McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership2,289 shares
Latest Disclosed Value $ 711,400
WealthPLAN Partners, LLC reports 3.74% decrease in ownership of MCD / McDonald's Corporation

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 2,289 shares of McDonald's Corporation (CH:MCD) valued at $711,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,378 shares of McDonald's Corporation. This represents a change in shares of -3.74% 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)
2026-04-29 2026-03-31 13F MCDONALDS COM 580135101 2,289 -89 -3.74 711 -2.07 0.1160
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 2,378 284 13.56 727 14.15 0.1086
2025-10-27 2025-09-30 13F MCDONALDS COM 580135101 2,094 -278 -11.72 636 -8.23 0.0954
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 2,372 225 10.48 693 3.43 0.1115
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 2,147 -208 -8.83 671 -1.76 0.0946
2025-01-30 2024-12-31 13F MCDONALDS COM 580135101 2,355 -358 -13.20 683 -17.43 0.0969
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 2,713 -936 -25.65 826 -11.09 0.1109
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 3,649 1 0.03 930 -9.63 0.0998
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 3,648 -183 -4.78 1,028 -9.43 0.1065
2024-01-05 2023-12-31 13F MCDONALDS COM 580135101 3,831 -51 -1.31 1,136 11.06 0.1168
2023-11-02 2023-09-30 13F MCDONALDS COM 580135101 3,882 34 0.88 1,023 -10.98 0.1188
2023-07-31 2023-06-30 13F McDonald's Stock/ETF 580135101 3,848 -213 -5.25 1,148 1.15 0.1624
2023-05-10 2023-03-31 13F McDonald's Stock/ETF 580135101 4,061 -4,096 -50.21 1,135 -47.79 0.1292
2023-02-16 2022-12-31 13F MCDONALDS COM 580135101 8,157 -3,399 -29.41 2,175 -24.49 0.1519
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 11,556 -14,667 -55.93 2,879 -57.69 0.1997
2022-02-01 2021-12-31 13F MCDONALDS COM 580135101 26,223 -4,911 -15.77 6,804 -15.92 0.4483
2021-12-09 2021-09-30 13F MCDONALDS COM 580135101 31,134 -35,226 -53.08 8,092 -48.23 0.5381
2021-08-19 2021-06-30 13F MCDONALDS COM 580135101 66,360 5,019 8.18 15,631 8.96 1.0999
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 61,341 2,970 5.09 14,346 16.46 1.1133
2021-02-09 2020-12-31 13F MCDONALDS COM 580135101 58,371 5,303 9.99 12,318 8.93 1.0471
2020-12-18 2020-09-30 13F MCDONALDS COM 580135101 53,068 1,605 3.12 11,308 6.41 1.1024
2020-08-19 2020-06-30 13F MCDONALDS COM 580135101 51,463 1,737 3.49 10,627 21.83 1.1004
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 49,726 44,770 903.35 8,723 709.18 1.1321
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 4,956 463 10.30 1,078 23.06 0.1273
2019-11-15 2019-09-30 13F MCDONALDS COM 580135101 4,493 174 4.03 876 -7.69 0.1197
2019-08-19 2019-06-30 13F MCDONALDS COM 580135101 4,319 -1,164 -21.23 949 -13.10 0.1429
2019-05-16 2019-03-31 13F MCDONALDS COM 580135101 5,483 34 0.62 1,092 11.31 0.1705
2019-02-20 2018-12-31 13F MCDONALDS COM 580135101 5,449 -300 -5.22 981 -7.10 0.1578
2018-11-21 2018-09-30 13F MCDONALDS COM 580135101 5,749 -93 -1.59 1,056 15.41 0.1928
2018-08-16 2018-06-30 13F MCDONALDS COM 580135101 5,842 117 2.04 915 2.23 0.1876
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 5,725 2,860 99.83 895 81.54 0.1964
2018-02-16 2017-12-31 13F MCDONALDS COM 580135101 2,865 -119 -3.99 493 5.34 0.1320
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 2,984 -154 -4.91 468 -2.70 0.1313
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 3,138 2,895 1,191.36 481 1,451.61 0.1382
2017-04-19 2017-03-31 13F MCDONALDS Common Stock 580135101 243 -2,344 -90.61 32 -89.42 0.1097
2016-12-09 2016-09-30 13F MCDONALDS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 580135101 2,587 -2,399 -48.11 294 -2.98 0.0956
2016-08-08 2016-06-30 13F McDonalds Common Stock 580135101 4,986 4,766 2,166.36 302 3,255.56 0.0388
2016-03-24 2015-12-31 13F MCDONALDS COM 580135101 220 178 423.81 9 125.00 0.0015
2015-08-10 2015-06-30 13F MCDONALDS COM 580135101 42 -1,341 -96.96 4 -96.95 0.0017
2015-05-04 2015-03-31 13F McDonalds Common Stock 580135101 1,383 1,383 131 0.0610
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.