McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership30,301 shares
Latest Disclosed Value $ 9,417,119
Toth Financial Advisory Corp reports 2.53% increase in ownership of MCD / McDonald's Corporation

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 30,301 shares of McDonald's Corporation (CH:MCD) valued at $9,417,119 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 29,554 shares of McDonald's Corporation. This represents a change in shares of 2.53% 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 30,301 747 2.53 9,417 4.26 1.0338
2026-01-20 2025-12-31 13F MCDONALDS COM 580135101 29,554 713 2.47 9,032 3.06 0.9808
2025-10-09 2025-09-30 13F MCDONALDS COM 580135101 28,841 334 1.17 8,764 5.24 0.9449
2025-07-14 2025-06-30 13F MCDONALDS COM 580135101 28,507 552 1.97 8,329 -4.63 0.9717
2025-04-14 2025-03-31 13F MCDONALDS COM 580135101 27,955 209 0.75 8,732 8.57 1.0512
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 27,746 299 1.09 8,043 -3.76 0.9461
2024-10-21 2024-09-30 13F MCDONALDS COM 580135101 27,447 -592 -2.11 8,358 16.96 0.9869
2024-07-16 2024-06-30 13F MCDONALDS COM 580135101 28,039 -174 -0.62 7,145 -10.17 0.9082
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 28,213 147 0.52 7,955 -4.41 0.9957
2024-01-26 2023-12-31 13F MCDONALDS COM 580135101 28,066 96 0.34 8,322 12.93 1.1286
2023-10-12 2023-09-30 13F MCDONALDS COM 580135101 27,970 -105 -0.37 7,368 -12.04 1.1222
2023-07-24 2023-06-30 13F MCDONALDS COM 580135101 28,075 -930 -3.21 8,378 3.29 1.2118
2023-04-24 2023-03-31 13F MCDONALDS COM 580135101 29,005 277 0.96 8,110 7.13 1.2648
2023-01-24 2022-12-31 13F MCDONALDS COM 580135101 28,728 300 1.06 7,571 15.41 1.2280
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 28,428 1,122 4.11 6,559 -2.70 1.1872
2022-07-25 2022-06-30 13F MCDONALDS COM 580135101 27,306 171 0.63 6,741 0.46 1.1746
2022-04-26 2022-03-31 13F MCDONALDS COM 580135101 27,135 -222 -0.81 6,710 -8.51 1.0026
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 27,357 -82 -0.30 7,334 10.85 0.9998
2021-10-20 2021-09-30 13F MCDONALDS COM 580135101 27,439 716 2.68 6,616 7.18 1.0051
2021-07-26 2021-06-30 13F MCDONALDS COM 580135101 26,723 1,968 7.95 6,173 11.25 0.9427
2021-04-20 2021-03-31 13F MCDONALDS COM 580135101 24,755 1,430 6.13 5,549 10.87 0.8855
2021-01-25 2020-12-31 13F MCDONALDS COM 580135101 23,325 167 0.72 5,005 -1.53 0.8579
2020-10-16 2020-09-30 13F MCDONALDS COM 580135101 23,158 586 2.60 5,083 22.07 0.9761
2020-07-14 2020-06-30 13F MCDONALDS COM 580135101 22,572 -176 -0.77 4,164 10.72 0.9017
2020-04-20 2020-03-31 13F MCDONALDS COM 580135101 22,748 -135 -0.59 3,761 -16.83 1.0861
2020-01-27 2019-12-31 13F MCDONALDS COM 580135101 22,883 -318 -1.37 4,522 -9.22 0.9171
2019-10-15 2019-09-30 13F MCDONALDS COM 580135101 23,201 -252 -1.07 4,981 2.28 1.0911
2019-07-17 2019-06-30 13F MCDONALDS COM 580135101 23,453 -303 -1.28 4,870 7.96 1.0894
2019-04-15 2019-03-31 13F MCDONALDS COM 580135101 23,756 1,167 5.17 4,511 12.47 1.0562
2019-01-22 2018-12-31 13F MCDONALDS COM 580135101 22,589 90 0.40 4,011 6.56 1.0967
2018-10-15 2018-09-30 13F MCDONALDS COM 580135101 22,499 -940 -4.01 3,764 2.48 0.8353
2018-07-23 2018-06-30 13F MCDONALDS COM 580135101 23,439 -475 -1.99 3,673 -1.79 0.8612
2018-04-25 2018-03-31 13F MCDONALDS COM 580135101 23,914 -993 -3.99 3,740 -12.76 0.9094
2018-02-06 2017-12-31 13F MCDONALDS COM 580135101 24,907 -788 -3.07 4,287 6.48 1.0157
2017-10-11 2017-09-30 13F McDonalds COM 580135101 25,695 -601 -2.29 4,026 -0.02 1.0164
2017-07-05 2017-06-30 13F McDonalds COM 580135101 26,296 -590 -2.19 4,027 15.55 1.0516
2017-04-03 2017-03-31 13F McDonalds COM 580135101 26,886 -1,270 -4.51 3,485 1.69 0.9258
2017-01-03 2016-12-31 13F McDonalds COM 580135101 28,156 -374 -1.31 3,427 4.13 0.9845
2016-10-13 2016-09-30 13F McDonalds COM 580135101 28,530 317 1.12 3,291 -3.06 0.9659
2016-07-01 2016-06-30 13F McDonalds COM 580135101 28,213 811 2.96 3,395 -1.42 1.0354
2016-04-07 2016-03-31 13F McDonalds COM 580135101 27,402 -518 -1.86 3,444 4.43 1.1260
2016-01-04 2015-12-31 13F McDonalds COM 580135101 27,920 4,661 20.04 3,298 43.89 1.0916
2015-10-02 2015-09-30 13F McDonalds COM 580135101 23,259 1,511 6.95 2,292 10.83 0.8396
2015-07-01 2015-06-30 13F McDonalds COM 580135101 21,748 925 4.44 2,068 1.92 0.6907
2015-04-10 2015-03-31 13F McDonalds COM 580135101 20,823 -419 -1.97 2,029 1.96 0.6803
2015-01-06 2014-12-31 13F McDonalds COM 580135101 21,242 -477 -2.20 1,990 -3.35 0.6898
2014-10-01 2014-09-30 13F McDonalds COM 580135101 21,719 -328 -1.49 2,059 -7.29 0.7771
2014-07-01 2014-06-30 13F McDonalds COM 580135101 22,047 1,718 8.45 2,221 11.44 0.8436
2014-04-03 2014-03-31 13F McDonalds COM 580135101 20,329 207 1.03 1,993 2.10 0.8074
2014-01-03 2013-12-31 13F McDonalds COM 580135101 20,122 -101 -0.50 1,952 0.31 0.8281
2013-10-17 2013-09-30 13F McDonalds COM 580135101 20,223 1,107 5.79 1,946 2.80 0.9118
2013-08-08 2013-06-30 13F McDonalds COM 580135101 19,116 19,116 1,893 0.9317
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.