McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBIP Wealth, LLC
Latest Disclosed Ownership2,307 shares
Latest Disclosed Value $ 717,170
BIP Wealth, LLC reports 20.03% decrease in ownership of MCD / McDonald's Corporation

On April 27, 2026 - BIP Wealth, LLC filed a 13F-HR form disclosing ownership of 2,307 shares of McDonald's Corporation (CH:MCD) valued at $717,170 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,885 shares of McDonald's Corporation. This represents a change in shares of -20.03% 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)
2026-04-27 2026-03-31 13F MCDONALDS COM 580135101 2,307 -578 -20.03 717 -18.62 0.0292
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 2,885 953 49.33 882 50.09 0.0311
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 1,932 385 24.89 587 29.87 0.0290
2025-07-31 2025-06-30 13F MCDONALDS COM 580135101 1,547 -251 -13.96 452 -19.43 0.0279
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 1,798 -20 -1.10 562 6.45 0.0366
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 1,818 652 55.92 527 48.45 0.0353
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 1,166 115 10.94 355 32.96 0.0242
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 1,051 -280 -21.04 268 -28.80 0.0219
2024-05-08 2024-03-31 13F MCDONALDS COM 580135101 1,331 -9 -0.67 375 -5.54 0.0274
2024-02-02 2023-12-31 13F MCDONALDS COM 580135101 1,340 266 24.77 397 40.78 0.0313
2023-11-09 2023-09-30 13F MCDONALDS COM 580135101 1,074 45 4.37 283 -8.14 0.0260
2023-07-27 2023-06-30 13F MCDONALDS CORPORATION COM COM 580135101 1,029 -265 -20.48 307 -14.96 0.0251
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 1,294 1,294 362 0.0398
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.