McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionFiduciary Group LLC
Latest Disclosed Ownership8,128 shares
Latest Disclosed Value $ 2,526,101
Fiduciary Group LLC reports 2.46% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 8,128 shares of McDonald's Corporation (MX:MCD) valued at $2,526,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,333 shares of McDonald's Corporation. This represents a change in shares of -2.46% 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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 8,128 -205 -2.46 2,526 -0.79 0.2157
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 8,333 -161 -1.90 2,547 -1.36 0.2139
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 8,494 42 0.50 2,581 4.54 0.2267
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 8,452 -26 -0.31 2,469 -6.76 0.2324
2025-04-28 2025-03-31 13F MCDONALDS COM 580135101 8,478 -76 -0.89 2,648 6.82 0.2654
2025-02-11 2024-12-31 13F MCDONALDS COM 580135101 8,554 -61 -0.71 2,480 -5.49 0.2487
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 8,615 -59 -0.68 2,623 18.69 0.2657
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 8,674 75 0.87 2,210 -8.83 0.2377
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 8,599 -140 -1.60 2,424 -6.45 0.2641
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 8,739 192 2.25 2,591 15.10 0.3036
2023-11-13 2023-09-30 13F/A-1 MCDONALDS COM 580135101 8,547 -22 -0.26 2,252 -11.97 0.2874
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 8,547 -22 2,252 0.2874
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 8,569 -101 -1.16 2,557 5.49 0.3141
2023-05-15 2023-03-31 13F/A-1 MCDONALDS COM 580135101 8,670 -35 -0.40 2,424 5.67 0.3152
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 8,600 -105 2,547 0.3273
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 8,705 28 0.32 2,294 -4.18 0.3056
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 8,677 46 0.53 2,394 6.97 0.3101
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 8,631 1,168 15.65 2,238 22.70 0.2795
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 7,463 -185 -2.42 1,824 -11.02 0.2408
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 7,648 0 0.00 2,050 13.38 0.2280
2021-10-27 2021-09-30 13F MCDONALDS COM 580135101 7,648 2 0.03 1,808 0.67 0.2052
2021-08-05 2021-06-30 13F MCDONALDS COM 580135101 7,646 -80 -1.04 1,796 -1.54 0.2078
2021-05-03 2021-03-31 13F MCDONALDS COM 580135101 7,726 -48 -0.62 1,824 9.48 0.2219
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 7,774 -4 -0.05 1,666 -2.40 0.2198
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 7,778 -708 -8.34 1,707 9.07 0.2579
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 8,486 0 0.00 1,565 11.55 0.2612
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 8,486 860 11.28 1,403 -6.90 0.2753
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 7,626 -468 -5.78 1,507 -13.29 0.2403
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 8,094 -581 -6.70 1,738 -3.50 0.3040
2019-08-05 2019-06-30 13F MCDONALDS COM 580135101 8,675 85 0.99 1,801 10.42 0.3235
2019-05-08 2019-03-31 13F MCDONALDS COM 580135101 8,590 213 2.54 1,631 9.61 0.3036
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 8,377 -103 -1.21 1,488 4.86 0.3076
2018-10-18 2018-09-30 13F MCDONALDS COM 580135101 8,480 18 0.21 1,419 7.01 0.2781
2018-08-02 2018-06-30 13F MCDONALDS COM 580135101 8,462 0 0.00 1,326 0.23 0.2803
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 8,462 -155 -1.80 1,323 -10.79 0.2867
2018-02-02 2017-12-31 13F MCDONALDS COM 580135101 8,617 6 0.07 1,483 9.93 0.3166
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 8,611 -1 -0.01 1,349 2.27 0.3036
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 8,612 -76 -0.87 1,319 17.14 0.3043
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 8,688 0 0.00 1,126 6.43 0.2668
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 8,688 22 0.25 1,058 5.80 0.2736
2016-10-25 2016-09-30 13F MCDONALDS COM 580135101 8,666 0 0.00 1,000 -4.12 0.2710
2016-08-10 2016-06-30 13F MCDONALDS COM 580135101 8,666 -300 -3.35 1,043 -7.45 0.2897
2016-05-13 2016-03-31 13F MCDONALDS COM 580135101 8,966 552 6.56 1,127 13.38 0.3263
2016-02-12 2015-12-31 13F MCDONALDS COM 580135101 8,414 -11 -0.13 994 19.76 0.2962
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 8,425 -10,198 -54.76 830 -53.11 0.2761
2015-07-30 2015-06-30 13F MCDONALDS COM 580135101 18,623 18,623 1,770 0.5570
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.