McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership23 shares
Latest Disclosed Value $ 7,154
IFG Advisory, LLC reports 99.61% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 23 shares of McDonald's Corporation (MX:MCD) valued at $7,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,910 shares of McDonald's Corporation. This represents a change in shares of -99.61% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 23 -5,887 -99.61 7 -99.61 0.0205
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 5,910 30 0.51 1,806 1.12 0.0787
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 5,880 -163 -2.70 1,787 1.19 0.0812
2025-08-04 2025-06-30 13F MCDONALDS COM 580135101 6,043 98 1.65 1,765 -4.95 0.0886
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 5,945 442 8.03 1,857 16.43 0.1029
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 5,503 -7,760 -58.51 1,595 -60.50 0.0904
2024-10-30 2024-09-30 13F MCDONALDS Common Stock 580135101 13,263 593 4.68 4,039 25.09 0.2572
2024-07-30 2024-06-30 13F MCDONALDS Common Stock 580135101 12,670 -832 -6.16 3,229 -15.19 0.2071
2024-05-06 2024-03-31 13F MCDONALDS Common Stock 580135101 13,502 -1,497 -9.98 3,807 -14.41 0.2839
2024-01-17 2023-12-31 13F MCDONALDS Common Stock 580135101 14,999 -669 -4.27 4,447 7.75 0.3255
2023-11-13 2023-09-30 13F MCDONALDS Common Stock 580135101 15,668 682 4.55 4,128 -7.71 0.3473
2023-07-21 2023-06-30 13F MCDONALDS Common Stock 580135101 14,986 2,884 23.83 4,472 32.19 0.3965
2023-04-26 2023-03-31 13F MCDONALDS Common Stock 580135101 12,102 297 2.52 3,384 112,666.67 0.3163
2023-01-31 2022-12-31 13F MCDONALDS Common Stock 580135101 11,805 -582 -4.70 3 -99.90 0.3098
2022-10-28 2022-09-30 13F MCDONALDS Common Stock 580135101 12,387 1,384 12.58 2,858 5.27 0.2599
2022-08-04 2022-06-30 13F MCDONALDS Common Stock 580135101 11,003 577 5.53 2,715 5.31 0.2883
2022-05-04 2022-03-31 13F MCDONALDS Common Stock 580135101 10,426 275 2.71 2,578 -5.26 0.2601
2022-02-14 2021-12-31 13F MCDONALDS Common Stock 580135101 10,151 199 2.00 2,721 13.42 0.2651
2021-10-12 2021-09-30 13F MCDONALDS Common Stock 580135101 9,952 479 5.06 2,399 9.64 0.2585
2021-07-21 2021-06-30 13F MCDONALDS Common Stock 580135101 9,473 -33 -0.35 2,188 2.72 0.2433
2021-04-19 2021-03-31 13F MCDONALDS Common Stock 580135101 9,506 695 7.89 2,130 12.70 0.2653
2021-02-08 2020-12-31 13F MCDONALDS Common Stock 580135101 8,811 264 3.09 1,890 0.75 0.2616
2020-11-02 2020-09-30 13F MCDONALDS Common Stock 580135101 8,547 335 4.08 1,876 23.91 0.3037
2020-08-10 2020-06-30 13F MCDONALDS Common Stock 580135101 8,212 1,084 15.21 1,514 28.52 0.2729
2020-05-11 2020-03-31 13F MCDONALDS Common Stock 580135101 7,128 777 12.23 1,178 -6.14 0.2630
2020-02-07 2019-12-31 13F MCDONALDS Common Stock 580135101 6,351 -1,236 -16.29 1,255 -22.96 0.2291
2019-11-06 2019-09-30 13F MCDONALDS Common Stock 580135101 7,587 -498 -6.16 1,629 -2.92 0.3160
2019-08-06 2019-06-30 13F MCDONALDS Common Stock 580135101 8,085 216 2.74 1,678 12.32 0.2976
2019-05-08 2019-03-31 13F MCDONALDS Common Stock 580135101 7,869 -584 -6.91 1,494 -0.47 0.2858
2019-02-07 2018-12-31 13F MCDONALDS Common Stock 580135101 8,453 -2,406 -22.16 1,501 -17.35 0.3538
2018-11-05 2018-09-30 13F MCDONALDS Common Stock 580135101 10,859 827 8.24 1,816 15.60 0.3414
2018-08-02 2018-06-30 13F MCDONALDS Common Stock 580135101 10,032 -55 -0.55 1,571 -0.38 0.3231
2018-04-26 2018-03-31 13F MCDONALDS Common Stock 580135101 10,087 8 0.08 1,577 -9.05 0.3506
2018-02-01 2017-12-31 13F/A-1 MCDONALDS Common Stock 580135101 10,079 10,079 1,734 0.3905
2018-01-29 2017-12-31 13F MCDONALDS Common Stock 580135101 3,376 1,763
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.