McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionRoble, Belko & Company, Inc
Latest Disclosed Ownership314 shares
Latest Disclosed Value $ 98
Roble, Belko & Company, Inc reports 46.05% decrease in ownership of MCD / McDonald's Corporation

On April 16, 2026 - Roble, Belko & Company, Inc filed a 13F-HR form disclosing ownership of 314 shares of McDonald's Corporation (MX:MCD) valued at $98 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 582 shares of McDonald's Corporation.

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)
2026-04-16 2026-03-31 13F MCDONALDS COM 580135101 314 -268 -46.05 0 0.0125
2026-01-12 2025-12-31 13F MCDONALDS COM 580135101 582 268 85.35 0 0.0233
2025-10-24 2025-09-30 13F MCDONALDS COM 580135101 314 14 4.67 0 0.0129
2025-08-04 2025-06-30 13F MCDONALDS COM 580135101 300 0 0.00 0 0.0128
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 300 0 0.00 0 0.0150
2025-01-14 2024-12-31 13F MCDONALDS COM 580135101 300 300 0 0.0138
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 0 -1,815 -100.00 0 0.0000
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 1,815 -1,816 -50.01 1 0.1038
2023-02-08 2022-12-31 13F MCDONALDS COM 580135101 3,631 0 0.00 1 -100.00 0.2035
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 3,631 0 0.00 838 -6.47 0.2036
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 3,631 0 0.00 896 -0.22 0.2035
2022-05-06 2022-03-31 13F MCDONALDS COM 580135101 3,631 0 0.00 898 -7.71 0.1707
2022-02-07 2021-12-31 13F MCDONALDS COM 580135101 3,631 0 0.00 973 11.07 0.1828
2021-11-03 2021-09-30 13F MCDONALDS COM 580135101 3,631 0 0.00 876 4.41 0.1802
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 3,631 0 0.00 839 3.07 0.1897
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 3,631 0 0.00 814 4.49 0.1964
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 3,631 0 0.00 779 -2.26 0.2030
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 3,631 0 0.00 797 18.96 0.2337
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 3,631 0 0.00 670 11.67 0.2008
2020-05-05 2020-03-31 13F MCDONALDS COM 580135101 3,631 0 0.00 600 -16.43 0.1940
2020-01-13 2019-12-31 13F MCDONALDS COM 580135101 3,631 -292 -7.44 718 -14.73 0.1988
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 3,923 0 0.00 842 3.31 0.2471
2019-08-13 2019-06-30 13F MCDONALDS COM 580135101 3,923 0 0.00 815 9.40 0.2519
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 3,923 -827 -17.41 745 -11.63 0.2553
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 4,750 4,282 914.96 843 980.77 0.3236
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 468 0 0.00 78 6.85 0.0284
2018-08-08 2018-06-30 13F MCDONALDS COM 580135101 468 -65 -12.20 73 -12.05 0.0278
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 533 0 0.00 83 -9.78 0.0322
2018-01-30 2017-12-31 13F MCDONALDS COM 580135101 533 0 0.00 92 9.52 0.0376
2017-11-08 2017-09-30 13F MCDONALDS COM 580135101 533 357 202.84 84 211.11 0.0372
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 176 -150 -46.01 27 -35.71 0.0129
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 326 76 30.40 42 40.00 0.0208
2017-01-18 2016-12-31 13F MCDONALDS COM 580135101 250 250 0.00 30 0.0157
2016-08-11 2016-06-30 13F MCDONALDS COM 580135101 0 -590 -100.00 0 -100.00
2016-05-09 2016-03-31 13F MCDONALDS COM 580135101 590 0 0.00 74 5.71 0.0419
2016-02-04 2015-12-31 13F MCDONALDS COM 580135101 590 0 0.00 70 20.69 0.0421
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 590 -330 -35.87 58 -33.33 0.0355
2015-08-12 2015-06-30 13F MCDONALDS COM 580135101 920 60 6.98 87 3.57 0.0504
2015-06-04 2015-03-31 13F/A-1 MCDONALD'S CS 580135101 860 860 84 0.0492
2015-05-14 2015-03-31 13F MCDONALD'S CS 580135101 860 84
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.