McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership86,935 shares
Latest Disclosed Value $ 27,018,529
Aptus Capital Advisors, LLC reports 3.37% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 86,935 shares of McDonald's Corporation (MX:MCD) valued at $27,018,529 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 89,970 shares of McDonald's Corporation. This represents a change in shares of -3.37% 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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 86,935 -3,035 -3.37 27,019 -1.74 0.2122
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 89,970 -5,486 -5.75 27,498 -5.21 0.1969
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 95,456 3,238 3.51 29,008 7.66 0.2110
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 92,218 3,560 4.02 26,943 -2.71 0.2195
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 88,658 8,293 10.32 27,694 18.88 0.2850
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 80,365 14,842 22.65 23,297 16.76 0.2440
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 65,523 10,999 20.17 19,952 43.60 0.2976
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 54,524 11,384 26.39 13,895 14.23 0.2446
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 43,140 4,463 11.54 12,163 6.06 0.2263
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 38,677 -582 -1.48 11,468 10.89 0.3136
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 39,259 -826 -2.06 10,342 -13.54 0.2817
2023-08-11 2023-06-30 13F MCDONALDS COM 580135101 40,085 -2,557 -6.00 11,962 0.32 0.2869
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 42,642 4,473 11.72 11,923 18.54 0.3203
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 38,169 -34 -0.09 10,059 14.10 0.3088
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 38,203 20,240 112.68 8,815 98.80 0.2122
2022-07-29 2022-06-30 13F MCDONALDS COM 580135101 17,963 14,064 360.71 4,434 359.96 0.1153
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 3,899 1,112 39.90 964 29.05 0.0240
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 2,787 13 0.47 747 11.66 0.0224
2021-10-27 2021-09-30 13F MCDONALDS COM 580135101 2,774 0 0.00 669 4.37 0.0173
2021-07-27 2021-06-30 13F MCDONALDS COM 580135101 2,774 0 0.00 641 3.05 0.0187
2021-05-06 2021-03-31 13F MCDONALDS COM 580135101 2,774 -42 -1.49 622 2.98 0.0223
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 2,816 165 6.22 604 3.96 0.0277
2020-10-19 2020-09-30 13F MCDONALDS COM 580135101 2,651 0 0.00 581 19.06 0.0308
2020-07-22 2020-06-30 13F MCDONALDS COM 580135101 2,651 -11,500 -81.27 488 -79.15 0.0306
2020-05-07 2020-03-31 13F MCDONALDS COM 580135101 14,151 -559 -3.80 2,340 -19.48 0.2023
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 14,710 11,960 434.91 2,906 392.54 0.2061
2019-11-14 2019-09-30 13F/A-1 MCDONALDS COM 580135101 2,750 65 2.42 590 5.92 0.0330
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 2,750 65 590 0.0329
2019-08-13 2019-06-30 13F MCDONALDS COM 580135101 2,685 648 31.81 557 44.30 0.0784
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 2,037 2,037 386 0.0659
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.