McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionMitchell Mcleod Pugh & Williams Inc
Latest Disclosed Ownership4,299 shares
Latest Disclosed Value $ 1,336,070
Mitchell Mcleod Pugh & Williams Inc reports 0.37% increase in ownership of MCD / McDonald's Corporation

On April 24, 2026 - Mitchell Mcleod Pugh & Williams Inc filed a 13F-HR form disclosing ownership of 4,299 shares of McDonald's Corporation (MX:MCD) valued at $1,336,070 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,283 shares of McDonald's Corporation. This represents a change in shares of 0.37% 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)
2026-04-24 2026-03-31 13F MCDONALDS COM 580135101 4,299 16 0.37 1,336 -4.64 0.1492
2026-02-11 2025-12-31 13F MCDONALDS COM 580135101 4,283 1,401
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 3,932 24 0.61 1,205 5.52 0.1518
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 3,908 271 7.45 1,142 0.44 0.2127
2025-05-01 2025-03-31 13F MCDONALDS COM 580135101 3,637 -1,041 -22.25 1,136 -16.22 0.2350
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 4,678 51 1.10 1,356 -3.76 0.2846
2024-11-04 2024-09-30 13F MCDONALDS COM 580135101 4,627 1 0.02 1,409 19.61 0.2940
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 4,626 -12 -0.26 1,179 -9.87 0.2691
2024-05-01 2024-03-31 13F MCDONALDS COM 580135101 4,638 7 0.15 1,308 -4.81 0.3146
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 4,631 124 2.75 1,373 15.67 0.3634
2023-10-20 2023-09-30 13F MCDONALDS COM 580135101 4,507 -27 -0.60 1,187 -12.27 0.3497
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 4,534 -108 -2.33 1,353 4.24 0.3914
2023-05-10 2023-03-31 13F MC DONALDS COM 580135101 4,642 -10 -0.21 1,298 5.96 0.4035
2023-02-03 2022-12-31 13F MC DONALDS COM 580135101 4,652 -175 -3.63 1,226 9.96 0.4147
2022-11-07 2022-09-30 13F MC DONALDS COM 580135101 4,827 127 2.70 1,114 -3.97 0.4284
2022-11-18 2022-06-30 13F/A-1 MC DONALDS COM 580135101 4,700 31 0.66 1,160 0.43 0.4502
2022-07-19 2022-06-30 13F MC DONALDS COM 580135101 4,700 31 1,160 0.4521
2022-04-26 2022-03-31 13F MC DONALDS COM 580135101 4,669 0 0.00 1,155 -7.75 0.3874
2022-02-02 2021-12-31 13F MC DONALDS COM 580135101 4,669 230 5.18 1,252 17.01 0.4136
2021-11-08 2021-09-30 13F MC DONALDS COM 580135101 4,439 0 0.00 1,070 4.39 0.3970
2021-11-08 2021-06-30 13F/A-1 MC DONALDS COM 580135101 4,439 1 0.02 1,025 3.02 0.3942
2021-08-03 2021-06-30 13F MC DONALDS COM 580135101 4,439 1 1,025 0.3012
2021-05-12 2021-03-31 13F MC DONALDS COM 580135101 4,438 -56 -1.25 995 3.22 0.4161
2021-02-08 2020-12-31 13F MC DONALDS COM 580135101 4,494 0 0.00 964 -2.23 0.4427
2020-10-27 2020-09-30 13F MC DONALDS COM 580135101 4,494 0 0.00 986 18.94 0.5043
2020-07-17 2020-06-30 13F MC DONALDS COM 580135101 4,494 51 1.15 829 12.79 0.4716
2020-04-08 2020-03-31 13F MC DONALDS COM 580135101 4,443 -141 -3.08 735 -18.87 0.5674
2020-01-08 2019-12-31 13F MC DONALDS COM 580135101 4,584 200 4.56 906 -3.72 0.5699
2019-10-08 2019-09-30 13F MC DONALDS COM 580135101 4,384 7 0.16 941 3.52 0.6375
2019-07-09 2019-06-30 13F MC DONALDS COM 580135101 4,377 -284 -6.09 909 2.71 0.6232
2019-04-11 2019-03-31 13F MC DONALDS COM 580135101 4,661 251 5.69 885 13.03 0.6169
2019-01-10 2018-12-31 13F MC DONALDS COM 580135101 4,410 16 0.36 783 6.53 0.6282
2018-10-09 2018-09-30 13F MC DONALDS COM 580135101 4,394 20 0.46 735 7.30 0.4948
2018-07-13 2018-06-30 13F MC DONALDS COM 580135101 4,374 -138 -3.06 685 -2.97 0.4832
2018-04-16 2018-03-31 13F MC DONALDS COM 580135101 4,512 -60 -1.31 706 -10.29 0.5053
2018-01-12 2017-12-31 13F MC DONALDS COM 580135101 4,572 -59 -1.27 787 8.40 0.5438
2017-10-12 2017-09-30 13F MC DONALDS COM 580135101 4,631 0 0.00 726 2.40 0.5347
2017-07-20 2017-06-30 13F MC DONALDS COM 580135101 4,631 0 0.00 709 18.17 0.5382
2017-04-11 2017-03-31 13F MC DONALDS COM 580135101 4,631 32 0.70 600 7.14 0.4697
2017-01-19 2016-12-31 13F MC DONALDS COM 580135101 4,599 1 0.02 560 5.66 0.4534
2016-10-18 2016-09-30 13F MC DONALDS COM 580135101 4,598 0 0.00 530 -4.16 0.4642
2016-07-15 2016-06-30 13F MC DONALDS COM 580135101 4,598 400 9.53 553 4.73 0.5002
2016-04-20 2016-03-31 13F MC DONALDS COM 580135101 4,198 61 1.47 528 7.98 0.5102
2016-01-27 2015-12-31 13F MC DONALDS COM 580135101 4,137 0 0.00 489 19.85 0.4861
2015-10-19 2015-09-30 13F MC DONALDS COM 580135101 4,137 -325 -7.28 408 -3.77 0.4211
2015-07-20 2015-06-30 13F MC DONALDS COM 580135101 4,462 311 7.49 424 4.95 0.3904
2015-04-21 2015-03-31 13F MC DONALDS COM 580135101 4,151 4,151 404 0.3683
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.