McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership18,214 shares
Latest Disclosed Value $ 5,660,898
SRS Capital Advisors, Inc. reports 29.64% decrease in ownership of MCD / McDonald's Corporation

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 18,214 shares of McDonald's Corporation (MX:MCD) valued at $5,660,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 25,886 shares of McDonald's Corporation. This represents a change in shares of -29.64% 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 18,214 -7,672 -29.64 5,661 -28.45 0.1598
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 25,886 -17,150 -39.85 7,911 -39.51 0.2303
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 43,036 34,058 379.35 13,078 372.30 0.1877
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 8,978 447 5.24 2,770 3.94 0.1273
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 8,531 -1,869 -17.97 2,665 -11.64 0.1709
2025-02-05 2024-12-31 13F MCDONALDS COM 580135101 10,400 3,012 40.77 3,015 34.06 0.1898
2024-11-06 2024-09-30 13F MCDONALDS COM 580135101 7,388 18 0.24 2,250 19.76 0.2009
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 7,370 1,283 21.08 1,878 9.44 0.1831
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 6,087 -177 -2.83 1,716 -7.59 0.1810
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 6,264 -2 -0.03 1,858 12.55 0.2069
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 6,266 403 6.87 1,651 -5.66 0.2056
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 5,863 12 0.21 1,750 6.97 0.2234
2023-05-16 2023-03-31 13F MCDONALDS COM 580135101 5,851 76 1.32 1,636 7.50 0.2166
2023-02-24 2022-12-31 13F MCDONALDS COM 580135101 5,775 1 0.02 1,522 14.19 0.2106
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 5,774 -296 -4.88 1,332 -11.14 0.2101
2022-08-22 2022-06-30 13F MCDONALDS COM 580135101 6,070 74 1.23 1,499 1.08 0.2270
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 5,996 184 3.17 1,483 -4.81 0.1976
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 5,812 -78 -1.32 1,558 9.72 0.1976
2021-11-05 2021-09-30 13F MCDONALDS COM 580135101 5,890 121 2.10 1,420 6.53 0.1942
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 5,769 8 0.14 1,333 7.85 0.1817
2021-02-03 2020-12-31 13F MCDONALDS COM 580135101 5,761 -144 -2.44 1,236 -4.63 0.1829
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 5,905 130 2.25 1,296 21.69 0.2186
2020-08-06 2020-06-30 13F MCDONALDS COM 580135101 5,775 185 3.31 1,065 15.26 0.1896
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 5,590 389 7.48 924 -10.12 0.2130
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 5,201 31 0.60 1,028 -7.39 0.2951
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 5,170 -23 -0.44 1,110 2.97 0.3348
2019-08-08 2019-06-30 13F MCDONALDS COM 580135101 5,193 129 2.55 1,078 19.91 0.3588
2019-02-06 2018-12-31 13F MCDONALDS COM 580135101 5,064 -113 -2.18 899 3.81 0.3574
2018-11-05 2018-09-30 13F MCDONALDS COM 580135101 5,177 -532 -9.32 866 -3.13 0.3490
2018-08-21 2018-06-30 13F MCDONALDS CORP COM COM 580135101 5,709 4,962 664.26 894 670.69 0.3925
2018-05-14 2018-03-31 13F MCDONALDS CORP COM COM 580135101 747 153 25.76 116 13.73 0.0602
2018-02-15 2017-12-31 13F MCDONALDS CORP COM COM 580135101 594 -16 -2.62 102 7.37 0.0442
2017-11-15 2017-09-30 13F MCDONALDS CORP COM COM 580135101 610 181 42.19 95 43.94 0.0456
2017-08-14 2017-06-30 13F MCDONALDS CORP COM COM 580135101 429 -2 -0.46 66 20.00 0.0316
2017-05-11 2017-03-31 13F MCDONALDS CORP COM COM 580135101 431 3 0.70 55 5.77 0.0265
2017-02-14 2016-12-31 13F MCDONALDS CORP COM COM 580135101 428 428 52 0.0260
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.