McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership33,103 shares
Latest Disclosed Value $ 10,288,081
Advisors Asset Management, Inc. reports 19.46% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 33,103 shares of McDonald's Corporation (MX:MCD) valued at $10,288,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 41,101 shares of McDonald's Corporation. This represents a change in shares of -19.46% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 33,103 -7,998 -19.46 10,288 -18.10 0.1708
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 41,101 4,777 13.15 12,562 13.80 0.2109
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 36,324 -1,978 -5.16 11,038 -1.36 0.1873
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 38,302 -1,590 -3.99 11,191 -10.20 0.2004
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 39,892 2,799 7.55 12,461 15.89 0.2341
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 37,093 -3,645 -8.95 10,753 -13.33 0.1981
2024-11-08 2024-09-30 13F MCDONALDS COM 580135101 40,738 -7,520 -15.58 12,405 0.87 0.2278
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 48,258 -7,369 -13.25 12,298 -21.59 0.2399
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 55,627 -7,581 -11.99 15,684 -16.31 0.3015
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 63,208 -7,435 -10.52 18,742 0.70 0.3826
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 70,643 -2,075 -2.85 18,610 -14.24 0.4015
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 72,718 -1,198 -1.62 21,700 4.99 0.4433
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 73,916 -7,414 -9.12 20,668 -3.57 0.4204
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 81,330 302 0.37 21,433 14.63 0.4416
2022-11-08 2022-09-30 13F MCDONALDS COM 580135101 81,028 3,013 3.86 18,696 -2.93 0.3931
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 78,015 -5,110 -6.15 19,260 -6.30 0.3653
2022-05-17 2022-03-31 13F MCDONALDS COM 580135101 83,125 -887 -1.06 20,555 -8.73 0.3165
2022-02-15 2021-12-31 13F MCDONALDS COM 580135101 84,012 1,214 1.47 22,521 12.81 0.3215
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 82,798 -15,519 -15.78 19,963 -12.10 0.3036
2021-07-30 2021-06-30 13F MCDONALDS COM 580135101 98,317 -10,957 -10.03 22,710 -7.28 0.3350
2021-05-07 2021-03-31 13F MCDONALDS COM 580135101 109,274 -10,998 -9.14 24,493 -5.10 0.3808
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 120,272 -10,230 -7.84 25,808 -9.90 0.4268
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 130,502 -7,763 -5.61 28,644 12.30 0.5296
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 138,265 -3,127 -2.21 25,506 9.10 0.4965
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 141,392 6,562 4.87 23,379 -12.25 0.5561
2020-05-20 2019-12-31 13F/A-1 MCDONALDS COM 580135101 134,830 6,404 4.99 26,644 -3.37 0.4672
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 134,830 6,404 28,087 248,596.5056
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 128,426 9,007 7.54 27,574 11.19 0.5078
2019-11-14 2019-06-30 13F/A-1 MCDONALDS COM 580135101 119,419 8,204 7.38 24,799 17.42 0.4473
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 119,419 8,204 24,799
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 111,215 17,465 18.63 21,120 26.87 0.3759
2019-02-06 2018-12-31 13F/A-1 MCDONALDS COM 580135101 93,750 14,151 17.78 16,647 25.02 0.3352
2019-01-31 2018-12-31 13F MCDONALDS COM 580135101 93,750 14,151 16,647
2018-11-15 2018-09-30 13F MCDONALDS COM 580135101 79,599 6,478 8.86 13,316 16.23 0.2177
2018-08-22 2018-06-30 13F/A-1 MCDONALDS COM 580135101 73,121 -3,618 -4.71 11,457 -5.31 0.1946
2018-08-15 2018-06-30 13F MCDONALDS COM 580135101 139,232 62,493 11,457
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 76,739 -16,509 -17.70 12,100 -24.61 0.2027
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 93,248 -26,267 -21.98 16,050 -14.29 0.2638
2017-11-07 2017-09-30 13F MCDONALDS COM 580135101 119,515 -18,873 -13.64 18,726 -11.65 0.3137
2017-08-02 2017-06-30 13F MCDONALDS COM 580135101 138,388 -7,712 -5.28 21,196 11.93 0.3543
2017-05-02 2017-03-31 13F MCDONALDS COM 580135101 146,100 5,673 4.04 18,936 16.89 0.3173
2016-10-31 2016-09-30 13F MCDONALDS COM 580135101 140,427 -5,849 -4.00 16,200 -7.97 0.2657
2016-08-08 2016-06-30 13F MCDONALDS COM 580135101 146,276 -66,612 -31.29 17,603 -34.21 0.2854
2016-05-16 2016-03-31 13F MCDONALDS COM 580135101 212,888 -33,787 -13.70 26,756 -8.19 0.4451
2016-02-10 2015-12-31 13F MCDONALDS COM 580135101 246,675 -27,928 -10.17 29,142 7.71 0.4624
2015-11-16 2015-09-30 13F MCDONALDS COM 580135101 274,603 -4,253 -1.53 27,057 2.06 0.4315
2015-08-11 2015-06-30 13F MCDONALDS COM 580135101 278,856 5,053 1.85 26,511 -0.63 0.3639
2015-05-13 2015-03-31 13F MCDONALDS COM 580135101 273,803 8,421 3.17 26,679 7.29 0.3553
2015-02-05 2014-12-31 13F MCDONALDS COM 580135101 265,382 8,312 3.23 24,866 2.02 0.3334
2014-11-13 2014-09-30 13F MCDONALDS COM 580135101 257,070 30,732 13.58 24,373 6.89 0.3361
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 226,338 12,015 5.61 22,801 8.52 0.3161
2014-05-15 2014-03-31 13F MCDONALDS COM 580135101 214,323 20,813 10.76 21,010 11.90 0.3186
2014-02-03 2013-12-31 13F MCDONALDS COM 580135101 193,510 65,315 50.95 18,776 52.23 0.3026
2013-11-15 2013-09-30 13F MCDONALDS COM 580135101 128,195 21,646 20.32 12,334 16.93 0.2190
2013-08-14 2013-06-30 13F MCDONALDS COM 580135101 106,549 106,549 10,548 0.1993
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.