McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership93,308 shares
Latest Disclosed Value $ 28,999,260
Stratos Wealth Partners, LTD. reports 5.54% decrease in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 93,308 shares of McDonald's Corporation (MX:MCD) valued at $28,999,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 98,782 shares of McDonald's Corporation. This represents a change in shares of -5.54% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F MCDONALDS COM 580135101 93,308 -5,474 -5.54 28,999 -3.95 0.3297
2026-01-20 2025-12-31 13F MCDONALDS COM 580135101 98,782 -3,640 -3.55 30,191 -3.00 0.3413
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 102,422 1,365 1.35 31,125 5.42 0.3670
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 101,057 1,155 1.16 29,526 -5.38 0.3990
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 99,902 -1,089 -1.08 31,207 6.59 0.4749
2025-01-27 2024-12-31 13F MCDONALDS COM 580135101 100,991 787 0.79 29,276 -4.05 0.4133
2024-10-17 2024-09-30 13F MCDONALDS COM 580135101 100,204 963 0.97 30,513 20.65 0.4405
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 99,241 2,427 2.51 25,291 -7.35 0.4048
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 96,814 2,253 2.38 27,297 -2.65 0.4525
2024-01-24 2023-12-31 13F MCDONALDS COM 580135101 94,561 -141 -0.15 28,038 12.39 0.5229
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 94,702 12,223 14.82 24,948 1.37 0.5371
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 82,479 8,497 11.49 24,613 18.98 0.5575
2023-04-27 2023-03-31 13F MCDONALDS COM 580135101 73,982 -7,728 -9.46 20,686 -3.93 0.5515
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 81,710 503 0.62 21,533 14.92 0.5449
2022-10-24 2022-09-30 13F MCDONALDS COM 580135101 81,207 -3,376 -3.99 18,738 -10.27 0.5232
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 84,583 5,115 6.44 20,882 6.26 0.5263
2022-04-26 2022-03-31 13F MCDONALDS COM 580135101 79,468 7,191 9.95 19,651 1.42 0.4391
2022-01-14 2021-12-31 13F MCDONALDS COM 580135101 72,277 -1,108 -1.51 19,376 9.51 0.4289
2021-10-19 2021-09-30 13F MCDONALDS COM 580135101 73,385 4,640 6.75 17,694 11.43 0.4504
2021-07-19 2021-06-30 13F MCDONALDS COM 580135101 68,745 641 0.94 15,879 4.02 0.3953
2021-04-27 2021-03-31 13F MCDONALDS COM 580135101 68,104 -1,439 -2.07 15,265 2.29 0.4225
2021-01-29 2020-12-31 13F MCDONALDS COM 580135101 69,543 -457 -0.65 14,923 -2.87 0.4431
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 70,000 1,415 2.06 15,364 21.44 0.5043
2020-07-28 2020-06-30 13F MCDONALDS COM 580135101 68,585 5,657 8.99 12,652 21.60 0.4507
2020-05-04 2020-03-31 13F MCDONALDS COM 580135101 62,928 2,086 3.43 10,405 -13.46 0.4769
2020-01-29 2019-12-31 13F MCDONALDS COM 580135101 60,842 775 1.29 12,023 -6.78 0.4721
2019-11-12 2019-09-30 13F/A-1 MCDONALDS COM 580135101 60,067 1,980 3.41 12,897 6.92 0.5576
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 1,315 -56,772 16 578.0995
2019-08-06 2019-06-30 13F MCDONALDS COM 580135101 58,087 374 0.65 12,062 10.05 0.5223
2019-05-07 2019-03-31 13F MCDONALDS COM 580135101 57,713 538 0.94 10,960 7.95 0.4929
2019-02-08 2018-12-31 13F MCDONALDS COM 580135101 57,175 120 0.21 10,153 6.37 0.5235
2018-11-02 2018-09-30 13F MCDONALDS COM 580135101 57,055 -2,606 -4.37 9,545 2.11 0.4266
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 59,661 -1,567 -2.56 9,348 -2.38 0.4170
2018-05-10 2018-03-31 13F MCDONALDS COM 580135101 61,228 4,596 8.12 9,576 -1.76 0.4033
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 56,632 -1,764 -3.02 9,748 6.54 0.4374
2017-11-07 2017-09-30 13F MCDONALDS COM 580135101 58,396 542 0.94 9,150 3.26 0.4319
2017-07-31 2017-06-30 13F MCDONALDS COM 580135101 57,854 1,430 2.53 8,861 21.17 0.4574
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 56,424 9,127 19.30 7,313 27.03 0.4130
2017-02-02 2016-12-31 13F MCDONALDS COM 580135101 47,297 8,978 23.43 5,757 30.22 0.3580
2016-11-01 2016-09-30 13F MCDONALDS COM 580135101 38,319 1,177 3.17 4,421 -1.10 0.2982
2016-08-12 2016-06-30 13F MCDONALDS COM 580135101 37,142 13,323 55.93 4,470 49.30 0.3315
2016-05-09 2016-03-31 13F MCDONALDS COM 580135101 23,819 6,956 41.25 2,994 50.30 0.2568
2016-02-16 2015-12-31 13F MCDONALDS COM 580135101 16,863 16,863 0.00 1,992 0.1661
2015-10-30 2015-09-30 13F MCDONALDS COM 580135101 0 -18,826 -100.00 0 -100.00
2015-08-12 2015-06-30 13F MCDONALDS COM 580135101 18,826 -12,973 -40.80 1,789 -42.25 0.2297
2015-05-13 2015-03-31 13F MCDONALDS COM 580135101 31,799 3,759 13.41 3,098 17.93 0.3684
2015-02-09 2014-12-31 13F/A-1 MCDONALDS COM 580135101 28,040 -6,311 -18.37 2,627 -19.32 0.4729
2015-02-09 2014-12-31 13F MCDONALDS COM 580135101 28,040 2,627
2014-11-06 2014-09-30 13F MCDONALDS COM 580135101 34,351 3,153 10.11 3,256 3.79 0.7636
2014-07-17 2014-06-30 13F/A-1 MCDONALDS COM 580135101 31,198 31,198 3,137 1.0462
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.