McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionHolistic Financial Partners
Latest Disclosed Ownership1,414 shares
Latest Disclosed Value $ 439,458
Holistic Financial Partners reports 15.71% increase in ownership of MCD / McDonald's Corporation

On May 5, 2026 - Holistic Financial Partners filed a 13F-HR form disclosing ownership of 1,414 shares of McDonald's Corporation (MX:MCD) valued at $439,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,222 shares of McDonald's Corporation. This represents a change in shares of 15.71% 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)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 1,414 192 15.71 439 17.69 0.1633
2026-01-07 2025-12-31 13F MCDONALDS COM 580135101 1,222 -76 -5.86 373 -5.33 0.1354
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 1,298 90 7.45 394 11.93 0.1615
2025-08-05 2025-06-30 13F MCDONALDS COM 580135101 1,208 -157 -11.50 353 -17.37 0.1545
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 1,365 -13 -0.94 426 6.77 0.2055
2025-02-04 2024-12-31 13F MCDONALDS COM 580135101 1,378 142 11.49 399 6.12 0.1984
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 1,236 58 4.92 376 25.33 0.1811
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 1,178 44 3.88 300 -5.96 0.1506
2024-05-08 2024-03-31 13F MCDONALDS COM 580135101 1,134 -234 -17.11 320 -21.23 0.1625
2024-02-14 2023-12-31 13F/A-1 MCDONALDS COM 580135101 1,368 -43 -3.05 406 9.16 0.2440
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 1,368 -43 406 0.2440
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 1,411 34 2.47 372 -9.51 0.2468
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 1,377 -28 -1.99 411 4.59 0.2855
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 1,405 66 4.93 393 11.36 0.3075
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 1,339 19 1.44 353 15.41 0.3160
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 1,320 218 19.78 305 12.13 0.3019
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 1,102 3 0.27 272 0.00 0.2566
2022-05-13 2022-03-31 13F Mc Donalds Equities 580135101 1,099 -333 -23.25 272 -29.17 0.1729
2022-02-11 2021-12-31 13F Mc Donalds Equities 580135101 1,432 0 0.00 384 11.30 0.2226
2021-11-12 2021-09-30 13F Mc Donalds Equities 580135101 1,432 0 0.00 345 4.23 0.2127
2021-08-13 2021-06-30 13F Mc Donalds Equities 580135101 1,432 -1 -0.07 331 3.12 0.1976
2021-05-11 2021-03-31 13F Mc Donalds Large-Cap Core 580135101 1,433 -187 -11.54 321 -7.76 0.2118
2021-02-10 2020-12-31 13F Mc Donalds Equities 580135101 1,620 -1 -0.06 348 -1.97 0.2401
2020-11-13 2020-09-30 13F Mc Donalds Large-Cap Core 580135101 1,621 254 18.58 355 40.87 0.2848
2020-08-13 2020-06-30 13F Mc Donalds Equities 580135101 1,367 48 3.64 252 15.60 0.2175
2020-05-05 2020-03-31 13F Mc Donalds Equities 580135101 1,319 -363 -21.58 218 -34.34 0.2261
2020-02-06 2019-12-31 13F Mc Donalds Large-Cap Core 580135101 1,682 57 3.51 332 -4.60 0.1985
2019-11-07 2019-09-30 13F Mc Donalds Equities 580135101 1,625 17 1.06 348 4.19 0.3087
2019-08-07 2019-06-30 13F Mc Donalds Equities 580135101 1,608 -171 -9.61 334 -1.18 0.3328
2019-05-07 2019-03-31 13F Mc Donalds Equities 580135101 1,779 87 5.14 338 12.67 0.1423
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 1,692 197 13.18 300 20.00 0.3126
2018-11-05 2018-09-30 13F MCDONALDS COM 580135101 1,495 1,495 250 0.2332
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 0 -1,427 -100.00 0 -100.00
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 1,427 -48 -3.25 223 -12.20 0.1859
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 1,475 1,475 254 0.2088
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.