McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFlagship Private Wealth, LLC
Latest Disclosed Ownership992 shares
Latest Disclosed Value $ 308,212
Flagship Private Wealth, LLC reports 0.40% increase in ownership of MCD / McDonald's Corporation

On April 24, 2026 - Flagship Private Wealth, LLC filed a 13F-HR form disclosing ownership of 992 shares of McDonald's Corporation (CH:MCD) valued at $308,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 988 shares of McDonald's Corporation. This represents a change in shares of 0.40% 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)
2026-04-24 2026-03-31 13F MCDONALDS COM 580135101 992 4 0.40 308 1.99 0.1251
2026-02-04 2025-12-31 13F MCDONALDS COM 580135101 988 73 7.98 302 8.63 0.1187
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 915 3 0.33 278 4.51 0.1118
2025-08-06 2025-06-30 13F/A-1 MCDONALDS COM 580135101 912 3 0.33 267 -6.01 0.1133
2025-07-21 2025-06-30 13F MCDONALDS COM 580135101 912 3 267 0.1370
2025-04-14 2025-03-31 13F MCDONALDS COM 580135101 909 0 0.00 284 7.60 0.1352
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 909 0 0.00 264 -4.71 0.1269
2024-10-30 2024-09-30 13F MCDONALDS COM 580135101 909 0 0.00 277 19.48 0.1426
2024-07-22 2024-06-30 13F MCDONALDS COM 580135101 909 909 232 0.1371
2021-10-20 2021-09-30 13F MCDONALDS Common Stock 580135101 0 -269 -100.00 0 -100.00
2021-07-09 2021-06-30 13F/A-1 MCDONALDS Common Stock 580135101 269 -25 -8.50 63 -5.97 0.0481
2021-07-09 2021-06-30 13F MCDONALDS Common Stock 580135101 63,268 62,974 63 0.0481
2021-04-09 2021-03-31 13F MCDONALDS Common Stock 580135101 294 -1 -0.34 67 11.67 0.0563
2021-02-02 2020-12-31 13F MCDONALDS Common Stock 580135101 295 295 61 0.0567
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.