McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionNbc Securities, Inc.
Latest Disclosed Ownership7,683 shares
Latest Disclosed Value $ 2,387,856
Nbc Securities, Inc. reports 1.18% decrease in ownership of MCD / McDonald's Corporation

On April 14, 2026 - Nbc Securities, Inc. filed a 13F-HR form disclosing ownership of 7,683 shares of McDonald's Corporation (MX:MCD) valued at $2,387,856 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 7,775 shares of McDonald's Corporation. This represents a change in shares of -1.18% 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)
2026-04-14 2026-03-31 13F MCDONALDS COMMON STK 580135101 7,683 -92 -1.18 2,388 0.46 0.1792
2026-01-29 2025-12-31 13F MCDONALDSCORP COMMONSTK 580135101 7,775 37 0.48 2,376 1.06 0.1782
2025-11-14 2025-09-30 13F MCDONALDS COMMON STK 580135101 7,738 -571 -6.87 2,352 117,450.00 0.1808
2025-07-08 2025-06-30 13F MCDONALDS COMMON STK 580135101 8,309 720 9.49 2 0.00 0.1980
2025-04-09 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 7,589 7,582 108,314.29 2 0.00 0.2021
2025-01-22 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 7 -7,653 -99.91 2 0.00 0.2068
2024-10-15 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 7,660 -387 -4.81 2 0.00 0.1958
2024-07-10 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 8,047 -9,896 -55.15 2 -60.00 0.1865
2024-04-05 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 17,943 -146 -0.81 5 0.00 0.4842
2024-02-07 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 18,089 -1,363 -7.01 5 0.00 0.5406
2023-11-03 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 19,452 19,452 5 0.5628
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.