McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership11,857 shares
Latest Disclosed Value $ 3,685,152
Wealthcare Advisory Partners LLC reports 6.53% increase in ownership of MCD / McDonald's Corporation

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 11,857 shares of McDonald's Corporation (MX:MCD) valued at $3,685,152 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 11,130 shares of McDonald's Corporation. This represents a change in shares of 6.53% 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)
2026-04-14 2026-03-31 13F MCDONALDS COM 580135101 11,857 727 6.53 3,685 8.35 0.0717
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 11,130 933 9.15 3,402 9.78 0.0668
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 10,197 1,096 12.04 3,099 16.51 0.0646
2025-07-22 2025-06-30 13F MCDONALDS COM 580135101 9,101 -340 -3.60 2,659 -9.83 0.0607
2025-04-15 2025-03-31 13F MCDONALDS COM 580135101 9,441 256 2.79 2,949 10.78 0.0791
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 9,185 -529 -5.45 2,663 -10.01 0.0739
2024-11-04 2024-09-30 13F MCDONALDS COM 580135101 9,714 361 3.86 2,958 24.13 0.0843
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 9,353 -1,512 -13.92 2,384 -22.20 0.0745
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 10,865 2,140 24.53 3,063 18.40 0.1004
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 8,725 285 3.38 2,587 16.37 0.1029
2023-10-12 2023-09-30 13F MCDONALDS COM 580135101 8,440 67 0.80 2,223 -11.01 0.1021
2023-07-17 2023-06-30 13F MCDONALDS COM 580135101 8,373 102 1.23 2,499 8.04 0.1117
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 8,271 100 1.22 2,313 7.39 0.0994
2023-02-13 2022-12-31 13F MCDONALD'S COMMON 580135101 8,171 666 8.87 2,153 24.31 0.1029
2022-11-14 2022-09-30 13F MCDONALD'S COMMON 580135101 7,505 786 11.70 1,732 4.40 0.0988
2022-08-15 2022-06-30 13F MCDONALD'S COMMON 580135101 6,719 197 3.02 1,659 2.85 0.1004
2022-04-15 2022-03-31 13F MCDONALD'S COMMON 580135101 6,522 309 4.97 1,613 -3.12 0.0980
2022-02-11 2021-12-31 13F MCDONALD'S COMMON 580135101 6,213 137 2.25 1,665 13.65 0.0996
2021-11-15 2021-09-30 13F MCDONALD'S Equity 580135101 6,076 660 12.19 1,465 17.11 0.0958
2021-08-16 2021-06-30 13F MCDONALD'S COMMON 580135101 5,416 -128 -2.31 1,251 0.64 0.0837
2021-04-30 2021-03-31 13F MCDONALD'S COMMON 580135101 5,544 158 2.93 1,243 7.53 0.0900
2021-02-12 2020-12-31 13F MCDONALD'S COMMON 580135101 5,386 713 15.26 1,156 12.67 0.1027
2020-10-29 2020-09-30 13F MCDONALD'S COMMON 580135101 4,673 49 1.06 1,026 20.28 0.1125
2020-07-29 2020-06-30 13F MCDONALD'S COMMON 580135101 4,624 -1,144 -19.83 853 -10.59 0.1063
2020-04-29 2020-03-31 13F MCDONALD'S COMMON 580135101 5,768 500 9.49 954 -8.36 0.1398
2020-01-29 2019-12-31 13F MCDONALD'S COMMON 580135101 5,268 14 0.27 1,041 -7.71 0.1323
2019-10-16 2019-09-30 13F MCDONALD'S COMMON 580135101 5,254 8 0.15 1,128 3.58 0.1637
2019-07-30 2019-06-30 13F MCDONALD'S COMMON 580135101 5,246 -556 -9.58 1,089 -1.18 0.1725
2019-05-13 2019-03-31 13F MCDONALD'S COMMON 580135101 5,802 -96 -1.63 1,102 5.25 0.1880
2019-02-14 2018-12-31 13F MCDONALD'S COMMON 580135101 5,898 -541 -8.40 1,047 -2.79 0.2032
2018-11-14 2018-09-30 13F MCDONALD'S COMMON 580135101 6,439 38 0.59 1,077 7.38 0.1978
2018-08-13 2018-06-30 13F MCDONALD'S COMMON 580135101 6,401 -133 -2.04 1,003 -1.86 0.1966
2018-05-14 2018-03-31 13F MCDONALD'S COMMON 580135101 6,534 -361 -5.24 1,022 -13.90 0.2309
2018-02-14 2017-12-31 13F MCDONALD'S COMMON 580135101 6,895 332 5.06 1,187 15.47 0.3052
2017-11-15 2017-09-30 13F MCDONALD'S COMMON 580135101 6,563 6,522 15,907.32 1,028 17,033.33 0.3054
2017-08-28 2017-06-30 13F MCDONALD'S COMMON 580135101 41 41 6 0.0029
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.