McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionColonial Trust Advisors
Latest Disclosed Ownership14,991 shares
Latest Disclosed Value $ 4,659,120
Colonial Trust Advisors reports 0.32% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Colonial Trust Advisors filed a 13F-HR form disclosing ownership of 14,991 shares of McDonald's Corporation (MX:MCD) valued at $4,659,120 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,039 shares of McDonald's Corporation. This represents a change in shares of -0.32% 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)
2026-05-12 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 14,991 -48 -0.32 4,659 1.37 0.3621
2026-02-12 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 15,039 -37 -0.25 4,596 0.33 0.3459
2025-11-10 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 15,076 -553 -3.54 4,581 0.33 0.3529
2025-08-13 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 15,629 -126 -0.80 4,566 -7.21 0.3773
2025-05-14 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 15,755 -409 -2.53 4,921 5.04 0.4378
2025-02-13 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 16,164 -532 -3.19 4,686 -7.85 0.4153
2024-11-12 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 16,696 5 0.03 5,084 19.54 0.4397
2024-08-14 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 16,691 -829 -4.73 4,254 -13.89 0.4073
2024-05-14 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 17,520 88 0.50 4,940 -4.43 0.4885
2024-02-14 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 17,432 -780 -4.28 5,169 7.73 0.5484
2023-11-13 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 18,212 -179 -0.97 4,798 -12.58 0.5495
2023-08-14 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 18,391 -1,247 -6.35 5,488 -0.05 0.6099
2023-05-11 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 19,638 38 0.19 5,491 6.29 0.6451
2023-02-14 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 19,600 -1,170 -5.63 5,165 7.76 0.6337
2022-11-14 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 20,770 361 1.77 4,793 -4.88 0.6492
2022-08-12 2022-06-30 13F MCDONALDS CORP COM CS 580135101 20,409 -350 -1.69 5,039 -1.83 0.7085
2022-05-09 2022-03-31 13F MCDONALDS CORP COM CS 580135101 20,759 -321 -1.52 5,133 -9.17 0.6075
2022-02-14 2021-12-31 13F MCDONALDS CORP COM CS 580135101 21,080 -175 -0.82 5,651 10.26 0.6321
2021-11-12 2021-09-30 13F MCDONALDS CORP COM CS 580135101 21,255 -828 -3.75 5,125 0.47 0.6321
2021-08-05 2021-06-30 13F MCDONALDS CORP COM CS 580135101 22,083 173 0.79 5,101 3.87 0.6228
2021-05-10 2021-03-31 13F MCDONALDS CORP COM CS 580135101 21,910 89 0.41 4,911 4.89 0.6454
2021-01-29 2020-12-31 13F MCDONALDS CORP COM CS 580135101 21,821 366 1.71 4,682 -0.57 0.6496
2020-10-26 2020-09-30 13F MCDONALDS CORP COM CS 580135101 21,455 -10 -0.05 4,709 18.91 0.7399
2020-08-10 2020-06-30 13F MCDONALDS CORP COM CS 580135101 21,465 410 1.95 3,960 13.73 0.6756
2020-05-06 2020-03-31 13F MCDONALDS CORP COM CS 580135101 21,055 243 1.17 3,482 -15.34 0.7287
2020-02-14 2019-12-31 13F MCDONALDS CORP COM CS 580135101 20,812 -289 -1.37 4,113 -9.21 0.6826
2019-11-15 2019-09-30 13F MCDONALDS CORP COM CS 580135101 21,101 -100 -0.47 4,530 2.88 0.8012
2019-08-21 2019-06-30 13F MCDONALDS CORP COM CS 580135101 21,201 279 1.33 4,403 10.82 0.7969
2019-05-15 2019-03-31 13F MCDONALDS CORP COM CS 580135101 20,922 2,335 12.56 3,973 20.39 0.7539
2019-02-11 2018-12-31 13F MCDONALDS CORP COM CS 580135101 18,587 -1,617 -8.00 3,300 -2.37 0.8060
2018-11-14 2018-09-30 13F MCDONALDS CORP COM CS 580135101 20,204 -341 -1.66 3,380 5.00 0.6321
2018-08-14 2018-06-30 13F MCDONALDS CORP COM CS 580135101 20,545 -150 -0.72 3,219 -0.53 0.6379
2018-05-09 2018-03-31 13F MCDONALDS CORP COM CS 580135101 20,695 -1,737 -7.74 3,236 -16.19 0.6598
2018-02-21 2017-12-31 13F MCDONALDS CORP COM CS 580135101 22,432 1,787 8.66 3,861 19.35 0.5984
2017-11-14 2017-09-30 13F MCDONALDS CORP COM CS 580135101 20,645 -79 -0.38 3,235 1.92 0.7107
2017-08-14 2017-06-30 13F MCDONALDS CS 580135101 20,724 3,199 18.25 3,174 25.60 0.7206
2017-05-15 2017-03-31 13F MCDONALDS CORP COM CS 580135101 17,525 -114 -0.65 2,527 17.70 0.7775
2017-02-13 2016-12-31 13F MCDONALDS CORP COM CS 580135101 17,639 -686 -3.74 2,147 1.56 0.6930
2016-10-18 2016-09-30 13F MCDONALDS CORP COM CS 580135101 18,325 24 0.13 2,114 -4.00 0.6641
2016-08-22 2016-06-30 13F MCDONALDS CORP COM CS 580135101 18,301 76 0.42 2,202 -3.88 0.7045
2016-05-13 2016-03-31 13F MCDONALDS CORP COM CS 580135101 18,225 100 0.55 2,291 7.01 0.7476
2016-02-12 2015-12-31 13F MCDONALDS CORP COM CS 580135101 18,125 -349 -1.89 2,141 17.64 0.7119
2015-11-18 2015-09-30 13F MCDONALDS CORP COM CS 580135101 18,474 -300 -1.60 1,820 1.96 0.6112
2015-08-05 2015-06-30 13F MCDONALDS CORP COM CS 580135101 18,774 -2,125 -10.17 1,785 -12.33 0.5533
2015-06-01 2015-03-31 13F MCDONALDS CORP COM CS 580135101 20,899 -1,429 -6.40 2,036 -2.68 0.6221
2015-02-13 2014-12-31 13F MCDONALDS CS 580135101 22,328 -10,850 -32.70 2,092 -33.50 0.8091
2014-11-14 2014-09-30 13F MCDONALDS CS 580135101 33,178 -2,726 -7.59 3,146 -13.02 0.9744
2014-08-14 2014-06-30 13F MCDONALDS CS 580135101 35,904 -675 -1.85 3,617 0.86 1.0993
2014-05-15 2014-03-31 13F MCDONALDS CS 580135101 36,579 -2,204 -5.68 3,586 -4.70 1.1213
2014-02-14 2013-12-31 13F MCDONALDS CS 580135101 38,783 -774 -1.96 3,763 -1.13 1.1819
2013-11-14 2013-09-30 13F MCDONALDS CS 580135101 39,557 1,501 3.94 3,806 1.01 1.2885
2013-08-14 2013-06-30 13F MCDONALDS CS 580135101 38,056 38,056 3,768 1.3357
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.