McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership40,693 shares
Latest Disclosed Value $ 12,282,746
Cornerstone Wealth Group, LLC reports 57.43% increase in ownership of MCD / McDonald's Corporation

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 40,693 shares of McDonald's Corporation (CH:MCD) valued at $12,282,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 25,848 shares of McDonald's Corporation. This represents a change in shares of 57.43% 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)
2026-04-22 2026-03-31 13F MCDONALDS COM 580135101 40,693 14,845 57.43 12,283 55.49 0.7851
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 25,848 638 2.53 7,900 3.12 0.5400
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 25,210 215 0.86 7,661 4.90 0.5173
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 24,995 173 0.70 7,303 -5.82 0.5477
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 24,822 177 0.72 7,754 8.52 0.6416
2025-01-22 2024-12-31 13F MCDONALDS COM 580135101 24,645 633 2.64 7,144 -2.28 0.5831
2024-10-25 2024-09-30 13F MCDONALDS COM 580135101 24,012 157 0.66 7,312 20.27 0.6047
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 23,855 -7,298 -23.43 6,079 -30.79 0.5408
2024-04-17 2024-03-31 13F MCDONALDS COM 580135101 31,153 11,554 58.95 8,784 51.14 0.8077
2024-02-13 2023-12-31 13F/A-1 MCDONALDS COM 580135101 19,599 2,298 13.28 5,811 27.52 0.8324
2024-01-29 2023-12-31 13F MCDONALDS COM 580135101 19,599 2,298 5,811 0.8324
2023-10-18 2023-09-30 13F MCDONALDS COM 580135101 17,301 -759 -4.20 4,558 -15.44 0.8085
2023-08-02 2023-06-30 13F MCDONALDS COM 580135101 18,060 -49 -0.27 5,389 6.44 0.9769
2023-04-25 2023-03-31 13F MCDONALDS COM 580135101 18,109 -280 -1.52 5,063 4.50 0.9004
2023-01-25 2022-12-31 13F MCDONALDS COM 580135101 18,389 -286 -1.53 4,846 12.44 0.9165
2022-10-19 2022-09-30 13F MCDONALDS COM 580135101 18,675 149 0.80 4,309 -5.79 0.9514
2022-07-20 2022-06-30 13F MCDONALDS COM 580135101 18,526 1,687 10.02 4,574 9.85 0.9571
2022-04-25 2022-03-31 13F MCDONALDS COM 580135101 16,839 1,882 12.58 4,164 3.84 0.7643
2022-01-25 2021-12-31 13F MCDONALDS COM 580135101 14,957 13,415 869.97 4,010 977.96 0.6864
2021-10-29 2021-09-30 13F MCDONALDS COM 580135101 1,542 48 3.21 372 8.45 0.0657
2021-07-21 2021-06-30 13F MCDONALDS COM 580135101 1,494 35 2.40 343 1.18 0.0700
2021-04-26 2021-03-31 13F MCDONALDS COM 580135101 1,459 -11,255 -88.52 339 -87.57 0.0689
2021-01-28 2020-12-31 13F MCDONALDS COM 580135101 12,714 11,555 996.98 2,728 974.02 0.6703
2020-10-27 2020-09-30 13F MCDONALDS COM 580135101 1,159 3 0.26 254 19.25 0.0694
2020-07-27 2020-06-30 13F MCDONALDS COM 580135101 1,156 1,156 213 0.0535
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 0 -1,104 -100.00 0 -100.00
2020-01-28 2019-12-31 13F MCDONALDS COM 580135101 1,104 -11,795 -91.44 218 -92.13 0.0589
2019-11-05 2019-09-30 13F MCDONALDS COM 580135101 12,899 11,547 854.07 2,769 885.41 0.6946
2019-08-08 2019-06-30 13F MCDONALDS COM 580135101 1,352 -80 -5.59 281 3.31 0.0757
2019-05-02 2019-03-31 13F MCDONALDS COM 580135101 1,432 1,432 272 0.0683
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.