맥도날드 주식회사
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership7,439 shares
Latest Disclosed Value $ 2,311,998
LVW Advisors, LLC reports 0.89% decrease in ownership of MCD / McDonald's Corporation

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 7,439 shares of McDonald's Corporation (MX:MCD) valued at $2,311,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 7,506 shares of McDonald's Corporation. This represents a change in shares of -0.89% 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)
2026-04-20 2026-03-31 13F MCDONALDS COM 580135101 7,439 -67 -0.89 2,312 0.74 0.2203
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 7,506 543 7.80 2,294 8.46 0.2325
2025-10-20 2025-09-30 13F MCDONALDS COM 580135101 6,963 -203 -2.83 2,116 1.05 0.2161
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 7,166 -493 -6.44 2,094 -12.50 0.2284
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 7,659 -117 -1.50 2,392 6.12 0.2860
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 7,776 -106 -1.34 2,254 -6.08 0.2714
2024-10-09 2024-09-30 13F MCDONALDS COM 580135101 7,882 -248 -3.05 2,400 15.89 0.3055
2024-07-15 2024-06-30 13F MCDONALDS COM 580135101 8,130 -939 -10.35 2,072 -18.97 0.3029
2024-04-18 2024-03-31 13F MCDONALDS COM 580135101 9,069 -784 -7.96 2,557 -12.50 0.4327
2024-01-16 2023-12-31 13F MCDONALDS COM 580135101 9,853 -1,660 -14.42 2,921 -3.66 0.5473
2023-10-11 2023-09-30 13F MCDONALDS COM 580135101 11,513 -2,019 -14.92 3,033 -24.91 0.6259
2023-07-14 2023-06-30 13F MCDONALDS COM 580135101 13,532 -4,732 -25.91 4,038 -20.92 0.7767
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 18,264 -308 -1.66 5,107 4.33 0.9983
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 18,572 -133 -0.71 4,894 13.39 0.9955
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 18,705 -65 -0.35 4,316 -6.86 0.9645
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 18,770 -215 -1.13 4,634 -1.30 0.9424
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 18,985 22 0.12 4,695 -7.63 0.7940
2022-01-26 2021-12-31 13F MCDONALDS COM 580135101 18,963 -907 -4.56 5,083 6.09 0.8660
2021-11-02 2021-09-30 13F MCDONALDS COM 580135101 19,870 -193 -0.96 4,791 3.39 0.8252
2021-07-15 2021-06-30 13F MCDONALDS COM 580135101 20,063 157 0.79 4,634 3.85 0.8225
2021-04-19 2021-03-31 13F MCDONALDS COM 580135101 19,906 455 2.34 4,462 6.90 0.8569
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 19,451 199 1.03 4,174 -1.23 0.8372
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 19,252 -106 -0.55 4,226 18.34 0.9314
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 19,358 978 5.32 3,571 17.51 0.8618
2020-04-23 2020-03-31 13F MCDONALDS COM 580135101 18,380 2,076 12.73 3,039 -5.68 0.8089
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 16,304 1,021 6.68 3,222 -1.80 0.7294
2019-10-22 2019-09-30 13F MCDONALDS COM 580135101 15,283 -1,732 -10.18 3,281 -7.13 0.8130
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 17,015 -114 -0.67 3,533 8.61 0.9767
2019-05-03 2019-03-31 13F MCDONALDS COM 580135101 17,129 -630 -3.55 3,253 3.17 0.8669
2019-02-05 2018-12-31 13F MCDONALDS COM 580135101 17,759 -478 -2.62 3,153 3.34 1.0644
2018-11-02 2018-09-30 13F MCDONALDS COM 580135101 18,237 453 2.55 3,051 9.47 0.8565
2018-07-31 2018-06-30 13F MCDONALDS COM 580135101 17,784 303 1.73 2,787 1.94 0.8834
2018-04-20 2018-03-31 13F MCDONALDS COM 580135101 17,481 -1,792 -9.30 2,734 -17.58 0.8486
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 19,273 -812 -4.04 3,317 5.40 0.9688
2017-11-09 2017-09-30 13F MCDONALDS COM 580135101 20,085 -902 -4.30 3,147 -2.08 1.2497
2017-08-10 2017-06-30 13F MCDONALDS COM 580135101 20,987 -907 -4.14 3,214 13.25 1.1308
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 21,894 -417 -1.87 2,838 4.49 1.0171
2017-02-10 2016-12-31 13F MCDONALDS COM 580135101 22,311 681 3.15 2,716 8.86 0.9492
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 21,630 1,660 8.31 2,495 3.83 0.8178
2016-08-11 2016-06-30 13F MCDONALDS COM 580135101 19,970 -774 -3.73 2,403 -7.83 0.9022
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 20,744 -2,693 -11.49 2,607 -5.85 0.8330
2016-02-16 2015-12-31 13F MCDONALDS COM 580135101 23,437 -1,048 -4.28 2,769 14.75 1.0842
2016-02-16 2015-09-30 13F/A-1 MCDONALDS COM 580135101 24,485 -493 -1.97 2,413 1.60 1.1129
2015-11-13 2015-09-30 13F MCDONALDS COM 580135101 24,485 2,413
2015-08-13 2015-06-30 13F MCDONALDS COM 580135101 24,978 -1,179 -4.51 2,375 -6.83 1.0108
2015-05-13 2015-03-31 13F MCDONALDS COM 580135101 26,157 1,592 6.48 2,549 10.73 1.2136
2015-02-17 2014-12-31 13F MCDONALDS COM 580135101 24,565 24,565 2,302 1.2685
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.