McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionStockman Wealth Management, Inc.
Latest Disclosed Ownership2,112 shares
Latest Disclosed Value $ 656,389
Stockman Wealth Management, Inc. reports 9.71% increase in ownership of MCD / McDonald's Corporation

On April 13, 2026 - Stockman Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 2,112 shares of McDonald's Corporation (CH:MCD) valued at $656,389 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 29, 2026 disclosing 1,925 shares of McDonald's Corporation. This represents a change in shares of 9.71% 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)
2026-04-13 2026-03-31 13F MCDONALDS COM 580135101 2,112 187 9.71 656 11.56 0.0724
2026-01-29 2025-12-31 13F/A-1 MCDONALDS COM 580135101 1,925 3 0.16 588 0.68 0.0685
2026-01-15 2025-12-31 13F MCDONALDS COM 580135101 1,922 0 584 0.0725
2025-10-16 2025-09-30 13F MCDONALDS COM 580135101 1,922 -105 -5.18 584 -1.35 0.0725
2025-07-17 2025-06-30 13F MCDONALDSCORP COM 580135101 2,027 63 3.21 592 -3.43 0.0805
2025-04-17 2025-03-31 13F MCDONALDS COM 580135101 1,964 34 1.76 613 9.66 0.0908
2025-01-28 2024-12-31 13F MCDONALDS COM 580135101 1,930 -5 -0.26 559 -5.09 0.0876
2024-11-04 2024-09-30 13F MCDONALDS COM 580135101 1,935 -348 -15.24 589 1.38 0.0916
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 2,283 109 5.01 582 -5.07 0.1020
2024-04-17 2024-03-31 13F MCDONALDS COM 580135101 2,174 -93 -4.10 613 -8.93 0.1082
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 2,267 118 5.49 672 18.73 0.1341
2023-10-31 2023-09-30 13F MCDONALDS COM 580135101 2,149 10 0.47 566 -11.29 0.1247
2023-08-02 2023-06-30 13F MCDONALDS COM 580135101 2,139 -205 -8.75 638 -2.60 0.1371
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 2,344 -388 -14.20 655 -8.90 0.1465
2023-02-08 2022-12-31 13F MCDONALDS COM 580135101 2,732 -15 -0.55 720 13.41 0.1653
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 2,747 -222 -7.48 634 -13.51 0.1715
2022-07-28 2022-06-30 13F MCDONALDS COM 580135101 2,969 25 0.85 733 0.69 0.1869
2022-05-05 2022-03-31 13F MCDONALDS COM 580135101 2,944 90 3.15 728 -4.84 0.1510
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 2,854 3 0.11 765 11.19 0.1561
2021-11-02 2021-09-30 13F MCDONALDS COM 580135101 2,851 62 2.22 688 6.83 0.1532
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 2,789 -76 -2.65 644 0.31 0.1538
2021-05-05 2021-03-31 13F MCDONALDS COM 580135101 2,865 -117 -3.92 642 0.31 0.1788
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 2,982 239 8.71 640 6.31 0.1963
2020-11-06 2020-09-30 13F MCDONALDS COM 580135101 2,743 46 1.71 602 20.88 0.2195
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 2,697 -42 -1.53 498 9.93 0.1866
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 2,739 -1,021 -27.15 453 -39.03 0.2009
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 3,760 656 21.13 743 11.56 0.2638
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 3,104 3 0.10 666 3.42 0.2553
2019-08-08 2019-06-30 13F MCDONALDS COM 580135101 3,101 -98 -3.06 644 5.92 0.2629
2019-05-07 2019-03-31 13F MCDONALDS COM 580135101 3,199 -148 -4.42 608 2.36 0.2657
2019-02-08 2018-12-31 13F MCDONALDS COM 580135101 3,347 -307 -8.40 594 -2.78 0.2838
2018-11-02 2018-09-30 13F MCDONALDS COM 580135101 3,654 77 2.15 611 9.11 0.2634
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 3,577 -4 -0.11 560 0.00 0.2562
2018-05-10 2018-03-31 13F MCDONALDS COM 580135101 3,581 -83 -2.27 560 -11.25 0.2563
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 3,664 -734 -16.69 631 -8.42 0.2834
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 4,398 1,588 56.51 689 60.23 0.3296
2017-08-09 2017-06-30 13F McDonalds COM 580135101 2,810 -1,094 -28.02 430 -15.02 0.4289
2017-05-11 2017-03-31 13F McDonalds COM 580135101 3,904 -427 -9.86 506 -3.98 0.2876
2017-02-09 2016-12-31 13F McDonalds COM 580135101 4,331 -245 -5.35 527 -0.19 0.3205
2016-10-31 2016-09-30 13F McDonalds COM 580135101 4,576 1,576 52.53 528 46.26 0.3270
2016-08-12 2016-06-30 13F McDonalds COM 580135101 3,000 -198 -6.19 361 -10.20 0.2823
2016-05-12 2016-03-31 13F McDonalds COM 580135101 3,198 -1,747 -35.33 402 -31.16 0.3190
2016-02-11 2015-12-31 13F McDonalds COM 580135101 4,945 -41 -0.82 584 18.94 0.4726
2015-11-05 2015-09-30 13F McDonalds COM 580135101 4,986 -2,739 -35.46 491 -33.11 0.4538
2015-07-30 2015-06-30 13F McDonalds COM 580135101 7,725 -2,235 -22.44 734 -24.41 0.6667
2015-04-23 2015-03-31 13F McDonalds COM 580135101 9,960 -250 -2.45 971 1.46 0.8824
2015-02-12 2014-12-31 13F McDonalds COM 580135101 10,210 10,210 957 0.8667
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.