McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionEverett Harris & Co /ca/
Latest Disclosed Ownership390,714 shares
Latest Disclosed Value $ 121,430,143
Everett Harris & Co /ca/ reports 1.33% decrease in ownership of MCD / McDonald's Corporation

On May 8, 2026 - Everett Harris & Co /ca/ filed a 13F-HR form disclosing ownership of 390,714 shares of McDonald's Corporation (MX:MCD) valued at $121,430,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 395,961 shares of McDonald's Corporation. This represents a change in shares of -1.33% 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)
2026-05-08 2026-03-31 13F McDonalds COM 580135101 390,714 -5,247 -1.33 121,430 0.34 1.5627
2026-02-11 2025-12-31 13F McDonalds COM 580135101 395,961 -1,871 -0.47 121,018 0.10 1.4641
2025-11-03 2025-09-30 13F McDonalds COM 580135101 397,832 -3,560 -0.89 120,897 3.09 1.4907
2025-08-08 2025-06-30 13F McDonalds COM 580135101 401,392 -2,081 -0.52 117,275 -6.95 1.5048
2025-05-12 2025-03-31 13F McDonalds COM 580135101 403,473 -2,540 -0.63 126,033 7.08 1.6184
2025-01-24 2024-12-31 13F MCDONALDS COM 580135101 406,013 4,302 1.07 117,699 -3.78 1.4863
2024-10-18 2024-09-30 13F MCDONALDS COM 580135101 401,711 564 0.14 122,325 19.66 1.5168
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 401,147 364 0.09 102,228 -9.53 1.3076
2024-04-19 2024-03-31 13F MCDONALDS COM 580135101 400,783 22 0.01 113,001 -4.91 1.4973
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 400,761 1,427 0.36 118,830 12.96 1.6999
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 399,334 -1,383 -0.35 105,201 -12.02 1.6406
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 400,717 -3,720 -0.92 119,578 5.74 1.8149
2023-04-25 2023-03-31 13F MCDONALDS COM 580135101 404,437 110 0.03 113,085 6.13 1.8332
2023-01-20 2022-12-31 13F MCDONALDS COM 580135101 404,327 -2,682 -0.66 106,552 13.46 1.8319
2022-10-21 2022-09-30 13F MCDONALDS COM 580135101 407,009 -3,811 -0.93 93,913 -7.40 1.7283
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 410,820 -3,166 -0.76 101,423 -0.93 1.7543
2022-04-22 2022-03-31 13F MCDONALDS COM 580135101 413,986 4,048 0.99 102,371 -6.84 1.4557
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 409,938 4,970 1.23 109,892 12.55 1.5246
2021-11-03 2021-09-30 13F MCDONALDS COM 580135101 404,968 744 0.18 97,642 4.57 1.5434
2021-07-29 2021-06-30 13F MCDONALDS COM 580135101 404,224 -4,251 -1.04 93,372 1.98 1.4936
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 408,475 -8,127 -1.95 91,555 2.42 1.5884
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 416,602 6,166 1.50 89,394 -0.77 1.5807
2020-11-03 2020-09-30 13F MCDONALDS COM 580135101 410,436 2,459 0.60 90,087 19.70 1.7597
2020-07-29 2020-06-30 13F MCDONALDS COM 580135101 407,977 8,465 2.12 75,259 13.93 1.6600
2020-04-29 2020-03-31 13F MCDONALDS COM 580135101 399,512 78,520 24.46 66,059 4.14 1.7011
2020-01-27 2019-12-31 13F McDonalds COM 580135101 320,992 2,068 0.65 63,431 -7.37 1.4337
2019-11-06 2019-09-30 13F McDonalds COM 580135101 318,924 -4,292 -1.33 68,476 2.02 1.6921
2019-08-13 2019-06-30 13F McDonalds COM 580135101 323,216 7,030 2.22 67,119 11.78 1.6798
2019-05-13 2019-03-31 13F McDonalds COM 580135101 316,186 -4,862 -1.51 60,044 5.33 1.5573
2019-02-13 2018-12-31 13F McDonalds COM 580135101 321,048 -3,769 -1.16 57,008 4.91 1.6187
2018-11-14 2018-09-30 13F McDonalds COM 580135101 324,817 -1,330 -0.41 54,339 6.33 1.3616
2018-07-27 2018-06-30 13F McDonalds COM 580135101 326,147 -879 -0.27 51,104 -0.07 1.3918
2018-04-20 2018-03-31 13F McDonalds COM 580135101 327,026 22,054 7.23 51,140 -2.58 1.4165
2018-02-01 2017-12-31 13F/A-1 McDonalds COM 580135101 304,972 -2,790 -0.91 52,492 8.86 1.4632
2018-01-30 2017-12-31 13F McDonalds COM 580135101 307,762 0 48,220
2017-10-11 2017-09-30 13F McDonalds COM 580135101 307,762 -4,093 -1.31 48,220 0.95 1.4473
2017-08-03 2017-06-30 13F McDonalds COM 580135101 311,855 -972 -0.31 47,764 17.80 1.4782
2017-04-26 2017-03-31 13F McDonalds COM 580135101 312,827 -8,347 -2.60 40,546 3.72 1.3270
2017-02-07 2016-12-31 13F McDonalds COM 580135101 321,174 -15,118 -4.50 39,093 0.77 1.3726
2016-10-26 2016-09-30 13F McDonalds COM 580135101 336,292 -10,921 -3.15 38,795 -7.15 1.3716
2016-08-03 2016-06-30 13F McDonalds COM 580135101 347,213 -7,664 -2.16 41,784 -6.32 1.4916
2016-04-26 2016-03-31 13F McDonalds COM 580135101 354,877 -12,718 -3.46 44,601 2.70 1.6030
2016-02-09 2015-12-31 13F McDonalds COM 580135101 367,595 -3,552 -0.96 43,428 18.76 1.5160
2015-11-12 2015-09-30 13F McDonalds COM 580135101 371,147 -7,241 -1.91 36,569 1.66 1.3407
2015-08-12 2015-06-30 13F McDonalds COM 580135101 378,388 -715 -0.19 35,973 -2.62 1.2630
2015-05-12 2015-03-31 13F McDonalds COM 580135101 379,103 -76,880 -16.86 36,940 -13.54 1.2661
2015-02-11 2014-12-31 13F McDonalds COM 580135101 455,983 -3,532 -0.77 42,726 -1.93 1.4613
2014-11-06 2014-09-30 13F McDonalds COM 580135101 459,515 -91,141 -16.55 43,567 -21.46 1.5711
2014-08-05 2014-06-30 13F McDonalds COM 580135101 550,656 -26,574 -4.60 55,473 -1.97 2.0487
2014-05-19 2014-03-31 13F McDonalds COM 580135101 577,230 -3,558 -0.61 56,586 0.41 2.1047
2014-02-13 2013-12-31 13F McDonalds COM 580135101 580,788 675 0.12 56,354 0.97 2.1064
2013-11-01 2013-09-30 13F McDonalds COM 580135101 580,113 647 0.11 55,813 -2.71 2.2763
2013-07-24 2013-06-30 13F McDonalds COM 580135101 579,466 579,466 57,367 2.3919
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.