McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBenedict Financial Advisors Inc
Latest Disclosed Ownership21,054 shares
Latest Disclosed Value $ 6,543,226
Benedict Financial Advisors Inc reports 3.41% decrease in ownership of MCD / McDonald's Corporation

On April 20, 2026 - Benedict Financial Advisors Inc filed a 13F-HR form disclosing ownership of 21,054 shares of McDonald's Corporation (MX:MCD) valued at $6,543,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 21,798 shares of McDonald's Corporation. This represents a change in shares of -3.41% 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)
2026-04-20 2026-03-31 13F MCDONALDS Common Stock 580135101 21,054 -744 -3.41 6,543 -1.79 1.3618
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 21,798 -138 -0.63 6,662 -0.06 1.4041
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 21,936 -200 -0.90 6,666 3.08 1.4452
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 22,136 30 0.14 6,467 -6.34 1.4651
2025-05-07 2025-03-31 13F MCDONALDS COM 580135101 22,106 -29 -0.13 6,905 7.62 1.6007
2025-01-28 2024-12-31 13F MCDONALDS COM 580135101 22,135 -221 -0.99 6,417 -5.74 1.5576
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 22,356 -1,581 -6.60 6,808 11.59 1.6083
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 23,937 -1,231 -4.89 6,100 -14.04 1.5476
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 25,168 -176 -0.69 7,096 -5.56 1.8007
2024-01-29 2023-12-31 13F MCDONALDS COM 580135101 25,344 -185 -0.72 7,515 11.73 2.0476
2023-10-18 2023-09-30 13F MCDONALDS COM 580135101 25,529 -267 -1.04 6,725 -12.63 1.9431
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 25,796 -279 -1.07 7,698 5.58 2.1170
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 26,075 -732 -2.73 7,291 3.20 2.0533
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 26,807 -289 -1.07 7,064 12.99 2.0978
2022-11-07 2022-09-30 13F MCDONALDS Common Stock 580135101 27,096 -321 -1.17 6,252 -7.64 2.0000
2022-07-28 2022-06-30 13F MCDONALDS Common Stock 580135101 27,417 941 3.55 6,769 3.39 2.0006
2022-05-03 2022-03-31 13F MCDONALDS Common Stock 580135101 26,476 -208 -0.78 6,547 -8.47 1.7492
2022-02-09 2021-12-31 13F MCDONALDS Common Stock 580135101 26,684 -519 -1.91 7,153 9.06 1.8654
2021-10-29 2021-09-30 13F MCDONALDS Common Stock 580135101 27,203 -238 -0.87 6,559 3.47 1.8309
2021-08-05 2021-06-30 13F MCDONALDS Common Stock 580135101 27,441 -223 -0.81 6,339 2.23 1.7601
2021-05-10 2021-03-31 13F MCDONALDS Common Stock 580135101 27,664 1,408 5.36 6,201 10.06 1.7909
2021-02-02 2020-12-31 13F MCDONALDS Common Stock 580135101 26,256 220 0.84 5,634 -1.42 2.0287
2020-11-03 2020-09-30 13F MCDONALDS Common Stock 580135101 26,036 91 0.35 5,715 19.41 2.2011
2020-07-23 2020-06-30 13F MCDONALDS Common Stock 580135101 25,945 -116 -0.45 4,786 11.07 1.9743
2020-04-21 2020-03-31 13F MCDONALDS Common Stock 580135101 26,061 -223 -0.85 4,309 -17.04 2.0293
2020-02-04 2019-12-31 13F MCDONALDS Common Stock 580135101 26,284 -210 -0.79 5,194 -8.70 2.0241
2019-11-04 2019-09-30 13F MCDONALDS Common Stock 580135101 26,494 -901 -3.29 5,689 0.00 2.3337
2019-08-01 2019-06-30 13F MCDONALDS Common Stock 580135101 27,395 -673 -2.40 5,689 6.74 2.3703
2019-05-01 2019-03-31 13F MCDONALDS Common Stock 580135101 28,068 -835 -2.89 5,330 3.86 2.3109
2019-01-30 2018-12-31 13F MCDONALDS Common Stock 580135101 28,903 -516 -1.75 5,132 4.27 2.5327
2018-11-05 2018-09-30 13F MCDONALDS Common Stock 580135101 29,419 -324 -1.09 4,922 5.62 2.2062
2018-07-24 2018-06-30 13F MCDONALDS Common Stock 580135101 29,743 -152 -0.51 4,660 -0.32 2.3037
2018-05-02 2018-03-31 13F MCDONALDS Common Stock 580135101 29,895 -799 -2.60 4,675 -11.51 2.3527
2018-02-05 2017-12-31 13F MCDONALDS Common Stock 580135101 30,694 -2,176 -6.62 5,283 2.58 2.5438
2017-10-26 2017-09-30 13F MCDONALDS Common Stock 580135101 32,870 -937 -2.77 5,150 -1.04 2.6449
2017-07-28 2017-06-30 13F MCDONALDS Common Stock 580135101 33,807 -449 -1.31 5,204 17.21 2.7084
2017-04-27 2017-03-31 13F MCDONALDS Common Stock 580135101 34,256 -72 -0.21 4,440 6.27 2.4156
2017-02-01 2016-12-31 13F MCDONALDS Common Stock 580135101 34,328 -406 -1.17 4,178 4.92 2.4148
2016-10-31 2016-09-30 13F MCDONALDS Common Stock 580135101 34,734 106 0.31 3,982 -4.49 2.3233
2016-07-27 2016-06-30 13F MCDONALDS Common Stock 580135101 34,628 -528 -1.50 4,169 -5.64 2.4411
2016-05-05 2016-03-31 13F MCDONALDS Common Stock 580135101 35,156 -228 -0.64 4,418 5.69 2.6869
2016-01-26 2015-12-31 13F MCDONALDS Common Stock 580135101 35,384 193 0.55 4,180 20.57 2.6520
2015-11-06 2015-09-30 13F MCDONALDS Common Stock 580135101 35,191 472 1.36 3,467 2.85 2.4061
2015-08-05 2015-06-30 13F MCDONALDS Common Stock 580135101 34,719 175 0.51 3,371 0.15 2.1943
2015-04-30 2015-03-31 13F MCDONALDS Common Stock 580135101 34,544 563 1.66 3,366 5.39 2.1617
2015-02-11 2014-12-31 13F MCDONALDS Common Stock 580135101 33,981 33,981 3,194 2.0911
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.