McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership91,804 shares
Latest Disclosed Value $ 28,531,765
Wealthfront Advisers Llc reports 2.51% increase in ownership of MCD / McDonald's Corporation

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 91,804 shares of McDonald's Corporation (CH:MCD) valued at $28,531,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 89,558 shares of McDonald's Corporation. This represents a change in shares of 2.51% 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)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 91,804 2,246 2.51 28,532 4.24 0.0626
2026-01-30 2025-12-31 13F MCDONALDS COM 580135101 89,558 16,559 22.68 27,372 23.39 0.0612
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 72,999 5,506 8.16 22,184 12.50 0.0521
2025-07-31 2025-06-30 13F MCDONALDS COM 580135101 67,493 -10,129 -13.05 19,719 -18.67 0.0508
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 77,622 7,612 10.87 24,247 19.47 0.0651
2025-04-01 2024-12-31 13F/A-1 MCDONALDS COM 580135101 70,010 5,054 7.78 20,295 2.61 0.0593
2025-02-07 2024-12-31 13F MCDONALDS COM 580135101 11,759 -53,197 1,759 0.0053
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 64,956 -377 -0.58 19,780 18.80 0.0608
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 65,333 -3,955 -5.71 16,649 -14.77 0.0560
2024-04-19 2024-03-31 13F MCDONALDS COM 580135101 69,288 -1,103 -1.57 19,536 -6.40 0.0684
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 70,391 -6,963 -9.00 20,872 2.42 0.0802
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 77,354 -13,173 -14.55 20,378 -24.57 0.0877
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 90,527 931 1.04 27,014 7.84 0.1146
2023-04-28 2023-03-31 13F MCDONALDS COM 580135101 89,596 10,693 13.55 25,052 20.48 0.1138
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 78,903 -476 -0.60 20,793 13.52 0.1008
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 79,379 3,469 4.57 18,316 -2.27 0.0974
2022-07-20 2022-06-30 13F MCDONALDS COM 580135101 75,910 18,920 33.20 18,741 32.99 0.0942
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 56,990 -6,425 -10.13 14,092 -17.10 0.0618
2022-01-21 2021-12-31 13F MCDONALDS COM 580135101 63,415 3,636 6.08 16,999 17.94 0.0719
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 59,779 6,395 11.98 14,413 16.88 0.0668
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 53,384 3,414 6.83 12,331 10.10 0.0586
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 49,970 4,230 9.25 11,200 14.11 0.0600
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 45,740 -2,683 -5.54 9,815 -7.65 0.0590
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 48,423 4,293 9.73 10,628 30.55 0.0760
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 44,130 4,288 10.76 8,141 23.57 0.0632
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 39,842 126 0.32 6,588 -16.06 0.0598
2020-01-21 2019-12-31 13F MCDONALDS COM 580135101 39,716 -3,789 -8.71 7,848 -15.98 0.0582
2019-10-15 2019-09-30 13F MCDONALDS COM 580135101 43,505 1,656 3.96 9,341 7.49 0.0783
2019-08-13 2019-06-30 13F MCDONALDS COM 580135101 41,849 2,443 6.20 8,690 16.13 0.0755
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 39,406 -5,297 -11.85 7,483 -5.73 0.0694
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 44,703 44,703 7,938 0.0844
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.