McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionGreat Valley Advisor Group, Inc.
Latest Disclosed Ownership48,686 shares
Latest Disclosed Value $ 15,130,564
Great Valley Advisor Group, Inc. reports 15.04% increase in ownership of MCD / McDonald's Corporation

On May 11, 2026 - Great Valley Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 48,686 shares of McDonald's Corporation (MX:MCD) valued at $15,130,564 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 42,320 shares of McDonald's Corporation. This represents a change in shares of 15.04% 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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 48,686 6,366 15.04 15,131 16.98 0.2750
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 42,320 -1,669 -3.79 12,934 -3.24 0.2485
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 43,989 -352 -0.79 13,368 3.18 0.2681
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 44,341 -4,445 -9.11 12,955 -14.99 0.2870
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 48,786 -13,525 -21.71 15,239 -15.63 0.3280
2025-02-24 2024-12-31 13F MCDONALDS COM 580135101 62,311 1,184 1.94 18,063 -2.95 0.4044
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 61,127 12,917 26.79 18,614 51.51 0.4574
2024-07-16 2024-06-30 13F MCDONALDS COM 580135101 48,210 4,590 10.52 12,286 -0.11 0.3437
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 43,620 7,393 20.41 12,299 14.51 0.3734
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 36,227 -237 -0.65 10,741 11.83 0.3769
2023-11-07 2023-09-30 13F MCDONALDS COM 580135101 36,464 4,344 13.52 9,606 0.22 0.3982
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 32,120 6,626 25.99 9,585 34.47 0.4017
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 25,494 8,080 46.40 7,128 55.34 0.3324
2023-02-01 2022-12-31 13F MCDONALDS COM 580135101 17,414 -3,263 -15.78 4,589 -3.82 0.2345
2022-10-21 2022-09-30 13F MCDONALDS COM 580135101 20,677 729 3.65 4,770 -3.15 0.2671
2022-07-19 2022-06-30 13F MCDONALDS COM 580135101 19,948 5,756 40.56 4,925 35.34 0.2707
2022-04-20 2022-03-31 13F MCDONALDS COM 580135101 14,192 1,007 7.64 3,639 7.82 0.2122
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 13,185 262 2.03 3,375 8.31 0.2086
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 12,923 600 4.87 3,116 10.97 0.2147
2021-07-27 2021-06-30 13F MCDONALDS COM 580135101 12,323 -61 -0.49 2,808 1.15 0.2076
2021-04-20 2021-03-31 13F MCDONALDS COM 580135101 12,384 -189 -1.50 2,776 2.89 0.2671
2021-01-29 2020-12-31 13F MCDONALDS COM 580135101 12,573 4,792 61.59 2,698 58.06 0.2792
2020-10-21 2020-09-30 13F MCDONALDS COM 580135101 7,781 594 8.26 1,707 28.73 0.2095
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 7,187 672 10.31 1,326 23.01 0.2170
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 6,515 -2,375 -26.72 1,078 -38.65 0.2855
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 8,890 2,241 33.70 1,757 23.13 0.3912
2019-10-25 2019-09-30 13F MCDONALDS COM 580135101 6,649 -272 -3.93 1,427 -0.70 0.3444
2019-07-30 2019-06-30 13F MCDONALDS COM 580135101 6,921 261 3.92 1,437 13.60 0.3611
2019-04-26 2019-03-31 13F MCDONALDS COM 580135101 6,660 689 11.54 1,265 19.34 0.4025
2019-04-11 2018-12-31 13F MCDONALDS COM 580135101 5,971 5,971 1,060 0.3959
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.