McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership5,135 shares
Latest Disclosed Value $ 1,595,930
HCR Wealth Advisors reports 1.63% decrease in ownership of MCD / McDonald's Corporation

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 5,135 shares of McDonald's Corporation (MX:MCD) valued at $1,595,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,220 shares of McDonald's Corporation. This represents a change in shares of -1.63% 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)
2026-04-21 2026-03-31 13F McDonalds Common Stock 580135101 5,135 -85 -1.63 1,596 0.00 0.1655
2026-01-27 2025-12-31 13F McDonalds Common Stock 580135101 5,220 -38 -0.72 1,596 1.21 0.1580
2025-10-03 2025-09-30 13F McDonalds Common Stock 580135101 5,258 -19 -0.36 1,577 2.27 0.1633
2025-07-17 2025-06-30 13F McDonalds Common Stock 580135101 5,277 -110 -2.04 1,542 -8.38 0.1815
2025-04-21 2025-03-31 13F McDonalds Common Stock 580135101 5,387 0 0.00 1,683 7.75 0.2191
2025-01-14 2024-12-31 13F McDonalds Common Stock 580135101 5,387 21 0.39 1,562 -4.47 0.1957
2024-10-10 2024-09-30 13F McDonalds Common Stock 580135101 5,366 18 0.34 1,634 19.97 0.2139
2024-08-07 2024-06-30 13F McDonalds Common Stock 580135101 5,348 -348 -6.11 1,363 -15.19 0.1948
2024-05-10 2024-03-31 13F McDonalds Common Stock 580135101 5,696 -138 -2.37 1,606 -7.17 0.2436
2024-02-09 2023-12-31 13F McDonalds Common Stock 580135101 5,834 1,063 22.28 1,730 37.74 0.2733
2023-10-20 2023-09-30 13F MCDONALDS COM 580135101 4,771 -333 -6.52 1,257 -17.53 0.2756
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 5,104 -271 -5.04 1,523 1.40 0.2821
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 5,375 7 0.13 1,503 6.22 0.2974
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 5,368 35 0.66 1,415 14.96 0.2969
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 5,333 -154 -2.81 1,230 -9.23 0.2614
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 5,487 -203 -3.57 1,355 -3.70 0.2720
2022-05-05 2022-03-31 13F MCDONALDS COM 580135101 5,690 -26 -0.45 1,407 -8.16 0.2300
2022-02-04 2021-12-31 13F MCDONALDS COM 580135101 5,716 -317 -5.25 1,532 5.29 0.2375
2021-11-02 2021-09-30 13F MCDONALDS COM 580135101 6,033 136 2.31 1,455 6.91 0.2428
2021-07-21 2021-06-30 13F MCDONALDS COM 580135101 5,897 216 3.80 1,361 6.91 0.2363
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 5,681 -2,602 -31.41 1,273 -28.36 0.2517
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 8,283 82 1.00 1,777 -1.39 0.3719
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 8,201 148 1.84 1,802 21.18 0.4120
2020-07-30 2020-06-30 13F MCDONALDS COM 580135101 8,053 123 1.55 1,487 13.42 0.3489
2020-05-08 2020-03-31 13F MCDONALDS COM 580135101 7,930 305 4.00 1,311 -13.01 0.3750
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 7,625 2,193 40.37 1,507 29.91 0.3656
2019-11-07 2019-09-30 13F MCDONALDS COM 580135101 5,432 -1,019 -15.80 1,160 -13.43 0.3851
2019-07-25 2019-06-30 13F MCDONALDS COM 580135101 6,451 40 0.62 1,340 10.11 0.3810
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 6,411 937 17.12 1,217 25.21 0.3497
2019-01-31 2018-12-31 13F MCDONALDS COM 580135101 5,474 1 0.02 972 0.21 0.3140
2018-11-08 2018-09-30 13F MCDONALDS COM 580135101 5,473 -1,312 -19.34 970 -8.75 0.3160
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 6,785 -347 -4.87 1,063 -4.66 0.3488
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 7,132 5 0.07 1,115 -9.13 0.3867
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 7,127 0 0.00 1,227 9.85 0.4286
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 7,127 -99 -1.37 1,117 0.90 0.4701
2017-08-16 2017-06-30 13F/A-1 MCDONALDS COM 580135101 7,226 -74 -1.01 1,107 17.02 0.5467
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 7,300 -128 -1.72 946 4.65 0.4846
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 7,428 7,428 904 0.4775
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.