McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership316 shares
Latest Disclosed Value $ 98,209
IMA Wealth, Inc. ownership in MCD / McDonald's Corporation

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 316 shares of McDonald's Corporation (CH:MCD) valued at $98,209 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 316 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)
2026-05-06 2026-03-31 13F McDonald's Common Stock 580135101 316 0 0.00 98 2.08 0.0096
2026-02-11 2025-12-31 13F McDonald's Common Stock 580135101 316 24 8.22 97 9.09 0.0093
2025-11-06 2025-09-30 13F McDonald's Common Stock 580135101 292 100 52.08 89 57.14 0.0089
2025-08-08 2025-06-30 13F McDonald's Common Stock 580135101 192 13 7.26 56 1.82 0.0060
2025-05-06 2025-03-31 13F McDonald's Common Stock 580135101 179 179 56 0.0066
2025-02-14 2024-12-31 13F McDonald's Common Stock 580135101 0 -179 -100.00 0 -100.00
2024-11-14 2024-09-30 13F McDonald's Common Stock 580135101 179 179 55 0.0119
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 0 -213 -100.00 0 -100.00
2023-11-28 2023-09-30 13F MCDONALDS COM 580135101 213 0 0.00 56 -11.11 0.0145
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 213 118 124.21 64 142.31 0.0163
2023-05-16 2023-03-31 13F MCDONALDS COM 580135101 95 -288 -75.20 27 -74.00 0.0069
2023-02-16 2022-12-31 13F MCDONALDS COM 580135101 383 -17 -4.25 101 8.70 0.0267
2022-11-15 2022-09-30 13F MCDONALDS COM 580135101 400 1 0.25 92 -7.07 0.0247
2022-08-18 2022-06-30 13F MCDONALDS COM 580135101 399 -138 -25.70 99 -25.56 0.0242
2022-06-13 2022-03-31 13F MCDONALDS COM 580135101 537 1 0.19 133 -7.64 0.0305
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 536 1 0.19 144 11.63 0.0318
2021-11-03 2021-09-30 13F MCDONALDS COM 580135101 535 1 0.19 129 4.88 0.0305
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 534 1 0.19 123 3.36 0.0287
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 533 1 0.19 119 4.39 0.0292
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 532 -83 -13.50 114 -15.56 0.0320
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 615 1 0.16 135 19.47 0.0453
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 614 1 0.16 113 11.88 0.0409
2020-04-14 2020-03-31 13F MCDONALDS COM 580135101 613 2 0.33 101 -16.53 0.0445
2020-02-24 2019-12-31 13F MCDONALDS COM 580135101 611 1 0.16 121 -7.63 0.0449
2019-10-29 2019-09-30 13F MCDONALDS COM 580135101 610 1 0.16 131 3.97 0.0495
2019-07-19 2019-06-30 13F MCDONALDS COM 580135101 609 113 22.78 126 34.04 0.0471
2019-05-09 2019-03-31 13F MCDONALDS COM 580135101 496 1 0.20 94 6.82 0.0365
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 495 1 0.20 88 6.02 0.0411
2018-10-18 2018-09-30 13F MCDONALDS COM 580135101 494 -23 -4.45 83 2.47 0.0325
2018-08-01 2018-06-30 13F MCDONALDS COM 580135101 517 517 81 0.0337
2016-12-07 2016-09-30 13F McDonalds COM 580135101 0 0 0 0.0000
2016-12-08 2016-03-31 13F McDonalds COM 580135101 0 0 0 0.0000
2016-12-08 2015-09-30 13F McDonalds COM 580135101 0 -1,232 -100.00 0 -100.00
2015-07-24 2015-06-30 13F McDonalds COM 580135101 1,232 1,232 0.00 117 0.0557
2015-04-14 2015-03-31 13F McDonalds COM 580135101 0 -8,287 -100.00 0 -100.00
2015-01-09 2014-12-31 13F McDonalds COM 580135101 8,287 -230 -2.70 776 -3.84 0.4009
2014-10-16 2014-09-30 13F McDonalds COM 580135101 8,517 370 4.54 807 -1.71 0.3809
2014-07-17 2014-06-30 13F McDonalds COM 580135101 8,147 -600 -6.86 821 -4.20 0.3757
2014-04-15 2014-03-31 13F McDonalds COM 580135101 8,747 -1,410 -13.88 857 -13.08 0.4006
2014-01-30 2013-12-31 13F McDonalds COM 580135101 10,157 5 0.05 986 0.92 0.4690
2013-10-03 2013-09-30 13F McDonalds COM 580135101 10,152 -200 -1.93 977 -4.68 0.4794
2013-07-16 2013-06-30 13F McDonalds COM 580135101 10,352 10,352 1,025 0.5567
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.