McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership11,050 shares
Latest Disclosed Value $ 3,434,451
Evoke Wealth, Llc reports 6.98% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 11,050 shares of McDonald's Corporation (MX:MCD) valued at $3,434,451 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 10,329 shares of McDonald's Corporation. This represents a change in shares of 6.98% 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 11,050 721 6.98 3,434 8.81 0.0617
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 10,329 1,421 15.95 3,157 16.59 0.0589
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 8,908 1,367 18.13 2,707 22.88 0.0548
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 7,541 284 3.91 2,203 -2.78 0.0504
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 7,257 -193 -2.59 2,267 4.96 0.0591
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 7,450 1,770 31.16 2,160 24.87 0.0601
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 5,680 2,981 110.45 1,730 151.67 0.0469
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 2,699 -5,319 -66.34 688 -69.60 0.8105
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 8,018 -17,104 -68.08 2,261 -69.66 0.0669
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 25,122 19,015 311.36 7,449 363.25 0.1594
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 6,107 -62 -1.01 1,609 -12.61 0.0566
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 6,169 -130,109 -95.47 1,841 35.39 0.0639
2023-05-08 2023-03-31 13F MCDONALDS COM 580135101 136,278 7,174 5.56 1,360 -90.98 0.0495
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 129,104 122,867 1,969.97 15,060 115,738.46 0.0545
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 6,237 1,322 26.90 13 8.33 0.0538
2022-08-04 2022-06-30 13F McDonalds COM 580135101 4,915 -124 -2.46 12 0.00 0.0449
2022-05-10 2022-03-31 13F McDonalds COM 580135101 5,039 50 1.00 12 0.00 0.0408
2022-02-09 2021-12-31 13F McDonalds COM 580135101 4,989 50 1.01 12 20.00 0.0382
2021-11-12 2021-09-30 13F McDonalds COM 580135101 4,939 -24,762 -83.37 11 -85.07 0.0405
2021-08-05 2021-06-30 13F MCDONALDS COM 580135101 29,701 -168 -0.56 68 1.52 0.2560
2021-05-13 2021-03-31 13F MCDONALDS STOCK 580135101 29,869 25,158 534.03 67 560.00 0.3027
2021-02-12 2020-12-31 13F MCDONALDS STOCK 580135101 4,711 -443 -8.60 10 -99.12 0.0682
2020-11-13 2020-09-30 13F MCDONALDS STOCK 580135101 5,154 241 4.91 1,131 19.18 0.0917
2020-08-10 2020-06-30 13F MCDONALDS STOCK 580135101 4,913 -523 -9.62 949 -89.44 0.0920
2020-05-07 2020-03-31 13F MCDONALDS STOCK 580135101 5,436 -447 -7.60 8,989 -22.68 0.1279
2020-02-07 2019-12-31 13F MCDONALDS STOCK 580135101 5,883 681 13.09 11,626 4.07 0.1478
2019-12-17 2019-09-30 13F/A-1 MCDONALDS STOCK 580135101 5,202 5,202 11,171 0.1375
2019-11-12 2019-09-30 13F MCDONALDS STOCK 580135101 5,202 11,171
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.