McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionIAM Advisory, LLC
Latest Disclosed Ownership2,669 shares
Latest Disclosed Value $ 829,510
IAM Advisory, LLC reports 0.57% increase in ownership of MCD / McDonald's Corporation

On April 10, 2026 - IAM Advisory, LLC filed a 13F-HR form disclosing ownership of 2,669 shares of McDonald's Corporation (MX:MCD) valued at $829,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,654 shares of McDonald's Corporation. This represents a change in shares of 0.57% 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)
2026-04-10 2026-03-31 13F MCDONALDS COM 580135101 2,669 15 0.57 830 2.22 0.1859
2026-01-07 2025-12-31 13F MCDONALDS COM 580135101 2,654 16 0.61 811 1.25 0.1802
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 2,638 15 0.57 802 4.57 0.1803
2025-07-08 2025-06-30 13F MCDONALDS COM 580135101 2,623 15 0.58 766 -5.90 0.1840
2025-04-11 2025-03-31 13F MCDONALDS COM 580135101 2,608 16 0.62 815 8.39 0.2116
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 2,592 15 0.58 752 -4.21 0.1905
2024-10-07 2024-09-30 13F MCDONALDS COM 580135101 2,577 14 0.55 785 20.06 0.1983
2024-07-12 2024-06-30 13F MCDONALDS COM 580135101 2,563 17 0.67 653 -8.93 0.1770
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 2,546 15 0.59 718 -4.40 0.1966
2024-01-12 2023-12-31 13F MCDONALDS COM 580135101 2,531 14 0.56 750 13.12 0.2357
2023-10-10 2023-09-30 13F MCDONALDS COM 580135101 2,517 14 0.56 663 -11.24 0.2316
2023-07-13 2023-06-30 13F MCDONALDS COM 580135101 2,503 13 0.52 747 7.33 0.2548
2023-04-10 2023-03-31 13F MCDONALDS COM 580135101 2,490 14 0.57 696 6.75 0.2406
2023-01-18 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 2,476 -230 -8.50 653 4.49 0.2398
2022-10-17 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 2,706 18 0.67 624 -6.02 0.2637
2022-07-12 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 2,688 12 0.45 664 0.30 0.2728
2022-04-14 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 2,676 16 0.60 662 -5.83 0.2689
2022-01-19 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 2,660 14 0.53 703 7.82 0.2780
2021-10-14 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 2,646 2,646 652 0.2768
2021-07-20 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 0 -2,621 -100.00 0 -100.00
2021-05-10 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 2,621 15 0.58 617 13.42 0.2691
2021-02-08 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 2,606 2,606 544 0.2733
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.