McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionLeo Wealth, LLC
Latest Disclosed Ownership29,070 shares
Latest Disclosed Value $ 9,034,681
Leo Wealth, LLC reports 0.26% increase in ownership of MCD / McDonald's Corporation

On May 5, 2026 - Leo Wealth, LLC filed a 13F-HR form disclosing ownership of 29,070 shares of McDonald's Corporation (CH:MCD) valued at $9,034,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 28,995 shares of McDonald's Corporation. This represents a change in shares of 0.26% 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)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 29,070 75 0.26 9,035 1.95 0.6561
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 28,995 942 3.36 8,862 3.95 0.6427
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 28,053 -1,058 -3.63 8,525 0.26 1.1053
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 29,111 1,214 4.35 8,502 -2.43 0.6611
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 27,897 24,173 649.11 8,714 707.60 1.2526
2025-01-28 2024-12-31 13F MCDONALDS COM 580135101 3,724 1,241 49.98 1,080 42.72 0.0968
2024-10-21 2024-09-30 13F MCDONALDS COM 580135101 2,483 -17 -0.68 756 19.43 0.0691
2024-07-17 2024-06-30 13F MCDONALDS COM 580135101 2,500 -1,050 -29.58 633 -36.64 0.0646
2024-05-09 2024-03-31 13F MCDONALDS COM 580135101 3,550 195 5.81 999 0.60 0.1023
2024-03-14 2023-12-31 13F MCDONALDS COM 580135101 3,355 3,355 993 0.1029
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.