McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership1,694 shares
Latest Disclosed Value $ 526,617
Bogart Wealth, LLC reports 1.62% increase in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 1,694 shares of McDonald's Corporation (CH:MCD) valued at $526,617 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,667 shares of McDonald's Corporation. This represents a change in shares of 1.62% 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)
2026-04-28 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 1,694 27 1.62 527 3.34 0.0203
2026-01-30 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 1,667 47 2.90 509 3.46 0.0204
2025-10-27 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 1,620 8 0.50 492 4.46 0.0200
2025-07-30 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 1,612 67 4.34 471 -2.28 0.0201
2025-05-02 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 1,545 -187 -10.80 482 -3.98 0.0228
2025-01-30 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 1,732 -22,087 -92.73 502 -93.08 0.0238
2024-10-23 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 23,819 -5,111 -17.67 7,253 -1.61 0.3433
2024-07-31 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 28,930 1,503 5.48 7,373 -4.66 0.3753
2024-04-25 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 27,427 1,512 5.83 7,733 0.62 0.3978
2024-02-07 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 25,915 291 1.14 7,684 13.84 0.4336
2023-10-30 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 25,624 626 2.50 6,750 -9.51 0.4170
2023-07-31 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 24,998 -1,388 -5.26 7,460 1.11 0.4728
2023-04-21 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 26,386 1,923 7.86 7,378 14.44 0.4925
2023-02-06 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 24,463 3,223 15.17 6,447 31.52 0.4488
2022-11-03 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 21,240 2,853 15.52 4,901 7.98 0.4091
2022-07-22 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 18,387 3,055 19.93 4,539 19.70 0.3982
2022-04-22 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 15,332 2,178 16.56 3,792 7.54 0.3243
2022-01-19 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 13,154 1,475 12.63 3,526 25.21 0.3184
2021-10-15 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 11,679 1,441 14.08 2,816 19.07 0.2867
2021-08-06 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 10,238 1,635 19.00 2,365 22.67 0.2584
2021-04-16 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 8,603 6,972 427.47 1,928 452.44 0.2686
2021-01-14 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 1,631 0 0.00 349 -2.24 0.0648
2020-10-06 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 1,631 0 0.00 357 18.60 0.0792
2020-07-08 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 1,631 103 6.74 301 18.97 0.0707
2020-04-20 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 1,528 -74 -4.62 253 -20.19 0.0690
2020-02-10 2019-12-31 13F MCDONALDS CORP COM Stock 580135101 1,602 105 7.01 317 -1.25 0.1013
2019-11-06 2019-09-30 13F/A-1 MCDONALDS CORP COM Stock 580135101 1,497 -81 -5.13 321 -1.83 0.1580
2019-10-10 2019-09-30 13F MCDONALDS CORP COM Stock 580135101 1,497 -81 321 0.1478
2019-07-11 2019-06-30 13F MCDONALDS CORP COM Stock 580135101 1,578 -3,386 -68.21 327 -65.29 0.1976
2019-04-08 2019-03-31 13F MCDONALDS CORP COM Stock 580135101 4,964 96 1.97 942 9.03 0.4544
2019-01-15 2018-12-31 13F MCDONALDS CORP COM Stock 580135101 4,868 -713 -12.78 864 -7.49 0.4312
2018-10-16 2018-09-30 13F MCDONALDS CORP COM Stock 580135101 5,581 575 11.49 934 19.13 0.5408
2018-07-13 2018-06-30 13F MCDONALDS CORP COM Stock 580135101 5,006 720 16.80 784 11.52 0.4768
2018-04-12 2018-03-31 13F MCDONALDS CORP COM Stock 580135101 4,286 783 22.35 703 16.58 0.4064
2018-01-10 2017-12-31 13F MCDONALDS CORP COM Stock 580135101 3,503 1,902 118.80 603 135.55 0.3865
2017-10-12 2017-09-30 13F MCDONALDS CORP COM Stock 580135101 1,601 191 13.55 256 18.52 0.1894
2017-09-19 2017-06-30 13F MCDONALDS CORP COM Stock 580135101 1,410 -476 -25.24 216 -11.48 0.1385
2017-09-19 2017-03-31 13F MCDONALDS CORP COM Stock 580135101 1,886 -44 -2.28 244 3.83 0.1623
2017-08-30 2016-12-31 13F MCDONALDS CORP COM Stock 580135101 1,930 1,930 235 0.1592
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.