McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionJGP Wealth Management, LLC
Latest Disclosed Ownership6,950 shares
Latest Disclosed Value $ 2,159,835
JGP Wealth Management, LLC reports 1.63% decrease in ownership of MCD / McDonald's Corporation

On April 8, 2026 - JGP Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,950 shares of McDonald's Corporation (CH:MCD) valued at $2,159,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 7,065 shares of McDonald's Corporation. This represents a change in shares of -1.63% 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)
2026-04-08 2026-03-31 13F MCDONALDS COM 580135101 6,950 -115 -1.63 2,160 0.00 0.2247
2026-01-12 2025-12-31 13F MCDONALDS COM 580135101 7,065 -170 -2.35 2,159 -0.46 0.2250
2025-10-15 2025-09-30 13F MCDONALDS COM 580135101 7,235 -196 -2.64 2,170 -0.09 0.2404
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 7,431 -34 -0.46 2,171 -6.86 0.2631
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 7,465 -223 -2.90 2,332 4.62 0.3069
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 7,688 148 1.96 2,229 -2.96 0.2881
2024-10-09 2024-09-30 13F MCDONALDS COM 580135101 7,540 32 0.43 2,296 20.02 0.2956
2024-07-12 2024-06-30 13F MCDONALDS COM 580135101 7,508 -212 -2.75 1,913 -12.09 0.2729
2024-04-24 2024-03-31 13F MCDONALDS COM 580135101 7,720 -430 -5.28 2,177 -9.93 0.3160
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 8,150 -531 -6.12 2,417 5.69 0.3588
2023-10-19 2023-09-30 13F MCDONALDS COM 580135101 8,681 81 0.94 2,287 -10.91 0.3836
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 8,600 207 2.47 2,566 9.38 0.4195
2023-04-14 2023-03-31 13F MCDONALDS COM 580135101 8,393 233 2.86 2,347 9.12 0.4117
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 8,160 11 0.13 2,150 13.16 0.3951
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 8,149 666 8.90 1,900 0.96 0.3996
2022-07-19 2022-06-30 13F MCDONALDS COM 580135101 7,483 245 3.38 1,882 3.41 0.3798
2022-04-20 2022-03-31 13F MCDONALDS COM 580135101 7,238 358 5.20 1,820 -0.98 0.3357
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 6,880 162 2.41 1,838 13.46 0.3422
2021-10-13 2021-09-30 13F MCDONALDS COM 580135101 6,718 28 0.42 1,620 4.85 0.3500
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 6,690 486 7.83 1,545 11.07 0.3322
2021-04-28 2021-03-31 13F MCDONALDS COM 580135101 6,204 -22 -0.35 1,391 5.86 0.3117
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 6,226 76 1.24 1,314 -5.67 0.3045
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 6,150 -22 -0.36 1,393 21.45 0.3699
2020-07-13 2020-06-30 13F MCDONALDS COM 580135101 6,172 -151 -2.39 1,147 2.23 0.3373
2020-04-14 2020-03-31 13F MCDONALDS COM 580135101 6,323 -218 -3.33 1,122 -15.19 0.3976
2020-01-09 2019-12-31 13F MCDONALDS COM 580135101 6,541 -25 -0.38 1,323 -2.29 0.3910
2019-10-24 2019-09-30 13F MCDONALDS COM 580135101 6,566 -124 -1.85 1,354 -2.52 0.4694
2019-07-15 2019-06-30 13F MCDONALDS COM 580135101 6,690 -89 -1.31 1,389 7.93 0.4921
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 6,779 -630 -8.50 1,287 -2.20 0.4874
2019-01-17 2018-12-31 13F MCDONALDS COM 580135101 7,409 -141 -1.87 1,316 3.54 0.5443
2018-11-27 2018-09-30 13F MCDONALDS COM 580135101 7,550 -13 -0.17 1,271 7.26 0.5085
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 7,563 7,563 1,185 0.4945
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.