McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership35,295 shares
Latest Disclosed Value $ 10,969,088
Arkadios Wealth Advisors reports 7.48% increase in ownership of MCD / McDonald's Corporation

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 35,295 shares of McDonald's Corporation (MX:MCD) valued at $10,969,088 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,839 shares of McDonald's Corporation. This represents a change in shares of 7.48% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-18 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 35,295 2,456 7.48 10,969 9.30 0.1155
2026-02-13 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 32,839 5,677 20.90 10,037 21.59 0.1946
2025-10-29 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 27,162 3,599 15.27 8,254 19.90 0.1980
2025-08-04 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 23,563 1,346 6.06 6,884 -0.79 0.2030
2025-05-08 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 22,217 10,193 84.77 6,940 99.11 0.2621
2025-01-15 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 12,024 -1,825 -13.18 3,486 -17.36 0.1901
2024-10-24 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 13,849 2,555 22.62 4,217 46.53 0.2389
2024-07-29 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 11,294 186 1.67 2,878 -8.08 0.1941
2024-04-30 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 11,108 -555 -4.76 3,132 -9.46 0.2427
2024-01-24 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 11,663 138 1.20 3,458 13.90 0.2924
2023-10-13 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 11,525 3,464 42.97 3,036 26.24 0.2881
2023-07-26 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 8,061 -46 -0.57 2,406 6.13 0.2797
2023-05-02 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 8,107 314 4.03 2,267 10.38 0.2699
2023-01-11 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 7,793 -3,841 -33.02 2,054 102,550.00 0.2722
2022-10-21 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 11,634 1,543 15.29 3 0.00 0.4068
2022-07-14 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 10,091 1,739 20.82 2 0.00 0.3706
2022-05-02 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 8,352 1,275 18.02 2 100.00 0.2705
2022-02-03 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 7,077 111 1.59 2 0.00 0.2512
2021-10-19 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 6,966 -433 -5.85 2 0.00 0.2421
2021-07-28 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 7,399 4,153 127.94 2 0.2082
2021-04-26 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 3,246 127 4.07 1 0.1198
2021-02-09 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 3,119 631 25.36 1 -100.00 0.1404
2020-11-10 2020-09-30 13F MCDONALDS CORP COM Common Stock 580135101 2,488 95 3.97 571 25.00 0.2863
2020-08-10 2020-06-30 13F MCDONALDS CORP COM Common Stock 580135101 2,393 79 3.41 456 19.37 0.2532
2020-05-14 2020-03-31 13F MCDONALDS CORP COM Common Stock 580135101 2,314 23 1.00 383 -23.29 0.2439
2020-02-14 2019-12-31 13F MCDONALDS CORP COM Common Stock 580135101 2,291 2,291 498 0.2984
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.