McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership1,537 shares
Latest Disclosed Value $ 477,577
CFO4Life Group, LLC reports 7.96% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 1,537 shares of McDonald's Corporation (CH:MCD) valued at $477,577 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,670 shares of McDonald's Corporation. This represents a change in shares of -7.96% 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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 1,537 -133 -7.96 478 -6.47 0.0728
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 1,670 1 0.06 510 0.59 0.0727
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 1,669 34 2.08 507 6.29 0.0737
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 1,635 11 0.68 478 -5.92 0.0747
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 1,624 -291 -15.20 507 -8.65 0.0854
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 1,915 11 0.58 555 -4.15 0.0976
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 1,904 80 4.39 580 24.78 0.1026
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 1,824 -1,083 -37.25 465 -43.35 0.0874
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 2,907 1,036 55.37 820 47.83 0.1487
2024-02-12 2023-12-31 13F/A-1 MCDONALDS COM 580135101 1,871 -220 -10.52 555 0.73 0.1059
2024-01-24 2023-12-31 13F MCDONALDS COM 580135101 1,871 -220 555 0.1059
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 2,091 -67 -3.10 551 -14.46 0.1271
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 2,158 110 5.37 644 12.41 0.1382
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 2,048 165 8.76 573 15.32 0.1302
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 1,883 -198 -9.51 496 3.33 0.1055
2022-10-19 2022-09-30 13F MCDONALDS COM 580135101 2,081 152 7.88 480 -1.44 0.1278
2022-07-20 2022-06-30 13F MCDONALDS COM 580135101 1,929 128 7.11 487 9.44 0.1209
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 1,801 -197 -9.86 445 -16.98 0.0934
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 1,998 136 7.30 536 19.38 0.1108
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 1,862 5 0.27 449 4.66 0.1045
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 1,857 -7 -0.38 429 2.63 0.0990
2021-04-20 2021-03-31 13F MCDONALDS COM 580135101 1,864 -241 -11.45 418 -7.52 0.1039
2021-01-12 2020-12-31 13F MCDONALDS COM 580135101 2,105 256 13.85 452 11.33 0.1296
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 1,849 -21 -1.12 406 17.68 0.1374
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 1,870 240 14.72 345 27.78 0.1326
2020-04-16 2020-03-31 13F MCDONALDS COM 580135101 1,630 1 0.06 270 -16.15 0.1444
2020-01-22 2019-12-31 13F MCDONALDS COM 580135101 1,629 54 3.43 322 -4.73 0.1361
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 1,575 4 0.25 338 3.68 0.1516
2019-07-29 2019-06-30 13F MCDONALDS COM 580135101 1,571 -169 -9.71 326 -1.21 0.1490
2019-04-22 2019-03-31 13F MCDONALDS COM 580135101 1,740 -193 -9.98 330 -3.79 0.1546
2019-02-01 2018-12-31 13F MCDONALDS COM 580135101 1,933 606 45.67 343 54.50 0.1508
2018-10-25 2018-09-30 13F MCDONALDS COM 580135101 1,327 4 0.30 222 7.25 0.0984
2018-08-01 2018-06-30 13F MCDONALDS COM 580135101 1,323 1,323 207 0.0864
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.