McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAuxier Asset Management
Latest Disclosed Ownership9,517 shares
Latest Disclosed Value $ 2,957,788
Auxier Asset Management reports 0.17% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Auxier Asset Management filed a 13F-HR form disclosing ownership of 9,517 shares of McDonald's Corporation (MX:MCD) valued at $2,957,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,501 shares of McDonald's Corporation. This represents a change in shares of 0.17% 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)
2026-05-14 2026-03-31 13F McDonalds COM 580135101 9,517 16 0.17 2,958 1.86 0.4247
2026-02-17 2025-12-31 13F McDonalds COM 580135101 9,501 -553 -5.50 2,904 -4.98 0.4083
2025-11-19 2025-09-30 13F McDonalds COM 580135101 10,054 -180 -1.76 3,055 2.17 0.4282
2025-08-15 2025-06-30 13F McDonalds COM 580135101 10,234 -1,075 -9.51 2,990 -15.35 0.4392
2025-05-14 2025-03-31 13F McDonalds COM 580135101 11,309 -20 -0.18 3,533 7.55 0.5265
2025-02-19 2024-12-31 13F McDonalds COM 580135101 11,329 -305 -2.62 3,284 -7.28 0.5091
2024-11-14 2024-09-30 13F McDonalds COM 580135101 11,634 333 2.95 3,543 23.03 0.5236
2024-08-13 2024-06-30 13F McDonalds COM 580135101 11,301 0 0.00 2,880 -9.64 0.4560
2024-05-08 2024-03-31 13F McDonalds COM 580135101 11,301 -150 -1.31 3,186 -6.16 0.4846
2024-02-22 2023-12-31 13F McDonalds COM 580135101 11,451 -216 -1.85 3,395 10.48 0.5493
2023-11-21 2023-09-30 13F McDonalds COM 580135101 11,667 -76 -0.65 3,074 -12.30 0.5244
2023-08-17 2023-06-30 13F McDonalds COM 580135101 11,743 -9 -0.08 3,504 6.67 0.5814
2023-05-15 2023-03-31 13F McDonalds COM 580135101 11,752 -80 -0.68 3,286 5.36 0.5671
2023-02-17 2022-12-31 13F McDonalds COM 580135101 11,832 -72 -0.60 3,118 13.51 0.5381
2022-11-15 2022-09-30 13F McDonalds COM 580135101 11,904 -38 -0.32 2,747 -6.82 0.5293
2022-08-11 2022-06-30 13F McDonalds COM 580135101 11,942 -70 -0.58 2,948 -0.74 0.5265
2022-05-17 2022-03-31 13F McDonalds COM 580135101 12,012 -6 -0.05 2,970 -7.82 0.4710
2022-03-01 2021-12-31 13F McDonalds COM 580135101 12,018 12 0.10 3,222 11.30 0.5002
2021-11-18 2021-09-30 13F McDonalds COM 580135101 12,006 -73 -0.60 2,895 3.76 0.4898
2021-08-18 2021-06-30 13F McDonalds COM 580135101 12,079 0 0.00 2,790 3.07 0.4625
2021-05-17 2021-03-31 13F McDonalds COM 580135101 12,079 6 0.05 2,707 4.48 0.4655
2021-03-05 2020-12-31 13F McDonalds COM 580135101 12,073 -22 -0.18 2,591 -2.41 0.4808
2021-03-05 2020-09-30 13F McDonalds COM 580135101 12,095 -25 -0.21 2,655 18.74 0.5552
2020-08-20 2020-06-30 13F McDonalds COM 580135101 12,120 0 0.00 2,236 11.58 0.4933
2020-05-15 2020-03-31 13F McDonalds COM 580135101 12,120 -100 -0.82 2,004 -17.02 0.5003
2020-02-21 2019-12-31 13F McDonalds COM 580135101 12,220 -1,075 -8.09 2,415 -15.41 0.4496
2019-11-15 2019-09-30 13F McDonalds COM 580135101 13,295 -10 -0.08 2,855 3.33 0.5742
2019-08-15 2019-06-30 13F McDonalds COM 580135101 13,305 -400 -2.92 2,763 6.15 0.5510
2019-05-14 2019-03-31 13F McDonalds COM 580135101 13,705 25 0.18 2,603 7.16 0.5347
2019-02-13 2018-12-31 13F McDonalds COM 580135101 13,680 0 0.00 2,429 6.12 0.5410
2018-11-19 2018-09-30 13F McDonalds COM 580135101 13,680 -50 -0.36 2,289 6.42 0.4316
2018-08-15 2018-06-30 13F McDonalds COM 580135101 13,730 -650 -4.52 2,151 -4.36 0.4305
2018-05-14 2018-03-31 13F McDonalds COM 580135101 14,380 30 0.21 2,249 -8.95 0.4503
2018-02-14 2017-12-31 13F McDonalds COM 580135101 14,350 -80 -0.55 2,470 9.24 0.4740
2017-11-09 2017-09-30 13F McDonalds COM 580135101 14,430 -100 -0.69 2,261 1.62 0.4592
2017-08-16 2017-06-30 13F McDonalds COM 580135101 14,530 0 0.00 2,225 18.16 0.4545
2017-05-12 2017-03-31 13F McDonalds COM 580135101 14,530 -1,050 -6.74 1,883 -0.69 0.3945
2017-02-28 2016-12-31 13F McDonalds COM 580135101 15,580 85 0.55 1,896 6.04 0.4122
2016-11-21 2016-09-30 13F McDonalds COM 580135101 15,495 -650 -4.03 1,788 -7.98 0.4000
2016-08-04 2016-06-30 13F McDonalds COM 580135101 16,145 0 0.00 1,943 -4.24 0.4448
2016-05-13 2016-03-31 13F McDonalds COM 580135101 16,145 -5,009 -23.68 2,029 -18.81 0.4805
2016-02-08 2015-12-31 13F McDonalds COM 580135101 21,154 0 0.00 2,499 19.91 0.5665
2015-11-12 2015-09-30 13F McDonalds COM 580135101 21,154 0 0.00 2,084 3.63 0.4868
2015-08-20 2015-06-30 13F McDonalds COM 580135101 21,154 3,700 21.20 2,011 18.22 0.4187
2015-11-10 2015-03-31 13F/A-1 McDonalds COM 580135101 17,454 -200 -1.13 1,701 2.84 0.3435
2015-05-20 2015-03-31 13F McDonalds COM 580135101 6,704 653
2015-02-17 2014-12-31 13F McDonalds COM 580135101 17,654 -50 -0.28 1,654 -1.49 0.3300
2014-11-17 2014-09-30 13F McDonalds COM 580135101 17,704 0 0.00 1,679 -5.89 0.3497
2014-08-12 2014-06-30 13F McDonalds COM 580135101 17,704 -2,000 -10.15 1,784 -7.66 0.3649
2014-05-14 2014-03-31 13F McDonalds COM 580135101 19,704 0 0.00 1,932 1.05 0.4116
2014-02-12 2013-12-31 13F McDonalds COM 580135101 19,704 0 0.00 1,912 0.84 0.4021
2013-11-12 2013-09-30 13F McDonalds COM 580135101 19,704 0 0.00 1,896 -2.82 0.4389
2013-08-15 2013-06-30 13F McDonalds COM 580135101 19,704 19,704 1,951 0.4716
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.