McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionYoungs Advisory Group, Inc.
Latest Disclosed Ownership1,120 shares
Latest Disclosed Value $ 347,934
Youngs Advisory Group, Inc. ownership in MCD / McDonald's Corporation

On April 22, 2026 - Youngs Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 1,120 shares of McDonald's Corporation (CH:MCD) valued at $347,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,120 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)
2026-04-22 2026-03-31 13F MCDONALDS COM 580135101 1,120 0 0.00 348 1.46 0.1236
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 1,120 0 0.00 342 0.59 0.1218
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 1,120 -15 -1.32 340 2.41 0.1211
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 1,135 -25 -2.16 332 -8.29 0.1262
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 1,160 0 0.00 362 7.74 0.1508
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 1,160 28 2.47 336 -2.33 0.1425
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 1,132 0 0.00 345 19.44 0.1428
2024-07-19 2024-06-30 13F MCDONALDS COM 580135101 1,132 -77 -6.37 288 -15.29 0.1265
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 1,209 -47 -3.74 341 -8.60 0.1522
2024-01-31 2023-12-31 13F MCDONALDS COM 580135101 1,256 1 0.08 372 12.73 0.1865
2023-11-03 2023-09-30 13F MCDONALDS COM 580135101 1,255 -1 -0.08 331 -11.76 0.1798
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 1,256 1 0.08 375 6.55 0.2040
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 1,255 0 0.00 351 6.36 0.1967
2023-01-25 2022-12-31 13F MCDONALDS COM 580135101 1,255 -1 -0.08 331 13.79 0.1954
2022-10-18 2022-09-30 13F MCDONALDS COM 580135101 1,256 -200 -13.74 290 -19.22 0.1866
2022-07-13 2022-06-30 13F MCDONALDS COM 580135101 1,456 -17 -1.15 359 -1.37 0.2204
2022-04-29 2022-03-31 13F MCDONALDS COM 580135101 1,473 292 24.72 364 14.83 0.2100
2022-01-26 2021-12-31 13F MCDONALDS COM 580135101 1,181 0 0.00 317 11.23 0.2000
2021-10-15 2021-09-30 13F MCDONALDS COM 580135101 1,181 -73 -5.82 285 -1.72 0.2149
2021-07-21 2021-06-30 13F MCDONALDS COM 580135101 1,254 -31 -2.41 290 0.69 0.3092
2021-04-14 2021-03-31 13F MCDONALDS COM 580135101 1,285 0 0.00 288 4.35 0.3599
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 1,285 48 3.88 276 1.47 0.3729
2020-10-22 2020-09-30 13F MCDONALDS COM 580135101 1,237 -39 -3.06 272 15.74 0.5028
2020-07-28 2020-06-30 13F MCDONALDS COM 580135101 1,276 9 0.71 235 12.44 0.4769
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 1,267 0 0.00 209 -16.40 0.2378
2020-02-04 2019-12-31 13F MCDONALDS COM 580135101 1,267 168 15.29 250 5.93 0.2024
2019-10-28 2019-09-30 13F MCDONALDS COM 580135101 1,099 0 0.00 236 3.51 0.2017
2019-07-16 2019-06-30 13F MCDONALDS COM 580135101 1,099 0 0.00 228 9.09 0.1918
2019-04-30 2019-03-31 13F MCDONALDS COM 580135101 1,099 1,099 209 0.1813
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.