McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAllen Capital Group, LLC
Latest Disclosed Ownership3,567 shares
Latest Disclosed Value $ 1,108,633
Allen Capital Group, LLC reports 15.89% increase in ownership of MCD / McDonald's Corporation

On May 27, 2026 - Allen Capital Group, LLC filed a 13F-HR form disclosing ownership of 3,567 shares of McDonald's Corporation (MX:MCD) valued at $1,108,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,078 shares of McDonald's Corporation. This represents a change in shares of 15.89% 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)
2026-05-27 2026-03-31 13F MCDONALDS COM 580135101 3,567 489 15.89 1,109 17.87 0.0985
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 3,078 -55 -1.76 941 -1.26 0.0862
2025-10-27 2025-09-30 13F MCDONALDS COM 580135101 3,133 -3 -0.10 952 3.93 0.0898
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 3,136 235 8.10 916 1.10 0.0941
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 2,901 191 7.05 906 15.41 0.1022
2025-01-23 2024-12-31 13F MCDONALDS COM 580135101 2,710 -64 -2.31 786 -6.99 0.0942
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 2,774 300 12.13 845 33.97 0.1047
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 2,474 -92 -3.59 630 -12.86 0.0864
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 2,566 82 3.30 723 -1.77 0.1018
2024-01-30 2023-12-31 13F MCDONALDS COM 580135101 2,484 153 6.56 737 22.67 0.1163
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 2,331 28 1.22 601 -12.66 0.1064
2023-07-24 2023-06-30 13F MCDONALDS COM 580135101 2,303 165 7.72 687 15.08 0.1176
2023-04-28 2023-03-31 13F MCDONALDS COM 580135101 2,138 2,138 598 0.1086
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 0 -2,147 -100.00 0 -100.00
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 2,147 -10 -0.46 495 -6.95 0.1136
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 2,157 23 1.08 532 0.76 0.1079
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 2,134 10 0.47 528 -7.21 0.0989
2022-01-31 2021-12-31 13F/A-1 MCDONALDS COM 580135101 2,124 3 0.14 569 11.35 0.0920
2021-10-22 2021-09-30 13F MCDONALDS COM 580135101 2,121 10 0.47 511 4.71 0.1026
2021-07-20 2021-06-30 13F MCDONALDS COM 580135101 2,111 90 4.45 488 7.73 0.0978
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 2,021 972 92.66 453 101.33 0.0995
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 1,049 3 0.29 225 -5.46 0.0542
2020-10-20 2020-09-30 13F MCDONALDS COM 580135101 1,046 1,046 238 0.0597
2020-04-15 2020-03-31 13F MCDONALDS COM 580135101 0 -1,107 -100.00 0 -100.00
2020-01-22 2019-12-31 13F MCDONALDS COM 580135101 1,107 2 0.18 219 -6.81 0.0578
2019-10-22 2019-09-30 13F MCDONALDS COM 580135101 1,105 3 0.27 235 2.62 0.0727
2019-07-22 2019-06-30 13F MCDONALDS COM 580135101 1,102 -28 -2.48 229 6.51 0.0739
2019-04-30 2019-03-31 13F MCDONALDS COM 580135101 1,130 -9 -0.79 215 3.37 0.0711
2019-01-29 2018-12-31 13F MCDONALDS COM 580135101 1,139 1,139 208 0.0735
2018-05-01 2018-03-31 13F MCDONALDS COM 580135101 0 -1,227 -100.00 0 -100.00
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 1,227 1,227 211 0.0912
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.