McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionStokes Capital Advisors, LLC
Latest Disclosed Ownership38,698 shares
Latest Disclosed Value $ 12,026,952
Stokes Capital Advisors, LLC reports 6.04% decrease in ownership of MCD / McDonald's Corporation

On April 23, 2026 - Stokes Capital Advisors, LLC filed a 13F-HR/A form disclosing ownership of 38,698 shares of McDonald's Corporation (MX:MCD) valued at $12,026,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 41,184 shares of McDonald's Corporation. This represents a change in shares of -6.04% 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)
2026-04-23 2026-03-31 13F/A-1 MCDONALDS COM 580135101 38,698 -2,486 -6.04 12,027 -4.46 2.0382
2026-04-21 2026-03-31 13F MCDONALDS COM 580135101 38,698 -2,486 -6.04 12,027 -4.46 1.9500
2026-01-12 2025-12-31 13F MCDONALDS COM 580135101 41,184 84 0.20 12,587 0.78 2.8747
2025-10-09 2025-09-30 13F MCDONALDS COM 580135101 41,100 3,407 9.04 12,490 13.41 2.9058
2025-07-09 2025-06-30 13F MCDONALDS COM 580135101 37,693 1,168 3.20 11,013 -3.48 2.6964
2025-04-11 2025-03-31 13F MCDONALDS COM 580135101 36,525 2,509 7.38 11,409 15.71 2.9008
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 34,016 778 2.34 9,861 -2.58 2.5470
2024-10-07 2024-09-30 13F MCDONALDS COM 580135101 33,238 573 1.75 10,121 21.59 2.5935
2024-07-19 2024-06-30 13F MCDONALDS COM 580135101 32,665 3,898 13.55 8,324 2.64 2.3155
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 28,767 1,693 6.25 8,111 1.03 2.3589
2024-01-16 2023-12-31 13F MCDONALDS COM 580135101 27,074 565 2.13 8,028 14.95 2.5408
2023-10-11 2023-09-30 13F MCDONALDS COM 580135101 26,509 795 3.09 6,984 -8.99 2.4364
2023-07-12 2023-06-30 13F MCDONALDS COM 580135101 25,714 -1,340 -4.95 7,673 1.44 2.5845
2023-04-12 2023-03-31 13F MCDONALDS COM 580135101 27,054 -323 -1.18 7,565 4.85 2.5688
2023-01-18 2022-12-31 13F MCDONALDS COM 580135101 27,377 -1,444 -5.01 7,215 8.48 2.4846
2022-10-12 2022-09-30 13F MCDONALDS COM 580135101 28,821 -141 -0.49 6,650 -6.99 2.4733
2022-07-13 2022-06-30 13F MCDONALDS COM 580135101 28,962 256 0.89 7,150 0.73 2.5000
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 28,706 737 2.64 7,098 -5.33 2.0686
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 27,969 -62 -0.22 7,498 10.93 2.2313
2021-10-20 2021-09-30 13F MCDONALDS COM 580135101 28,031 566 2.06 6,759 6.54 2.1812
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 27,465 2,828 11.48 6,344 14.89 2.0798
2021-04-19 2021-03-31 13F MCDONALDS COM 580135101 24,637 631 2.63 5,522 7.20 2.2642
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 24,006 360 1.52 5,151 -0.75 2.2424
2020-10-16 2020-09-30 13F MCDONALDS COM 580135101 23,646 -1,373 -5.49 5,190 12.46 2.4953
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 25,019 1,037 4.32 4,615 16.39 2.4427
2020-04-10 2020-03-31 13F MCDONALDS COM 580135101 23,982 443 1.88 3,965 -14.77 2.3777
2020-01-23 2019-12-31 13F MCDONALDS COM 580135101 23,539 4,129 21.27 4,652 11.61 2.3474
2019-10-24 2019-09-30 13F MCDONALDS COM 580135101 19,410 1,105 6.04 4,168 9.66 2.2524
2019-07-15 2019-06-30 13F MCDONALDS COM 580135101 18,305 2,385 14.98 3,801 25.74 2.1563
2019-05-03 2019-03-31 13F MCDONALDS COM 580135101 15,920 15,920 3,023 1.8219
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.