McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership1,208 shares
Latest Disclosed Value $ 375,444
Winch Advisory Services, LLC reports 1.39% decrease in ownership of MCD / McDonald's Corporation

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 1,208 shares of McDonald's Corporation (MX:MCD) valued at $375,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,225 shares of McDonald's Corporation. This represents a change in shares of -1.39% 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)
2026-04-30 2026-03-31 13F MCDONALDS COM 580135101 1,208 -17 -1.39 375 0.27 0.0857
2026-02-03 2025-12-31 13F MCDONALDS COM 580135101 1,225 3 0.25 374 0.81 0.0828
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 1,222 -36 -2.86 371 1.09 0.0836
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 1,258 3 0.24 367 -6.38 0.0897
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 1,255 1 0.08 392 7.99 0.1037
2025-01-14 2024-12-31 13F MCDONALDS COM 580135101 1,254 3 0.24 363 -4.72 0.0945
2024-10-21 2024-09-30 13F MCDONALDS COM 580135101 1,251 -38 -2.95 381 16.16 0.1054
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 1,289 -21 -1.60 329 -11.11 0.0940
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 1,310 -16 -1.21 369 -6.11 0.1128
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 1,326 -30 -2.21 393 0.1304
2023-11-06 2023-09-30 13F MCDONALDS COM 580135101 1,356 -12 -0.88 0 0.1310
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 1,368 1 0.07 0 0.1465
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 1,367 2 0.15 0 0.1482
2023-01-26 2022-12-31 13F MCDONALDS COM 580135101 1,365 41 3.10 0 -100.00 0.1536
2022-10-31 2022-09-30 13F MCDONALDS COM 580135101 1,324 3 0.23 305 -6.44 0.1310
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 1,321 6 0.46 326 0.31 0.1330
2022-04-26 2022-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,315 -31 -2.30 325 -9.97 0.1130
2022-02-04 2021-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,346 -23 -1.68 361 9.39 0.1194
2021-11-10 2021-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,369 80 6.21 330 10.74 0.1150
2021-08-05 2021-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,289 1 0.08 298 3.11 0.1072
2021-05-03 2021-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,288 -20 -1.53 289 2.85 0.1158
2021-02-09 2020-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,308 -252 -16.15 281 -17.84 0.1168
2020-11-04 2020-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,560 24 1.56 342 20.85 0.1448
2020-08-12 2020-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,536 27 1.79 283 13.65 0.1345
2020-05-13 2020-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,509 -83 -5.21 249 -20.95 0.1238
2020-02-12 2019-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,592 33 2.12 315 -5.97 0.1494
2019-11-13 2019-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,559 26 1.70 335 5.35 0.1745
2019-08-07 2019-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 1,533 -163 -9.61 318 -1.24 0.1657
2019-05-13 2019-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 1,696 26 1.56 322 8.42 0.1780
2019-02-05 2018-12-31 13F MCDONALDS CORP COM COM 580135101 1,670 66 4.11 297 10.82 0.1652
2018-11-13 2018-09-30 13F MCDONALDS CORP COM COM 580135101 1,604 32 2.04 268 8.94 0.1347
2018-08-13 2018-06-30 13F MCDONALDS CORP COM COM 580135101 1,572 7 0.45 246 0.41 0.1326
2018-05-11 2018-03-31 13F MCDONALDS CORP COM COM 580135101 1,565 19 1.23 245 -7.89 0.1435
2018-02-13 2017-12-31 13F MCDONALDS CORP COM COM 580135101 1,546 47 3.14 266 13.19 0.1599
2017-11-13 2017-09-30 13F MCDONALDS CORP COM COM 580135101 1,499 -99 -6.20 235 -4.08 0.1529
2017-08-07 2017-06-30 13F McDonald's COM 580135101 1,598 7 0.44 245 18.93 0.1542
2017-05-01 2017-03-31 13F MCDONALDS CORP COM COM 580135101 1,591 -16 -1.00 206 5.10 0.1307
2017-01-19 2016-12-31 13F MCDONALDS CORP COM COM 580135101 1,607 -18,440 -91.98 196 -91.53 0.1349
2016-11-02 2016-09-30 13F MCDONALDS CORP COM COM 580135101 20,047 17,888 828.53 2,313 789.62 1.8856
2016-08-10 2016-06-30 13F MCDONALDS CORP COM COM 580135101 2,159 566 35.53 260 30.00 0.3153
2016-05-12 2016-03-31 13F MCDONALDS CORP COM COM 580135101 1,593 -139 -8.03 200 -2.44 0.3226
2016-01-22 2015-12-31 13F MCDONALDS CORP COM COM 580135101 1,732 55 3.28 205 24.24 0.2324
2015-11-13 2015-09-30 13F MCDONALDS CORP COM COM 580135101 1,677 114 7.29 165 10.74 0.2411
2015-08-11 2015-06-30 13F MCDONALDS CORP COM COM 580135101 1,563 -62 -3.82 149 -5.70 0.0814
2015-05-14 2015-03-31 13F MCDONALDS CORP COM COM 580135101 1,625 1,625 0.00 158 0.0920
2015-02-11 2014-12-31 13F McDonald's COM 580135101 0 -1,554 -100.00 0 -100.00
2014-11-14 2014-09-30 13F McDonald's COM 580135101 1,554 12 0.78 147 -5.16 0.0943
2014-08-15 2014-06-30 13F McDonald's COM 580135101 1,542 -4,941 -76.21 155 -75.63 0.0910
2014-05-14 2014-03-31 13F McDonald's COM 580135101 6,483 6,483 636 0.4028
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.