McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership15,600 shares
Latest Disclosed Value $ 4,848,447
Avidian Wealth Solutions, LLC reports 107.89% increase in ownership of MCD / McDonald's Corporation

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 15,600 shares of McDonald's Corporation (MX:MCD) valued at $4,848,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,504 shares of McDonald's Corporation. This represents a change in shares of 107.89% 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)
2026-05-07 2026-03-31 13F MCDONALDS COM 580135101 15,600 8,096 107.89 4,848 111.43 0.1534
2026-02-02 2025-12-31 13F MCDONALDS COM 580135101 7,504 221 3.03 2,293 3.62 0.0835
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 7,283 307 4.40 2,213 8.59 0.0834
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 6,976 718 11.47 2,038 4.30 0.0828
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 6,258 -634 -9.20 1,955 -2.20 0.0870
2025-01-29 2024-12-31 13F MCDONALDS COM 580135101 6,892 85 1.25 1,998 -3.57 0.0898
2024-10-30 2024-09-30 13F MCDONALDS COM 580135101 6,807 -263 -3.72 2,073 15.05 0.0941
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 7,070 636 9.88 1,802 -0.66 0.0748
2024-05-03 2024-03-31 13F MCDONALDS COM 580135101 6,434 2,758 75.03 1,814 66.33 0.0880
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 3,676 -2,886 -43.98 1,090 -36.92 0.0671
2023-10-13 2023-09-30 13F MCDONALDS COM 580135101 6,562 -962 -12.79 1,729 -23.03 0.1217
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 7,524 -4,454 -37.18 2,245 -32.97 0.1470
2023-05-08 2023-03-31 13F MCDONALDS COM 580135101 11,978 2,731 29.53 3,349 37.48 0.1837
2023-02-06 2022-12-31 13F MCDONALDS COM 580135101 9,247 935 11.25 2,437 27.01 0.1587
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 8,312 -111 -1.32 1,918 -7.74 0.1386
2022-07-29 2022-06-30 13F MCDONALDS COM 580135101 8,423 1,618 23.78 2,079 23.53 0.1471
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 6,805 224 3.40 1,683 -4.59 0.1031
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 6,581 513 8.45 1,764 20.57 0.1098
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 6,068 427 7.57 1,463 12.28 0.1115
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 5,641 876 18.38 1,303 22.00 0.1000
2021-05-05 2021-03-31 13F MCDONALDS COM 580135101 4,765 222 4.89 1,068 9.54 0.0910
2021-02-09 2020-12-31 13F MCDONALDS COM 580135101 4,543 -581 -11.34 975 -13.33 0.0924
2021-02-03 2020-09-30 13F/A-1 MCDONALDS COM 580135101 5,124 264 5.43 1,125 25.56 0.1275
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 4,860 -609 -11.14 896 -0.88 0.1209
2020-04-22 2020-03-31 13F MCDONALDS COM 580135101 5,469 -62 -1.12 904 -17.29 0.1450
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 5,531 1,837 49.73 1,093 37.83 0.1553
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 3,694 1,496 68.06 793 73.90 0.1306
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 2,198 -262 -10.65 456 -2.36 0.1078
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 2,460 513 26.35 467 34.97 0.1038
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 1,947 156 8.71 346 15.33 0.1208
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 1,791 32 1.82 300 8.70 0.0939
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 1,759 8 0.46 276 0.73 0.0871
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 1,751 8 0.46 274 -8.67 0.0918
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 1,743 7 0.40 300 10.29 0.0803
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 1,736 -36 -2.03 272 0.37 0.1037
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 1,772 51 2.96 271 21.52 0.1126
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 1,721 1,721 223 0.0855
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.