McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFinancial Advisors Network, Inc.
Latest Disclosed Ownership2,346 shares
Latest Disclosed Value $ 729,161
Financial Advisors Network, Inc. reports 0.04% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Financial Advisors Network, Inc. filed a 13F-HR form disclosing ownership of 2,346 shares of McDonald's Corporation (CH:MCD) valued at $729,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 14, 2026 disclosing 2,345 shares of McDonald's Corporation. This represents a change in shares of 0.04% 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 2,346 1 0.04 729 1.82 0.1007
2026-05-14 2025-12-31 13F MCDONALDS COM 580135101 2,345 -19 -0.80 717 -0.28 0.0983
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 2,364 1 0.04 718 4.06 0.1017
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 2,363 595 33.65 690 25.00 0.1043
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 1,768 -10 -0.56 552 7.18 0.0916
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 1,778 42 2.42 515 0.19 0.0858
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 1,736 22 1.28 515 13.97 0.1036
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 1,714 -2 -0.12 452 -0.22 0.1015
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 1,716 5 0.29 452 14.43 0.1197
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 1,711 0 0.00 395 -6.40 0.1167
2022-08-04 2022-06-30 13F MCDONALDS COM 580135101 1,711 0 0.00 422 -0.24 0.1180
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 1,711 45 2.70 423 -5.37 0.1041
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 1,666 0 0.00 447 6.94 0.1006
2021-12-27 2021-09-30 13F MCDONALDS COM 580135101 1,666 51 3.16 418 12.06 0.0963
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 1,615 173 12.00 373 15.48 0.1100
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 1,442 0 0.00 323 4.53 0.1043
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 1,442 0 0.00 309 -2.52 0.1062
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 1,442 -9 -0.62 317 18.28 0.1241
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 1,451 0 0.00 268 11.67 0.1093
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 1,451 -351 -19.48 240 -32.58 0.1145
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 1,802 562 45.32 356 33.83 0.1630
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 1,240 2 0.16 266 -1.12 0.1361
2019-08-09 2019-06-30 13F MCDONALDS COM 580135101 1,238 1,238 269 0.1446
2017-05-17 2017-03-31 13F MCDONALDS COM 580135101 0 -174,000 -100.00 0 -100.00
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 174,000 174,000 21,381 0.0182
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.