McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionSmith, Salley & Associates
Latest Disclosed Ownership13,072 shares
Latest Disclosed Value $ 4,062,635
Smith, Salley & Associates reports 6.88% increase in ownership of MCD / McDonald's Corporation

On April 16, 2026 - Smith, Salley & Associates filed a 13F-HR form disclosing ownership of 13,072 shares of McDonald's Corporation (MX:MCD) valued at $4,062,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 12,230 shares of McDonald's Corporation. This represents a change in shares of 6.88% 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)
2026-04-16 2026-03-31 13F MCDONALDS COM 580135101 13,072 842 6.88 4,063 8.70 0.2043
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 12,230 761 6.64 3,738 7.23 0.1851
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 11,469 2,129 22.79 3,485 27.75 0.1794
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 9,340 787 9.20 2,729 2.13 0.1579
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 8,553 68 0.80 2,672 8.62 0.1751
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 8,485 -245 -2.81 2,460 -7.49 0.1580
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 8,730 824 10.42 2,658 31.98 0.1738
2024-07-29 2024-06-30 13F MCDONALDS COM 580135101 7,906 216 2.81 2,015 -7.10 0.1446
2024-05-02 2024-03-31 13F MCDONALDS COM 580135101 7,690 -2,979 -27.92 2,168 -31.46 0.1682
2024-01-24 2023-12-31 13F MCDONALDS COM 580135101 10,669 60 0.57 3,164 13.21 0.2044
2023-10-27 2023-09-30 13F MCDONALDS COM 580135101 10,609 7,211 212.21 2,795 175.81 0.2073
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 3,398 -60 -1.74 1,014 4.87 0.0748
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 3,458 -34 -0.97 967 5.00 0.0769
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 3,492 257 7.94 920 23.32 0.0787
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 3,235 53 1.67 746 -5.09 0.0694
2022-08-01 2022-06-30 13F MCDONALDS COM 580135101 3,182 275 9.46 786 9.32 0.0680
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 2,907 -68 -2.29 719 -9.79 0.0529
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 2,975 -78 -2.55 797 8.29 0.0564
2021-11-05 2021-09-30 13F MCDONALDS COM 580135101 3,053 -37 -1.20 736 3.08 0.0579
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 3,090 127 4.29 714 7.53 0.0578
2021-04-30 2021-03-31 13F MCDONALDS COM 580135101 2,963 581 24.39 664 29.94 0.0596
2021-01-28 2020-12-31 13F MCDONALDS COM 580135101 2,382 87 3.79 511 1.39 0.0518
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 2,295 -167 -6.78 504 11.01 0.0609
2020-08-04 2020-06-30 13F MCDONALDS COM 580135101 2,462 310 14.41 454 27.53 0.0606
2020-04-24 2020-03-31 13F MCDONALDS COM 580135101 2,152 470 27.94 356 6.91 0.0592
2020-01-27 2019-12-31 13F MCDONALDS COM 580135101 1,682 0 0.00 333 -8.01 0.0439
2019-10-30 2019-09-30 13F MCDONALDS COM 580135101 1,682 0 0.00 362 3.72 0.0514
2019-07-12 2019-06-30 13F MCDONALDS COM 580135101 1,682 -13 -0.77 349 8.05 0.0526
2019-05-03 2019-03-31 13F MCDONALDS COM 580135101 1,695 157 10.21 323 18.32 0.0520
2019-02-05 2018-12-31 13F MCDONALDS COM 580135101 1,538 -100 -6.11 273 -0.73 0.0503
2018-11-06 2018-09-30 13F MCDONALDS COM 580135101 1,638 -105 -6.02 275 0.73 0.0434
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 1,743 115 7.06 273 7.48 0.0467
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 1,628 0 0.00 254 -9.61 0.0455
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 1,628 -57 -3.38 281 6.04 0.0503
2017-11-02 2017-09-30 13F MCDONALDS COM 580135101 1,685 0 0.00 265 3.11 0.0507
2017-07-25 2017-06-30 13F MCDONALDS COM 580135101 1,685 0 0.00 257 17.35 0.0517
2017-05-05 2017-03-31 13F MCDONALDS CORP COM COM 580135101 1,685 1,685 219 0.0449
2016-07-29 2016-06-30 13F MCDONALDS CORP COM COM 580135101 0 -1,670 -100.00 0 -100.00
2016-05-10 2016-03-31 13F MCDONALDS CORP COM COM 580135101 1,670 1,670 0.00 209 0.0524
2015-02-04 2014-12-31 13F McDonalds COM 580135101 0 -12,247 -100.00 0 -100.00
2014-11-12 2014-09-30 13F McDonalds COM 580135101 12,247 3,436 39.00 1,161 30.89 0.3081
2014-08-13 2014-06-30 13F MCDONALDS CORP COM COM 580135101 8,811 3,774 74.93 887 79.55 0.2369
2014-05-12 2014-03-31 13F Mcdonalds COM 580135101 5,037 1,232 32.38 494 33.88 0.3088
2014-02-11 2013-12-31 13F Mcdonalds COM 580135101 3,805 1,470 62.96 369 64.00 0.2408
2013-11-12 2013-09-30 13F Mcdonalds COM 580135101 2,335 2,335 225 0.1812
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.