McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAscent Wealth Partners, LLC
Latest Disclosed Ownership11,452 shares
Latest Disclosed Value $ 3,559,167
Ascent Wealth Partners, LLC reports 0.78% increase in ownership of MCD / McDonald's Corporation

On May 6, 2026 - Ascent Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 11,452 shares of McDonald's Corporation (MX:MCD) valued at $3,559,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,363 shares of McDonald's Corporation. This represents a change in shares of 0.78% 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)
2026-05-06 2026-03-31 13F MCDONALDS COM 580135101 11,452 89 0.78 3,559 2.51 0.4137
2026-02-02 2025-12-31 13F MCDONALDS COM 580135101 11,363 -103 -0.90 3,473 -0.34 0.3996
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 11,466 -84 -0.73 3,484 3.26 0.4042
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 11,550 -38 -0.33 3,375 -6.77 0.4164
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 11,588 34 0.29 3,620 8.06 0.4855
2025-02-04 2024-12-31 13F MCDONALDS COM 580135101 11,554 3,927 51.49 3,349 44.23 0.4516
2024-10-31 2024-09-30 13F MCDONALDS COM 580135101 7,627 -12 -0.16 2,322 19.32 0.3236
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 7,639 13 0.17 1,947 -9.49 0.2851
2024-05-01 2024-03-31 13F MCDONALDS COM 580135101 7,626 120 1.60 2,150 -3.37 0.3192
2024-01-22 2023-12-31 13F MCDONALDS COM 580135101 7,506 58 0.78 2,226 13.40 0.3634
2023-10-20 2023-09-30 13F MCDONALDS COM 580135101 7,448 246 3.42 1,962 -8.70 0.3614
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 7,202 -844 -10.49 2,149 -4.45 0.3786
2023-04-25 2023-03-31 13F MCDONALDS COM 580135101 8,046 341 4.43 2,250 10.79 0.4521
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 7,705 56 0.73 2,030 15.01 0.4366
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 7,649 77 1.02 1,765 -4.85 0.4205
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 7,572 1,374 22.17 1,855 21.08 0.4172
2022-05-02 2022-03-31 13F McDonalds COM 580135101 6,198 190 3.16 1,532 -4.84 0.2864
2022-01-27 2021-12-31 13F McDonalds COM 580135101 6,008 528 9.64 1,610 21.88 0.2866
2021-11-01 2021-09-30 13F McDonalds COM 580135101 5,480 743 15.69 1,321 20.75 0.2527
2021-07-30 2021-06-30 13F McDonalds COM 580135101 4,737 -1,195 -20.14 1,094 -17.68 0.2087
2021-04-26 2021-03-31 13F McDonalds COM 580135101 5,932 92 1.58 1,329 5.98 0.2885
2021-02-02 2020-12-31 13F McDonalds COM 580135101 5,840 53 0.92 1,254 -1.34 0.2789
2020-10-22 2020-09-30 13F McDonalds COM 580135101 5,787 -127 -2.15 1,271 16.61 0.3250
2020-07-21 2020-06-30 13F McDonalds COM 580135101 5,914 121 2.09 1,090 13.78 0.3163
2020-04-29 2020-03-31 13F McDonalds COM 580135101 5,793 38 0.66 958 -15.74 0.3504
2020-01-29 2019-12-31 13F McDonalds COM 580135101 5,755 2,044 55.08 1,137 42.66 0.3233
2019-10-22 2019-09-30 13F McDonalds COM 580135101 3,711 -15 -0.40 797 2.97 0.2440
2019-07-30 2019-06-30 13F McDonalds COM 580135101 3,726 -38 -1.01 774 8.25 0.2392
2019-05-13 2019-03-31 13F McDonalds Equity 580135101 3,764 -160 -4.08 715 2.58 0.2328
2019-02-13 2018-12-31 13F McDonalds Equity 580135101 3,924 0 0.00 697 6.25 0.2723
2019-08-21 2018-09-30 13F McDonalds COM 580135101 3,924 19 0.49 656 7.19 0.2093
2019-08-21 2018-06-30 13F McDonalds COM 580135101 3,905 1 0.03 612 0.16 0.2153
2019-08-21 2018-03-31 13F McDonalds COM 580135101 3,904 328 9.17 611 -0.81 0.2221
2019-08-21 2017-12-31 13F McDonalds COM 580135101 3,576 84 2.41 616 12.61 0.2294
2019-08-21 2017-09-30 13F McDonalds COM 580135101 3,492 0 0.00 547 2.24 0.2190
2019-08-21 2017-06-30 13F McDonalds COM 580135101 3,492 -26 -0.74 535 17.32 0.2301
2019-08-21 2017-03-31 13F McDonalds COM 580135101 3,518 40 1.15 456 7.80 0.2058
2019-08-21 2016-12-31 13F McDonalds COM 580135101 3,478 100 2.96 423 8.46 0.2075
2019-08-21 2016-09-30 13F McDonalds COM 580135101 3,378 30 0.90 390 -3.23 0.1972
2019-08-21 2016-06-30 13F McDonalds COM 580135101 3,348 -105 -3.04 403 -7.14 0.2087
2019-08-21 2016-03-31 13F McDonalds COM 580135101 3,453 97 2.89 434 9.60 0.2330
2019-08-21 2015-12-31 13F McDonalds COM 580135101 3,356 0 0.00 396 19.64 0.2209
2019-08-21 2015-09-30 13F McDonalds COM 580135101 3,356 0 0.00 331 3.76 0.1976
2019-08-21 2015-06-30 13F McDonalds COM 580135101 3,356 -35 -1.03 319 -3.33 0.1755
2019-08-21 2015-03-31 13F McDonalds COM 580135101 3,391 891 35.64 330 41.03 0.1805
2019-08-21 2014-12-31 13F McDonalds COM 580135101 2,500 2,500 -17.76 234 -23.53 0.1374
2019-08-21 2014-09-30 13F McDonalds COM 580135101 0 -3,040 -100.00 0 -100.00
2019-08-21 2014-06-30 13F McDonalds COM 580135101 3,040 0 0.00 306 2.68 0.1933
2019-08-22 2014-03-31 13F McDonalds COM 580135101 3,040 -47 -1.52 298 -0.67 0.2044
2019-08-22 2013-12-31 13F McDonalds COM 580135101 3,087 3,087 300 0.2127
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.