021-03-31	13F	MCDONALDS	COM	580135101	2,907	-34	-1.16	652	3.33	0.1783
2021-02-17	2020-12-31	13F	MCDONALDS	COM	580135101	2,941	55	1.91	631	-0.47	0.1729
2020-10-26	2020-09-30	13F	MCDONALDS	COM	580135101	2,886	374	14.89	634	36.93	0.1915
2020-08-13	2020-06-30	13F	MCDONALDS	COM	580135101	2,512	621	32.84	463	48.40	0.1632
2020-05-15	2020-03-31	13F	MCDONALDS	COM	580135101	1,891	-99	-4.97	312	-20.61	0.1316
2020-01-28	2019-12-31	13F	MCDONALDS	COM	580135101	1,990	52	2.68	393	-5.53	0.2151
2019-11-14	2019-09-30	13F	MCDONALDS	COM	580135101	1,938	172	9.74	416	13.35	0.2435
2019-08-16	2019-06-30	13F	MCDONALDS	COM	580135101	1,766	648	57.96	367	73.11	0.2220
2019-08-16	2019-03-31	13F	MCDONALDS	COM	580135101	1,118	34	3.14	212	10.42	0.1302
2019-04-16	2018-12-31	13F	Mc Donalds	COM	580135101	1,084	1,084		192		0.1414

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.