McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAffiance Financial, LLC
Latest Disclosed Ownership4,032 shares
Latest Disclosed Value $ 1,253,105
Affiance Financial, LLC reports 10.86% decrease in ownership of MCD / McDonald's Corporation

On April 14, 2026 - Affiance Financial, LLC filed a 13F-HR form disclosing ownership of 4,032 shares of McDonald's Corporation (CH:MCD) valued at $1,253,105 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,523 shares of McDonald's Corporation. This represents a change in shares of -10.86% 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)
2026-04-14 2026-03-31 13F MCDONALDS COM 580135101 4,032 -491 -10.86 1,253 -9.33 0.2031
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 4,523 -81 -1.76 1,382 -1.22 0.2223
2025-10-14 2025-09-30 13F MCDONALDS COM 580135101 4,604 -658 -12.50 1,399 -8.98 0.2548
2025-07-10 2025-06-30 13F MCDONALDS COM 580135101 5,262 -416 -7.33 1,537 -13.31 0.3123
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 5,678 0 0.00 1,774 7.78 0.4129
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 5,678 -565 -9.05 1,646 -13.47 0.3934
2024-10-11 2024-09-30 13F MCDONALDS COM 580135101 6,243 -690 -9.95 1,901 7.64 0.4610
2024-08-01 2024-06-30 13F MCDONALDS COM 580135101 6,933 200 2.97 1,767 -6.95 0.4611
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 6,733 -400 -5.61 1,898 -10.26 0.5143
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 7,133 200 2.88 2,115 15.83 0.6157
2023-10-11 2023-09-30 13F MCDONALDS COM 580135101 6,933 63 0.92 1,826 -10.93 0.9276
2023-07-12 2023-06-30 13F MCDONALDS COM 580135101 6,870 317 4.84 2,050 11.90 0.9989
2023-04-18 2023-03-31 13F MCDONALDS COM 580135101 6,553 0 0.00 1,832 6.14 0.9696
2023-01-20 2022-12-31 13F MCDONALDS COM 580135101 6,553 -277 -4.06 1,727 9.52 0.6999
2022-10-27 2022-09-30 13F MCDONALDS COM 580135101 6,830 5 0.07 1,576 -6.47 0.8881
2022-07-14 2022-06-30 13F MCDONALDS COM 580135101 6,825 0 0.00 1,685 -0.18 0.9085
2022-04-19 2022-03-31 13F/A-1 MCDONALDS COM 580135101 6,825 -11 -0.16 1,688 -7.91 0.8205
2022-04-12 2022-03-31 13F MCDONALDS COM 580135101 6,825 -11 1,688 0.8205
2022-02-01 2021-12-31 13F MCDONALDS COM 580135101 6,836 -309 -4.32 1,833 6.38 0.7651
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 7,145 -3 -0.04 1,723 4.36 0.7493
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 7,148 721 11.22 1,651 14.57 0.7000
2021-04-21 2021-03-31 13F MCDONALDS COM 580135101 6,427 -69 -1.06 1,441 3.37 0.6424
2021-01-25 2020-12-31 13F MCDONALDS COM 580135101 6,496 93 1.45 1,394 -0.78 0.7265
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 6,403 0 0.00 1,405 18.97 0.8115
2020-07-13 2020-06-30 13F MCDONALDS COM 580135101 6,403 -578 -8.28 1,181 2.34 0.6420
2020-04-14 2020-03-31 13F MCDONALDS COM 580135101 6,981 0 0.00 1,154 -16.38 0.7955
2020-01-16 2019-12-31 13F MCDONALDS COM 580135101 6,981 -178 -2.49 1,380 -10.21 0.7612
2019-10-10 2019-09-30 13F MCDONALDS COM 580135101 7,159 0 0.00 1,537 3.36 0.9330
2019-07-11 2019-06-30 13F MCDONALDS COM 580135101 7,159 0 0.00 1,487 9.42 0.9092
2019-04-15 2019-03-31 13F MCDONALDS COM 580135101 7,159 0 0.00 1,359 6.92 0.8555
2019-01-11 2018-12-31 13F MCDONALDS COM 580135101 7,159 -103 -1.42 1,271 4.61 0.8397
2018-10-15 2018-09-30 13F MCDONALDS COM 580135101 7,262 61 0.85 1,215 7.71 0.8010
2018-07-16 2018-06-30 13F MCDONALDS COM 580135101 7,201 142 2.01 1,128 2.17 0.8625
2018-04-17 2018-03-31 13F MCDONALDS COM 580135101 7,059 0 0.00 1,104 -9.14 0.9754
2018-01-19 2017-12-31 13F/A-1 MCDONALDS COM 580135101 7,059 -108 -1.51 1,215 8.19 0.8994
2018-01-16 2017-12-31 13F MCDONALDS COM 580135101 7,059 -108 1,215 0.8994
2017-12-08 2017-09-30 13F MCDONALDS COM 580135101 7,167 0 0.00 1,123 2.28 0.9043
2017-12-08 2017-06-30 13F MCDONALDS COM 580135101 7,167 0 0.00 1,098 18.19 0.8747
2017-12-08 2017-03-31 13F MCDONALDS COM 580135101 7,167 0 0.00 929 6.54 0.7184
2017-12-08 2016-12-31 13F MCDONALDS COM 580135101 7,167 -53 -0.73 872 4.68 0.6990
2017-12-08 2016-09-30 13F MCDONALDS COM 580135101 7,220 53 0.74 833 -3.36 0.6771
2017-12-08 2016-06-30 13F MCDONALDS COM 580135101 7,167 -136 -1.86 862 -6.10 0.7290
2017-12-08 2016-03-31 13F MCDONALDS COM 580135101 7,303 0 0.00 918 6.37 0.8794
2017-12-11 2015-12-31 13F MCDONALDS COM 580135101 7,303 -270 -3.57 863 15.68 0.8863
2017-12-08 2015-09-30 13F MCDONALDS COM 580135101 7,573 -124 -1.61 746 1.91 0.9348
2017-12-08 2015-06-30 13F MCDONALDS COM 580135101 7,697 0 0.00 732 -2.40 0.9328
2017-12-08 2015-03-31 13F MCDONALDS COM 580135101 7,697 810 11.76 750 16.28 1.1403
2017-12-08 2014-12-31 13F MCDONALDS COM 580135101 6,887 6,887 645 1.1329
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.