McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionProvidence Wealth Advisors, LLC
Latest Disclosed Ownership1,014 shares
Latest Disclosed Value $ 311,675
Providence Wealth Advisors, LLC reports 6.63% decrease in ownership of MCD / McDonald's Corporation

On May 5, 2026 - Providence Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,014 shares of McDonald's Corporation (MX:MCD) valued at $311,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,086 shares of McDonald's Corporation. This represents a change in shares of -6.63% 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)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 1,014 -72 -6.63 312 -4.89 0.1959
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 1,086 13 1.21 327 -0.30 0.2045
2025-11-05 2025-09-30 13F MCDONALDS COM 580135101 1,073 -86 -7.42 329 -7.61 0.2075
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 1,159 -90 -7.21 356 -9.21 0.2443
2025-05-07 2025-03-31 13F MCDONALDS COM 580135101 1,249 5 0.40 391 7.12 0.2964
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 1,244 0 0.00 366 -2.14 0.2768
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,244 -248 -16.62 373 -0.27 0.2760
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 1,492 0 0.00 375 -9.88 0.2990
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 1,492 -39,508 -96.36 415 865.12 0.3543
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 41,000 39,508 2,647.99 43 -88.83 0.0389
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 1,492 0 0.00 385 -12.90 0.4301
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 1,492 0 0.00 443 2.08 0.4901
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 1,492 35 2.40 434 13.65 0.3205
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 1,457 10 0.69 382 -5.69 0.2836
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 1,447 -1,160 -44.50 404 -37.94 0.3017
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 2,607 -233 -8.20 651 -8.05 0.4697
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 2,840 0 0.00 708 -5.73 0.4552
2022-01-12 2021-12-31 13F MCDONALDS COM 580135101 2,840 -164 -5.46 751 3.30 0.4719
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 3,004 -100 -3.22 727 0.41 0.5059
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 3,104 -250 -7.45 724 -3.72 0.4943
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 3,354 26 0.78 752 6.82 0.5523
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 3,328 398 13.58 704 9.49 0.5844
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 2,930 0 0.00 643 19.07 0.6350
2020-08-07 2020-06-30 13F MC DONALDS COM 580135101 2,930 -150 -4.87 540 9.53 0.5508
2020-05-05 2020-03-31 13F MC DONALDS COM 580135101 3,080 -860 -21.83 493 -36.47 0.5949
2020-01-29 2019-12-31 13F MC DONALDS COM 580135101 3,940 -200 -4.83 776 -12.71 0.7140
2019-11-12 2019-09-30 13F MC DONALDS COM 580135101 4,140 475 12.96 889 16.97 0.7935
2019-07-22 2019-06-30 13F MC DONALDS COM 580135101 3,665 35 0.96 760 10.14 0.7070
2019-04-18 2019-03-31 13F MC DONALDS COM 580135101 3,630 4 0.11 690 8.32 0.6489
2019-02-02 2018-12-31 13F MC DONALDS COM 580135101 3,626 -27 -0.74 637 4.26 0.7068
2018-11-01 2018-09-30 13F MC DONALDS COM 580135101 3,653 0 0.00 611 6.82 0.5575
2018-08-13 2018-06-30 13F MC DONALDS COM 580135101 3,653 0 0.00 572 -0.69 0.5570
2018-08-13 2018-03-31 13F MC DONALDS COM 580135101 3,653 3,653 576 0.8527
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.