McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership69,619 shares
Latest Disclosed Value $ 21,636,973
Bragg Financial Advisors, Inc reports 1.57% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 69,619 shares of McDonald's Corporation (MX:MCD) valued at $21,636,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 68,543 shares of McDonald's Corporation. This represents a change in shares of 1.57% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 69,619 1,076 1.57 21,637 3.28 0.6844
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 68,543 721 1.06 20,949 1.64 0.6819
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 67,822 191 0.28 20,610 4.31 0.6818
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 67,631 146 0.22 19,760 -6.27 0.7060
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 67,485 669 1.00 21,080 8.83 0.8671
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 66,816 -476 -0.71 19,369 -5.48 0.7844
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 67,292 -129 -0.19 20,491 19.27 0.8432
2024-08-15 2024-06-30 13F MCDONALDS COM 580135101 67,421 -277 -0.41 17,182 -9.99 0.7668
2024-05-14 2024-03-31 13F/A-1 MCDONALDS COM 580135101 67,698 -252 -0.37 19,087 -5.26 0.8564
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 67,698 -252 19,087 0.8564
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 67,950 -159 -0.23 20,148 12.29 0.9583
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 68,109 -658 -0.96 17,943 -12.56 0.9474
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 68,767 -1,922 -2.72 20,521 3.82 1.1269
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 70,689 -1,238 -1.72 19,765 4.28 1.1660
2023-02-15 2022-12-31 13F MCDONALDS COM 580135101 71,927 -1,639 -2.23 18,955 11.66 1.1526
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 73,566 -810 -1.09 16,975 -7.55 1.1707
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 74,376 -354 -0.47 18,362 -0.63 1.2201
2022-05-11 2022-03-31 13F MCDONALDS COM 580135101 74,730 1,184 1.61 18,479 4.21 1.0769
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 73,546 0 0.00 17,733 0.00 1.1366
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 73,546 804 1.11 17,733 5.53 1.1366
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 72,742 505 0.70 16,803 3.78 1.0732
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 72,237 2,806 4.04 16,191 8.68 1.0902
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 69,431 1,191 1.75 14,898 -0.53 1.3033
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 68,240 743 1.10 14,978 20.30 1.5351
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 67,497 1,571 2.38 12,451 14.22 1.3861
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 65,926 1,787 2.79 10,901 -13.99 1.4648
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 64,139 1,038 1.64 12,674 -6.45 1.4189
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 63,101 -304 -0.48 13,548 2.89 1.6471
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 63,405 131 0.21 13,167 9.58 1.6228
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 63,274 920 1.48 12,016 8.53 1.5608
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 62,354 844 1.37 11,072 7.60 1.6644
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 61,510 110 0.18 10,290 6.95 1.3829
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 61,400 892 1.47 9,621 1.68 1.3731
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 60,508 -996 -1.62 9,462 -10.62 1.3842
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 61,504 593 0.97 10,586 10.93 1.5202
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 60,911 787 1.31 9,543 3.63 1.4625
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 60,124 842 1.42 9,209 19.86 1.4530
2017-05-16 2017-03-31 13F MCDONALDS COM 580135101 59,282 769 1.31 7,683 7.88 1.2320
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 58,513 -688 -1.16 7,122 4.29 1.1742
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 59,201 645 1.10 6,829 -3.09 1.2198
2016-08-15 2016-06-30 13F MCDONALDS COM 580135101 58,556 1,402 2.45 7,047 -1.89 1.2701
2016-05-12 2016-03-31 13F MCDONALDS COM 580135101 57,154 457 0.81 7,183 7.24 1.3812
2016-02-10 2015-12-31 13F MCDONALDS COM 580135101 56,697 624 1.11 6,698 21.23 1.4358
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 56,073 1,487 2.72 5,525 6.60 1.3216
2015-08-14 2015-06-30 13F MCDONALDS COM 580135101 54,586 -552 -1.00 5,183 -3.54 1.1858
2015-05-15 2015-03-31 13F MCDONALDS COM 580135101 55,138 1,312 2.44 5,373 6.54 1.2378
2015-02-11 2014-12-31 13F MCDONALDS COM 580135101 53,826 -1,620 -2.92 5,043 -4.07 1.2231
2014-11-14 2014-09-30 13F MCDONALDS COM 580135101 55,446 -860 -1.53 5,257 -7.32 1.3277
2014-08-13 2014-06-30 13F MCDONALDS COM 580135101 56,306 -266 -0.47 5,672 2.27 1.3593
2014-05-14 2014-03-31 13F MCDONALDS COM 580135101 56,572 -259 -0.46 5,546 0.58 1.3554
2014-02-14 2013-12-31 13F MCDONALDS COM 580135101 56,831 423 0.75 5,514 1.60 1.3375
2013-11-14 2013-09-30 13F McDonald's Com 580135101 56,408 -934 -1.63 5,427 -4.40 1.4118
2013-08-14 2013-06-30 13F McDonald's Com 580135101 57,342 57,342 5,677 1.5560
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.