McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAviso Wealth Management
Latest Disclosed Ownership1,710 shares
Latest Disclosed Value $ 531,579
Aviso Wealth Management reports 39.36% increase in ownership of MCD / McDonald's Corporation

On May 8, 2026 - Aviso Wealth Management filed a 13F-HR form disclosing ownership of 1,710 shares of McDonald's Corporation (CH:MCD) valued at $531,579 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,227 shares of McDonald's Corporation. This represents a change in shares of 39.36% 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)
2026-05-08 2026-03-31 13F MCDONALDS COM 580135101 1,710 483 39.36 532 41.60 0.2396
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 1,227 57 4.87 375 5.63 0.1577
2025-11-14 2025-09-30 13F MCDONALDS OM 580135101 1,170 54 4.84 355 9.23 0.1549
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 1,116 72 6.90 326 0.00 0.1522
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 1,044 0 0.00 326 7.62 0.1733
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 1,044 0 0.00 303 -4.73 0.1543
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 1,044 167 19.04 318 42.15 0.1724
2024-08-15 2024-06-30 13F MCDONALDS COM 580135101 877 48 5.79 223 -4.29 0.1326
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 829 10 1.22 234 -3.72 0.1475
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 819 819 243 0.1760
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.