McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership2,521 shares
Latest Disclosed Value $ 783,549
Creative Financial Designs Inc /adv reports 20.30% decrease in ownership of MCD / McDonald's Corporation

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 2,521 shares of McDonald's Corporation (MX:MCD) valued at $783,549 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,163 shares of McDonald's Corporation. This represents a change in shares of -20.30% 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)
2026-04-13 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 2,521 -642 -20.30 784 -18.94 0.0476
2026-02-06 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 3,163 557 21.37 967 21.97 0.0609
2025-11-12 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 2,606 1,988 321.68 792 340.00 0.0532
2025-08-04 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 618 11 1.81 181 -4.76 0.0130
2025-04-23 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 607 77 14.53 190 23.53 0.0151
2025-02-10 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 530 -528 -49.91 154 -52.48 0.0125
2024-10-28 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 1,058 94 9.75 322 31.43 0.0272
2024-08-06 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 964 39 4.22 246 -5.77 0.0219
2024-05-01 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 925 -121 -11.57 261 -16.13 0.0247
2024-01-10 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 1,046 269 34.62 310 51.96 0.0315
2023-11-14 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 777 118 17.91 205 4.08 0.0239
2023-07-26 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 659 236 55.79 197 66.10 0.0231
2023-04-25 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 423 54 14.63 118 21.65 0.0155
2023-02-01 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 369 -80 -17.82 97 -6.73 0.0144
2022-11-01 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 449 -5 -1.10 104 -7.14 0.0170
2022-08-01 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 454 39 9.40 112 8.74 0.0184
2022-04-15 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 415 92 28.48 103 18.39 0.0157
2022-01-26 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 323 -30 -8.50 87 2.35 0.0131
2021-10-08 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 353 18 5.37 85 10.39 0.0141
2021-07-27 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 335 29 9.48 77 11.59 0.0134
2021-04-19 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 306 -51 -14.29 69 -10.39 0.0135
2021-01-08 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 357 -123 -25.62 77 -26.67 0.0164
2020-10-06 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 480 93 24.03 105 47.89 0.0259
2020-07-23 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 387 387 71 0.0215
2020-04-22 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 0 -96 -100.00 0 -100.00
2020-01-17 2019-12-31 13F MCDONALDS CORP COM Stock 580135101 96 -8 -7.69 19 -9.52 0.0085
2019-10-23 2019-09-30 13F MCDONALDS CORP COM Stock 580135101 104 10 10.64 21 5.00 0.0113
2019-08-07 2019-06-30 13F MCDONALDS CORP COM Stock 580135101 94 -3 -3.09 20 11.11 0.0109
2019-04-23 2019-03-31 13F MCDONALDS CORP COM Stock 580135101 97 4 4.30 18 5.88 0.0108
2019-01-24 2018-12-31 13F MCDONALDS CORP COM Stock 580135101 93 -23 -19.83 17 -10.53 0.0123
2018-11-02 2018-09-30 13F MCDONALDS CORP COM Stock 580135101 116 -399 -77.48 19 -76.54 0.0109
2018-07-13 2018-06-30 13F MCDONALDS CORP COM Stock 580135101 515 -36 -6.53 81 -5.81 0.0476
2018-05-02 2018-03-31 13F MCDONALDS CORP COM Stock 580135101 551 37 7.20 86 -2.27 0.0551
2018-05-02 2017-12-31 13F MCDONALDS CORP COM Stock 580135101 514 -215 -29.49 88 -22.81 0.0597
2018-05-02 2017-09-30 13F MCDONALDS CORP COM Stock 580135101 729 -398 -35.31 114 -34.10 0.0654
2018-05-02 2017-06-30 13F MCDONALDS CORP COM Stock 580135101 1,127 435 62.86 173 92.22 0.1107
2018-05-02 2017-03-31 13F MCDONALDS CORP COM Stock 580135101 692 -125 -15.30 90 -9.09 0.0647
2018-03-14 2016-12-31 13F MCDONALDS CORP COM Stock 580135101 817 817 99 0.0808
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.