McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership34,545 shares
Latest Disclosed Value $ 10,736,382
Modera Wealth Management, LLC reports 5.06% increase in ownership of MCD / McDonald's Corporation

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 34,545 shares of McDonald's Corporation (MX:MCD) valued at $10,736,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 32,882 shares of McDonald's Corporation. This represents a change in shares of 5.06% 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)
2026-05-06 2026-03-31 13F MCDONALDS COM 580135101 34,545 1,663 5.06 10,736 6.84 0.1287
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 32,882 254 0.78 10,050 1.35 0.1162
2025-10-31 2025-09-30 13F MCDONALDS COM 580135101 32,628 1,070 3.39 9,915 7.54 0.1149
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 31,558 1,945 6.57 9,220 -0.32 0.1142
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 29,613 848 2.95 9,250 10.94 0.1251
2025-02-06 2024-12-31 13F MCDONALDS COM 580135101 28,765 2,497 9.51 8,339 4.25 0.1007
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 26,268 5,717 27.82 7,999 52.72 0.1018
2024-07-29 2024-06-30 13F MCDONALDS COM 580135101 20,551 1,066 5.47 5,237 -4.66 0.0772
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 19,485 845 4.53 5,494 -0.60 0.0837
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 18,640 -137 -0.73 5,527 11.73 0.0914
2023-11-30 2023-09-30 13F/A-1 MCDONALDS COM 580135101 18,777 -124 -0.66 4,947 -12.30 0.0933
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 18,777 -124 4,947 0.0933
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 18,901 5,430 40.31 5,640 49.76 0.1024
2023-05-05 2023-03-31 13F MCDONALDS COM 580135101 13,471 855 6.78 3,767 13.30 0.1462
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 12,616 182 1.46 3,325 15.86 0.1352
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 12,434 12 0.10 2,869 -6.46 0.1453
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 12,422 -295 -2.32 3,067 -2.48 0.1461
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 12,717 -990 -7.22 3,145 -14.42 0.1392
2022-02-04 2021-12-31 13F MCDONALDS COM 580135101 13,707 -7,211 -34.47 3,675 -27.14 0.1403
2021-11-04 2021-09-30 13F MCDONALDS COM 580135101 20,918 -202 -0.96 5,044 3.38 0.2590
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 21,120 51 0.24 4,879 3.32 0.2633
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 21,069 -1,699 -7.46 4,722 -3.36 0.3069
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 22,768 20,450 882.23 4,886 859.92 0.3875
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 2,318 -29 -1.24 509 17.55 0.0755
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 2,347 265 12.73 433 25.87 0.0691
2020-05-12 2020-03-31 13F MCDONALDS COM 580135101 2,082 694 50.00 344 25.55 0.0721
2020-02-05 2019-12-31 13F MCDONALDS COM 580135101 1,388 -24 -1.70 274 -9.57 0.0428
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 1,412 0 0.00 303 3.41 0.0503
2019-08-07 2019-06-30 13F MCDONALDS COM 580135101 1,412 25 1.80 293 11.41 0.0535
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 1,387 -193 -12.22 263 -6.41 0.0493
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 1,580 193 13.91 281 21.12 0.0554
2018-11-09 2018-09-30 13F MCDONALDS COM 580135101 1,387 -7 -0.50 232 6.42 0.0470
2018-08-09 2018-06-30 13F MCDONALDS COM 580135101 1,394 -27 -1.90 218 -1.80 0.0459
2018-05-10 2018-03-31 13F MCDONALDS COM 580135101 1,421 -2 -0.14 222 -9.39 0.0460
2018-02-05 2017-12-31 13F MCDONALDS COM 580135101 1,423 9 0.64 245 10.36 0.0528
2017-11-14 2017-09-30 13F McDonald's COM 580135101 1,414 0 0.00 222 2.30 0.0500
2017-08-10 2017-06-30 13F MCDONALDS COM 580135101 1,414 1,414 217 0.0527
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.