McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionClearwater Capital Advisors, LLC
Latest Disclosed Ownership2,482 shares
Latest Disclosed Value $ 771,271
Clearwater Capital Advisors, LLC reports 5.17% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Clearwater Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 2,482 shares of McDonald's Corporation (MX:MCD) valued at $771,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,360 shares of McDonald's Corporation. This represents a change in shares of 5.17% 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 MCDONALDS COM 580135101 2,482 122 5.17 771 6.93 0.0622
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 2,360 22 0.94 721 1.55 0.0601
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 2,338 26 1.12 710 5.19 0.0605
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 2,312 2 0.09 675 -6.38 0.0617
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 2,310 4 0.17 722 7.93 0.0697
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 2,306 -26 -1.11 668 -5.92 0.0654
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 2,332 115 5.19 710 25.66 0.0692
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 2,217 342 18.24 565 7.01 0.0599
2024-05-09 2024-03-31 13F MCDONALDS COM 580135101 1,875 9 0.48 529 -4.52 0.0564
2024-02-07 2023-12-31 13F MCDONALDS COM 580135101 1,866 0 0.00 553 12.63 0.0620
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 1,866 -147 -7.30 492 -18.17 0.0602
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 2,013 45 2.29 601 9.09 0.0715
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 1,968 -21 -1.06 550 4.96 0.0672
2023-01-27 2022-12-31 13F MCDONALDS COM 580135101 1,989 90 4.74 524 19.63 0.0683
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 1,899 0 0.00 438 -6.61 0.0605
2022-07-21 2022-06-30 13F MCDONALDS COM 580135101 1,899 21 1.12 469 1.08 0.0641
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 1,878 0 0.00 464 -7.75 0.0532
2022-01-26 2021-12-31 13F MCDONALDS COM 580135101 1,878 0 0.00 503 11.04 0.0555
2021-11-03 2021-09-30 13F MCDONALDS COM 580135101 1,878 0 0.00 453 4.38 0.0525
2021-08-04 2021-06-30 13F MCDONALDS COM 580135101 1,878 -2 -0.11 434 3.09 0.0505
2021-04-21 2021-03-31 13F MCDONALDS COM 580135101 1,880 101 5.68 421 10.21 0.0526
2021-01-21 2020-12-31 13F MCDONALDS COM 580135101 1,779 8 0.45 382 -1.80 0.0507
2020-10-16 2020-09-30 13F MCDONALDS COM 580135101 1,771 0 0.00 389 18.96 0.0612
2020-07-30 2020-06-30 13F MCDONALDS COM 580135101 1,771 0 0.00 327 11.60 0.0547
2020-04-15 2020-03-31 13F MCDONALDS COM 580135101 1,771 -101 -5.40 293 -20.81 0.0632
2020-01-27 2019-12-31 13F MCDONALDS COM 580135101 1,872 0 0.00 370 -7.96 0.0617
2019-11-04 2019-09-30 13F MCDONALDS COM 580135101 1,872 -74 -3.80 402 -0.50 0.0710
2019-07-26 2019-06-30 13F MCDONALDS COM 580135101 1,946 -90 -4.42 404 4.39 0.0734
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 2,036 135 7.10 387 14.50 0.0726
2019-01-22 2018-12-31 13F MCDONALDS COM 580135101 1,901 20 1.06 338 7.30 0.0741
2018-10-17 2018-09-30 13F MCDONALDS COM 580135101 1,881 126 7.18 315 14.55 0.0615
2018-08-15 2018-06-30 13F MCDONALDS COM 580135101 1,755 55 3.24 275 3.38 0.0564
2018-05-11 2018-03-31 13F MCDONALDS COM 580135101 1,700 16 0.95 266 -8.28 0.0549
2018-02-05 2017-12-31 13F MCDONALDS Common Stock 580135101 1,684 -247 -12.79 290 -6.15 0.0637
2017-10-19 2017-09-30 13F MCDONALDS Common Stock 580135101 1,931 349 22.06 309 25.61 0.0719
2017-08-11 2017-06-30 13F MCDONALDS Common Stock 580135101 1,582 0 0.00 246 19.42 0.0628
2017-05-15 2017-03-31 13F MCDONALDS Common Stock 580135101 1,582 1,582 206 0.0564
2016-11-29 2016-09-30 13F MCDONALDS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 580135101 0 -1,664 -100.00 0 -100.00
2016-11-29 2016-06-30 13F MCDONALDS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 580135101 1,664 1,664 201 0.0741
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.