McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPathway Financial Advisors LLC
Latest Disclosed Ownership770 shares
Latest Disclosed Value $ 236,498
Pathway Financial Advisors LLC reports 24.51% decrease in ownership of MCD / McDonald's Corporation

On April 7, 2026 - Pathway Financial Advisors LLC filed a 13F-HR form disclosing ownership of 770 shares of McDonald's Corporation (MX:MCD) valued at $236,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,020 shares of McDonald's Corporation. This represents a change in shares of -24.51% 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)
2026-04-07 2026-03-31 13F MCDONALDS COM 580135101 770 -250 -24.51 236 -23.38 0.0293
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 1,020 0 0.00 309 -0.32 0.0388
2025-10-10 2025-09-30 13F MCDONALDS COM 580135101 1,020 0 0.00 310 3.69 0.0413
2025-07-25 2025-06-30 13F MCDONALDS COM 580135101 1,020 -947 -48.14 298 -51.47 0.0436
2025-04-16 2025-03-31 13F MCDONALDS COM 580135101 1,967 0 0.00 614 7.72 0.1107
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 1,967 387 24.49 570 18.50 0.1312
2024-10-08 2024-09-30 13F MCDONALDS COM 580135101 1,580 13 0.83 481 20.55 0.1235
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 1,567 0 0.00 399 -9.52 0.1079
2024-04-10 2024-03-31 13F MCDONALDS COM 580135101 1,567 0 0.00 442 -4.96 0.1195
2024-04-10 2023-12-31 13F/A-1 MCDONALDS COM 580135101 1,567 0 0.00 465 12.62 0.1342
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 1,567 0 465 0.1342
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 1,567 0 0.00 413 -11.78 0.1411
2023-07-19 2023-06-30 13F MCDONALDS COM 580135101 1,567 0 0.00 468 6.62 0.1525
2023-04-28 2023-03-31 13F MCDONALDS COM 580135101 1,567 0 0.00 438 6.31 0.1481
2023-01-23 2022-12-31 13F MCDONALDS COM 580135101 1,567 -33 -2.06 413 11.65 0.1275
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 1,600 0 0.00 369 -6.58 0.1271
2022-07-21 2022-06-30 13F MCDONALDS COM 580135101 1,600 103 6.88 395 6.76 0.1643
2022-04-25 2022-03-31 13F MCDONALDS COM 580135101 1,497 0 0.00 370 -4.64 0.1384
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 1,497 0 0.00 388 11.49 0.1384
2021-06-21 2021-03-31 13F MCDONALDS COM 580135101 1,497 0 0.00 348 12.62 0.1374
2021-03-02 2020-12-31 13F MCDONALDS COM 580135101 1,497 0 0.00 309 -6.08 0.1283
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 1,497 0 0.00 329 19.20 0.1272
2020-07-21 2020-06-30 13F MCDONALDS COM 580135101 1,497 -250 -14.31 276 -1.43 0.0830
2020-04-21 2020-03-31 13F MCDONALDS COM 580135101 1,747 0 0.00 280 -24.12 0.0934
2020-01-22 2019-12-31 13F MCDONALDS COM 580135101 1,747 486 38.54 369 51.23 0.1044
2019-11-15 2019-09-30 13F MCDONALDS COM 580135101 1,261 0 0.00 244 -6.87 0.0697
2019-08-05 2019-06-30 13F MCDONALDS COM 580135101 1,261 -300 -19.22 262 -11.49 0.0772
2019-04-11 2019-03-31 13F MCDONALDS COM 580135101 1,561 314 25.18 296 33.94 0.0920
2019-01-16 2018-12-31 13F MCDONALDS COM 580135101 1,247 0 0.00 221 -1.78 0.1242
2019-01-16 2018-09-30 13F MCDONALDS COM 580135101 1,247 0 0.00 225 15.38 0.1250
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 1,247 0 0.00 195 0.00 0.1144
2018-05-04 2018-03-31 13F MCDONALDS COM 580135101 1,247 -21 -1.66 195 -10.55 0.1138
2018-05-04 2017-12-31 13F MCDONALDS COM 580135101 1,268 1,268 218 0.1259
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.