McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionColony Group, LLC
Latest Disclosed Ownership604,086 shares
Latest Disclosed Value $ 184,513,162
Colony Group, LLC reports 26.59% increase in ownership of MCD / McDonald's Corporation

On February 13, 2026 - Colony Group, LLC filed a 13F-HR form disclosing ownership of 604,086 shares of McDonald's Corporation (MX:MCD) valued at $184,513,162 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 477,201 shares of McDonald's Corporation. This represents a change in shares of 26.59% 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)
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 604,086 126,885 26.59 184,513 27.24 0.2103
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 477,201 29,166 6.51 145,017 10.78 0.2339
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 448,035 6,052 1.37 130,902 -5.19 0.2836
2025-05-20 2025-03-31 13F/A-1 MCDONALDS COM 580135101 441,983 9,053 2.09 138,063 10.01 0.3459
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 441,983 26,518 138,063 0.3459
2025-05-29 2024-12-31 13F/A-2 MCDONALDS COM 580135101 432,930 40,001 10.18 125,502 4.89 0.3259
2025-05-20 2024-12-31 13F/A-1 MCDONALDS COM 580135101 415,465 22,536 125,502 0.3259
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 415,465 22,536 125,502 0.3259
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 392,929 -172,409 -30.50 119,651 82,990.97 0.3812
2024-08-15 2024-06-30 13F MCDONALDS COM 580135101 565,338 435,475 335.33 144 300.00 0.4850
2024-05-16 2024-03-31 13F MCDONALDS Common 580135101 129,863 27,548 26.92 37 20.00 0.2973
2024-02-15 2023-12-31 13F MCDONALDS COM 580135101 102,315 102,315 30 0.3974
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.