McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionFlaharty Asset Management, LLC
Latest Disclosed Ownership1,385 shares
Latest Disclosed Value $ 430,444
Flaharty Asset Management, LLC reports 27.65% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Flaharty Asset Management, LLC filed a 13F-HR form disclosing ownership of 1,385 shares of McDonald's Corporation (MX:MCD) valued at $430,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,085 shares of McDonald's Corporation. This represents a change in shares of 27.65% 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)
2026-05-04 2026-03-31 13F MCDONALDS COM 580135101 1,385 300 27.65 430 29.91 0.0534
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 1,085 0 0.00 332 0.61 0.0414
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 1,085 0 0.00 330 3.79 0.0419
2025-11-10 2025-06-30 13F/A-1 MCDONALDS COM 580135101 1,085 0 0.00 317 -6.21 0.0434
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 1,085 0 317 0.0653
2025-05-20 2025-03-31 13F MCDONALDS COM 580135101 1,085 0 0.00 339 7.64 0.0489
2025-02-05 2024-12-31 13F MCDONALDS COM 580135101 1,085 -424 -28.10 315 -31.59 0.0459
2024-10-18 2024-09-30 13F MCDONALDS COM 580135101 1,509 0 0.00 460 19.53 0.0646
2024-08-01 2024-06-30 13F MCDONALDS COM 580135101 1,509 -40 -2.58 385 -11.93 0.0568
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 1,549 0 0.00 437 -5.01 0.0648
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 1,549 0 0.00 459 12.50 0.0725
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 1,549 0 0.00 408 -11.69 0.0683
2023-08-11 2023-06-30 13F MCDONALDS COM 580135101 1,549 -87 -5.32 462 1.09 0.0792
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 1,636 54 3.41 457 9.86 0.0816
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 1,582 404 34.30 417 52.94 0.0780
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 1,178 -154 -11.56 272 -17.33 0.0560
2022-07-11 2022-06-30 13F MCDONALDS COM 580135101 1,332 -125 -8.58 329 -8.61 0.0669
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 1,457 8 0.55 360 -7.22 0.0661
2022-02-15 2021-12-31 13F MCDONALDS COM 580135101 1,449 24 1.68 388 12.79 0.0714
2021-11-02 2021-09-30 13F MCDONALDS COM 580135101 1,425 55 4.01 344 8.86 0.0710
2021-08-11 2021-06-30 13F MCDONALDS COM 580135101 1,370 0 0.00 316 2.93 0.0675
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 1,370 0 0.00 307 4.42 0.0709
2021-02-03 2020-12-31 13F MCDONALDS COM 580135101 1,370 368 36.73 294 33.64 0.0734
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 1,002 1,002 220 0.0693
2020-01-13 2019-12-31 13F MCDONALDS COM 580135101 0 -1,002 -100.00 0 -100.00
2019-10-15 2019-09-30 13F MCDONALDS COM 580135101 1,002 17 1.73 215 4.88 0.0814
2019-07-30 2019-06-30 13F MCDONALDS COM 580135101 985 985 205 0.0796
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 0 -1,267 -100.00 0 -100.00
2018-02-14 2017-12-31 13F/A-1 MCDONALDS COM 580135101 1,267 1,267 220 0.0964
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 11,902 1,051 0.4617
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.