McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionVivaldi Capital Management, LLC
Latest Disclosed Ownership1,705 shares
Latest Disclosed Value $ 529,897
Vivaldi Capital Management, LLC reports 3.89% decrease in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Vivaldi Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,705 shares of McDonald's Corporation (MX:MCD) valued at $529,897 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,774 shares of McDonald's Corporation. This represents a change in shares of -3.89% 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.

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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 1,705 -69 -3.89 530 -2.40 0.0732
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 1,774 -23 -1.28 542 -0.73 0.0737
2025-11-17 2025-09-30 13F MCDONALDS COM 580135101 1,797 -86 -4.57 546 -0.73 0.0772
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 1,883 139 7.97 550 1.10 0.0826
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 1,744 330 23.34 545 31.40 0.0877
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 1,414 -81 -5.42 414 -9.01 0.0635
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,495 184 14.04 455 36.23 0.1322
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 1,311 50 3.97 334 -3.47 0.0951
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 1,261 -444 -26.04 347 -29.24 0.1011
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 1,705 387 29.36 490 40.92 0.1468
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 1,318 289 28.09 347 13.03 0.1135
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 1,029 -1,095 -51.55 307 -48.23 0.0947
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 2,124 -572 -21.22 594 -17.64 0.1796
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 2,696 62 2.35 721 17.26 0.1788
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 2,634 -45 -1.68 614 -7.11 0.1659
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 2,679 608 29.36 661 30.37 0.1721
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 2,071 50 2.47 507 -6.46 0.1320
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 2,021 106 5.54 542 17.32 0.1256
2021-11-16 2021-09-30 13F MCDONALDS COM 580135101 1,915 0 0.00 462 1.09 0.1001
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 1,915 -82 -4.11 457 0.0917
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 1,997 -834 -29.46 0 0.0916
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 2,831 300 11.85 1 0.1298
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 2,531 -43 -1.67 1 -100.00 0.1199
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 2,574 704 37.65 530 71.52 0.1103
2020-05-15 2020-03-31 13F MCDONALDS Equity 580135101 1,870 145 8.41 309 -9.38 0.0697
2020-02-11 2019-12-31 13F MCDONALDS Equity 580135101 1,725 -427 -19.84 341 -26.19 0.0824
2019-11-14 2019-09-30 13F MCDONALDS Equity 580135101 2,152 -1,878 -46.60 462 -44.80 0.1094
2019-08-14 2019-06-30 13F MCDONALDS Equity 580135101 4,030 2,305 133.62 837 155.18 0.2186
2019-05-15 2019-03-31 13F MCDONALDS Equity 580135101 1,725 -339 -16.42 328 -10.63 0.0912
2019-02-13 2018-12-31 13F MCDONALDS Equity 580135101 2,064 2,064 367 0.1582
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.