McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership51,263 shares
Latest Disclosed Value $ 15,931,933
Merit Financial Group, LLC reports 25.29% increase in ownership of MCD / McDonald's Corporation

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 51,263 shares of McDonald's Corporation (CH:MCD) valued at $15,931,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 40,915 shares of McDonald's Corporation. This represents a change in shares of 25.29% 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)
2026-04-15 2026-03-31 13F MCDONALDS COM 580135101 51,263 10,348 25.29 15,932 27.40 0.0916
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 40,915 4,087 11.10 12,505 11.74 0.0754
2025-11-07 2025-09-30 13F/A-1 MCDONALDS COM 580135101 36,828 1,290 3.63 11,192 7.78 0.1028
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 36,829 1,291 11,192 0.1028
2025-07-22 2025-06-30 13F MCDONALDS COM 580135101 35,538 5,556 18.53 10,383 10.87 0.1158
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 29,982 4,056 15.64 9,366 24.62 0.1403
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 25,926 3,533 15.78 7,516 10.22 0.1350
2024-10-17 2024-09-30 13F MCDONALDS COM 580135101 22,393 -1,278 -5.40 6,819 13.03 0.1525
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 23,671 -1,744 -6.86 6,032 -12.20 0.1330
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 25,415 6,013 30.99 6,870 19.42 0.1637
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 19,402 -4,487 -18.78 5,753 -8.58 0.1750
2023-11-07 2023-09-30 13F MCDONALDS COM 580135101 23,889 363 1.54 6,293 -10.36 0.2059
2023-08-01 2023-06-30 13F MCDONALDS COM 580135101 23,526 4,542 23.93 7,020 32.25 0.2272
2023-04-24 2023-03-31 13F MCDONALDS COM 580135101 18,984 1,570 9.02 5,308 15.67 0.1930
2023-01-13 2022-12-31 13F MCDONALDS COM 580135101 17,414 2,206 14.51 4,589 30.78 0.1660
2022-10-31 2022-09-30 13F MCDONALDS COM 580135101 15,208 -3,008 -16.51 3,509 -21.97 0.1523
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 18,216 8,643 90.29 4,497 89.99 0.1392
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 9,573 829 9.48 2,367 0.98 0.1428
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 8,744 -63 -0.72 2,344 10.36 0.2299
2021-10-27 2021-09-30 13F MCDONALDS COM 580135101 8,807 505 6.08 2,124 10.74 0.2223
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 8,302 151 1.85 1,918 4.98 0.1803
2021-05-18 2021-03-31 13F MCDONALDS COM 580135101 8,151 290 3.69 1,827 8.30 0.1911
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 7,861 -462 -5.55 1,687 -7.66 0.1630
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 8,323 -92 -1.09 1,827 17.72 0.1669
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 8,415 45 0.54 1,552 12.14 0.1544
2020-05-05 2020-03-31 13F MCDONALDS COM 580135101 8,370 -1,498 -15.18 1,384 -29.03 0.1546
2020-01-16 2019-12-31 13F MCDONALDS COM 580135101 9,868 3,509 55.18 1,950 42.86 0.1726
2019-11-25 2019-09-30 13F MCDONALDS Common Stock 580135101 6,359 621 10.82 1,365 14.61 0.1492
2019-08-13 2019-06-30 13F MCDONALDS Common Stock 580135101 5,738 610 11.90 1,191 22.40 0.1397
2019-05-16 2019-03-31 13F MCDONALDS Common Stock 580135101 5,128 2,423 89.57 973 102.71 0.1187
2019-02-15 2018-12-31 13F MCDONALDS Common Stock 580135101 2,705 184 7.30 480 14.01 0.0722
2018-10-25 2018-09-30 13F MCDONALDS Common Stock 580135101 2,521 246 10.81 421 18.26 0.0674
2018-08-07 2018-06-30 13F MCDONALDS Common Stock 580135101 2,275 266 13.24 356 13.38 0.0638
2018-05-14 2018-03-31 13F MCDONALDS Common Stock 580135101 2,009 0 0.00 314 -8.99 0.0617
2018-02-13 2017-12-31 13F MCDONALDS Common Stock 580135101 2,009 2,009 345 0.0734
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.