McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionLaurel Wealth Advisors LLC
Latest Disclosed Ownership20,044 shares
Latest Disclosed Value $ 5,527,160
Laurel Wealth Advisors LLC reports 1.56% increase in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Laurel Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 20,044 shares of McDonald's Corporation (MX:MCD) valued at $5,527,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 19,736 shares of McDonald's Corporation. This represents a change in shares of 1.56% 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 20,044 308 1.56 5,527 -8.36 0.5464
2026-01-30 2025-12-31 13F MCDONALDS COM 580135101 19,736 -15 -0.08 6,032 0.48 0.7976
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 19,751 113 0.58 6,002 4.62 0.8389
2025-11-24 2025-06-30 13F/A-1 MCDONALDS COM 580135101 19,638 177 0.91 5,738 -5.61 0.8579
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 5,737,548 5,718,087 20 0.2816
2025-04-15 2025-03-31 13F MCDONALDS COM 580135101 19,461 -347 -1.75 6,079 5.87 0.9518
2025-01-14 2024-12-31 13F MCDONALDS COM 580135101 19,808 260 1.33 5,742 -3.55 0.8974
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 19,548 295 1.53 5,952 21.32 0.9484
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 19,253 -724 -3.62 4,906 -12.89 0.8511
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 19,977 186 0.94 5,633 -4.02 0.9604
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 19,791 395 2.04 5,868 14.86 1.1132
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 19,396 -882 -4.35 5,110 -15.57 1.0807
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 20,278 -548 -2.63 6,051 3.93 1.2118
2023-05-08 2023-03-31 13F MCDONALDS COM 580135101 20,826 1,212 6.18 5,823 12.65 1.2312
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 19,614 313 1.62 5,169 16.03 1.1689
2022-11-15 2022-09-30 13F MCDONALDS COM 580135101 19,301 -131 -0.67 4,454 -7.15 1.1094
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 19,432 -39 -0.20 4,797 -0.37 1.1596
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 19,471 -110 -0.56 4,815 -8.27 1.0118
2022-02-01 2021-12-31 13F MCDONALDS COM 580135101 19,581 122 0.63 5,249 11.87 1.0756
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 19,459 -544 -2.72 4,692 1.54 1.0369
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 20,003 261 1.32 4,621 4.43 0.9971
2021-05-04 2021-03-31 13F MCDONALDS COM 580135101 19,742 551 2.87 4,425 7.46 1.0724
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 19,191 646 3.48 4,118 1.15 1.0703
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 18,545 326 1.79 4,071 21.12 1.2654
2020-08-06 2020-06-30 13F MCDONALDS COM 580135101 18,219 367 2.06 3,361 13.86 1.1483
2020-04-30 2020-03-31 13F MCDONALDS COM 580135101 17,852 1,226 7.37 2,952 -10.14 1.1598
2020-01-31 2019-12-31 13F MCDONALDS COM 580135101 16,626 367 2.26 3,285 -5.90 1.0851
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 16,259 -173 -1.05 3,491 2.32 1.2460
2019-08-07 2019-06-30 13F MCDONALDS COM 580135101 16,432 -64 -0.39 3,412 8.91 1.2634
2019-05-09 2019-03-31 13F MCDONALDS COM 580135101 16,496 221 1.36 3,133 8.41 1.2076
2019-02-08 2018-12-31 13F MCDONALDS COM 580135101 16,275 16,275 2,890 1.2359
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.