McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAnnex Advisory Services, LLC
Latest Disclosed Ownership4,247 shares
Latest Disclosed Value $ 1,319,906
Annex Advisory Services, LLC reports 2.68% decrease in ownership of MCD / McDonald's Corporation

On April 16, 2026 - Annex Advisory Services, LLC filed a 13F-HR form disclosing ownership of 4,247 shares of McDonald's Corporation (MX:MCD) valued at $1,319,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,364 shares of McDonald's Corporation. This represents a change in shares of -2.68% 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)
2026-04-16 2026-03-31 13F MCDONALDS COM 580135101 4,247 -117 -2.68 1,320 -1.05 0.0247
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 4,364 987 29.23 1,334 29.92 0.0255
2025-10-17 2025-09-30 13F MCDONALDS COM 580135101 3,377 -287 -7.83 1,026 -4.11 0.0218
2025-07-11 2025-06-30 13F MCDONALDS COM 580135101 3,664 -3 -0.08 1,070 -6.55 0.0258
2025-04-11 2025-03-31 13F MCDONALDS COM 580135101 3,667 312 9.30 1,146 17.80 0.0325
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 3,355 -52 -1.53 973 -6.27 0.0293
2024-10-10 2024-09-30 13F MCDONALDS COM 580135101 3,407 -108 -3.07 1,038 15.87 0.0332
2024-07-12 2024-06-30 13F MCDONALDS COM 580135101 3,515 621 21.46 896 9.82 0.0315
2024-04-12 2024-03-31 13F MCDONALDS COM 580135101 2,894 838 40.76 816 33.83 0.0290
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 2,056 -1,039 -33.57 610 -25.28 0.0255
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 3,095 -60 -1.90 816 -13.39 0.0493
2023-07-24 2023-06-30 13F MCDONALDS COM 580135101 3,155 255 8.79 942 16.03 0.0523
2023-04-27 2023-03-31 13F MCDONALDS COM 580135101 2,900 89 3.17 811 9.59 0.0435
2023-01-30 2022-12-31 13F MCDONALDS COM 580135101 2,811 -144 -4.87 741 8.50 0.0417
2022-10-24 2022-09-30 13F MCDONALDS COM 580135101 2,955 -531 -15.23 682 -20.79 0.0460
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 3,486 814 30.46 861 30.26 0.0622
2022-04-13 2022-03-31 13F MCDONALDS COM 580135101 2,672 105 4.09 661 -3.92 0.0484
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 2,567 226 9.65 688 21.99 0.0472
2021-10-18 2021-09-30 13F MCDONALDS COM 580135101 2,341 65 2.86 564 7.22 0.0461
2021-07-29 2021-06-30 13F MCDONALDS COM 580135101 2,276 -15 -0.65 526 2.33 0.0426
2021-04-22 2021-03-31 13F MCDONALDS COM 580135101 2,291 -59 -2.51 514 1.98 0.0495
2021-01-28 2020-12-31 13F MCDONALDS COM 580135101 2,350 70 3.07 504 0.80 0.0494
2020-10-23 2020-09-30 13F MCDONALDS COM 580135101 2,280 -73 -3.10 500 15.21 0.0637
2020-07-21 2020-06-30 13F MCDONALDS COM 580135101 2,353 166 7.59 434 20.22 0.0605
2020-04-22 2020-03-31 13F MCDONALDS COM 580135101 2,187 277 14.50 361 -4.24 0.0511
2020-02-13 2019-12-31 13F/A-1 MCDONALDS COM 580135101 1,910 -98 -4.88 377 -12.53 0.0457
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 1,910 -98 377 26,854.2810
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 2,008 98 5.13 431 8.56 0.0579
2019-07-18 2019-06-30 13F MCDONALDS COM 580135101 1,910 10 0.53 397 9.97 0.0559
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 1,900 -40 -2.06 361 4.94 0.0541
2019-02-12 2018-12-31 13F MCDONALDS COM 580135101 1,940 0 0.00 344 5.85 0.0542
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 1,940 136 7.54 325 14.84 0.0502
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 1,804 47 2.68 283 2.91 0.0482
2018-05-03 2018-03-31 13F MCDONALDS COM 580135101 1,757 -23 -1.29 275 -10.13 0.0500
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 1,780 -10 -0.56 306 9.29 0.0578
2017-11-02 2017-09-30 13F MCDONALDS COM 580135101 1,790 0 0.00 280 2.19 0.0574
2017-08-04 2017-06-30 13F MCDONALDS COM 580135101 1,790 -114 -5.99 274 10.93 0.0608
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 1,904 1,904 247 0.0614
2016-08-11 2016-06-30 13F MCDONALDS COM 580135101 0 -1,639 -100.00 0 -100.00
2016-05-02 2016-03-31 13F MCDONALDS COM 580135101 1,639 -185 -10.14 206 -4.63 0.0585
2016-02-01 2015-12-31 13F MCDONALDS COM 580135101 1,824 1,824 0.00 216 0.0633
2015-02-06 2014-12-31 13F MCDONALDS COM 580135101 0 -3,689 -100.00 0 -100.00
2014-11-13 2014-09-30 13F MCDONALDS COM 580135101 3,689 -189 -4.87 350 -10.49 0.1184
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 3,878 -173 -4.27 391 -1.51 0.1335
2014-05-15 2014-03-31 13F MCDONALDS COM 580135101 4,051 -1,321 -24.59 397 -23.80 0.1476
2014-02-12 2013-12-31 13F MCDONALDS COM 580135101 5,372 -5,238 -49.37 521 -48.97 0.2000
2013-11-13 2013-09-30 13F MCDONALDS COM 580135101 10,610 -57 -0.53 1,021 -3.31 0.4756
2013-08-12 2013-06-30 13F MCDONALDS COM 580135101 10,667 10,667 1,056 0.5829
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.