McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership241,857 shares
Latest Disclosed Value $ 75,166,713
EP Wealth Advisors, Inc. reports 1.27% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 241,857 shares of McDonald's Corporation (CH:MCD) valued at $75,166,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 238,832 shares of McDonald's Corporation. This represents a change in shares of 1.27% 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 241,857 3,025 1.27 75,167 2.98 0.3692
2026-02-18 2025-12-31 13F MCDONALDS COM 580135101 238,832 8,939 3.89 72,994 8.68 0.3793
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 229,893 5,690 2.54 67,168 -4.09 0.4414
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 224,203 8,795 4.08 70,034 12.15 0.5595
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 215,408 -778 -0.36 62,445 -5.14 0.5096
2024-11-15 2024-09-30 13F MCDONALDS COM 580135101 216,186 13,811 6.82 65,831 27.64 0.5658
2024-08-19 2024-06-30 13F MCDONALDS COM 580135101 202,375 147,184 266.68 51,573 231.42 0.5479
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 55,191 -298 -0.54 15,561 -5.42 0.1819
2024-02-28 2023-12-31 13F MCDONALDS COM 580135101 55,489 2,002 3.74 16,453 16.77 0.2099
2023-11-24 2023-09-30 13F MCDONALDS COM 580135101 53,487 41,259 337.41 14,091 -13.89 0.2186
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 12,228 6,370 108.74 16,363 1,583.33 0.2359
2023-06-05 2023-03-31 13F MCDONALDS COM 580135101 5,858 -43,997 -88.25 973 -92.60 0.0167
2023-06-12 2022-12-31 13F MCDONALDS COM 580135101 49,855 1,559 3.23 13,138 17.89 0.2368
2022-12-02 2022-09-30 13F MCDONALDS COM 580135101 48,296 21,559 80.63 11,144 68.82 0.2527
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 26,737 -514 -1.89 6,601 -2.05 0.1487
2022-05-20 2022-03-31 13F MCDONALDS COM 580135101 27,251 -573 -2.06 6,739 -9.65 0.1479
2022-02-17 2021-12-31 13F MCDONALDS COM 580135101 27,824 -371 -1.32 7,459 9.72 0.1763
2021-11-23 2021-09-30 13F/A-1 MCDONALDS COM 580135101 28,195 1,815 6.88 6,798 11.57 0.1864
2021-11-16 2021-09-30 13F MCDONALDS COM 580135101 156,807 130,427 6,798 0.1864
2021-08-24 2021-06-30 13F MCDONALDS COM 580135101 26,380 -158 -0.60 6,093 2.44 0.1689
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 26,538 15,519 140.84 5,948 151.61 0.1891
2021-02-18 2020-12-31 13F MCDONALDS COM 580135101 11,019 2,202 24.97 2,364 22.17 0.0831
2020-11-17 2020-09-30 13F MCDONALDS COM 580135101 8,817 375 4.44 1,935 24.28 0.0833
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 8,442 -2,304 -21.44 1,557 -12.38 0.0665
2020-05-18 2020-03-31 13F MCDONALDS COM 580135101 10,746 1,609 17.61 1,777 -1.61 0.0870
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 9,137 637 7.49 1,806 -1.04 0.0744
2019-11-18 2019-09-30 13F MCDONALDS COM 580135101 8,500 801 10.40 1,825 14.13 0.0905
2019-08-27 2019-06-30 13F MCDONALDS COM 580135101 7,699 1,249 19.36 1,599 30.53 0.0999
2019-05-20 2019-03-31 13F MCDONALDS COM 580135101 6,450 -160 -2.42 1,225 4.34 0.1178
2019-02-15 2018-12-31 13F MCDONALDS COM 580135101 6,610 158 2.45 1,174 8.80 0.0906
2018-11-15 2018-09-30 13F MCDONALDS COM 580135101 6,452 2,980 85.83 1,079 98.35 0.0843
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 3,472 131 3.92 544 4.21 0.0513
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 3,341 613 22.47 522 11.06 0.0505
2018-02-15 2017-12-31 13F MCDONALDS COM 580135101 2,728 528 24.00 470 36.23 0.0496
2017-11-15 2017-09-30 13F MCDONALDS COM 580135101 2,200 -332 -13.11 345 -11.08 0.0398
2017-08-17 2017-06-30 13F MCDONALDS COM 580135101 2,532 2,532 15.09 388 12.46 0.0476
2015-05-15 2015-03-31 13F McDonalds Common 580135101 0 -2,241 -100.00 0 -100.00
2015-02-17 2014-12-31 13F McDonalds Common 580135101 2,241 -1,485 -39.86 210 -41.99 0.0346
2014-02-14 2013-12-31 13F McDonalds Common 580135101 3,726 3,726 362 0.0939
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.