McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership34,280 shares
Latest Disclosed Value $ 10,653,881
IFP Advisors, Inc reports 14.07% increase in ownership of MCD / McDonald's Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 34,280 shares of McDonald's Corporation (CH:MCD) valued at $10,653,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 30,051 shares of McDonald's Corporation. This represents a change in shares of 14.07% 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)
2026-04-13 2026-03-31 13F MCDONALDS cs 580135101 34,280 4,229 14.07 10,654 16.00 0.2209
2026-02-06 2025-12-31 13F MCDONALDS cs 580135101 30,051 7,572 33.68 9,184 34.45 0.2062
2026-02-06 2025-09-30 13F/A-1 MCDONALDS cs 580135101 22,479 630 2.88 6,831 4.02 0.1774
2025-12-02 2025-09-30 13F MCDONALDS cs 580135101 22,195 346 6,933 0.1788
2025-07-24 2025-06-30 13F MCDONALDS cs 580135101 21,849 286 1.33 6,568 -2.51 0.1867
2025-05-05 2025-03-31 13F MCDONALDS cs 580135101 21,563 -7,360 -25.45 6,736 -19.67 0.2077
2025-02-04 2024-12-31 13F MCDONALDS cs 580135101 28,923 6,078 26.61 8,385 20.53 0.2746
2025-02-04 2024-09-30 13F MCDONALDS cs 580135101 22,845 8,483 59.07 6,958 90.08 0.2508
2024-07-30 2024-06-30 13F MCDONALDS cs 580135101 14,362 1,577 12.33 3,660 1.55 0.1453
2024-07-30 2024-03-31 13F MCDONALDS cs 580135101 12,785 429 3.47 3,605 -1.61 0.1581
2024-01-09 2023-12-31 13F MCDONALDS cs 580135101 12,356 -2,239 -15.34 3,663 -4.71 0.1729
2023-10-12 2023-09-30 13F MCDONALDS cs 580135101 14,595 -2,975 -16.93 3,844 -26.70 0.1728
2023-08-14 2023-06-30 13F/A-1 MCDONALDS cs 580135101 17,570 386 2.25 5,245 201.55 0.2193
2023-08-04 2023-06-30 13F MCDONALDS cs 580135101 17,570 386 1,779 0.0823
2023-04-18 2023-03-31 13F MCDONALDS cs 580135101 17,184 -9,881 -36.51 1,740 86,850.00 0.0757
2023-02-07 2022-12-31 13F MCDONALDS cs 580135101 27,065 -1,282 -4.52 3 -99.93 0.0749
2022-11-08 2022-09-30 13F MCDONALDS cs 580135101 28,347 1,369 5.07 2,959 5.57 0.0771
2022-09-06 2022-06-30 13F/A-1 MCDONALDS cs 580135101 26,978 0 0.00 2,803 0.00 0.0899
2022-08-12 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 46 -26,932 5 0.0090
2022-09-06 2022-03-31 13F/A-1 MCDONALDS cs 580135101 26,978 12,507 86.43 2,803 -27.94 0.0899
2022-08-08 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 16,609 2,138 1,712 0.0349
2022-01-12 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 14,471 424 3.02 3,890 14.68 0.0760
2021-10-06 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 14,047 -2,745 -16.35 3,392 -12.40 0.0678
2021-07-13 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 16,792 -811 -4.61 3,872 -1.88 0.0801
2021-04-30 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 17,603 -815 -4.43 3,946 -0.23 0.0768
2021-01-25 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 18,418 3,663 24.83 3,955 22.22 0.1603
2020-10-29 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 14,755 558 3.93 3,236 24.85 0.1932
2020-08-05 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 14,197 650 4.80 2,592 13.98 0.2054
2020-05-12 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 13,547 1,156 9.33 2,274 -7.71 0.2295
2020-01-17 2019-12-31 13F MCDONALDS CORP COM Stock 580135101 12,391 -5,246 -29.74 2,464 -34.38 0.1852
2019-11-07 2019-09-30 13F MCDONALDS CORP COM Stock 580135101 17,637 8,462 92.23 3,755 115.68 0.2516
2019-05-15 2019-03-31 13F MCDONALDS Stock 580135101 9,175 -23,121 -71.59 1,741 -69.29 0.2377
2019-06-03 2018-12-31 13F/A-10 MCDONALDS CORP COM Stock 580135101 32,296 -10,939 -25.30 5,670 -21.61 0.3456
2019-01-23 2018-12-31 13F MCDONALDS CORP COM Stock 580135101 32,296 -10,939 5,670 0.3456
2019-06-03 2018-09-30 13F/A-9 MCDONALDS CORP COM Stock 580135101 43,235 -3,383 -7.26 7,233 -0.99 0.2948
2018-10-25 2018-09-30 13F MCDONALDS CORP COM Stock 580135101 43,235 -3,383 7,233 0.2948
2019-06-03 2018-06-30 13F/A-8 MCDONALDS CORP COM Stock 580135101 46,618 -2,785 -5.64 7,305 -14.09 0.3072
2018-08-07 2018-06-30 13F MCDONALDS CORP COM Stock 580135101 46,618 757 7,305
2019-06-03 2018-03-31 13F/A-7 MCDONALDS CORP COM Stock 580135101 49,403 0 0.00 8,503 0.00 0.3854
2018-05-09 2018-03-31 13F MCDONALDS CORP COM Stock 580135101 45,861 -3,542 7,172
2019-06-03 2017-12-31 13F/A-6 MCDONALDS CORP COM Stock 580135101 49,403 -14,405 -22.58 8,503 -14.94 0.3854
2018-01-24 2017-12-31 13F MCDONALDS CORP COM Stock 580135101 49,403 -14,405 8,503
2017-10-30 2017-09-30 13F MCDONALDS CORP COM Stock 580135101 63,808 -5,340 -7.72 9,997 -5.61 0.3970
2019-06-03 2017-06-30 13F/A-5 MCDONALDS CORP COM Stock 580135101 69,148 -5,627 -7.53 10,591 9.28 0.4490
2017-07-31 2017-06-30 13F MCDONALDS CORP COM Stock 580135101 69,148 -5,627 10,591
2019-06-03 2017-03-31 13F/A-4 MCDONALDS CORP COM Stock 580135101 74,775 3,621 5.09 9,692 11.90 0.4221
2017-04-26 2017-03-31 13F MCDONALDS CORP COM Stock 580135101 74,775 3,621 9,692
2019-06-03 2016-12-31 13F/A-3 MCDONALDS CORP COM Stock 580135101 71,154 3,134 4.61 8,661 10.37 0.4179
2017-02-14 2016-12-31 13F MCDONALDS CORP COM Stock 580135101 71,154 3,134 8,661
2016-11-04 2016-09-30 13F MCDONALDS CORP COM Stock 580135101 68,020 446 0.66 7,847 -3.50 0.4080
2019-06-03 2016-06-30 13F/A-2 Mcdonalds Corp Com Stock 580135101 67,574 58,399 636.50 8,132 367.09 0.4540
2016-08-22 2016-06-30 13F Mcdonalds Corp Com Stock 580135101 67,574 58,399 8,132
2019-06-03 2016-03-31 13F/A-1 MCDONALDS Stock 580135101 9,175 -56,356 -86.00 1,741 -77.51 0.2377
2016-05-02 2016-03-31 13F MCDONALDS CORP COM Stock 580135101 69,854 4,323 8,779
2016-02-11 2015-12-31 13F MCDONALD'S Stock 580135101 65,531 65,531 7,742 0.5197
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.