McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPrivate Trust Co Na
Latest Disclosed Ownership15,043 shares
Latest Disclosed Value $ 4,675,175
Private Trust Co Na reports 14.95% decrease in ownership of MCD / McDonald's Corporation

On April 30, 2026 - Private Trust Co Na filed a 13F-HR form disclosing ownership of 15,043 shares of McDonald's Corporation (MX:MCD) valued at $4,675,175 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 17,688 shares of McDonald's Corporation. This represents a change in shares of -14.95% 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)
2026-04-30 2026-03-31 13F McDonald's Com 580135101 15,043 -2,645 -14.95 4,675 -13.52 0.4175
2026-01-26 2025-12-31 13F McDonald's Com 580135101 17,688 52 0.29 5,406 0.88 0.4736
2025-10-15 2025-09-30 13F McDonald's Com 580135101 17,636 249 1.43 5,359 5.51 0.4726
2025-07-29 2025-06-30 13F McDonald's Com 580135101 17,387 -887 -4.85 5,080 -11.02 0.4837
2025-04-28 2025-03-31 13F McDonald's Com 580135101 18,274 168 0.93 5,708 8.77 0.5874
2025-02-05 2024-12-31 13F McDonald's Com 580135101 18,106 -410 -2.21 5,249 -6.92 0.5389
2024-11-13 2024-09-30 13F McDonald's Com 580135101 18,516 1,877 11.28 5,638 32.97 0.5681
2024-07-23 2024-06-30 13F McDonald's Com 580135101 16,639 1,085 6.98 4,240 -3.31 0.4566
2024-04-24 2024-03-31 13F McDonald's Com 580135101 15,554 201 1.31 4,386 -3.67 0.4737
2024-01-24 2023-12-31 13F McDonald's Com 580135101 15,353 -126 -0.81 4,552 11.65 0.5348
2023-10-18 2023-09-30 13F McDonald's Com 580135101 15,479 279 1.84 4,078 -10.10 0.5380
2023-07-28 2023-06-30 13F McDonald's Com 580135101 15,200 -699 -4.40 4,536 2.02 0.5721
2023-04-12 2023-03-31 13F McDonald's Com 580135101 15,899 4,287 36.92 4,445 148,066.67 0.6060
2023-01-18 2022-12-31 13F McDonald's Com 580135101 11,612 131 1.14 3 -99.89 0.4541
2022-10-17 2022-09-30 13F McDonald's Com 580135101 11,481 151 1.33 2,649 -5.29 0.4303
2022-09-16 2022-06-30 13F/A-1 McDonald's Com 580135101 11,330 -7,188 -38.82 2,797 -38.92 0.4343
2022-07-13 2022-06-30 13F McDonald's Equities 580135101 18,518 0 4,579 0.7151
2022-04-12 2022-03-31 13F McDonald's Equities 580135101 18,518 -433 -2.28 4,579 -9.86 0.7151
2022-01-10 2021-12-31 13F McDonald's Equities 580135101 18,951 -647 -3.30 5,080 7.51 0.7013
2021-10-06 2021-09-30 13F McDonald's Equities 580135101 19,598 1,927 10.90 4,725 15.75 0.6878
2021-07-07 2021-06-30 13F McDonald's Equities 580135101 17,671 273 1.57 4,082 4.69 0.6184
2021-04-06 2021-03-31 13F McDonald's Equities 580135101 17,398 156 0.90 3,899 5.41 0.6333
2021-01-05 2020-12-31 13F McDonald's Equities 580135101 17,242 161 0.94 3,699 -1.33 0.6230
2020-10-01 2020-09-30 13F McDonald's Equities 580135101 17,081 258 1.53 3,749 18.23 0.7233
2020-07-07 2020-06-30 13F McDonald's Equities 580135101 16,823 680 4.21 3,171 18.81 0.6649
2020-04-07 2020-03-31 13F McDonald's Equities 580135101 16,143 -3,529 -17.94 2,669 -31.34 0.6907
2020-01-02 2019-12-31 13F McDonald's Equities 580135101 19,672 656 3.45 3,887 -4.78 0.7211
2019-10-01 2019-09-30 13F McDonald's Equities 580135101 19,016 1,306 7.37 4,082 11.01 0.8047
2019-07-02 2019-06-30 13F McDonald's Equities 580135101 17,710 -26 -0.15 3,677 9.17 0.7415
2019-04-02 2019-03-31 13F McDonald's Equities 580135101 17,736 -143 -0.80 3,368 6.11 0.7006
2019-01-03 2018-12-31 13F McDonald's Equities 580135101 17,879 191 1.08 3,174 7.30 0.7538
2018-10-09 2018-09-30 13F McDonald's Equities 580135101 17,688 410 2.37 2,958 9.27 0.6035
2018-07-03 2018-06-30 13F McDonald's Equities 580135101 17,278 148 0.86 2,707 1.08 0.5868
2018-04-03 2018-03-31 13F McDonald's Equities 580135101 17,130 310 1.84 2,678 -7.46 0.5854
2018-01-16 2017-12-31 13F McDonald's Equities 580135101 16,820 -1,242 -6.88 2,894 2.30 0.6124
2017-10-12 2017-09-30 13F McDonald's Equities 580135101 18,062 -1,531 -7.81 2,829 -5.70 0.6157
2017-07-11 2017-06-30 13F McDonald's Equities 580135101 19,593 383 1.99 3,000 20.53 0.6542
2017-04-13 2017-03-31 13F McDonald's Equities 580135101 19,210 -3,520 -15.49 2,489 -10.01 0.5754
2017-01-17 2016-12-31 13F McDonald's Equities 580135101 22,730 927 4.25 2,766 9.98 0.6622
2016-10-13 2016-09-30 13F McDonald's Equities 580135101 21,803 1,291 6.29 2,515 1.90 0.6130
2016-07-19 2016-06-30 13F McDonald's Equities 580135101 20,512 -659 -3.11 2,468 -7.22 0.6420
2016-04-18 2016-03-31 13F McDonald's Equities 580135101 21,171 322 1.54 2,660 8.00 0.7205
2016-01-19 2015-12-31 13F McDonald's Equities 580135101 20,849 137 0.66 2,463 20.74 0.7015
2015-10-27 2015-09-30 13F McDonald's Equities 580135101 20,712 1,622 8.50 2,040 12.46 0.6111
2015-07-10 2015-06-30 13F McDonald's Equities 580135101 19,090 -2,924 -13.28 1,814 -15.39 0.5200
2015-04-09 2015-03-31 13F McDonald's Equities 580135101 22,014 22,014 0.00 2,144 0.6140
2015-01-28 2014-12-31 13F McDonald's Com 580135101 0 -19,964 -100.00 0 -100.00
2014-10-09 2014-09-30 13F McDonald's Com 580135101 19,964 -2,124 -9.62 1,893 -14.92 0.6427
2014-07-22 2014-06-30 13F McDonald's Com 580135101 22,088 1,329 6.40 2,225 9.34 0.7245
2014-04-07 2014-03-31 13F McDonald's Com 580135101 20,759 -3,382 -14.01 2,035 -13.11 0.7674
2014-01-08 2013-12-31 13F McDonald's Com 580135101 24,141 5,437 29.07 2,342 30.18 0.9420
2013-10-07 2013-09-30 13F McDonald's Com 580135101 18,704 -131 -0.70 1,799 -3.54 0.8138
2013-08-01 2013-06-30 13F McDonald's Com 580135101 18,835 0 0.00 1,865 0.00 0.8563
2013-07-26 2013-03-31 13F McDonald's Com 580135101 18,835 18,835 1,865 0.8563
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.