McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAlerus Financial Na
Latest Disclosed Ownership8,892 shares
Latest Disclosed Value $ 2,763,545
Alerus Financial Na reports 66.49% increase in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Alerus Financial Na filed a 13F-HR form disclosing ownership of 8,892 shares of McDonald's Corporation (MX:MCD) valued at $2,763,545 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,341 shares of McDonald's Corporation. This represents a change in shares of 66.49% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 8,892 3,551 66.49 2,764 69.30 0.1365
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 5,341 -1,907 -26.31 1,632 -25.89 0.0798
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 7,248 6,633 1,078.54 2,203 1,130.17 0.1121
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 615 615 180 0.0129
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 0 -14,293 -100.00 0 -100.00
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 14,293 14,293 4,030 0.3043
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 0 -858 -100.00 0 -100.00
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 858 -3 -0.35 226 -11.72 0.0200
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 861 -10 -1.15 257 5.35 0.0218
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 871 8 0.93 244 7.05 0.0217
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 863 863 227 0.0208
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 0 -813 -100.00 0 -100.00
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 813 -36 -4.24 201 -11.84 0.0171
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 849 -221 -20.65 228 -11.63 0.0186
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 1,070 -230 -17.69 258 -14.00 0.0235
2021-08-11 2021-06-30 13F MCDONALDS COM 580135101 1,300 -124 -8.71 300 -5.96 0.0303
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 1,424 -15,841 -91.75 319 -91.39 0.0336
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 17,265 586 3.51 3,705 1.20 0.3763
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 16,679 -7,523 -31.08 3,661 -18.01 0.4121
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 24,202 572 2.42 4,465 14.28 0.5250
2020-05-12 2020-03-31 13F MCDONALDS COM 580135101 23,630 178 0.76 3,907 -15.69 0.5406
2020-02-11 2019-12-31 13F MCDONALDS COM 580135101 23,452 3,270 16.20 4,634 6.95 0.5279
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 20,182 -534 -2.58 4,333 0.72 0.5604
2019-08-13 2019-06-30 13F MCDONALDS COM 580135101 20,716 -1,023 -4.71 4,302 4.22 0.5804
2019-05-06 2019-03-31 13F MCDONALDS COM 580135101 21,739 994 4.79 4,128 12.08 0.5753
2019-02-04 2018-12-31 13F MCDONALDS COM 580135101 20,745 626 3.11 3,683 9.42 0.5646
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 20,119 102 0.51 3,366 7.33 0.4604
2018-08-08 2018-06-30 13F MCDONALDS COM 580135101 20,017 -48 -0.24 3,136 -0.06 0.4452
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 20,065 321 1.63 3,138 -7.68 0.4506
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 19,744 -2,032 -9.33 3,399 -0.38 0.4816
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 21,776 -581 -2.60 3,412 -0.38 0.4970
2017-08-09 2017-06-30 13F MCDONALDS COM 580135101 22,357 3,310 17.38 3,425 38.72 0.5079
2017-04-27 2017-03-31 13F MCDONALDS COM 580135101 19,047 677 3.69 2,469 10.42 0.3786
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 18,370 733 4.16 2,236 9.88 0.3613
2016-11-10 2016-09-30 13F MCDONALDS COM 580135101 17,637 907 5.42 2,035 1.09 0.3291
2016-08-11 2016-06-30 13F MCDONALDS COM 580135101 16,730 16,730 2,013 0.3368
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.