McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionWinthrop Advisory Group LLC
Latest Disclosed Ownership2,508 shares
Latest Disclosed Value $ 779,601
Winthrop Advisory Group LLC reports 2.37% increase in ownership of MCD / McDonald's Corporation

On April 13, 2026 - Winthrop Advisory Group LLC filed a 13F-HR form disclosing ownership of 2,508 shares of McDonald's Corporation (CH:MCD) valued at $779,601 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 21, 2026 disclosing 2,450 shares of McDonald's Corporation. This represents a change in shares of 2.37% 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)
2026-04-13 2026-03-31 13F MCDONALDS COM 580135101 2,508 58 2.37 780 4.42 0.0567
2026-01-21 2025-12-31 13F/A-1 MCDONALDS COM 580135101 2,450 26 1.07 747 1.36 0.0633
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 2,450 26 747 0.0633
2025-10-24 2025-09-30 13F MCDONALDS COM 580135101 2,424 12 0.50 737 4.55 0.0644
2025-07-23 2025-06-30 13F MCDONALDS COM 580135101 2,412 -199 -7.62 705 -13.62 0.0680
2025-04-08 2025-03-31 13F MCDONALDS COM 580135101 2,611 46 1.79 816 9.69 0.0980
2025-01-13 2024-12-31 13F MCDONALDS COM 580135101 2,565 -11 -0.43 744 -5.23 0.0892
2024-10-31 2024-09-30 13F MCDONALDS COM 580135101 2,576 -167 -6.09 784 12.32 0.0970
2024-07-18 2024-06-30 13F/A-1 MCDONALDS COM 580135101 2,743 -212 -7.17 699 -16.21 0.0950
2024-07-18 2024-06-30 13F MCDONALDS COM 580135101 2,743 -212 699 0.0950
2024-04-17 2024-03-31 13F MCDONALDS COM 580135101 2,955 15 0.51 833 -4.36 0.1205
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 2,940 110 3.89 872 16.91 0.1362
2023-11-03 2023-09-30 13F MCDONALDS COM 580135101 2,830 14 0.50 745 -11.31 0.1224
2023-08-02 2023-06-30 13F MCDONALDS COM 580135101 2,816 151 5.67 840 12.75 0.1348
2023-08-01 2023-03-31 13F/A-1 MCDONALDS COM 580135101 2,665 -3 -0.11 745 5.97 0.1315
2023-04-17 2023-03-31 13F MCDONALDS COM 580135101 2,665 -3 1 0.1316
2023-08-03 2022-12-31 13F/A-1 MCDONALDS COM 580135101 2,668 -17 -0.63 703 13.39 0.1333
2023-01-18 2022-12-31 13F MCDONALDS COM 580135101 2,668 -17 1 0.1333
2022-11-04 2022-09-30 13F MCDONALDS COM 580135101 2,685 -37 -1.36 620 -7.74 0.1328
2022-07-21 2022-06-30 13F MCDONALDS COM 580135101 2,722 -12 -0.44 672 -0.59 0.1577
2022-04-13 2022-03-31 13F MCDONALDS COM 580135101 2,734 16 0.59 676 -7.27 0.1409
2022-01-12 2021-12-31 13F MCDONALDS COM 580135101 2,718 -18 -0.66 729 10.45 0.1464
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 2,736 -187 -6.40 660 -2.22 0.1469
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 2,923 -225 -7.15 675 -4.39 0.1519
2021-04-23 2021-03-31 13F MCDONALDS COM 580135101 3,148 126 4.17 706 8.95 0.1741
2021-01-25 2020-12-31 13F MCDONALDS COM 580135101 3,022 311 11.47 648 7.82 0.1695
2020-10-20 2020-09-30 13F MCDONALDS COM 580135101 2,711 -318 -10.50 601 7.51 0.1841
2020-07-17 2020-06-30 13F MCDONALDS COM 580135101 3,029 302 11.07 559 23.95 0.1974
2020-04-17 2020-03-31 13F MCDONALDS COM 580135101 2,727 -298 -9.85 451 -24.58 0.1803
2020-01-06 2019-12-31 13F MCDONALDS COM 580135101 3,025 1,183 64.22 598 51.39 0.2154
2019-10-10 2019-09-30 13F MCDONALDS COM 580135101 1,842 2 0.11 395 3.40 0.1563
2019-07-17 2019-06-30 13F MCDONALDS COM 580135101 1,840 2 0.11 382 9.46 0.1599
2019-04-23 2019-03-31 13F MCDONALDS COM 580135101 1,838 299 19.43 349 27.84 0.1536
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 1,539 -48 -3.02 273 3.02 0.1388
2018-10-29 2018-09-30 13F MCDONALDS COM 580135101 1,587 3 0.19 265 6.85 0.1492
2018-08-07 2018-06-30 13F MCDONALDS COM 580135101 1,584 -58 -3.53 248 -3.88 0.1625
2018-05-11 2018-03-31 13F MCDONALDS COM 580135101 1,642 320 24.21 258 12.66 0.1815
2018-05-01 2017-12-31 13F MCDONALDS COM 580135101 1,322 1,322 229 0.1627
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.