McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWealth Alliance Advisory Group, LLC
Latest Disclosed Ownership11,133 shares
Latest Disclosed Value $ 3,460,177
Wealth Alliance Advisory Group, LLC reports 1.52% increase in ownership of MCD / McDonald's Corporation

On April 9, 2026 - Wealth Alliance Advisory Group, LLC filed a 13F-HR form disclosing ownership of 11,133 shares of McDonald's Corporation (CH:MCD) valued at $3,460,177 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 10,966 shares of McDonald's Corporation. This represents a change in shares of 1.52% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F MCDONALDS COM 580135101 11,133 167 1.52 3,460 3.25 0.5479
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 10,966 -1,498 -12.02 3,352 -11.51 0.5739
2025-10-14 2025-09-30 13F MCDONALDS COM 580135101 12,464 1,025 8.96 3,788 13.32 0.6832
2025-07-07 2025-06-30 13F MCDONALDS COM 580135101 11,439 2,650 30.15 3,342 21.75 0.6363
2025-04-10 2025-03-31 13F MCDONALDS COM 580135101 8,789 -143 -1.60 2,745 6.03 0.5692
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 8,932 -10 -0.11 2,589 -4.89 0.5473
2024-10-18 2024-09-30 13F MCDONALDS COM 580135101 8,942 -243 -2.65 2,723 16.32 0.5719
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 9,185 -2,172 -19.12 2,341 -26.92 0.5273
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 11,357 343 3.11 3,202 -1.93 0.7431
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 11,014 141 1.30 3,266 14.00 0.8530
2023-10-10 2023-09-30 13F MCDONALDS COM 580135101 10,873 152 1.42 2,864 -10.47 0.8494
2023-07-13 2023-06-30 13F MCDONALDS COM 580135101 10,721 -16 -0.15 3,199 6.56 1.1295
2023-05-02 2023-03-31 13F MCDONALDS COM 580135101 10,737 -77 -0.71 3,002 5.37 1.1232
2023-01-17 2022-12-31 13F MCDONALDS COM 580135101 10,814 -56 -0.52 2,850 13.60 1.0899
2022-10-12 2022-09-30 13F MCDONALDS COM 580135101 10,870 -587 -5.12 2,508 -11.35 1.1055
2022-07-08 2022-06-30 13F MCDONALDS COM 580135101 11,457 563 5.17 2,829 5.01 1.3365
2022-04-18 2022-03-31 13F MCDONALDS COM 580135101 10,894 -274 -2.45 2,694 -10.02 1.1684
2022-01-13 2021-12-31 13F MCDONALDS COM 580135101 11,168 405 3.76 2,994 15.38 1.3015
2021-10-08 2021-09-30 13F MCDONALDS COM 580135101 10,763 42 0.39 2,595 4.81 1.2614
2021-07-13 2021-06-30 13F MCDONALDS COM 580135101 10,721 47 0.44 2,476 3.51 1.2046
2021-04-28 2021-03-31 13F MCDONALDS COM 580135101 10,674 456 4.46 2,392 9.07 1.2266
2021-01-25 2020-12-31 13F MCDONALDS COM 580135101 10,218 209 2.09 2,193 -0.18 1.1858
2020-10-08 2020-09-30 13F MCDONALDS COM 580135101 10,009 -931 -8.51 2,197 8.87 1.2998
2020-07-08 2020-06-30 13F MCDONALDS COM 580135101 10,940 -475 -4.16 2,018 6.94 1.2367
2020-04-15 2020-03-31 13F MCDONALDS COM 580135101 11,415 511 4.69 1,887 -12.44 1.4653
2020-01-24 2019-12-31 13F MCDONALDS COM 580135101 10,904 84 0.78 2,155 -4.73 1.2302
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 10,820 10 0.09 2,262 -2.33 1.4060
2019-07-17 2019-06-30 13F MCDONALDS COM 580135101 10,810 3 0.03 2,316 8.22 1.4277
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 10,807 22 0.20 2,140 11.75 1.3801
2019-01-26 2018-12-31 13F MCDONALDS COM 580135101 10,785 517 5.04 1,915 11.47 1.4330
2018-10-19 2018-09-30 13F MCDONALDS COM 580135101 10,268 2 0.02 1,718 6.77 0.8789
2018-07-20 2018-06-30 13F MCDONALDS COM 580135101 10,266 -24 -0.23 1,609 0.00 0.8821
2018-06-01 2018-03-31 13F MCDONALDS COM 580135101 10,290 888 9.44 1,609 -0.56 0.9368
2018-04-11 2017-12-31 13F MCDONALDS COM 580135101 9,402 9,402 1,618 1.4527
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.