McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership14,238 shares
Latest Disclosed Value $ 4,425,160
Boston Private Wealth Llc reports 15.88% decrease in ownership of MCD / McDonald's Corporation

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 14,238 shares of McDonald's Corporation (MX:MCD) valued at $4,425,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 16,926 shares of McDonald's Corporation. This represents a change in shares of -15.88% 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)
2026-04-17 2026-03-31 13F MCDONALD S COM 580135101 14,238 -2,688 -15.88 4,425 -14.46 0.2915
2026-02-04 2025-12-31 13F MCDONALD S COM 580135101 16,926 -5,870 -25.75 5,173 -25.32 0.3050
2025-11-06 2025-09-30 13F MCDONALD S COM 580135101 22,796 25 0.11 6,928 4.12 0.3728
2025-08-14 2025-06-30 13F MCDONALD S COM 580135101 22,771 22,771 6,653 0.3565
2025-05-14 2025-03-31 13F MCDONALD S COM 580135101 0 -42,270 -100.00 0 -100.00
2025-02-05 2024-12-31 13F MCDONALD S COM 580135101 42,270 42,270 12,254 0.2289
2024-10-18 2024-09-30 13F MCDONALD S COM 580135101 0 -45,301 -100.00 0 -100.00
2024-08-06 2024-06-30 13F MCDONALD S COM 580135101 45,301 -5,522 -10.87 11,545 -19.44 0.2857
2024-05-15 2024-03-31 13F MCDONALD S COM 580135101 50,823 750 1.50 14,329 -3.49 0.3195
2024-01-30 2023-12-31 13F MCDONALD S COM 580135101 50,073 -1,231 -2.40 14,847 9.86 0.3612
2023-10-23 2023-09-30 13F MCDONALD S COM 580135101 51,304 -1,326 -2.52 13,515 -13.94 0.2968
2023-07-24 2023-06-30 13F MCDONALD S COM 580135101 52,630 -7,931 -13.10 15,705 -7.25 0.2838
2023-05-12 2023-03-31 13F MCDONALD S COM 580135101 60,561 -4,400 -6.77 16,933 -1.08 0.2367
2023-02-10 2022-12-31 13F McDonalds COM 580135101 64,961 1,108 1.74 17,119 16.18 0.2311
2022-11-09 2022-09-30 13F McDonalds COM 580135101 63,853 3,604 5.98 14,734 -0.94 0.2152
2022-08-16 2022-06-30 13F McDonalds COM 580135101 60,249 -9 -0.01 14,874 -0.18 0.2288
2022-05-13 2022-03-31 13F McDonalds COM 580135101 60,258 -862 -1.41 14,901 -9.06 0.1996
2022-02-15 2021-12-31 13F McDonalds COM 580135101 61,120 -1,571 -2.51 16,385 8.40 0.2687
2021-11-09 2021-09-30 13F McDonalds COM 580135101 62,691 1,486 2.43 15,116 6.92 0.1942
2021-08-13 2021-06-30 13F McDonalds COM 580135101 61,205 -755 -1.22 14,138 1.80 0.1793
2021-05-11 2021-03-31 13F McDonalds COM 580135101 61,960 -1,405 -2.22 13,888 2.14 0.1934
2021-02-10 2020-12-31 13F MCDONALDS CORP COM COM 580135101 63,365 -2,632 -3.99 13,597 -6.14 0.1996
2020-11-10 2020-09-30 13F MCDONALDS CORP COM COM 580135101 65,997 3,007 4.77 14,486 24.66 0.2389
2020-08-05 2020-06-30 13F MCDONALDS CORP COM COM 580135101 62,990 349 0.56 11,620 12.18 0.2160
2020-05-11 2020-03-31 13F McDonald's COM 580135101 62,641 -297 -0.47 10,358 -16.72 0.2514
2020-02-13 2019-12-31 13F McDonald's COM 580135101 62,938 -2,881 -4.38 12,437 -11.99 0.2264
2019-11-01 2019-09-30 13F McDonald's COM 580135101 65,819 -1,109 -1.66 14,132 1.68 0.2813
2019-07-10 2019-06-30 13F McDonald's COM 580135101 66,928 -1,438 -2.10 13,898 7.05 0.4668
2019-05-14 2019-03-31 13F McDonald's COM 580135101 68,366 -136 -0.20 12,983 6.73 0.5128
2019-02-14 2018-12-31 13F McDonald's COM 580135101 68,502 -4,582 -6.27 12,164 -0.51 0.5190
2018-11-13 2018-09-30 13F McDonald's COM 580135101 73,084 -6,164 -7.78 12,226 -1.54 0.4324
2018-08-14 2018-06-30 13F McDonald's COM 580135101 79,248 -3,801 -4.58 12,417 -4.39 0.4762
2018-05-11 2018-03-31 13F McDonald's COM 580135101 83,049 -2,762 -3.22 12,987 -12.07 0.4981
2018-02-13 2017-12-31 13F McDonald's COM 580135101 85,811 -581 -0.67 14,769 9.11 0.5556
2017-11-13 2017-09-30 13F McDonald's COM 580135101 86,392 -3,571 -3.97 13,536 -1.76 0.5206
2017-08-04 2017-06-30 13F McDonald's COM 580135101 89,963 -6,856 -7.08 13,779 9.81 0.5406
2017-05-11 2017-03-31 13F McDonald's COM 580135101 96,819 -5,588 -5.46 12,548 0.67 0.4998
2017-02-15 2016-12-31 13F McDonald's COM 580135101 102,407 -7,762 -7.05 12,464 -1.93 0.5157
2016-11-15 2016-09-30 13F/A-1 McDonald's COM 580135101 110,169 -17,293 -13.57 12,709 -17.14 0.5169
2016-11-14 2016-09-30 13F McDonald's COM 580135101 127,462 0 15,338 0.6258
2016-08-01 2016-06-30 13F McDonald's COM 580135101 127,462 -3,990 -3.04 15,338 -7.16 0.6258
2016-05-13 2016-03-31 13F McDonald's COM 580135101 131,452 5,162 4.09 16,521 10.73 0.6726
2016-02-12 2015-12-31 13F McDonald's COM 580135101 126,290 -37,555 -22.92 14,920 -7.58 0.5885
2015-11-12 2015-09-30 13F McDonald's COM 580135101 163,845 -34,987 -17.60 16,144 -14.60 0.6258
2015-08-13 2015-06-30 13F McDonald's COM 580135101 198,832 -13,971 -6.57 18,903 -8.84 0.6256
2015-05-12 2015-03-31 13F McDonald's COM 580135101 212,803 -29,474 -12.17 20,736 -8.66 0.6695
2015-02-10 2014-12-31 13F McDonald's COM 580135101 242,277 242,277 22,701 0.7341
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.