McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSummit Financial Strategies, Inc.
Latest Disclosed Ownership1,594 shares
Latest Disclosed Value $ 495,252
Summit Financial Strategies, Inc. ownership in MCD / McDonald's Corporation

On May 1, 2026 - Summit Financial Strategies, Inc. filed a 13F-HR form disclosing ownership of 1,594 shares of McDonald's Corporation (CH:MCD) valued at $495,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,594 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F MCDONALDS COM 580135101 1,594 0 0.00 495 1.64 0.0390
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 1,594 0 0.00 487 0.62 0.0400
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 1,594 -101 -5.96 484 -2.22 0.0415
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 1,695 0 0.00 495 -6.43 0.0458
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 1,695 -3 -0.18 529 7.52 0.0534
2025-01-22 2024-12-31 13F MCDONALDS COM 580135101 1,698 3 0.18 492 -4.65 0.0543
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 1,695 -243 -12.54 516 4.67 0.0581
2024-07-19 2024-06-30 13F MCDONALDS COM 580135101 1,938 31 1.63 494 -8.19 0.0614
2024-05-09 2024-03-31 13F MCDONALDS COM 580135101 1,907 -12 -0.63 538 -5.62 0.0750
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 1,919 -35 -1.79 569 10.70 0.0869
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 1,954 452 30.09 515 14.73 0.0980
2023-07-21 2023-06-30 13F MCDONALDS COM 580135101 1,502 0 0.00 448 6.67 0.0836
2023-04-21 2023-03-31 13F MCDONALDS COM 580135101 1,502 -576 -27.72 420 -23.22 0.0827
2023-01-20 2022-12-31 13F MCDONALDS COM 580135101 2,078 -16 -0.76 548 13.25 0.1179
2022-10-21 2022-09-30 13F MCDONALDS COM 580135101 2,094 -161 -7.14 483 -13.29 0.1147
2022-07-25 2022-06-30 13F MCDONALDS COM 580135101 2,255 605 36.67 557 36.52 0.1304
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 1,650 -23 -1.37 408 -9.13 0.0821
2022-02-03 2021-12-31 13F MCDONALDS COM 580135101 1,673 -500 -23.01 449 -14.31 0.0867
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 2,173 -26 -1.18 524 3.15 0.1001
2021-08-11 2021-06-30 13F MCDONALDS COM 580135101 2,199 600 37.52 508 41.90 0.1006
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 1,599 -54 -3.27 358 0.85 0.1281
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 1,653 160 10.72 355 8.23 0.1220
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 1,493 -71 -4.54 328 13.49 0.1336
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 1,564 0 0.00 289 11.58 0.1285
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 1,564 -99 -5.95 259 -21.28 0.1405
2020-02-11 2019-12-31 13F MCDONALDS COM 580135101 1,663 0 0.00 329 -7.84 0.1609
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 1,663 0 0.00 357 3.48 0.1716
2019-08-08 2019-06-30 13F MCDONALDS COM 580135101 1,663 -30 -1.77 345 7.14 0.1675
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 1,693 135 8.66 322 16.25 0.1634
2019-02-06 2018-12-31 13F MCDONALDS COM 580135101 1,558 0 0.00 277 6.13 0.1553
2018-11-08 2018-09-30 13F MCDONALDS COM 580135101 1,558 0 0.00 261 6.97 0.1190
2018-08-03 2018-06-30 13F MCDONALDS COM 580135101 1,558 0 0.00 244 0.00 0.1186
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 1,558 0 0.00 244 -8.96 0.1264
2018-01-29 2017-12-31 13F MCDONALDS COM 580135101 1,558 0 0.00 268 9.84 0.1403
2017-11-09 2017-09-30 13F MCDONALDS COM 580135101 1,558 0 0.00 244 2.09 0.1408
2017-08-01 2017-06-30 13F MCDONALDS COM 580135101 1,558 0 0.00 239 18.32 0.1441
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 1,558 1,558 202 0.1478
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.