McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAries Wealth Management
Latest Disclosed Ownership5,804 shares
Latest Disclosed Value $ 1,803,825
Aries Wealth Management ownership in MCD / McDonald's Corporation

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 5,804 shares of McDonald's Corporation (MX:MCD) valued at $1,803,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 5,804 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 5,804 0 0.00 1,804 1.69 0.3966
2026-01-30 2025-12-31 13F MCDONALDS COM 580135101 5,804 64 1.11 1,774 1.66 0.3928
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 5,740 0 0.00 1,744 4.00 0.4127
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 5,740 -414 -6.73 1,677 -12.75 0.4382
2025-04-17 2025-03-31 13F MCDONALDS COM 580135101 6,154 444 7.78 1,922 16.13 0.5220
2025-01-30 2024-12-31 13F MCDONALDS COM 580135101 5,710 31 0.55 1,655 -4.28 0.4557
2024-10-31 2024-09-30 13F MCDONALDS COM 580135101 5,679 -501 -8.11 1,729 9.85 0.4753
2024-07-25 2024-06-30 13F MCDONALDS COM 580135101 6,180 29 0.47 1,575 -9.23 0.4963
2024-05-03 2024-03-31 13F MCDONALDS COM 580135101 6,151 -48 -0.77 1,734 -5.66 0.5589
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 6,199 -233 -3.62 1,838 14.37 0.6555
2023-10-19 2023-09-30 13F MCDONALDS COM 580135101 6,432 417 6.93 1,608 -10.42 0.6293
2023-07-14 2023-06-30 13F MCDONALDS COM 580135101 6,015 -168 -2.72 1,795 3.82 0.6960
2023-04-11 2023-03-31 13F MCDONALDS COM 580135101 6,183 -84 -1.34 1,729 4.66 0.7089
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 6,267 157 2.57 1,652 -0.90 0.7119
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 6,110 242 4.12 1,666 14.98 0.7373
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 5,868 5,868 1,449 0.6579
2022-04-23 2022-03-31 13F MCDONALDS COM 580135101 0 -5,878 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 MCDONALDS COM 580135101 5,878 40 0.69 1,576 11.93 0.6006
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 41,146 35,308 11,030 0.6036
2021-10-13 2021-09-30 13F MCDONALDS COM 580135101 5,838 -4 -0.07 1,408 4.37 0.5956
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 5,842 99 1.72 1,349 1.97 0.5770
2021-04-20 2021-03-31 13F MCDONALDS COM 580135101 5,743 40 0.70 1,323 7.47 0.5943
2021-01-22 2020-12-31 13F MCDONALDS COM 580135101 5,703 0 0.00 1,231 -1.68 0.6150
2020-10-14 2020-09-30 13F MCDONALDS COM 580135101 5,703 70 1.24 1,252 20.50 0.7106
2020-07-09 2020-06-30 13F MCDONALDS COM 580135101 5,633 266 4.96 1,039 19.84 0.6342
2020-04-09 2020-03-31 13F MCDONALDS COM 580135101 5,367 704 15.10 867 -8.06 0.6610
2020-01-13 2019-12-31 13F MCDONALDS COM 580135101 4,663 -2,800 -37.52 943 -39.55 0.5756
2019-10-22 2019-09-30 13F MCDONALDS COM 580135101 7,463 -40 -0.53 1,560 -1.58 1.0376
2019-07-15 2019-06-30 13F MCDONALDS COM 580135101 7,503 15 0.20 1,585 11.46 1.1080
2019-04-09 2019-03-31 13F MCDONALDS COM 580135101 7,488 465 6.62 1,422 14.03 1.0632
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 7,023 63 0.91 1,247 7.13 1.3224
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 6,960 0 0.00 1,164 6.20 1.0452
2018-08-07 2018-06-30 13F MCDONALDS COM 580135101 6,960 0 0.00 1,096 -3.27 1.0132
2018-04-17 2018-03-31 13F MCDONALDS COM 580135101 6,960 -350 -4.79 1,133 -11.97 1.0977
2018-02-05 2017-12-31 13F MCDONALDS COM 580135101 7,310 7,310 1,287 1.1851
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.