McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPure Financial Advisors, Inc.
Latest Disclosed Ownership9,282 shares
Latest Disclosed Value $ 2,884,753
Pure Financial Advisors, Inc. ownership in MCD / McDonald's Corporation

On April 10, 2026 - Pure Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 9,282 shares of McDonald's Corporation (MX:MCD) valued at $2,884,753 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 4, 2026 disclosing 0 shares of McDonald's Corporation.

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)
2026-04-10 2026-03-31 13F MCDONALDS COM 580135101 9,282 9,282 2,885 0.0414
2026-03-04 2025-12-31 13F/A-1 MCDONALDS COM 580135101 0 -100.00 0
2026-02-04 2025-12-31 13F MCDONALDS COM 580135101 8,959 578 6.90 2,738 7.50 0.0440
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 8,381 580 7.43 2,547 11.76 0.0406
2025-07-18 2025-06-30 13F MCDONALDS COM 580135101 7,801 3,475 80.33 2,279 68.69 0.0401
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 4,326 545 14.41 1,351 23.27 0.0283
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 3,781 502 15.31 1,096 9.82 0.0249
2024-10-29 2024-09-30 13F MCDONALDS COM 580135101 3,279 334 11.34 998 33.07 0.0240
2024-07-18 2024-06-30 13F MCDONALDS COM 580135101 2,945 -1,385 -31.99 751 -38.52 0.0208
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 4,330 1,397 47.63 1,221 40.39 0.0382
2024-01-08 2023-12-31 13F MCDONALDS COM 580135101 2,933 314 11.99 870 26.12 0.0300
2023-10-10 2023-09-30 13F MCDONALDS COM 580135101 2,619 -97 -3.57 690 -14.94 0.0282
2023-07-10 2023-06-30 13F MCDONALDS COM 580135101 2,716 325 13.59 811 21.26 0.0344
2023-04-11 2023-03-31 13F MCDONALDS COM 580135101 2,391 -45 -1.85 668 4.21 0.0310
2023-01-09 2022-12-31 13F MCDONALDS COM 580135101 2,436 55 2.31 642 16.76 0.0332
2022-10-06 2022-09-30 13F MCDONALDS COM 580135101 2,381 322 15.64 549 8.07 0.0319
2022-07-08 2022-06-30 13F MCDONALDS COM 580135101 2,059 -30 -1.44 508 -1.74 0.0315
2022-04-12 2022-03-31 13F MCDONALDS COM 580135101 2,089 -263 -11.18 517 -18.07 0.0237
2022-01-12 2021-12-31 13F MCDONALDS COM 580135101 2,352 390 19.88 631 33.40 0.0313
2021-10-07 2021-09-30 13F MCDONALDS COM 580135101 1,962 -11 -0.56 473 3.73 0.0365
2021-07-09 2021-06-30 13F MCDONALDS COM 580135101 1,973 19 0.97 456 4.11 0.0371
2021-04-09 2021-03-31 13F MCDONALDS COM 580135101 1,954 145 8.02 438 12.89 0.0435
2021-01-12 2020-12-31 13F MCDONALDS COM 580135101 1,809 48 2.73 388 0.26 0.0464
2020-10-07 2020-09-30 13F MCDONALDS COM 580135101 1,761 -13 -0.73 387 18.35 0.0565
2020-07-08 2020-06-30 13F MCDONALDS COM 580135101 1,774 58 3.38 327 15.14 0.0511
2020-04-07 2020-03-31 13F MCDONALDS COM 580135101 1,716 -15 -0.87 284 -16.96 0.0477
2020-01-09 2019-12-31 13F MCDONALDS COM 580135101 1,731 208 13.66 342 4.59 0.0584
2019-10-09 2019-09-30 13F MCDONALDS COM 580135101 1,523 100 7.03 327 10.85 0.0591
2019-07-11 2019-06-30 13F MCDONALDS COM 580135101 1,423 -50 -3.39 295 5.36 0.0529
2019-04-05 2019-03-31 13F MCDONALDS COM 580135101 1,473 -82 -5.27 280 1.45 0.0528
2019-01-11 2018-12-31 13F MCDONALDS COM 580135101 1,555 -3 -0.19 276 5.75 0.0560
2018-10-04 2018-09-30 13F MCDONALDS COM 580135101 1,558 -315 -16.82 261 -11.22 0.0571
2018-07-10 2018-06-30 13F MCDONALDS COM 580135101 1,873 488 35.23 294 35.48 0.0663
2018-04-05 2018-03-31 13F MCDONALDS COM 580135101 1,385 -15 -1.07 217 -9.96 0.0528
2018-01-10 2017-12-31 13F MCDONALDS COM 580135101 1,400 1,400 241 0.0598
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.