McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionEllevest, Inc.
Latest Disclosed Ownership702 shares
Latest Disclosed Value $ 218,168
Ellevest, Inc. ownership in MCD / McDonald's Corporation

On May 11, 2026 - Ellevest, Inc. filed a 13F-HR form disclosing ownership of 702 shares of McDonald's Corporation (MX:MCD) valued at $218,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 14, 2025 disclosing 0 shares of McDonald's Corporation.

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)
2026-05-11 2026-03-31 13F MCDONALDS CORP COM COM 580135101 702 702 218 0.0303
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 0 -810 -100.00 0 -100.00
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 810 -456 -36.02 235 -39.22 0.0136
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 1,266 -212 -14.34 385 2.39 0.0213
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 1,478 -84 -5.38 377 -14.55 0.0226
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 1,562 83 5.61 440 0.46 0.0273
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 1,479 48 3.35 439 16.49 0.0299
2023-11-09 2023-09-30 13F MCDONALDS COM 580135101 1,431 -46 -3.11 377 -14.55 0.0290
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 1,477 41 2.86 441 9.73 0.0331
2023-05-04 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 1,436 34 2.43 402 8.67 0.0312
2023-02-03 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 1,402 -188 -11.82 369 0.54 0.0311
2022-11-02 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 1,590 134 9.20 367 1.94 0.0348
2022-07-18 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 1,456 104 7.69 360 7.78 0.0338
2022-04-19 2022-03-31 13F MCDONALDS Stock 580135101 1,352 -35 -2.52 334 -10.22 0.0282
2022-01-24 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 1,387 -38 -2.67 372 8.14 0.0331
2021-10-19 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 1,425 -113 -7.35 344 -3.10 0.0335
2021-07-13 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 1,538 -1,437 -48.30 355 -46.78 0.0352
2021-05-03 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 2,975 334 12.65 667 17.64 0.0805
2021-02-04 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 2,641 381 16.86 567 14.31 0.0829
2020-10-26 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 2,260 59 2.68 496 22.17 0.0891
2020-07-06 2020-06-30 13F MCDONALDS Stock 580135101 2,201 652 42.09 406 58.59 0.0868
2020-04-13 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 1,549 180 13.15 256 -5.19 0.0708
2020-02-05 2019-12-31 13F MCDONALDS Stock 580135101 1,369 275 25.14 270 14.89 0.0750
2019-10-08 2019-09-30 13F MCDONALDS COMSTOCK 580135101 1,094 -36,504 -97.09 235 -7.84 0.0823
2019-08-20 2019-06-30 13F MCDONALDS CORP COM Stock 580135101 37,598 202 0.54 255 28.79 0.1014
2019-05-01 2019-03-31 13F MCDONALDS CORP COM Stock 580135101 37,396 36,314 3,356.19 198 3.13 0.0943
2019-01-25 2018-12-31 13F MCDONALDS CORP COM Common Stock 580135101 1,082 1,082 192 0.0975
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.