Smith & Howard Wealth Management, LLC ownership in MCD / McDonald's Corporation

McDonald's Corporation

CH ˙ SWX ˙ US5801351017

Security	CH:MCD / McDonald's Corporation
Institution	Smith & Howard Wealth Management, LLC
Latest Disclosed Ownership	842 shares
Latest Disclosed Value	$ 261,685

On April 27, 2026 - Smith & Howard Wealth Management, LLC filed a 13F-HR form disclosing ownership of 842 shares of McDonald's Corporation (CH:MCD) valued at $261,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 842 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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 (%)
2026-04-27	2026-03-31	13F	MCDONALDS	COM	580135101	842	0	0.00	262	1.56	0.0289
2026-02-03	2025-12-31	13F	MCDONALDS	COM	580135101	842	0	0.00	257	0.78	0.0579
2025-11-12	2025-09-30	13F	MCDONALDS	COM	580135101	842	0	0.00	256	3.66	0.0590
2025-07-15	2025-06-30	13F	MCDONALDS	COM	580135101	842	-43	-4.86	246	-10.87	0.0623
2025-04-23	2025-03-31	13F	MCDONALDS	COM	580135101	885	0	0.00	276	7.81	0.0753
2025-02-07	2024-12-31	13F	MCDONALDS	COM	580135101	885	0	0.00	257	-4.83	0.0725
2024-10-23	2024-09-30	13F	MCDONALDS	COM	580135101	885	0	0.00	269	19.56	0.0757
2024-07-16	2024-06-30	13F	MCDONALDS	COM	580135101	885	4	0.45	226	-9.27	0.0670
2024-04-15	2024-03-31	13F	MCDONALDS	COM	580135101	881	0	0.00	248	-4.98	0.0766
2024-02-01	2023-12-31	13F	MCDONALDS	COM	580135101	881	-100	-10.19	261	1.16	0.0924
2023-10-13	2023-09-30	13F	MCDONALDS	COM	580135101	981	70	7.68	258	-4.80	0.0907
2023-07-17	2023-06-30	13F	MCDONALDS	COM	580135101	911	0	0.00	272	6.69	0.0957
2023-04-13	2023-03-31	13F	MCDONALDS	COM	580135101	911	0	0.00	255	5.83	0.0878
2023-02-07	2022-12-31	13F	MCDONALDS	COM	580135101	911	0	0.00	240	14.29	0.0917
2022-10-18	2022-09-30	13F	MCDONALDS	COM	580135101	911	0	0.00	210	-6.67	0.0895
2022-08-05	2022-06-30	13F	MCDONALDS	COM	580135101	911	-60	-6.18	225	-6.25	0.0953
2022-05-03	2022-03-31	13F	MCDONALDS	COM	580135101	971	-55	-5.36	240	-12.73	0.1009
2022-01-18	2021-12-31	13F	MCDONALDS	COM	580135101	1,026	0	0.00	275	11.34	0.1245
2021-10-22	2021-09-30	13F	MCDONALDS	COM	580135101	1,026	0	0.00	247	4.22	0.1166
2021-08-06	2021-06-30	13F	MCDONALDS	COM	580135101	1,026	0	0.00	237	3.04	0.1126
2021-04-30	2021-03-31	13F	MCDONALDS	COM	580135101	1,026	0	0.00	230	4.55	0.1154
2021-02-04	2020-12-31	13F	MCDONALDS	COM	580135101	1,026	0	0.00	220	-2.22	0.1172
2020-11-04	2020-09-30	13F	MCDONALDS	COM	580135101	1,026	1,026		225		0.1326
2020-04-22	2020-03-31	13F	MCDONALDS	COM	580135101	0	-1,123	-100.00	0	-100.00
2020-01-13	2019-12-31	13F	MCDONALDS	COM	580135101	1,123	-67	-5.63	222	-13.28	0.0756
2019-11-12	2019-09-30	13F	MCDONALDS	COM	580135101	1,190	168	16.44	256	20.75	0.1021
2019-07-23	2019-06-30	13F	MCDONALDS	COM	580135101	1,022	-96	-8.59	212	0.00	0.0895
2019-04-18	2019-03-31	13F	MCDONALDS	COM	580135101	1,118	1,118		212		0.1044
2017-11-15	2017-09-30	13F	MCDONALDS	COM	580135101	0	-2,843	-100.00	0	-100.00
2017-08-11	2017-06-30	13F	MCDONALDS	COM	580135101	2,843	0	0.00	435	18.21	0.2076
2017-05-15	2017-03-31	13F	MCDONALDS	COM	580135101	2,843	495	21.08	368	28.67	0.1767
2017-02-14	2016-12-31	13F	MCDONALDS	COM	580135101	2,348	-344	-12.78	286	-8.04	0.1491
2016-11-14	2016-09-30	13F	MCDONALDS	COM	580135101	2,692	0	0.00	311	-4.01	0.1624
2016-08-15	2016-06-30	13F	McDonald's	Equities	580135101	2,692	245	10.01	324	5.19	0.1554
2016-05-12	2016-03-31	13F	MCDONALDS	COM	580135101	2,447	0	0.00	308	6.57	0.1276
2016-02-16	2015-12-31	13F	McDonald's	Equities	580135101	2,447	659	36.86	289	67.05	0.1412
2014-02-26	2013-12-31	13F/A-1	McDonald's	COM	580135101	1,788	42	2.41	173	2.98	0.0952
2014-02-13	2013-12-31	13F	McDonald's	COM	580135101	1,788			173
2013-11-14	2013-09-30	13F/A-1	McDonald's	COM	580135101	1,746	0	0.00	168	-2.89	0.1002
2013-10-31	2013-09-30	13F	McDonald's	COM	580135101	1,746			173
2013-08-13	2013-06-30	13F	McDonald's	COM	580135101	1,746	1,746		173		0.1108

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.