McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionRFG Advisory, LLC
Latest Disclosed Ownership11,173 shares
Latest Disclosed Value $ 3,472,492
RFG Advisory, LLC reports 4.75% decrease in ownership of MCD / McDonald's Corporation

On April 17, 2026 - RFG Advisory, LLC filed a 13F-HR form disclosing ownership of 11,173 shares of McDonald's Corporation (MX:MCD) valued at $3,472,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 11,730 shares of McDonald's Corporation. This represents a change in shares of -4.75% 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)
2026-04-17 2026-03-31 13F MCDONALDS COM 580135101 11,173 -557 -4.75 3,472 -3.15 0.0638
2026-02-03 2025-12-31 13F MCDONALDS COM 580135101 11,730 159 1.37 3,585 1.96 0.0675
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 11,571 -771 -6.25 3,516 -2.50 0.0727
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 12,342 691 5.93 3,606 -0.91 0.0847
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 11,651 1,105 10.48 3,639 19.04 0.0983
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 10,546 -97 -0.91 3,057 -5.65 0.0865
2024-10-17 2024-09-30 13F MCDONALDS COM 580135101 10,643 -1,171 -9.91 3,241 7.64 0.0987
2024-07-15 2024-06-30 13F MCDONALDS COM 580135101 11,814 1,729 17.14 3,011 5.87 0.0981
2024-04-11 2024-03-31 13F MCDONALDS COM 580135101 10,085 -994 -8.97 2,843 -13.46 0.0968
2024-01-25 2023-12-31 13F MCDONALDS COM 580135101 11,079 384 3.59 3,285 16.61 0.1281
2023-10-16 2023-09-30 13F MCDONALDS COM 580135101 10,695 502 4.92 2,817 -7.37 0.1259
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 10,193 -537 -5.00 3,042 1.37 0.1351
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 10,730 1,400 15.01 3,000 21.70 0.1469
2023-02-15 2022-12-31 13F MCDONALDS COM 580135101 9,330 -276 -2.87 2,465 -7.82 0.1244
2022-11-10 2022-09-30 13F MCDONALDS COM 580135101 9,606 371 4.02 2,674 11.70 0.1521
2022-08-09 2022-06-30 13F MCDONALDS COM 580135101 9,235 -237 -2.50 2,394 2.22 0.1385
2022-05-11 2022-03-31 13F MCDONALDS COM 580135101 9,472 -352 -3.58 2,342 -11.05 0.1494
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 9,824 354 3.74 2,633 15.33 0.1809
2021-10-19 2021-09-30 13F MCDONALDS COM 580135101 9,470 82 0.87 2,283 5.30 0.1877
2021-07-29 2021-06-30 13F MCDONALDS COM 580135101 9,388 -17 -0.18 2,168 2.85 0.1929
2021-04-19 2021-03-31 13F MCDONALDS COM 580135101 9,405 102 1.10 2,108 4.98 0.2297
2021-02-02 2020-12-31 13F MCDONALDS COM 580135101 9,303 -895 -8.78 2,008 -10.28 0.2628
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 10,198 641 6.71 2,238 26.94 0.3140
2020-08-03 2020-06-30 13F MCDONALDS COM 580135101 9,557 99 1.05 1,763 12.72 0.2741
2020-04-17 2020-03-31 13F MCDONALDS COM 580135101 9,458 772 8.89 1,564 -8.86 0.2937
2020-01-22 2019-12-31 13F MCDONALDS COM 580135101 8,686 539 6.62 1,716 -1.89 0.2920
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 8,147 555 7.31 1,749 10.98 0.3479
2019-08-23 2019-06-30 13F/A-1 MCDONALDS COM 580135101 7,592 474 6.66 1,576 16.14 0.3595
2019-04-25 2019-03-31 13F MCDONALDS COM 580135101 7,118 849 13.54 1,357 21.92 0.3462
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 6,269 -1,287 -17.03 1,113 -11.95 0.2734
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 7,556 2,160 40.03 1,264 49.59 0.3313
2018-07-24 2018-06-30 13F MCDONALDS COM 580135101 5,396 2,219 69.85 845 70.02 0.2546
2018-05-10 2018-03-31 13F MCDONALDS COM 580135101 3,177 90 2.92 497 -7.45 0.1846
2018-02-08 2017-12-31 13F MCDONALDS COM 580135101 3,087 533 20.87 537 31.62 0.2504
2017-11-02 2017-09-30 13F MCDONALDS COM 580135101 2,554 -432 -14.47 408 -12.07 0.2519
2017-11-01 2017-06-30 13F/A-2 MCDONALDS COM 580135101 2,986 -230 -7.15 464 10.74 0.3194
2017-08-14 2017-06-30 13F/A-1 MCDONALDS COM 580135101 3,126 140 486 0.2506
2017-08-07 2017-06-30 13F MCDONALDS COM 580135101 5,001 1,645 772
2017-11-01 2017-03-31 13F/A-1 MCDONALDS COM 580135101 3,216 1,095 51.63 419 73.86 0.3165
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 3,356 1,114 438
2017-11-01 2016-12-31 13F/A-1 MCDONALDS COM 580135101 2,121 0 0.00 241 0.00 0.2297
2017-02-07 2016-12-31 13F MCDONALDS COM 580135101 2,242 121 254
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 2,121 2,121 241 0.2205
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.