McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership18,031 shares
Latest Disclosed Value $ 5,604,049
Gladstone Institutional Advisory LLC reports 19.73% decrease in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 18,031 shares of McDonald's Corporation (MX:MCD) valued at $5,604,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 22,464 shares of McDonald's Corporation. This represents a change in shares of -19.73% 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 18,031 -4,433 -19.73 5,604 -18.37 0.2076
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 22,464 2,187 10.79 6,866 11.41 0.2593
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 20,277 73 0.36 6,162 4.39 0.2373
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 20,204 -275 -1.34 5,903 -7.72 0.2439
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 20,479 1,211 6.29 6,397 14.54 0.2982
2025-01-29 2024-12-31 13F MCDONALDS COM 580135101 19,268 1,133 6.25 5,586 1.14 0.2591
2024-10-28 2024-09-30 13F MCDONALDS COM 580135101 18,135 382 2.15 5,522 22.06 0.2696
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 17,753 -518 -2.84 4,524 -12.17 0.2356
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 18,271 -6,153 -25.19 5,152 -28.87 0.2827
2024-02-09 2023-12-31 13F MCDONALDS COM 580135101 24,424 1,524 6.66 7,242 20.06 0.4062
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 22,900 1,655 7.79 6,033 -4.84 0.3906
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 21,245 7,061 49.78 6,340 59.83 0.3864
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 14,184 -1,880 -11.70 3,966 -6.31 0.2568
2023-02-01 2022-12-31 13F MCDONALDS COM 580135101 16,064 -8,877 -35.59 4,233 -26.45 0.2988
2023-01-30 2022-09-30 13F/A-1 MCDONALDS COM 580135101 24,941 9,132 57.76 5,755 47.45 0.4499
2022-10-20 2022-09-30 13F MCDONALDS COM 580135101 24,941 9,132 5,755 0.4499
2023-01-30 2022-06-30 13F/A-1 MCDONALDS COM 580135101 15,809 179 1.15 3,903 0.98 0.3087
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 15,809 179 3,903 0.3087
2023-01-30 2022-03-31 13F/A-1 MCDONALDS COM 580135101 15,630 -102 -0.65 3,865 -8.35 0.2613
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 15,630 -102 3,865 0.2613
2023-01-30 2021-12-31 13F/A-1 MCDONALDS COM 580135101 15,732 4,729 42.98 4,217 58.95 0.3267
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 15,732 4,729 4,217 0.3267
2023-01-30 2021-09-30 13F/A-1 MCDONALDS COM 580135101 11,003 3,601 48.65 2,653 55.15 0.2591
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 11,003 3,601 2,653 0.2591
2023-01-30 2021-06-30 13F/A-1 MCDONALDS COM 580135101 7,402 2,638 55.37 1,710 60.11 0.2032
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 7,402 2,638 1,710 0.2032
2023-01-30 2021-03-31 13F/A-1 MCDONALDS COM 580135101 4,764 2,940 161.18 1,068 173.15 0.1660
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 4,764 2,940 1,068 0.1660
2023-01-30 2020-12-31 13F/A-1 MCDONALDS COM 580135101 1,824 -200 -9.88 391 -11.94 0.0779
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 1,824 -200 391 0.0779
2023-01-30 2020-09-30 13F/A-1 MCDONALDS COM 580135101 2,024 299 17.33 444 39.62 0.1061
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 2,024 299 444 0.1061
2020-08-17 2020-06-30 13F MCDONALDS COM 580135101 1,725 -421 -19.62 318 -10.17 0.0809
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 2,146 167 8.44 354 -9.46 0.0913
2020-02-12 2019-12-31 13F MCDONALDS COM 580135101 1,979 -417 -17.40 391 -24.08 0.0958
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 2,396 -133 -5.26 515 -2.09 0.1310
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 2,529 172 7.30 526 17.41 0.1603
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 2,357 -260 -9.94 448 -3.66 0.1644
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 2,617 2,617 465 0.2708
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.