McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership21,739 shares
Latest Disclosed Value $ 6,756,072
Principal Securities, Inc. reports 14.42% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 21,739 shares of McDonald's Corporation (MX:MCD) valued at $6,756,072 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,999 shares of McDonald's Corporation. This represents a change in shares of 14.42% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 21,739 2,740 14.42 6,756 16.36 0.0991
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 18,999 1,774 10.30 5,807 10.93 0.0896
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 17,225 1,976 12.96 5,235 17.49 0.0862
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 15,249 4,143 37.30 4,455 38.40 0.0837
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 11,106 7 0.06 3,219 0.06 0.0720
2025-01-30 2024-12-31 13F MCDONALDS COM 580135101 11,099 966 9.53 3,217 4.28 0.0725
2024-10-28 2024-09-30 13F MCDONALDS COM 580135101 10,133 380 3.90 3,086 24.14 0.0746
2024-07-31 2024-06-30 13F MCDONALDS COM 580135101 9,753 -228 -2.28 2,485 -11.69 0.0685
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 9,981 388 4.04 2,814 -1.05 0.0877
2024-05-10 2023-12-31 13F/A-1 MCDONALDS COM 580135101 9,593 9,593 2,844 0.1059
2024-02-07 2023-12-31 13F MCDONALDS COM 580135101 9,593 9,593 2,844 0.1059
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.