McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPerennial Advisors, LLC
Latest Disclosed Ownership28,235 shares
Latest Disclosed Value $ 8,775,242
Perennial Advisors, LLC reports 1.64% increase in ownership of MCD / McDonald's Corporation

On April 13, 2026 - Perennial Advisors, LLC filed a 13F-HR form disclosing ownership of 28,235 shares of McDonald's Corporation (MX:MCD) valued at $8,775,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 27,780 shares of McDonald's Corporation. This represents a change in shares of 1.64% 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)
2026-04-13 2026-03-31 13F MCDONALDS COM 580135101 28,235 455 1.64 8,775 3.36 1.4683
2026-01-12 2025-12-31 13F MCDONALDS COM 580135101 27,780 1,199 4.51 8,491 5.11 1.4236
2025-10-14 2025-09-30 13F MCDONALDS COM 580135101 26,581 -440 -1.63 8,078 2.32 1.3990
2025-07-15 2025-06-30 13F MCDONALDS COM 580135101 27,021 78 0.29 7,895 -6.20 1.4666
2025-04-14 2025-03-31 13F MCDONALDS COM 580135101 26,943 229 0.86 8,416 8.68 1.6788
2025-02-21 2024-12-31 13F MCDONALDS COM 580135101 26,714 504 1.92 7,744 15.95 1.6855
2024-07-23 2024-06-30 13F MCDONALDS COM 580135101 26,210 274 1.06 6,679 -8.66 1.4971
2024-04-10 2024-03-31 13F MCDONALDS COM 580135101 25,936 149 0.58 7,313 -4.37 1.7008
2024-01-25 2023-12-31 13F MCDONALDS COM 580135101 25,787 373 1.47 7,646 14.20 1.8789
2023-10-17 2023-09-30 13F MCDONALDS COM 580135101 25,414 353 1.41 6,695 -10.47 1.8056
2023-08-01 2023-06-30 13F MCDONALDS COM 580135101 25,061 218 0.88 7,479 7.66 1.9064
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 24,843 -203 -0.81 6,946 5.24 1.9877
2023-01-31 2022-12-31 13F MCDONALDS COM 580135101 25,046 -910 -3.51 6,600 10.20 2.0981
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 25,956 -40 -0.15 5,989 -6.68 1.9638
2022-08-09 2022-06-30 13F MCDONALDS COM 580135101 25,996 -193 -0.74 6,418 -0.90 1.9968
2022-04-27 2022-03-31 13F MCDONALDS COM 580135101 26,189 1,562 6.34 6,476 -1.91 1.7184
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 24,627 503 2.09 6,602 13.51 1.7791
2021-11-08 2021-09-30 13F MCDONALDS COM 580135101 24,124 566 2.40 5,816 6.87 1.7129
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 23,558 829 3.65 5,442 6.83 1.5797
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 22,729 840 3.84 5,094 8.45 1.6026
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 21,889 1,398 6.82 4,697 4.42 1.6545
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 20,491 192 0.95 4,498 20.11 1.8408
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 20,299 866 4.46 3,745 16.56 1.5923
2020-05-19 2020-03-31 13F/A-1 MCDONALDS COM 580135101 19,433 638 3.39 3,213 -13.49 1.7899
2020-05-19 2020-03-31 13F MCDONALDS COM 580135101 13,042 -5,753 1,587 1,317,679.4892
2020-01-23 2019-12-31 13F MCDONALDS COM 580135101 18,795 705 3.90 3,714 -4.38 1.7834
2019-11-05 2019-09-30 13F MCDONALDS COM 580135101 18,090 646 3.70 3,884 7.20 2.0123
2019-07-18 2019-06-30 13F MCDONALDS COM 580135101 17,444 373 2.18 3,623 11.75 1.9289
2019-04-30 2019-03-31 13F MCDONALDS COM 580135101 17,071 568 3.44 3,242 10.61 1.8435
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 16,503 277 1.71 2,931 8.00 1.8977
2018-11-05 2018-09-30 13F MCDONALDS COM 580135101 16,226 270 1.69 2,714 8.56 1.5621
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 15,956 524 3.40 2,500 3.61 1.5413
2018-04-24 2018-03-31 13F MCDONALDS COM 580135101 15,432 459 3.07 2,413 -6.36 1.5230
2018-01-29 2017-12-31 13F MCDONALDS COM 580135101 14,973 386 2.65 2,577 12.78 1.5998
2017-10-30 2017-09-30 13F MCDONALDS COM 580135101 14,587 1,859 14.61 2,285 17.24 1.5460
2017-07-31 2017-06-30 13F MCDONALDS COM 580135101 12,728 183 1.46 1,949 19.86 1.4144
2017-04-27 2017-03-31 13F MCDONALDS COM 580135101 12,545 -497 -3.81 1,626 2.46 1.2517
2017-04-27 2016-12-31 13F/A-2 MCDONALDS COM 580135101 13,042 13,042 1,587 1.3177
2017-04-27 2016-12-31 13F/A-1 MCDONALDS COM 580135101 13,042 0 1,587 1.4030
2017-02-10 2016-12-31 13F MCDONALDS COM 580135101 21,041 2,561 1.6195
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.