McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership24,896 shares
Latest Disclosed Value $ 7,608,848
Global Retirement Partners, LLC reports 46.64% increase in ownership of MCD / McDonald's Corporation

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 24,896 shares of McDonald's Corporation (MX:MCD) valued at $7,608,848 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 16,978 shares of McDonald's Corporation. This represents a change in shares of 46.64% 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)
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 24,896 7,918 46.64 7,609 47.47 0.1350
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 16,978 -72 -0.42 5,160 3.57 0.1155
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 17,050 1,818 11.94 4,981 12.82 0.1235
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 15,232 -3,760 -19.80 4,416 -23.66 0.1265
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 18,992 -943 -4.73 5,783 13.84 0.1747
2024-07-23 2024-06-30 13F MCDONALDS COM 580135101 19,935 5,571 38.78 5,080 25.43 0.1591
2024-04-23 2024-03-31 13F MCDONALDS COM 580135101 14,364 -377 -2.56 4,050 -5.62 0.1510
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 14,741 -46 -0.31 4,291 13.46 0.1796
2023-10-13 2023-09-30 13F MCDONALDS COM 580135101 14,787 496 3.47 3,783 -11.30 0.1906
2023-07-20 2023-06-30 13F MCDONALDS COM 580135101 14,291 788 5.84 4,265 6.97 0.2083
2023-05-08 2023-03-31 13F MCDONALDS COM 580135101 13,503 2,930 27.71 3,986 43.07 0.2118
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 10,573 1,051 11.04 2,786 7.32 0.1914
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 9,522 643 7.24 2,596 18.43 0.1965
2022-07-15 2022-06-30 13F MCDONALDS COM 580135101 8,879 -2,623 -22.80 2,192 -22.05 0.1761
2022-07-14 2022-03-31 13F MCDONALDS COM 580135101 11,502 11,502 2,812 0.2210
2022-01-21 2021-12-31 13F MCDONALDS COM 580135101 0 -7,977 -100.00 0 -100.00
2021-10-22 2021-09-30 13F MCDONALDS COM 580135101 7,977 135 1.72 1,923 6.18 0.1902
2021-07-15 2021-06-30 13F MCDONALDS COM 580135101 7,842 -734 -8.56 1,811 -5.78 0.1855
2021-04-14 2021-03-31 13F MCDONALDS COM 580135101 8,576 -1,421 -14.21 1,922 -10.40 0.2250
2021-01-13 2020-12-31 13F MCDONALDS COM 580135101 9,997 444 4.65 2,145 2.29 0.2687
2020-10-09 2020-09-30 13F MCDONALDS COM 580135101 9,553 518 5.73 2,097 25.79 0.3070
2020-07-13 2020-06-30 13F MCDONALDS COM 580135101 9,035 339 3.90 1,667 15.92 0.2660
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 8,696 -1,047 -10.75 1,438 -25.30 0.2720
2020-01-23 2019-12-31 13F MCDONALDS COM 580135101 9,743 -2,203 -18.44 1,925 -24.95 0.2949
2019-11-19 2019-09-30 13F MCDONALDS COM 580135101 11,946 9,384 366.28 2,565 382.14 0.4217
2019-11-19 2019-06-30 13F MCDONALDS COM 580135101 2,562 -3,521 -57.88 532 -53.94 0.1019
2019-05-07 2019-03-31 13F MCDONALDS COM 580135101 6,083 -265 -4.17 1,155 2.48 0.2793
2019-02-22 2018-12-31 13F MCDONALDS COM 580135101 6,348 4,317 212.56 1,127 231.47 0.2880
2018-10-17 2018-09-30 13F MCDONALDS COM 580135101 2,031 136 7.18 340 14.48 0.0769
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 1,895 174 10.11 297 10.41 0.0751
2018-08-10 2018-03-31 13F MCDONALDS COM 580135101 1,721 435 33.83 269 21.72 0.0741
2018-08-13 2017-12-31 13F MCDONALDS COM 580135101 1,286 414 47.48 221 61.31 0.0607
2018-08-10 2017-09-30 13F MCDONALDS COM 580135101 872 -46 -5.01 137 -2.84 0.0566
2018-08-10 2017-06-30 13F MCDONALDS COM 580135101 918 125 15.76 141 36.89 0.0663
2018-08-10 2017-03-31 13F MCDONALDS COM 580135101 793 111 16.28 103 24.10 0.0576
2018-08-10 2016-12-31 13F MCDONALDS COM 580135101 682 682 83 0.0558
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.