McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership226,165 shares
Latest Disclosed Value $ 70,289,815
First Trust Advisors Lp reports 10.62% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 226,165 shares of McDonald's Corporation (MX:MCD) valued at $70,289,815 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 204,456 shares of McDonald's Corporation. This represents a change in shares of 10.62% 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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 226,165 21,709 10.62 70,290 12.49 0.0501
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 204,456 -18,033 -8.11 62,488 -7.58 0.0454
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 222,489 -37,167 -14.31 67,612 -10.88 0.0502
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 259,656 14,576 5.95 75,864 -0.90 0.0610
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 245,080 -5,620 -2.24 76,556 5.34 0.0678
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 250,700 56,575 29.14 72,675 22.94 0.0641
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 194,125 -18,570 -8.73 59,113 9.06 0.0563
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 212,695 -45,585 -17.65 54,203 -25.57 0.0553
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 258,280 -13,150 -4.84 72,822 -9.52 0.0739
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 271,430 -39,795 -12.79 80,482 -1.84 0.0878
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 311,225 7,399 2.44 81,989 -9.57 0.0972
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 303,826 -13,236 -4.17 90,665 2.27 0.1031
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 317,062 -25,089 -7.33 88,654 -1.68 0.1024
2023-02-09 2022-12-31 13F MCDONALDS COM 580135101 342,151 -5,372 -1.55 90,170 12.45 0.1072
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 347,523 42,574 13.96 80,188 6.51 0.1040
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 304,949 -50,471 -14.20 75,285 -14.34 0.0930
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 355,420 40,682 12.93 87,888 4.17 0.0899
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 314,738 12,565 4.16 84,372 15.80 0.0821
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 302,173 -3,028 -0.99 72,857 3.34 0.0783
2021-10-12 2021-06-30 13F/A-1 MCDONALDS COM 580135101 305,201 6,594 2.21 70,500 5.32 0.0763
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 318,515 19,908 73,574 0.0759
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 298,607 -2,192 -0.73 66,941 3.71 0.0811
2021-02-02 2020-12-31 13F MCDONALDS COM 580135101 300,799 40,112 15.39 64,545 12.81 0.0855
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 260,687 -7,875 -2.93 57,218 15.49 0.0916
2020-07-22 2020-06-30 13F MCDONALDS COM 580135101 268,562 12,213 4.76 49,542 16.88 0.0859
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 256,349 -52,654 -17.04 42,387 -30.58 0.0960
2020-02-03 2019-12-31 13F MCDONALDS COM 580135101 309,003 49,465 19.06 61,062 9.58 0.1043
2019-11-04 2019-09-30 13F MCDONALDS COM 580135101 259,538 63,454 32.36 55,725 36.85 0.1049
2019-07-30 2019-06-30 13F MCDONALDS COM 580135101 196,084 -35,139 -15.20 40,719 -7.27 0.0768
2019-06-19 2019-03-31 13F/A-1 MCDONALDS COM 580135101 231,223 57,714 33.26 43,909 42.52 0.0873
2019-05-09 2019-03-31 13F MCDONALDS COM 580135101 231,223 57,714 43,909
2019-02-07 2018-12-31 13F MCDONALDS COM 580135101 173,509 -2,403 -1.37 30,810 4.70 0.0731
2018-10-25 2018-09-30 13F MCDONALDS COM 580135101 175,912 8,236 4.91 29,428 12.01 0.0548
2018-08-02 2018-06-30 13F MCDONALDS COM 580135101 167,676 -10,271 -5.77 26,273 -5.58 0.0545
2018-04-23 2018-03-31 13F MCDONALDS COM 580135101 177,947 14,407 8.81 27,827 -1.14 0.0639
2018-02-08 2017-12-31 13F MCDONALDS COM 580135101 163,540 -36,096 -18.08 28,149 -10.01 0.0670
2017-10-24 2017-09-30 13F MCDONALDS COM 580135101 199,636 -33,937 -14.53 31,279 -12.56 0.0805
2017-08-02 2017-06-30 13F MCDONALDS COM 580135101 233,573 -36,405 -13.48 35,774 2.23 0.0955
2017-05-02 2017-03-31 13F MCDONALDS COM 580135101 269,978 88,719 48.95 34,992 58.60 0.0970
2017-02-06 2016-12-31 13F MCDONALDS COM 580135101 181,259 5,943 3.39 22,063 9.09 0.0657
2016-11-01 2016-09-30 13F MCDONALDS COM 580135101 175,316 -99,324 -36.17 20,224 -38.81 0.0604
2016-08-04 2016-06-30 13F MCDONALDS COM 580135101 274,640 -330,239 -54.60 33,050 -56.53 0.1041
2016-05-10 2016-03-31 13F MCDONALDS COM 580135101 604,879 212,387 54.11 76,021 63.95 0.2442
2016-05-04 2015-12-31 13F/A-1 MCDONALDS COM 580135101 392,492 49,895 14.56 46,369 37.37 0.1203
2016-02-03 2015-12-31 13F MCDONALDS COM 580135101 392,492 46,369
2015-11-05 2015-09-30 13F MCDONALDS COM 580135101 342,597 -97,131 -22.09 33,756 -19.25 0.0978
2015-08-04 2015-06-30 13F MCDONALDS COM 580135101 439,728 262,112 147.57 41,805 141.55 0.1085
2015-05-04 2015-03-31 13F MCDONALDS COM 580135101 177,616 -1,121 -0.63 17,307 3.34 0.0508
2015-02-13 2014-12-31 13F MCDONALDS COM 580135101 178,737 54,303 43.64 16,748 41.96 0.0565
2014-11-12 2014-09-30 13F MCDONALDS COM 580135101 124,434 19,640 18.74 11,798 11.76 0.0464
2014-08-11 2014-06-30 13F MCDONALDS COM 580135101 104,794 -9,879 -8.61 10,557 -6.08 0.0439
2014-05-12 2014-03-31 13F MCDONALDS COM 580135101 114,673 18,331 19.03 11,241 20.25 0.0494
2014-08-08 2013-12-31 13F/A-1 MCDONALDS COM 580135101 96,342 14,806 18.16 9,348 19.16 0.0453
2014-02-13 2013-12-31 13F MCDONALDS COM 580135101 96,342 9,348
2013-11-12 2013-09-30 13F MCDONALDS COM 580135101 81,536 8,178 11.15 7,845 8.03 0.0425
2013-08-12 2013-06-30 13F MCDONALDS COM 580135101 73,358 73,358 7,262 0.0473
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.