McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership62,211 shares
Latest Disclosed Value $ 19,334,403
Rsm Us Wealth Management Llc reports 4.84% increase in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 62,211 shares of McDonald's Corporation (CH:MCD) valued at $19,334,403 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 59,341 shares of McDonald's Corporation. This represents a change in shares of 4.84% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 62,211 2,870 4.84 19,334 5.78 0.2374
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 59,341 292 0.49 18,279 1.86 0.2329
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 59,049 534 0.91 17,944 4.96 0.2338
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 58,515 954 1.66 17,096 -4.92 0.2384
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 57,561 -567 -0.98 17,980 6.77 0.2791
2025-01-27 2024-12-31 13F MCDONALDS COM 580135101 58,128 17,743 43.93 16,841 37.64 0.2420
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 40,385 -1,490 -3.56 12,236 16.74 0.1795
2024-08-07 2024-06-30 13F MCDONALDS COM 580135101 41,875 19,148 84.25 10,482 63.59 0.1759
2024-05-02 2024-03-31 13F MCDONALDS COM 580135101 22,727 -517 -2.22 6,408 -7.04 0.1645
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 23,244 4,190 21.99 6,892 37.32 0.1867
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 19,054 -422 -2.17 5,019 -13.63 0.1777
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 19,476 -83 -0.42 5,812 6.27 0.1985
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 19,559 6,312 47.65 5,469 56.68 0.1930
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 13,247 289 2.23 3,491 16.72 0.1728
2022-10-21 2022-09-30 13F MCDONALDS COM 580135101 12,958 -47 -0.36 2,990 -6.88 0.1724
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 13,005 -8 -0.06 3,211 -0.22 0.1799
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 13,013 -830 -6.00 3,218 -13.28 0.1630
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 13,843 325 2.40 3,711 13.87 0.1812
2021-11-08 2021-09-30 13F MCDONALDS COM 580135101 13,518 -42 -0.31 3,259 4.05 0.1743
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 13,560 510 3.91 3,132 7.08 0.1692
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 13,050 -62 -0.47 2,925 3.98 0.1867
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 13,112 -435 -3.21 2,813 -5.38 0.1994
2020-11-03 2020-09-30 13F MCDONALDS COM 580135101 13,547 -75 -0.55 2,973 18.30 0.2486
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 13,622 46 0.34 2,513 11.94 0.2432
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 13,576 -2,377 -14.90 2,245 -28.78 0.2760
2020-06-04 2019-12-31 13F MCDONALDS COM 580135101 15,953 9,314 140.29 3,152 121.04 0.3129
2020-06-04 2019-09-30 13F MCDONALDS COM 580135101 6,639 -105 -1.56 1,426 1.86 0.1648
2020-06-04 2019-06-30 13F MCDONALDS COM 580135101 6,744 -270 -3.85 1,400 5.11 0.1634
2020-06-04 2019-03-31 13F MCDONALDS COM 580135101 7,014 -758 -9.75 1,332 -3.48 0.1631
2020-06-04 2018-12-31 13F MCDONALDS COM 580135101 7,772 -2,226 -22.26 1,380 -17.46 0.1973
2020-06-04 2018-09-30 13F MCDONALDS COM 580135101 9,998 -2,947 -22.77 1,672 -17.55 0.2188
2020-06-04 2018-06-30 13F MCDONALDS COM 580135101 12,945 -2,641 -16.94 2,028 -16.78 0.2718
2020-06-04 2018-03-31 13F MCDONALDS COM 580135101 15,586 -235 -1.49 2,437 -10.50 0.2907
2020-06-04 2017-12-31 13F MCDONALDS COM 580135101 15,821 544 3.56 2,723 13.74 0.3292
2020-06-04 2017-09-30 13F MCDONALDS COM 580135101 15,277 1,224 8.71 2,394 11.25 0.3141
2020-06-04 2017-06-30 13F MCDONALDS COM 580135101 14,053 3,942 38.99 2,152 64.15 0.3032
2020-06-04 2017-03-31 13F MCDONALDS COM 580135101 10,111 -197 -1.91 1,311 4.46 0.1905
2020-06-04 2016-12-31 13F MCDONALDS COM 580135101 10,308 1,990 23.92 1,255 30.73 0.1994
2020-06-04 2016-09-30 13F MCDONALDS COM 580135101 8,318 887 11.94 960 7.38 0.1674
2020-06-04 2016-06-30 13F MCDONALDS COM 580135101 7,431 -36 -0.48 894 -4.69 0.1718
2020-06-04 2016-03-31 13F MCDONALDS COM 580135101 7,467 -258 -3.34 938 2.74 0.1893
2020-06-04 2015-12-31 13F MCDONALDS COM 580135101 7,725 564 7.88 913 29.32 0.2152
2020-06-04 2015-09-30 13F MCDONALDS COM 580135101 7,161 392 5.79 706 9.63 0.1850
2020-06-04 2015-06-30 13F MCDONALDS COM 580135101 6,769 267 4.11 644 1.58 0.1608
2020-06-04 2015-03-31 13F MCDONALDS COM 580135101 6,502 -534 -7.59 634 -3.79 0.1616
2020-06-04 2014-12-31 13F MCDONALDS COM 580135101 7,036 1,928 37.74 659 36.16 0.1768
2020-06-04 2014-09-30 13F MCDONALDS COM 580135101 5,108 157 3.17 484 -3.01 0.1416
2020-06-04 2014-06-30 13F MCDONALDS COM 580135101 4,951 -374 -7.02 499 -4.41 0.1411
2020-06-04 2014-03-31 13F MCDONALDS COM 580135101 5,325 5,325 522 0.1533
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.