McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionProVise Management Group, LLC
Latest Disclosed Ownership2,558 shares
Latest Disclosed Value $ 794,946
ProVise Management Group, LLC reports 12.04% decrease in ownership of MCD / McDonald's Corporation

On May 6, 2026 - ProVise Management Group, LLC filed a 13F-HR form disclosing ownership of 2,558 shares of McDonald's Corporation (CH:MCD) valued at $794,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 2,908 shares of McDonald's Corporation. This represents a change in shares of -12.04% 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)
2026-05-06 2026-03-31 13F MCDONALDS COM 580135101 2,558 -350 -12.04 795 -10.59 0.0572
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 2,908 -30 -1.02 889 -0.45 0.0633
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 2,938 -53 -1.77 893 2.18 0.0658
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 2,991 -194 -6.09 874 -12.17 0.0690
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 3,185 -109 -3.31 995 4.19 0.0844
2025-02-11 2024-12-31 13F MCDONALDS COM 580135101 3,294 -1,683 -33.82 955 -37.03 0.0819
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 4,977 -430 -7.95 1,516 10.02 0.1201
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 5,407 -2,295 -29.80 1,378 -36.57 0.1173
2024-05-09 2024-03-31 13F MCDONALDS COM 580135101 7,702 -766 -9.05 2,172 -13.51 0.1880
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 8,468 1 0.01 2,511 12.56 0.2129
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 8,467 -53 -0.62 2,231 -12.27 0.2074
2023-08-24 2023-06-30 13F/A-1 MCDONALDS COM 580135101 8,520 -826 -8.84 2,542 -2.72 0.2305
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 9,346 0 2,613 0.2468
2023-05-08 2023-03-31 13F MCDONALDS COM 580135101 9,346 -334 -3.45 2,613 2.43 0.2499
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 9,680 -115 -1.17 2,551 12.88 0.2583
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 9,795 -18,030 -64.80 2,260 -67.10 0.2524
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 27,825 -3,309 -10.63 6,869 -10.78 0.7326
2022-04-27 2022-03-31 13F MCDONALDS COM 580135101 31,134 324 1.05 7,699 -6.78 0.7268
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 30,810 -149 -0.48 8,259 10.64 0.7483
2021-10-20 2021-09-30 13F MCDONALDS COM 580135101 30,959 311 1.01 7,465 5.45 0.7385
2021-08-06 2021-06-30 13F MCDONALDS COM 580135101 30,648 -1,976 -6.06 7,079 -3.19 0.7222
2021-04-22 2021-03-31 13F MCDONALDS COM 580135101 32,624 1,135 3.60 7,312 8.21 0.7879
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 31,489 1,013 3.32 6,757 1.02 0.7801
2020-10-26 2020-09-30 13F MCDONALDS COM 580135101 30,476 893 3.02 6,689 22.58 0.8949
2020-08-07 2020-06-30 13F MCDONALDS COM 580135101 29,583 15,681 112.80 5,457 137.36 0.7833
2020-05-07 2020-03-31 13F MCDONALDS COM 580135101 13,902 6,269 82.13 2,299 52.45 0.3855
2020-02-11 2019-12-31 13F MCDONALDS COM 580135101 7,633 -16 -0.21 1,508 -8.16 0.1855
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 7,649 -86 -1.11 1,642 2.24 0.2177
2019-08-09 2019-06-30 13F MCDONALDS COM 580135101 7,735 -28 -0.36 1,606 8.96 0.2150
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 7,763 -2,383 -23.49 1,474 -18.20 0.2069
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 10,146 4 0.04 1,802 6.19 0.2848
2018-11-05 2018-09-30 13F MCDONALDS COM 580135101 10,142 245 2.48 1,697 9.41 0.2233
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 9,897 -332 -3.25 1,551 -3.06 0.1168
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 10,229 1,094 11.98 1,600 1.78 0.2357
2018-02-07 2017-12-31 13F MCDONALDS COM 580135101 9,135 4 0.04 1,572 9.85 0.2255
2017-11-08 2017-09-30 13F MCDONALDS COM 580135101 9,131 203 2.27 1,431 4.68 0.2077
2017-08-07 2017-06-30 13F MCDONALDS COM 580135101 8,928 1,311 17.21 1,367 38.36 0.2074
2017-05-10 2017-03-31 13F MCDONALDS COM 580135101 7,617 588 8.37 988 15.56 0.1586
2017-02-08 2016-12-31 13F MCDONALDS COM 580135101 7,029 0 0.00 855 5.43 0.1454
2016-11-07 2016-09-30 13F MCDONALDS COM 580135101 7,029 -2,222 -24.02 811 -27.13 0.1406
2016-08-02 2016-06-30 13F MCDONALDS COM 580135101 9,251 2,025 28.02 1,113 22.58 0.2048
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 7,226 500 7.43 908 14.21 0.1865
2016-02-05 2015-12-31 13F MCDONALDS COM 580135101 6,726 1,000 17.46 795 40.96 0.1669
2015-11-06 2015-09-30 13F MCDONALDS COM 580135101 5,726 -160 -2.72 564 0.89 0.1308
2015-08-11 2015-06-30 13F MCDONALDS COM 580135101 5,886 -24,547 -80.66 559 -81.15 0.1190
2015-05-08 2015-03-31 13F MCDONALDS COM 580135101 30,433 -2,823 -8.49 2,966 -4.81 0.6278
2015-02-17 2014-12-31 13F/A-1 MCDONALDS COM 580135101 33,256 -1,255 -3.64 3,116 -4.77 0.6683
2015-02-11 2014-12-31 13F MCDONALDS COM 580135101 33,256 -1,255 3,116 0.6700
2014-11-10 2014-09-30 13F MCDONALDS COM 580135101 34,511 -8,626 -20.00 3,272 -24.71 0.7105
2014-08-01 2014-06-30 13F MCDONALDS COM 580135101 43,137 2,662 6.58 4,346 9.53 0.9431
2014-05-08 2014-03-31 13F MCDONALDS COM 580135101 40,475 9,088 28.95 3,968 30.27 0.9610
2014-02-07 2013-12-31 13F MCDONALDS COM 580135101 31,387 2,752 9.61 3,046 10.56 0.7862
2013-11-12 2013-09-30 13F MCDONALDS COM 580135101 28,635 3,631 14.52 2,755 11.27 0.7804
2013-08-08 2013-06-30 13F MCDONALDS COM 580135101 25,004 25,004 2,476 0.7309
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.