McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPrivate Wealth Advisors, LLC
Latest Disclosed Ownership663 shares
Latest Disclosed Value $ 205,916
Private Wealth Advisors, LLC reports 5.82% decrease in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Private Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 663 shares of McDonald's Corporation (MX:MCD) valued at $205,916 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 704 shares of McDonald's Corporation. This represents a change in shares of -5.82% 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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 663 -41 -5.82 206 -4.65 0.0579
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 704 -44 -5.88 215 -5.29 0.0687
2025-12-01 2025-09-30 13F MCDONALDS COM 580135101 748 5 0.67 227 4.61 0.0764
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 743 -2 -0.27 217 -6.47 0.0797
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 745 4 0.54 233 8.41 0.0842
2025-02-05 2024-12-31 13F MCDONALDS COM 580135101 741 4 0.54 215 -4.04 0.0842
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 737 737 223 0.0856
2024-07-23 2024-06-30 13F MCDONALDS COM 580135101 0 -756 -100.00 0 -100.00
2024-05-08 2024-03-31 13F MCDONALDS COM 580135101 756 -1 -0.13 213 -4.91 0.0868
2024-01-23 2023-12-31 13F MCDONALDS COM 580135101 757 -402 -34.69 224 -26.56 0.0875
2023-10-19 2023-09-30 13F MCDONALDS COM 580135101 1,159 -9 -0.77 305 -12.36 0.1292
2023-07-20 2023-06-30 13F MCDONALDS COM 580135101 1,168 6 0.52 349 7.08 0.1425
2023-04-25 2023-03-31 13F MCDONALDS COM 580135101 1,162 -3 -0.26 325 6.21 0.1367
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 1,165 -5 -0.43 307 13.33 0.1033
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 1,170 6 0.52 270 -10.60 0.1256
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 1,164 7 0.61 302 5.59 0.1116
2022-05-17 2022-03-31 13F MCDONALDS COM 580135101 1,157 -43 -3.58 286 -11.18 0.0912
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 1,200 6 0.50 322 8.05 0.0689
2021-12-03 2021-09-30 13F MCDONALDS COM 580135101 1,194 7 0.59 298 8.76 0.0713
2021-07-29 2021-06-30 13F MCDONALDS COM 580135101 1,187 6 0.51 274 3.40 0.0840
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 1,181 7 0.60 265 6.43 0.0898
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 1,174 7 0.60 249 -2.73 0.0860
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 1,167 6 0.52 256 19.63 0.1326
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 1,161 1,161 214 0.1491
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 0 -1,146 -100.00 0 -100.00
2020-02-12 2019-12-31 13F/A-1 MCDONALDS COM 580135101 1,146 -392 -25.49 226 -31.52 0.1300
2020-01-31 2019-12-31 13F MCDONALDS COM 580135101 1,640 102 291 235,033.7609
2019-11-22 2019-09-30 13F MCDONALDS COM 580135101 1,538 -111 -6.73 330 5.43 0.2150
2019-11-22 2019-06-30 13F MCDONALDS COM 580135101 1,649 0 0.00 313 0.00 0.2131
2019-11-22 2019-03-31 13F MCDONALDS COM 580135101 1,649 9 0.55 313 7.56 0.2131
2020-02-03 2018-12-31 13F MCDONALDS COM 580135101 1,640 1,640 291 0.2350
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.