McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAllred Capital Management, LLC
Latest Disclosed Ownership1,829 shares
Latest Disclosed Value $ 568,435
Allred Capital Management, LLC reports 1.39% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Allred Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,829 shares of McDonald's Corporation (MX:MCD) valued at $568,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,804 shares of McDonald's Corporation. This represents a change in shares of 1.39% 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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 1,829 25 1.39 568 3.09 0.2070
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 1,804 -14 -0.77 551 -0.18 0.1994
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 1,818 -28 -1.52 552 2.41 0.1924
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 1,846 -113 -5.77 539 -11.78 0.2017
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 1,959 -3 -0.15 612 7.57 0.2445
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 1,962 4 0.20 569 -4.70 0.2201
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 1,958 110 5.95 596 26.81 0.2345
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 1,848 -26 -1.39 471 -10.98 0.1805
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 1,874 -64 -3.30 528 -8.01 0.2063
2024-01-12 2023-12-31 13F MCDONALDS COM 580135101 1,938 -21 -1.07 575 11.24 0.2498
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 1,959 -206 -9.52 516 -20.00 0.2571
2023-07-20 2023-06-30 13F MCDONALDS COM 580135101 2,165 -448 -17.15 646 -11.64 0.3169
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 2,613 83 3.28 731 9.61 0.3870
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 2,530 12 0.48 667 14.83 0.3659
2022-10-27 2022-09-30 13F MCDONALDS COM 580135101 2,518 416 19.79 580 11.97 0.3617
2022-08-09 2022-06-30 13F MCDONALDS COM 580135101 2,102 -135 -6.03 518 -6.33 0.3266
2022-05-05 2022-03-31 13F MCDONALDS COM 580135101 2,237 -61 -2.65 553 -10.23 0.2920
2022-01-25 2021-12-31 13F MCDONALDS COM 580135101 2,298 -35 -1.50 616 9.61 0.2980
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 2,333 -75 -3.11 562 1.08 0.2941
2021-08-05 2021-06-30 13F MCDONALDS COM 580135101 2,408 -7 -0.29 556 2.77 0.2750
2021-05-06 2021-03-31 13F MCDONALDS COM 580135101 2,415 -273 -10.16 541 -6.08 0.2449
2021-01-21 2020-12-31 13F MCDONALDS COM 580135101 2,688 -13 -0.48 576 -2.70 0.3145
2020-10-14 2020-09-30 13F MCDONALDS COM 580135101 2,701 67 2.54 592 22.06 0.3581
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 2,634 -186 -6.60 485 4.08 0.3077
2020-08-13 2020-03-31 13F/A-2 MCDONALDS COM 580135101 2,820 -652 -18.78 466 -32.07 0.3614
2020-04-17 2020-03-31 13F MCDONALDS COM 580135101 2,820 -652 466 306.4794
2020-01-13 2019-12-31 13F MCDONALDS COM 580135101 3,472 186 5.66 686 0.00 0.3747
2019-10-07 2019-09-30 13F MCDONALDS COM 580135101 3,286 -115 -3.38 686 -3.65 0.4170
2019-07-18 2019-06-30 13F MCDONALDS COM 580135101 3,401 -11 -0.32 712 10.73 0.4059
2019-04-16 2019-03-31 13F MCDONALDS COM 580135101 3,412 -107 -3.04 643 3.04 0.3662
2019-01-31 2018-12-31 13F MCDONALDS COM 580135101 3,519 3,519 624 0.4171
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.