McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionGradient Investments LLC
Latest Disclosed Ownership125,195 shares
Latest Disclosed Value $ 38,909,279
Gradient Investments LLC reports 1.37% decrease in ownership of MCD / McDonald's Corporation

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 125,195 shares of McDonald's Corporation (MX:MCD) valued at $38,909,279 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 126,940 shares of McDonald's Corporation. This represents a change in shares of -1.37% 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 COM 580135101 125,195 -1,745 -1.37 38,909 0.29 0.6028
2026-01-08 2025-12-31 13F MCDONALDS COM 580135101 126,940 2,019 1.62 38,797 2.20 0.6158
2025-10-06 2025-09-30 13F MCDONALDS COM 580135101 124,921 3,612 2.98 37,962 7.11 0.6338
2025-07-08 2025-06-30 13F MCDONALDS COM 580135101 121,309 1,584 1.32 35,443 -5.23 0.6480
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 119,725 3,941 3.40 37,399 11.42 0.7544
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 115,784 -691 -0.59 33,565 -5.37 0.6797
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 116,475 4,302 3.84 35,468 24.07 0.7391
2024-07-18 2024-06-30 13F MCDONALDS COM 580135101 112,173 9,446 9.20 28,586 -1.30 0.6419
2024-04-23 2024-03-31 13F MCDONALDS COM 580135101 102,727 51,871 102.00 28,964 92.08 0.6717
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 50,856 45,041 774.57 15,079 884.91 0.3646
2023-10-27 2023-09-30 13F MCDONALDS COM 580135101 5,815 66 1.15 1,532 -10.73 0.0404
2023-07-11 2023-06-30 13F MCDONALDS COM 580135101 5,749 -279 -4.63 1,715 1.78 0.0442
2023-04-17 2023-03-31 13F MCDONALDS COM 580135101 6,028 107 1.81 1,686 8.01 0.0460
2023-01-10 2022-12-31 13F MCDONALDS COM 580135101 5,921 -54,442 -90.19 1,560 -88.80 0.0492
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 60,363 1,650 2.81 13,928 -3.91 0.4260
2022-07-11 2022-06-30 13F MCDONALDS COM 580135101 58,713 1,003 1.74 14,495 1.57 0.4232
2022-05-26 2022-03-31 13F MCDONALDS COM 580135101 57,710 2,713 4.93 14,271 -3.20 0.3666
2022-01-12 2021-12-31 13F MCDONALDS COM 580135101 54,997 596 1.10 14,743 12.40 0.3737
2021-10-18 2021-09-30 13F MCDONALDS COM 580135101 54,401 475 0.88 13,117 5.31 0.3675
2021-07-12 2021-06-30 13F MCDONALDS COM 580135101 53,926 1,840 3.53 12,456 6.69 0.3645
2021-04-21 2021-03-31 13F MCDONALDS COM 580135101 52,086 2,120 4.24 11,675 6.46 0.3796
2021-01-08 2020-12-31 13F MCDONALDS COM 580135101 49,966 -585 -1.16 10,967 -1.15 0.4654
2020-10-06 2020-09-30 13F MCDONALDS COM 580135101 50,551 -1,509 -2.90 11,095 15.52 0.4660
2020-07-10 2020-06-30 13F MCDONALDS COM 580135101 52,060 -16,212 -23.75 9,604 -14.93 0.4379
2020-04-07 2020-03-31 13F MCDONALDS COM 580135101 68,272 3,755 5.82 11,289 -11.45 0.6083
2020-01-15 2019-12-31 13F MCDONALDS COM 580135101 64,517 6,212 10.65 12,749 1.84 0.5678
2019-10-10 2019-09-30 13F MCDONALDS COM 580135101 58,305 -1,833 -3.05 12,519 0.25 0.6132
2019-07-16 2019-06-30 13F MCDONALDS COM 580135101 60,138 9,303 18.30 12,488 29.36 0.6411
2019-04-11 2019-03-31 13F MCDONALDS COM 580135101 50,835 -6,769 -11.75 9,654 -5.62 0.6242
2019-01-18 2018-12-31 13F MCDONALDS COM 580135101 57,604 -5,705 -9.01 10,229 -3.42 0.6138
2018-10-11 2018-09-30 13F MCDONALDS COM 580135101 63,309 4,850 8.30 10,591 15.62 0.5431
2018-08-09 2018-06-30 13F MCDONALDS COM 580135101 58,459 4,689 8.72 9,160 8.93 0.4892
2018-04-10 2018-03-31 13F MCDONALDS COM 580135101 53,770 47,461 752.27 8,409 674.31 0.4553
2018-02-07 2017-12-31 13F MCDONALDS COM 580135101 6,309 -41,089 -86.69 1,086 -85.38 0.0627
2017-10-16 2017-09-30 13F MCDONALDS COM 580135101 47,398 -357 -0.75 7,426 1.53 0.4745
2017-07-19 2017-06-30 13F MCDONALDS COM 580135101 47,755 -1,532 -3.11 7,314 14.50 0.5131
2017-04-11 2017-03-31 13F MCDONALDS COM 580135101 49,287 5,351 12.18 6,388 19.45 0.4887
2017-01-17 2016-12-31 13F MCDONALDS COM 580135101 43,936 43,349 7,384.84 5,348 7,764.71 0.4686
2016-10-11 2016-09-30 13F MCDONALDS COM 580135101 587 -130 -18.13 68 -20.93 0.0067
2016-07-14 2016-06-30 13F MCDONALDS COM 580135101 717 -146 -16.92 86 -20.37 0.0093
2016-04-13 2016-03-31 13F MCDONALDS COM 580135101 863 -126 -12.74 108 -7.69 0.0133
2016-01-19 2015-12-31 13F MCDONALDS COM 580135101 989 -403 -28.95 117 -14.60 0.0156
2015-10-14 2015-09-30 13F MCDONALDS COM 580135101 1,392 349 33.46 137 38.38 0.0194
2015-08-25 2015-06-30 13F MCDONALDS COM 580135101 1,043 399 61.96 99 57.14 0.0136
2015-04-10 2015-03-31 13F MCDONALDS COM 580135101 644 -423 -39.64 63 -37.00 0.0094
2015-01-15 2014-12-31 13F MCDONALDS COM 580135101 1,067 838 365.94 100 354.55 0.0165
2014-10-14 2014-09-30 13F MCDONALDS COM 580135101 229 -20,235 -98.88 22 -98.90 0.0040
2014-04-11 2014-03-31 13F MCDONALDS COM 580135101 20,464 2,746 15.50 2,006 16.70 0.4643
2014-01-13 2013-12-31 13F MCDONALDS COM 580135101 17,718 3,068 20.94 1,719 22.00 0.4572
2013-10-15 2013-09-30 13F MCDONALDS COM 580135101 14,650 2,933 25.03 1,409 21.47 0.4440
2013-07-19 2013-06-30 13F MCDONALDS COM 580135101 11,717 11,717 1,160 0.4355
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.