McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionConservest Capital Advisors, Inc.
Latest Disclosed Ownership836 shares
Latest Disclosed Value $ 259,720
Conservest Capital Advisors, Inc. reports 3.59% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Conservest Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 836 shares of McDonald's Corporation (MX:MCD) valued at $259,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 807 shares of McDonald's Corporation. This represents a change in shares of 3.59% 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)
2026-05-04 2026-03-31 13F MCDONALDS COM 580135101 836 29 3.59 260 5.28 0.0235
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 807 -19 -2.30 247 -1.60 0.0222
2025-11-17 2025-09-30 13F MCDONALDS COM 580135101 826 1 0.12 251 3.73 0.0232
2025-07-31 2025-06-30 13F MCDONALDS COM 580135101 825 -134 -13.97 241 -19.40 0.0238
2025-05-05 2025-03-31 13F MCDONALDS COM 580135101 959 2 0.21 300 7.94 0.0315
2025-02-05 2024-12-31 13F MCDONALDS COM 580135101 957 -119 -11.06 278 -8.58 0.0287
2024-10-29 2024-09-30 13F MCDONALDS COM 580135101 1,076 0 0.00 303 0.00 0.0311
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 1,076 0 0.00 303 0.00 0.0327
2024-05-02 2024-03-31 13F MCDONALDS COM 580135101 1,076 2 0.19 303 -4.72 0.0309
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 1,074 2 0.19 318 12.77 0.0339
2023-11-07 2023-09-30 13F MCDONALDS COM 580135101 1,072 -32 -2.90 282 -14.29 0.0341
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 1,104 33 3.08 329 10.03 0.0382
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 1,071 208 24.10 300 31.72 0.0357
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 863 228 5.09 0.0289
2022-10-13 2022-09-30 13F MCDONALDS COM 580135101 216 -6.49 0.0304
2022-07-13 2022-06-30 13F MCDONALDS COM 580135101 935 2 0.21 231 0.00 0.0288
2022-04-12 2022-03-31 13F MCDONALDS COM 580135101 933 2 0.21 231 -7.60 0.0256
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 931 2 0.22 250 11.61 0.0268
2021-10-13 2021-09-30 13F MCDONALDS COM 580135101 929 2 0.22 224 4.67 0.0252
2021-07-29 2021-06-30 13F MCDONALDS COM 580135101 927 1 0.11 214 3.38 0.0242
2021-04-22 2021-03-31 13F MCDONALDS COM 580135101 926 926 207 0.0238
2021-01-13 2020-12-31 13F MCDONALDS COM 580135101 0 -922 -100.00 0 -100.00
2020-10-09 2020-09-30 13F MCDONALDS COM 580135101 922 922 202 0.0272
2020-04-13 2020-03-31 13F MCDONALDS COM 580135101 0 -1,104 -100.00 0 -100.00
2020-01-27 2019-12-31 13F MCDONALDS COM 580135101 1,104 2 0.18 218 -8.02 0.0285
2019-10-21 2019-09-30 13F MCDONALDS COM 580135101 1,102 -166 -13.09 237 -9.89 0.0344
2019-07-10 2019-06-30 13F MCDONALDS COM 580135101 1,268 -95 -6.97 263 1.54 0.0386
2019-04-08 2019-03-31 13F MCDONALDS COM 580135101 1,363 109 8.69 259 16.14 0.0389
2019-01-10 2018-12-31 13F MCDONALDS COM 580135101 1,254 1,254 223 0.0368
2018-04-09 2018-03-31 13F MCDONALDS COM 580135101 0 -1,185 -100.00 0 -100.00
2018-01-10 2017-12-31 13F MCDONALDS COM 580135101 1,185 1,185 204 0.0406
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.