McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership45,879 shares
Latest Disclosed Value $ 14,258,834
Integrated Wealth Concepts LLC reports 130.78% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 45,879 shares of McDonald's Corporation (CH:MCD) valued at $14,258,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 19,880 shares of McDonald's Corporation. This represents a change in shares of 130.78% 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)
2026-05-15 2026-03-31 13F MCDONALDS Common Stock 580135101 45,879 25,999 130.78 14,259 134.70 0.1137
2026-02-13 2025-12-31 13F MCDONALDS Common Stock 580135101 19,880 -26,001 -56.67 6,076 -56.43 0.0722
2025-11-14 2025-09-30 13F MCDONALDS Common Stock 580135101 45,881 -558 -1.20 13,943 2.76 0.1247
2025-08-14 2025-06-30 13F MCDONALDS Common Stock 580135101 46,439 358 0.78 13,568 -5.74 0.1361
2025-05-15 2025-03-31 13F MCDONALDS Common Stock 580135101 46,081 -356 -0.77 14,394 6.93 0.1679
2025-02-14 2024-12-31 13F MCDONALDS Common Stock 580135101 46,437 6,741 16.98 13,462 11.37 0.1564
2024-11-14 2024-09-30 13F MCDONALDS Common Stock 580135101 39,696 -241 -0.60 12,088 18.77 0.1473
2024-08-14 2024-06-30 13F MCDONALDS Common Stock 580135101 39,937 -1,133 -2.76 10,178 -12.11 0.1390
2024-05-15 2024-03-31 13F MCDONALDS Common Stock 580135101 41,070 1,649 4.18 11,579 -0.93 0.1678
2024-02-13 2023-12-31 13F MCDONALDS Common Stock 580135101 39,421 -508 -1.27 11,689 11.12 0.1915
2023-11-15 2023-09-30 13F MCDONALDS Common Stock 580135101 39,929 -488 -1.21 10,519 -12.79 0.1856
2023-08-15 2023-06-30 13F MCDONALDS Common Stock 580135101 40,417 3,163 8.49 12,061 120,500.00 0.2067
2023-05-03 2023-03-31 13F MCDONALDS Common Stock 580135101 37,254 19,051 104.66 10 150.00 0.2147
2023-02-13 2022-12-31 13F MCDONALDS Common Stock 580135101 18,203 970 5.63 5 -99.90 0.1303
2022-11-14 2022-09-30 13F MCDONALDS Common Stock 580135101 17,233 -289 -1.65 3,976 -8.09 0.1270
2022-08-08 2022-06-30 13F MCDONALDS Common Stock 580135101 17,522 81 0.46 4,326 0.30 0.1347
2022-05-12 2022-03-31 13F MCDONALDS Common Stock 580135101 17,441 -2,707 -13.44 4,313 -20.14 0.1318
2022-02-15 2021-12-31 13F MCDONALDS Common Stock 580135101 20,148 45 0.22 5,401 11.43 0.1606
2021-11-15 2021-09-30 13F MCDONALDS Common Stock 580135101 20,103 3,787 23.21 4,847 28.60 0.1577
2021-08-13 2021-06-30 13F MCDONALDS Common Stock 580135101 16,316 1,002 6.54 3,769 9.79 0.1335
2021-05-13 2021-03-31 13F MCDONALDS Common Stock 580135101 15,314 -473 -3.00 3,433 1.33 0.1409
2021-02-12 2020-12-31 13F MCDONALDS Common Stock 580135101 15,787 378 2.45 3,388 0.18 0.1603
2020-11-13 2020-09-30 13F MCDONALDS Common Stock 580135101 15,409 1,124 7.87 3,382 28.35 0.2085
2020-07-30 2020-06-30 13F MCDONALDS Common Stock 580135101 14,285 3,984 38.68 2,635 54.73 0.1896
2020-05-18 2020-03-31 13F MCDONALDS Common Stock 580135101 10,301 2,113 25.81 1,703 5.25 0.1573
2020-02-20 2019-12-31 13F MCDONALDS Common Stock 580135101 8,188 3,421 71.76 1,618 58.01 0.1365
2019-11-15 2019-09-30 13F MCDONALDS Common Stock 580135101 4,767 527 12.43 1,024 20.61 0.1152
2019-08-15 2019-06-30 13F MCDONALDS Common Stock 580135101 4,240 1,647 63.52 849 72.56 0.1112
2019-05-15 2019-03-31 13F MCDONALDS Common Stock 580135101 2,593 404 18.46 492 26.48 0.0833
2019-02-14 2018-12-31 13F MCDONALDS Common Stock 580135101 2,189 770 54.26 389 64.83 0.1057
2018-11-13 2018-09-30 13F MCDONALDS Common Stock 580135101 1,419 30 2.16 236 8.26 0.0713
2018-07-26 2018-06-30 13F MCDONALDS Common Stock 580135101 1,389 -49 -3.41 218 -3.96 0.0744
2018-05-15 2018-03-31 13F MCDONALDS Common Stock 580135101 1,438 30 2.13 227 -7.35 0.0910
2018-05-15 2017-12-31 13F MCDONALDS Common Stock 580135101 1,408 1,408 245 0.1048
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.