McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership97,087 shares
Latest Disclosed Value $ 30,173,777
Heritage Wealth Advisors reports 18.78% decrease in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 97,087 shares of McDonald's Corporation (MX:MCD) valued at $30,173,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 119,538 shares of McDonald's Corporation. This represents a change in shares of -18.78% 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)
2026-05-13 2026-03-31 13F Mc Donalds COM 580135101 97,087 -22,451 -18.78 30,174 -17.41 1.1788
2026-02-13 2025-12-31 13F Mc Donalds COM 580135101 119,538 1,947 1.66 36,534 2.24 1.3953
2025-11-13 2025-09-30 13F Mc Donalds COM 580135101 117,591 2,633 2.29 35,735 6.39 1.5640
2025-08-11 2025-06-30 13F Mc Donalds COM 580135101 114,958 234 0.20 33,587 -6.28 1.5950
2025-05-08 2025-03-31 13F Mc Donalds COM 580135101 114,724 4,493 4.08 35,836 12.15 1.8154
2025-02-12 2024-12-31 13F Mc Donalds COM 580135101 110,231 -2,926 -2.59 31,955 -7.26 1.5844
2024-11-12 2024-09-30 13F Mc Donalds COM 580135101 113,157 9,120 8.77 34,457 29.97 1.6165
2024-12-12 2024-06-30 13F/A-1 Mc Donalds COM 580135101 104,037 7,810 8.12 26,513 -2.28 1.1969
2024-08-06 2024-06-30 13F Mc Donalds COM 580135101 104,037 7,810 26,513 1.1969
2024-12-12 2024-03-31 13F/A-1 Mc Donalds COM 580135101 96,227 8,980 10.29 27,131 4.88 1.2382
2024-05-08 2024-03-31 13F Mc Donalds COM 580135101 96,227 8,980 27,131 1.2423
2024-12-12 2023-12-31 13F/A-1 Mc Donalds COM 580135101 87,247 8,323 10.55 25,870 24.42 1.2864
2024-02-12 2023-12-31 13F Mc Donalds COM 580135101 87,302 8,378 25,886 1.2897
2024-12-12 2023-09-30 13F/A-1 Mc Donalds COM 580135101 78,924 67,148 570.21 20,792 491.66 1.1339
2023-11-09 2023-09-30 13F Mc Donalds COM 580135101 78,924 67,148 20,792 1.1339
2024-12-12 2023-06-30 13F/A-1 Mc Donalds COM 580135101 11,776 -428 -3.51 3,514 2.99 0.1860
2023-08-09 2023-06-30 13F Mc Donalds COM 580135101 11,776 -428 3,514 0.1860
2023-05-04 2023-03-31 13F Mc Donalds COM 580135101 12,204 689 5.98 3,412 12.46 0.1901
2024-12-12 2022-12-31 13F/A-1 Mc Donalds COM 580135101 11,515 -874 -7.05 3,035 6.16 0.1757
2023-02-07 2022-12-31 13F Mc Donalds COM 580135101 11,515 -874 3,035 0.1757
2024-12-12 2022-09-30 13F/A-1 Mc Donalds COM 580135101 12,389 399 3.33 2,859 142,800.00 0.2074
2022-11-10 2022-09-30 13F Mc Donalds COM 580135101 12,389 399 3 0.2074
2022-08-04 2022-06-30 13F Mc Donalds COM 580135101 11,990 -26 -0.22 3 0.00 0.2057
2022-05-11 2022-03-31 13F Mc Donalds COM 580135101 12,016 15 0.12 3 -33.33 0.1644
2022-03-28 2021-12-31 13F/A-1 Mc Donalds COM 580135101 12,001 112 0.94 3 -99.90 0.1767
2022-02-02 2021-12-31 13F Mc Donalds COM 580135101 12,001 112 3,217 0.1767
2021-11-02 2021-09-30 13F Mc Donalds COM 580135101 11,889 46 0.39 2,867 4.79 0.1756
