맥도날드 주식회사
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionBernardo Wealth Planning LLC
Latest Disclosed Ownership1,790 shares
Latest Disclosed Value $ 556,401
Bernardo Wealth Planning LLC reports 4.23% decrease in ownership of MCD / McDonald's Corporation

On April 15, 2026 - Bernardo Wealth Planning LLC filed a 13F-HR form disclosing ownership of 1,790 shares of McDonald's Corporation (US:MCD) valued at $556,314 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,869 shares of McDonald's Corporation. This represents a change in shares of -4.23% during the quarter. The current value of the position is $488,169 USD.

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)
2026-04-15 2026-03-31 13F MCDONALDS COM 580135101 1,790 -79 -4.23 556 -2.63 0.1089
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 1,869 8 0.43 571 1.06 0.1089
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 1,861 -14 -0.75 565 0.1108
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 1,875 12 0.64 1 0.1190
2025-04-30 2025-03-31 13F/A-1 MCDONALDS COM 580135101 1,863 36 1.97 1 -100.00 0.1393
2025-04-22 2025-03-31 13F MCDONALDS COM 580135101 1,863 36 582 0.1392
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 1,827 23 1.27 516 0.1234
2024-10-18 2024-09-30 13F MCDONALDS COM 580135101 1,804 13 0.73 1 -100.00 0.1377
2024-07-10 2024-06-30 13F MCDONALDS COM 580135101 1,791 -235 -11.60 456 -20.14 0.1228
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 2,026 38 1.91 571 -3.06 0.1589
2024-01-25 2023-12-31 13F MCDONALDS COM 580135101 1,988 114 6.08 589 19.47 0.1859
2023-10-30 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 1,874 2 0.11 494 -11.65 0.1951
2023-07-21 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 1,872 -28 -1.47 559 5.08 0.2226
2023-05-05 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 1,900 30 1.60 531 7.93 0.2281
2023-01-30 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 1,870 2 0.11 493 3.58 0.2304
2022-10-24 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 1,868 1 0.05 475 3.04 0.2688
2022-07-29 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 1,867 1 0.05 461 0.00 0.2634
2022-05-06 2022-03-31 13F/A-1 MCDONALDS CORP COM Stock 580135101 1,866 281 17.73 461 8.73 0.2290
2022-04-28 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 1,585 0 424 0.2071
2022-01-27 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 1,585 2 0.13 424 11.29 0.2071
2021-10-15 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 1,583 4 0.25 381 4.67 0.2213
2021-07-30 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 1,579 -18 -1.13 364 1.68 0.2185
2021-04-23 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 1,597 -3,722 -69.98 358 -68.62 0.2278
2021-02-01 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 5,319 0 0.00 1,141 -2.23 0.4401
2020-10-23 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 5,319 511 10.63 1,167 31.57 0.5246
2020-08-03 2020-06-30 13F MCDONALDS COM 580135101 4,808 42 0.88 887 12.56 0.4759
2020-05-01 2020-03-31 13F MCDONALDS COM 580135101 4,766 155 3.36 788 -13.50 0.5475
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 4,611 88 1.95 911 -6.18 0.5528
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 4,523 -65 -1.42 971 1.89 0.7033
2019-09-05 2019-06-30 13F/A-1 MCDONALDS COM 580135101 4,588 132 2.96 953 12.65 0.7462
2019-08-13 2019-06-30 13F MCDONALDS COM 580135101 4,588 132 953
2019-05-08 2019-03-31 13F MCDONALDS COM 580135101 4,456 515 13.07 846 20.86 0.6702
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 3,941 3,941 700 0.6191
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.