McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership3,661 shares
Latest Disclosed Value $ 1,137,736
Abacus Planning Group, Inc. reports 1.86% increase in ownership of MCD / McDonald's Corporation

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 3,661 shares of McDonald's Corporation (CH:MCD) valued at $1,137,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 3,594 shares of McDonald's Corporation. This represents a change in shares of 1.86% 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)
2026-04-07 2026-03-31 13F MCDONALDS COM 580135101 3,661 67 1.86 1,138 3.55 0.1532
2026-01-16 2025-12-31 13F MCDONALDS COM 580135101 3,594 -5 -0.14 1,099 0.46 0.1462
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 3,599 -70 -1.91 1,094 2.05 0.1509
2025-07-21 2025-06-30 13F/A-1 MCDONALDS COM 580135101 3,669 19 0.52 1,072 -6.05 0.1594
2025-04-14 2025-03-31 13F MCDONALDS COM 580135101 3,650 40 1.11 1,140 8.99 0.1997
2025-02-03 2024-12-31 13F MCDONALDS COM 580135101 3,610 42 1.18 1,047 -3.68 0.1841
2024-10-02 2024-09-30 13F MCDONALDS COM 580135101 3,568 241 7.24 1,087 28.22 0.1942
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 3,327 39 1.19 848 -8.63 0.1644
2024-04-12 2024-03-31 13F MCDONALDS COM 580135101 3,288 -87 -2.58 927 -7.30 0.1812
2024-01-19 2023-12-31 13F MCDONALDS COM 580135101 3,375 4 0.12 1,001 12.61 0.2110
2023-10-11 2023-09-30 13F MCDONALDS COM 580135101 3,371 -105 -3.02 888 -14.37 0.2161
2023-07-07 2023-06-30 13F MCDONALDS COM 580135101 3,476 3 0.09 1,037 6.80 0.2509
2023-04-18 2023-03-31 13F MCDONALDS COM 580135101 3,473 3 0.09 971 6.24 0.2502
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 3,470 3 0.09 914 14.25 0.2501
2022-10-19 2022-09-30 13F MCDONALDS COM 580135101 3,467 -1,517 -30.44 800 -34.96 0.2415
2022-07-18 2022-06-30 13F MCDONALDS COM 580135101 4,984 136 2.81 1,230 2.59 0.3624
2022-04-13 2022-03-31 13F MCDONALDS COM 580135101 4,848 -14 -0.29 1,199 -7.98 0.3228
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 4,862 1,335 37.85 1,303 53.29 0.3479
2021-10-19 2021-09-30 13F MCDONALDS COM 580135101 3,527 19 0.54 850 4.94 0.2706
2021-07-20 2021-06-30 13F MCDONALDS COM 580135101 3,508 -87 -2.42 810 0.50 0.2473
2021-04-27 2021-03-31 13F MCDONALDS COM 580135101 3,595 3 0.08 806 4.54 0.2579
2021-02-01 2020-12-31 13F MCDONALDS COM 580135101 3,592 3 0.08 771 -2.16 0.2380
2020-11-03 2020-09-30 13F MCDONALDS COM 580135101 3,589 3 0.08 788 19.21 0.2874
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 3,586 -871 -19.54 661 -10.31 0.2691
2020-04-30 2020-03-31 13F MCDONALDS COM 580135101 4,457 4 0.09 737 -16.25 0.3622
2020-01-30 2019-12-31 13F MCDONALDS COM 580135101 4,453 -127 -2.77 880 -10.48 0.4042
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 4,580 1,552 51.25 983 56.28 0.4871
2019-08-12 2019-06-30 13F MCDONALD'S COM 580135101 3,028 3 0.10 629 9.39 0.3778
2019-04-25 2019-03-31 13F MCDONALD'S COM 580135101 3,025 3 0.10 575 7.08 0.3594
2019-02-15 2018-12-31 13F/A-2 MCDONALDS COM 580135101 3,022 3 0.10 537 6.34 0.4072
2019-02-13 2018-12-31 13F/A-1 MCDONALD'S COM 580135101 12,196 9,174 1,239 0.9394
2019-01-25 2018-12-31 13F LINCOLN NATIONAL COM 580135101 3,022 3 537
2018-10-31 2018-09-30 13F MCDONALDS COM 580135101 3,019 3 0.10 505 6.99 0.3388
2018-07-26 2018-06-30 13F MCDONALD'S COM 580135101 3,016 261 9.47 472 9.51 0.3546
2018-05-04 2018-03-31 13F MCDONALD'S COM 580135101 2,755 677 32.58 431 20.39 0.3513
2018-03-06 2017-12-31 13F MCDONALD'S COM 580135101 2,078 2,078 358 0.3629
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.