McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership21,707 shares
Latest Disclosed Value $ 6,746,492
Western Wealth Management, LLC reports 15.98% increase in ownership of MCD / McDonald's Corporation

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 21,707 shares of McDonald's Corporation (CH:MCD) valued at $6,746,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 18,716 shares of McDonald's Corporation. This represents a change in shares of 15.98% 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)
2026-05-19 2026-03-31 13F MCDONALDS COM 580135101 21,707 2,991 15.98 6,746 17.94 0.1568
2026-02-05 2025-12-31 13F MCDONALDS Common Stock 580135101 18,716 38 0.20 5,720 0.78 0.2635
2025-11-06 2025-09-30 13F MCDONALDS Common Stock 580135101 18,678 453 2.49 5,676 6.61 0.2994
2025-08-11 2025-06-30 13F MCDONALDS Common Stock 580135101 18,225 143 0.79 5,325 -5.74 0.3159
2025-04-23 2025-03-31 13F MCDONALDS Common Stock 580135101 18,082 -15 -0.08 5,648 7.66 0.3738
2025-04-16 2024-12-31 13F/A-1 MCDONALDS Common Stock 580135101 18,097 -1,903 -9.52 5,246 -13.86 0.3418
2025-02-18 2024-12-31 13F MCDONALDS COM 580135101 2,606 -17,394 755 0.2268
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 20,000 3,103 18.36 6,090 41.43 0.3472
2024-07-19 2024-06-30 13F MCDONALDS COM 580135101 16,897 -2,411 -12.49 4,306 -20.89 0.3191
2024-05-03 2024-03-31 13F MCDONALDS COM 580135101 19,308 3,729 23.94 5,444 17.84 0.4232
2024-01-31 2023-12-31 13F MCDONALDS COM 580135101 15,579 81 0.52 4,619 13.16 0.3329
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 15,498 -531 -3.31 4,083 -14.66 0.3450
2023-08-30 2023-06-30 13F MCDONALDS COM 580135101 16,029 -74 -0.46 4,783 6.24 0.4080
2023-08-30 2023-03-31 13F MCDONALDS COM 580135101 16,103 511 3.28 4,502 9.56 0.4190
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 15,592 -12,684 -44.86 4,109 -37.77 0.4200
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 28,276 4,259 17.73 6,603 11.33 0.3781
2022-07-18 2022-06-30 13F MCDONALDS COM 580135101 24,017 -3,059 -11.30 5,931 -11.44 0.3405
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 27,076 13,035 92.84 6,697 77.92 0.3250
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 14,041 -428 -2.96 3,764 12.69 0.3716
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 14,469 1,279 9.70 3,340 12.95 0.3434
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 13,190 601 4.77 2,957 9.48 0.3975
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 12,589 1,375 12.26 2,701 9.71 0.3964
2020-10-27 2020-09-30 13F MCDONALDS COM 580135101 11,214 250 2.28 2,462 21.70 0.4022
2020-07-20 2020-06-30 13F MCDONALDS COM 580135101 10,964 1,732 18.76 2,023 32.83 0.3668
2020-04-27 2020-03-31 13F MCDONALDS COM 580135101 9,232 342 3.85 1,523 -13.32 0.3493
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 8,890 -846 -8.69 1,757 -15.89 0.2662
2019-11-08 2019-09-30 13F MCDONALDS COM 580135101 9,736 -111 -1.13 2,089 2.05 0.4348
2019-08-06 2019-06-30 13F MCDONALDS COM 580135101 9,847 -354 -3.47 2,047 5.79 0.2688
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 10,201 118 1.17 1,935 8.40 0.4307
2019-02-15 2018-12-31 13F MCDONALDS COM 580135101 10,083 10,083 1,785 0.4801
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.