McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership1,688 shares
Latest Disclosed Value $ 524,524
180 Wealth Advisors, Llc reports 0.24% decrease in ownership of MCD / McDonald's Corporation

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,688 shares of McDonald's Corporation (MX:MCD) valued at $524,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,692 shares of McDonald's Corporation. This represents a change in shares of -0.24% 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)
2026-05-01 2026-03-31 13F MCDONALDS COM 580135101 1,688 -4 -0.24 525 1.35 0.0596
2026-01-09 2025-12-31 13F MCDONALDS COM 580135101 1,692 19 1.14 517 1.77 0.0589
2025-10-16 2025-09-30 13F MCDONALDS COM 580135101 1,673 -161 -8.78 508 -5.05 0.0619
2025-07-31 2025-06-30 13F MCDONALDS COM 580135101 1,834 -39 -2.08 536 -8.55 0.0747
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 1,873 -73 -3.75 585 3.72 0.0932
2025-01-14 2024-12-31 13F MCDONALDS COM 580135101 1,946 -72 -3.57 564 -8.14 0.0884
2024-11-01 2024-09-30 13F MCDONALDS COM 580135101 2,018 -133 -6.18 615 12.04 0.0967
2024-07-16 2024-06-30 13F MCDONALDS COM 580135101 2,151 -193 -8.23 548 -16.97 0.0894
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 2,344 -33 -1.39 661 -6.52 0.1188
2024-01-25 2023-12-31 13F MCDONALDS COM 580135101 2,377 18 0.76 706 13.69 0.1413
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 2,359 -6 -0.25 621 -10.90 0.1399
2023-07-12 2023-06-30 13F MCDONALDS COM 580135101 2,365 -66 -2.71 697 2.65 0.1531
2023-04-07 2023-03-31 13F MCDONALDS COM 580135101 2,431 -3 -0.12 680 1.65 0.1582
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 2,434 418 20.73 669 43.66 0.1573
2022-10-12 2022-09-30 13F MCDONALDS COM 580135101 2,016 -7 -0.35 465 -9.18 0.1280
2022-07-11 2022-06-30 13F MCDONALDS COM 580135101 2,023 -70 -3.34 512 -4.12 0.1307
2022-04-22 2022-03-31 13F MCDONALDS COM 580135101 2,093 -7 -0.33 534 -0.19 0.1165
2022-01-26 2021-12-31 13F MCDONALDS COM 580135101 2,100 -42 -1.96 535 3.08 0.1201
2021-10-28 2021-09-30 13F MCDONALDS COM 580135101 2,142 2 0.09 519 4.01 0.1143
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 2,140 -14 -0.65 499 0.20 0.1141
2021-05-25 2021-03-31 13F MCDONALDS COM 580135101 2,154 6 0.28 498 10.91 0.1235
2021-01-27 2020-12-31 13F MCDONALDS COM 580135101 2,148 485 29.16 449 18.78 0.1295
2020-10-23 2020-09-30 13F MCDONALDS COM 580135101 1,663 -39 -2.29 378 15.95 0.1417
2020-07-21 2020-06-30 13F MCDONALDS COM 580135101 1,702 -499 -22.67 326 -8.17 0.1295
2020-04-09 2020-03-31 13F MCDONALDS COM 580135101 2,201 -409 -15.67 355 -35.10 0.1843
2020-01-17 2019-12-31 13F MCDONALDS COM 580135101 2,610 -845 -24.46 547 -24.24 0.2181
2019-10-22 2019-09-30 13F MCDONALDS COM 580135101 3,455 278 8.75 722 7.60 0.3192
2019-08-05 2019-06-30 13F MCDONALDS COM 580135101 3,177 -908 -22.23 671 -17.06 0.3020
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 4,085 -430 -9.52 809 7.15 0.3670
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 4,515 -180 -3.83 755 -3.82 0.3524
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 4,695 -648 -12.13 785 -6.21 0.3629
2018-08-08 2018-06-30 13F MCDONALDS COM 580135101 5,343 -2,646 -33.12 837 -33.04 0.4147
2018-06-01 2018-03-31 13F MCDONALDS COM 580135101 7,989 -1,001 -11.13 1,250 -19.20 0.6490
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 8,990 8,990 1,547 0.7876
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.