McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership19,210 shares
Latest Disclosed Value $ 5,970,223
TCI Wealth Advisors, Inc. reports 0.50% decrease in ownership of MCD / McDonald's Corporation

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 19,210 shares of McDonald's Corporation (MX:MCD) valued at $5,970,223 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 19,306 shares of McDonald's Corporation. This represents a change in shares of -0.50% 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)
2026-04-27 2026-03-31 13F MCDONALDS COM 580135101 19,210 -96 -0.50 5,970 1.19 0.3170
2026-02-02 2025-12-31 13F MCDONALDS COM 580135101 19,306 -92 -0.47 5,901 0.10 0.3253
2025-10-14 2025-09-30 13F MCDONALDS COM 580135101 19,398 -366 -1.85 5,895 2.08 0.3517
2025-07-16 2025-06-30 13F MCDONALDS COM 580135101 19,764 -101 -0.51 5,774 -6.95 0.3957
2025-04-21 2025-03-31 13F MCDONALDS COM 580135101 19,865 306 1.56 6,205 9.45 0.4968
2025-01-23 2024-12-31 13F MCDONALDS COM 580135101 19,559 199 1.03 5,670 -3.83 0.4737
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 19,360 -34 -0.18 5,895 19.28 0.4970
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 19,394 64 0.33 4,942 -9.32 0.4663
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 19,330 -26 -0.13 5,450 -5.04 0.5371
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 19,356 146 0.76 5,739 13.42 0.6120
2023-10-31 2023-09-30 13F MCDONALDS COM 580135101 19,210 -38 -0.20 5,061 -11.89 0.6458
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 19,248 -88 -0.46 5,744 6.23 0.7335
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 19,336 -20 -0.10 5,407 6.00 0.7016
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 19,356 -1,940 -9.11 5,101 3.79 0.7060
2022-11-08 2022-09-30 13F MCDONALDS COM 580135101 21,296 52 0.24 4,914 -6.31 0.7951
2022-07-19 2022-06-30 13F MCDONALDS COM 580135101 21,244 -32 -0.15 5,245 -0.32 0.8026
2022-04-29 2022-03-31 13F MCDONALDS COM 580135101 21,276 -22 -0.10 5,262 -7.83 0.7885
2022-01-24 2021-12-31 13F MCDONALDS COM 580135101 21,298 -243 -1.13 5,709 9.92 0.8441
2021-10-29 2021-09-30 13F MCDONALDS COM 580135101 21,541 -407 -1.85 5,194 2.45 0.7926
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 21,948 422 1.96 5,070 5.08 0.8570
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 21,526 -455 -2.07 4,825 2.29 2.0466
2021-01-21 2020-12-31 13F MCDONALDS COM 580135101 21,981 -2,655 -10.78 4,717 -12.76 2.1079
2020-10-20 2020-09-30 13F MCDONALDS COM 580135101 24,636 -18 -0.07 5,407 18.89 2.1365
2020-07-20 2020-06-30 13F MCDONALDS COM 580135101 24,654 94 0.38 4,548 11.99 1.9443
2020-04-14 2020-03-31 13F MCDONALDS COM 580135101 24,560 -1,337 -5.16 4,061 -20.65 2.0032
2020-01-27 2019-12-31 13F MCDONALDS COM 580135101 25,897 7 0.03 5,118 -7.93 1.9881
2019-10-17 2019-09-30 13F MCDONALDS COM 580135101 25,890 183 0.71 5,559 4.14 2.4688
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 25,707 -1,032 -3.86 5,338 5.12 2.4044
2019-04-11 2019-03-31 13F MCDONALDS COM 580135101 26,739 -529 -1.94 5,078 4.87 2.2327
2019-01-17 2018-12-31 13F MCDONALDS COM 580135101 27,268 1,005 3.83 4,842 10.22 2.3456
2018-11-02 2018-09-30 13F MCDONALDS COM 580135101 26,263 1,629 6.61 4,393 13.81 1.8365
2018-07-26 2018-06-30 13F MCDONALDS COM 580135101 24,634 -622 -2.46 3,860 -2.25 1.7162
2018-04-30 2018-03-31 13F MCDONALDS COM 580135101 25,256 318 1.28 3,949 -7.99 1.8291
2018-02-01 2017-12-31 13F MCDONALDS COM 580135101 24,938 184 0.74 4,292 10.68 1.8849
2017-10-24 2017-09-30 13F MCDONALDS COM 580135101 24,754 15 0.06 3,878 2.35 1.8977
2017-08-10 2017-06-30 13F MCDONALDS COM 580135101 24,739 -486 -1.93 3,789 15.91 1.9348
2017-05-04 2017-03-31 13F MCDONALDS COM 580135101 25,225 -641 -2.48 3,269 3.84 1.7057
2017-02-10 2016-12-31 13F MCDONALDS COM 580135101 25,866 254 0.99 3,148 6.53 1.6506
2016-11-01 2016-09-30 13F MCDONALDS COM 580135101 25,612 0 0.00 2,955 -4.12 1.6067
2016-08-09 2016-06-30 13F Mc Donalds COM 580135101 25,612 -246 -0.95 3,082 -5.17 1.7103
2016-04-29 2016-03-31 13F MCDONALDS COM 580135101 25,858 -997 -3.71 3,250 2.43 1.8013
2016-02-10 2015-12-31 13F MCDONALDS COM 580135101 26,855 5 0.02 3,173 19.92 1.7675
2015-11-02 2015-09-30 13F MCDONALDS COM 580135101 26,850 2 0.01 2,646 3.68 1.5946
2015-08-10 2015-06-30 13F MCDONALDS COM 580135101 26,848 280 1.05 2,552 -1.43 1.4610
2015-04-30 2015-03-31 13F MCDONALDS COM 580135101 26,568 18,292 221.02 2,589 234.06 1.6249
2015-02-06 2014-12-31 13F MCDONALDS COM 580135101 8,276 915 12.43 775 11.03 0.4795
2014-11-05 2014-09-30 13F MCDONALDS COM 580135101 7,361 -355 -4.60 698 -10.17 0.4400
2014-08-11 2014-06-30 13F MCDONALDS COM 580135101 7,716 355 4.82 777 7.62 0.4677
2014-05-15 2014-03-31 13F MCDONALDS COM 580135101 7,361 -1,550 -17.39 722 -16.53 0.4708
2014-01-21 2013-12-31 13F Mc Donalds COM 580135101 8,911 186 2.13 865 3.10 0.5426
2013-10-25 2013-09-30 13F Mc Donalds COM 580135101 8,725 524 6.39 839 3.33 0.6378
2013-09-12 2013-06-30 13F Mc Donalds COM 580135101 8,201 5,000 156.20 812 154.55 0.6166
2013-10-18 2013-03-31 13F Mc Donalds COM 580135101 3,201 -405 -11.23 319 0.31 0.3502
2013-10-18 2012-12-31 13F Mc Donalds COM 580135101 3,606 3,606 318 0.3854
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.