McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWealthTrust Axiom LLC
Latest Disclosed Ownership2,145 shares
Latest Disclosed Value $ 666,624
WealthTrust Axiom LLC ownership in MCD / McDonald's Corporation

On May 11, 2026 - WealthTrust Axiom LLC filed a 13F-HR form disclosing ownership of 2,145 shares of McDonald's Corporation (CH:MCD) valued at $666,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,145 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.

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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 2,145 0 0.00 667 1.68 0.1640
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 2,145 43 2.05 655 2.66 0.1686
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 2,102 386 22.49 639 27.35 0.1711
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 1,716 -230 -11.82 501 -17.46 0.1474
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 1,946 35 1.83 608 9.57 0.1851
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 1,911 -125 -6.14 554 -10.65 0.1651
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 2,036 0 0.00 620 19.69 0.1837
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 2,036 45 2.26 519 -7.66 0.1720
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 1,991 0 0.00 561 -4.92 0.1808
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 1,991 0 0.00 590 12.60 0.1974
2023-11-03 2023-09-30 13F MCDONALDS COM 580135101 1,991 -47 -2.31 525 -13.82 0.1886
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 2,038 0 0.00 608 6.85 0.2018
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 2,038 0 0.00 570 5.96 0.1943
2023-01-31 2022-12-31 13F MCDONALDS COM 580135101 2,038 0 0.00 537 14.26 0.1873
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 2,038 0 0.00 470 -6.56 0.1791
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 2,038 0 0.00 503 -0.20 0.1792
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 2,038 310 17.94 504 8.86 0.1574
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 1,728 0 0.00 463 11.30 0.1480
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 1,728 -2 -0.12 416 4.26 0.1408
2021-07-22 2021-06-30 13F MCDONALDS COM 580135101 1,730 2 0.12 399 3.10 0.1281
2021-04-14 2021-03-31 13F MCDONALDS COM 580135101 1,728 0 0.00 387 4.59 0.1309
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 1,728 0 0.00 370 -2.37 0.1344
2020-10-21 2020-09-30 13F MCDONALDS COM 580135101 1,728 0 0.00 379 19.18 0.1633
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 1,728 -150 -7.99 318 2.58 0.1400
2020-04-10 2020-03-31 13F MCDONALDS COM 580135101 1,878 0 0.00 310 -16.44 0.1520
2020-02-04 2019-12-31 13F MCDONALDS COM 580135101 1,878 0 0.00 371 -7.94 0.1241
2019-11-04 2019-09-30 13F MCDONALDS COM 580135101 1,878 -60 -3.10 403 0.25 0.1424
2019-08-07 2019-06-30 13F MCDONALDS COM 580135101 1,938 -25 -1.27 402 8.06 0.1397
2019-05-03 2019-03-31 13F MCDONALDS COM 580135101 1,963 0 0.00 372 6.90 0.1323
2019-02-01 2018-12-31 13F MCDONALDS COM 580135101 1,963 0 0.00 348 6.10 0.1425
2018-11-01 2018-09-30 13F MCDONALDS COM 580135101 1,963 -50 -2.48 328 4.13 0.1107
2018-07-30 2018-06-30 13F MCDONALDS COM 580135101 2,013 -50 -2.42 315 -2.17 0.1112
2018-05-01 2018-03-31 13F MCDONALDS COM 580135101 2,063 0 0.00 322 -9.30 0.1174
2018-02-01 2017-12-31 13F MCDONALDS COM 580135101 2,063 0 0.00 355 9.91 0.1320
2017-11-01 2017-09-30 13F MCDONALDS COM 580135101 2,063 -100 -4.62 323 -2.42 0.1229
2017-07-31 2017-06-30 13F MCDONALDS COM 580135101 2,163 0 0.00 331 18.21 0.1242
2017-04-27 2017-03-31 13F MCDONALDS COM 580135101 2,163 -47 -2.13 280 4.09 0.1024
2017-01-30 2016-12-31 13F MCDONALDS COM 580135101 2,210 3 0.14 269 5.91 0.0977
2016-10-31 2016-09-30 13F MCDONALDS COM 580135101 2,207 -138 -5.88 254 -9.93 0.0949
2016-07-26 2016-06-30 13F MCDONALDS COM 580135101 2,345 5 0.21 282 -4.08 0.1084
2016-04-27 2016-03-31 13F MCDONALDS COM 580135101 2,340 -146 -5.87 294 0.34 0.1160
2016-01-28 2015-12-31 13F MCDONALDS COM 580135101 2,486 5 0.20 293 20.08 0.1163
2015-11-16 2015-09-30 13F MCDONALDS COM 580135101 2,481 178 7.73 244 11.93 0.1015
2015-08-03 2015-06-30 13F MCDONALDS COM 580135101 2,303 2,303 218 0.0805
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.