McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership3,394 shares
Latest Disclosed Value $ 1,054,881
Sheets Smith Wealth Management reports 0.47% increase in ownership of MCD / McDonald's Corporation

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 3,394 shares of McDonald's Corporation (CH:MCD) valued at $1,054,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 3,378 shares of McDonald's Corporation. This represents a change in shares of 0.47% 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)
2026-04-16 2026-03-31 13F MCDONALDS COM 580135101 3,394 16 0.47 1,055 2.13 0.1187
2026-01-20 2025-12-31 13F MCDONALDS COM 580135101 3,378 -45 -1.31 1,032 -0.77 0.1133
2025-10-16 2025-09-30 13F MCDONALDS COM 580135101 3,423 -181 -5.02 1,040 -1.14 0.1177
2025-07-15 2025-06-30 13F MCDONALDS COM 580135101 3,604 35 0.98 1,053 -5.57 0.1232
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 3,569 -33 -0.92 1,115 6.70 0.1385
2025-01-17 2024-12-31 13F MCDONALDS COM 580135101 3,602 23 0.64 1,044 -4.13 0.1275
2024-11-01 2024-09-30 13F MCDONALDS COM 580135101 3,579 -498 -12.21 1,090 4.81 0.1333
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 4,077 2 0.05 1,039 -9.49 0.1242
2024-05-08 2024-03-31 13F MCDONALDS COM 580135101 4,075 10 0.25 1,149 -4.73 0.1287
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 4,065 101 2.55 1,205 15.42 0.1715
2023-10-23 2023-09-30 13F MCDONALDS COM 580135101 3,964 -23 -0.58 1,044 -12.20 0.1590
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 3,987 2 0.05 1,190 6.73 0.1739
2023-05-26 2023-03-31 13F/A-1 MCDONALDS COM 580135101 3,985 2 0.05 1,114 6.20 0.1702
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 280 -3,703 1,114 0.1706
2023-03-08 2022-12-31 13F MCDONALDS COM 580135101 3,983 79 2.02 1,050 16.43 0.1643
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 3,904 -29 -0.74 901 -7.21 0.1504
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 3,933 -198 -4.79 971 -4.90 0.1598
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 4,131 -108 -2.55 1,021 -10.12 0.1407
2022-01-20 2021-12-31 13F MCDONALDS COM 580135101 4,239 -46 -1.07 1,136 9.97 0.1410
2021-10-15 2021-09-30 13F MCDONALDS COM 580135101 4,285 -147 -3.32 1,033 0.88 0.1402
2021-08-03 2021-06-30 13F MCDONALDS COM 580135101 4,432 -1 -0.02 1,024 3.02 0.1380
2021-04-23 2021-03-31 13F MCDONALDS COM 580135101 4,433 87 2.00 994 6.54 0.1462
2021-01-13 2020-12-31 13F MCDONALDS COM 580135101 4,346 -154 -3.42 933 -5.57 0.1411
2020-10-26 2020-09-30 13F MCDONALDS COM 580135101 4,500 -73 -1.60 988 17.06 0.1719
2020-07-17 2020-06-30 13F MCDONALDS COM 580135101 4,573 -226 -4.71 844 6.30 0.1689
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 4,799 1,032 27.40 794 6.72 0.1663
2020-01-24 2019-12-31 13F MCDONALDS COM 580135101 3,767 -260 -6.46 744 -13.99 0.1422
2019-10-28 2019-09-30 13F MCDONALDS COM 580135101 4,027 -680 -14.45 865 -11.46 0.1779
2019-07-12 2019-06-30 13F MCDONALDS COM 580135101 4,707 -131 -2.71 977 6.31 0.2006
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 4,838 -41 -0.84 919 6.12 0.1989
2019-01-11 2018-12-31 13F MCDONALDS COM 580135101 4,879 10 0.21 866 6.39 0.2333
2018-10-15 2018-09-30 13F MCDONALDS COM 580135101 4,869 -1,713 -26.03 814 -21.05 0.1685
2018-07-26 2018-06-30 13F MCDONALDS COM 580135101 6,582 11 0.17 1,031 0.29 0.2413
2018-04-09 2018-03-31 13F MCDONALDS COM 580135101 6,571 11 0.17 1,028 -8.95 0.2470
2018-01-12 2017-12-31 13F MCDONALDS COM 580135101 6,560 10 0.15 1,129 10.04 0.2661
2017-10-12 2017-09-30 13F MCDONALDS COM 580135101 6,550 61 0.94 1,026 3.22 0.2588
2017-07-19 2017-06-30 13F MCDONALDS COM 580135101 6,489 10 0.15 994 18.33 0.2627
2017-04-10 2017-03-31 13F MCDONALDS COM 580135101 6,479 -28 -0.43 840 6.06 0.2230
2017-02-03 2016-12-31 13F MCDONALDS COM 580135101 6,507 -266 -3.93 792 1.41 0.2223
2016-11-18 2016-09-30 13F MCDONALDS COM 580135101 6,773 15 0.22 781 -3.94 0.2202
2016-08-15 2016-06-30 13F MCDONALD'S COM 580135101 6,758 -186 -2.68 813 -6.87 0.2362
2016-05-13 2016-03-31 13F MCDONALD'S COM 580135101 6,944 -19 -0.27 873 6.08 0.2684
2016-02-01 2015-12-31 13F MCDONALD'S COM 580135101 6,963 16 0.23 823 20.15 0.2489
2015-11-13 2015-09-30 13F MCDONALDS COM 580135101 6,947 17 0.25 685 3.95 0.2317
2015-08-31 2015-06-30 13F MCDONALD'S COM 580135101 6,930 -256 -3.56 659 -5.86 0.1801
2015-05-05 2015-03-31 13F MCDONALD'S COM 580135101 7,186 17 0.24 700 4.17 0.1933
2015-02-20 2014-12-31 13F MCDONALD'S COM 580135101 7,169 271 3.93 672 2.75 0.1753
2014-11-17 2014-09-30 13F MCDONALD'S COM 580135101 6,898 112 1.65 654 -4.39 0.1779
2014-09-18 2014-06-30 13F MCDONALD'S COM 580135101 6,786 140 2.11 684 4.91 0.1836
2014-06-02 2014-03-31 13F MCDONALD'S COM 580135101 6,646 145 2.23 652 3.33 0.1824
2014-02-21 2013-12-31 13F MC DONALDS COM 580135101 6,501 102 1.59 631 2.44 0.1741
2013-11-26 2013-09-30 13F MCDONALD'S COM 580135101 6,399 -248 -3.73 616 -6.38 0.2004
2013-11-19 2013-06-30 13F MCDONALDS COM 580135101 6,647 1 0.02 658 -0.75 0.2233
2013-05-21 2013-03-31 13F MCDONALD'S COM 580135101 6,646 6,646 663 0.2247
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.