McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMascoma Wealth Management LLC
Latest Disclosed Ownership654 shares
Latest Disclosed Value $ 203,257
Mascoma Wealth Management LLC ownership in MCD / McDonald's Corporation

On April 30, 2026 - Mascoma Wealth Management LLC filed a 13F-HR form disclosing ownership of 654 shares of McDonald's Corporation (CH:MCD) valued at $203,257 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 654 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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)
2026-04-30 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 654 0 0.00 203 2.01 0.0420
2026-02-04 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 654 0 0.00 200 0.51 0.0429
2025-10-28 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 654 -41 -5.90 199 -2.46 0.0438
2025-07-22 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 695 0 0.00 203 -6.45 0.0471
2025-04-24 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 695 0 0.00 217 7.96 0.0541
2025-02-10 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 695 0 0.00 201 -4.74 0.0506
2024-11-05 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 695 0 0.00 212 19.21 0.0527
2024-08-02 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 695 -135 -16.27 177 -24.36 0.0470
2024-05-02 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 830 -13 -1.54 234 -6.02 0.0666
2024-01-24 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 843 0 0.00 250 12.16 0.0751
2023-10-13 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 843 153 22.17 222 11.56 0.0694
2023-08-09 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 690 -58 -7.75 200 -9.95 0.0612
2023-05-01 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 748 0 0.00 221 12.18 0.0647
2023-01-24 2022-12-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 748 -350 -31.88 197 -22.13 0.0625
2023-01-20 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 1,098 0 0 0.0876
2022-10-18 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 1,098 0 0.00 253 -6.64 0.0876
2022-07-14 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 1,098 35 3.29 271 3.04 0.0926
2022-04-25 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 1,063 54 5.35 263 -2.59 0.0837
2022-01-21 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 1,009 0 0.00 270 11.11 0.0934
2021-10-06 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 1,009 122 13.75 243 18.54 0.0942
2021-07-06 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 887 87 10.88 205 14.53 0.0876
2021-04-26 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 800 800 179 0.0771
2019-11-21 2019-09-30 13F MCDONALDS CORP COM Stock 580135101 0 -742 -100.00 0 -100.00
2019-07-29 2019-06-30 13F MCDONALDS CORP COM Stock 580135101 742 -28 -3.64 154 5.48 0.0964
2019-04-23 2019-03-31 13F MCDONALDS CORP COM Stock 580135101 770 0 0.00 146 6.57 0.0980
2019-01-28 2018-12-31 13F MCDONALDS CORP COM Stock 580135101 770 0 0.00 137 6.20 0.1046
2018-11-08 2018-09-30 13F MCDONALDS CORP COM Stock 580135101 770 0 0.00 129 6.61 0.0851
2018-08-13 2018-06-30 13F MCDONALDS CORP COM Stock 580135101 770 53 7.39 121 8.04 0.0852
2018-04-24 2018-03-31 13F MCDONALDS CORP COM Stock 580135101 717 0 0.00 112 -7.44 0.0738
2018-02-05 2017-12-31 13F MCDONALDS CORP COM Stock 580135101 717 350 95.37 121 108.62 0.0745
2017-11-07 2017-09-30 13F MCDONALDS CORP COM Stock 580135101 367 -60 -14.05 58 -10.77 0.0387
2017-07-13 2017-06-30 13F MCDONALDS CORP COM Stock 580135101 427 60 16.35 65 35.42 0.0438
2017-04-18 2017-03-31 13F MCDONALDS CORP COM Stock 580135101 367 0 0.00 48 6.67 0.0344
2017-01-30 2016-12-31 13F MCDONALDS CORP COM Stock 580135101 367 367 45 0.0331
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.