2021-08-09 2021-06-30 13F/A-1 Mc Donalds COM 580135101 11,843 598 5.32 2,736 8.53 0.1685
2021-07-27 2021-06-30 13F Mc Donalds COM 580135101 10,354 -891 2,222 0.1389
2021-04-27 2021-03-31 13F Mc Donalds COM 580135101 11,245 891 8.61 2,520 13.41 0.1519
2021-02-01 2020-12-31 13F Mc Donalds COM 580135101 10,354 1,108 11.98 2,222 9.51 0.1389
2020-11-03 2020-09-30 13F Mc Donalds COM 580135101 9,246 250 2.78 2,029 22.30 0.2620
2020-07-17 2020-06-30 13F/A-1 Mc Donalds COM 580135101 8,996 427 4.98 1,660 17.16 0.2322
2020-07-17 2020-06-30 13F Mc Donalds COM 580135101 26,474 17,905 1,659 232,159.4749
2020-05-05 2020-03-31 13F Mc Donalds COM 580135101 8,569 360 4.39 1,417 -12.70 0.2539
2020-02-04 2019-12-31 13F Mc Donalds COM 580135101 8,209 911 12.48 1,622 3.51 0.2142
2019-10-30 2019-09-30 13F Mc Donalds COM 580135101 7,298 1,573 27.48 1,567 31.90 0.2309
2019-08-05 2019-06-30 13F Mc Donalds COM 580135101 5,725 1,731 43.34 1,189 56.73 0.1822
2019-05-06 2019-03-31 13F Mc Donalds COM 580135101 3,994 409 11.41 758 19.18 0.1246
2019-01-26 2018-12-31 13F Mc Donalds COM 580135101 3,585 122 3.52 636 9.84 0.1243
2018-11-14 2018-09-30 13F Mc Donalds COM 580135101 3,463 0 0.00 579 6.63 0.1134
2018-07-19 2018-06-30 13F MCDONALDS COM 580135101 3,463 0 0.00 543 0.37 0.2030
2018-05-10 2018-03-31 13F MCDONALDS COM 580135101 3,463 8 0.23 541 -9.08 0.2246
2018-02-02 2017-12-31 13F MCDONALDS COM 580135101 3,455 12 0.35 595 10.19 0.2546
2017-11-07 2017-09-30 13F MCDONALDS COM 580135101 3,443 100 2.99 540 5.47 0.2717
2017-07-27 2017-06-30 13F MCDONALDS COM 580135101 3,343 0 0.00 512 18.24 0.2650
2017-05-10 2017-03-31 13F MCDONALDS COM 580135101 3,343 0 0.00 433 6.39 0.2334
2017-01-27 2016-12-31 13F MCDONALDS COM 580135101 3,343 -1,178 -26.06 407 -21.88 0.2660
2016-10-28 2016-09-30 13F MCDONALDS COM 580135101 4,521 -1,200 -20.98 521 -24.27 0.3608
2016-08-04 2016-06-30 13F MCDONALDS COM 580135101 5,721 669 13.24 688 8.35 0.4646
2016-05-02 2016-03-31 13F MCDONALDS COM 580135101 5,052 0 0.00 635 6.19 0.4977
2016-02-02 2015-12-31 13F MCDONALDS COM 580135101 5,052 -138 -2.66 598 17.03 0.5039
2015-10-22 2015-09-30 13F MCDONALDS COM 580135101 5,190 177 3.53 511 6.90 0.4392
2015-08-06 2015-06-30 13F MCDONALDS COM 580135101 5,013 -300 -5.65 478 -7.72 0.3968
2015-05-06 2015-03-31 13F MCDONALDS COM 580135101 5,313 0 0.00 518 4.23 0.4273
2015-02-10 2014-12-31 13F MCDONALDS COM 580135101 5,313 2,214 71.44 497 68.47 0.4439
2014-11-13 2014-09-30 13F/A-1 MCDONALDS COM 580135101 3,099 683 28.27 295 20.90 0.3066
2014-11-07 2014-09-30 13F MCDONALDS COM 580135101 3,099 295
2014-08-06 2014-06-30 13F MCDONALDS COM 580135101 2,416 0 0.00 244 3.39 0.2614
2014-05-05 2014-03-31 13F MCDONALDS COM 580135101 2,416 0 0.00 236 0.85 0.2730
2014-02-07 2013-12-31 13F MCDONALDS COM 580135101 2,416 2,416 234 0.2948
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.