McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership58,570 shares
Latest Disclosed Value $ 18,034,600
Equitable Holdings, Inc. reports 106.67% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 58,570 shares of McDonald's Corporation (MX:MCD) valued at $18,034,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 28,340 shares of McDonald's Corporation. This represents a change in shares of 106.67% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 58,570 30,230 106.67 18,035 108.22 0.1012
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 28,340 1,895 7.17 8,662 7.78 0.0592
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 26,445 749 2.91 8,036 7.05 0.0591
2025-08-15 2025-06-30 13F MCDONALDS COM 580135101 25,696 2,827 12.36 7,508 5.10 0.0619
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 22,869 336 1.49 7,144 9.35 0.0678
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 22,533 558 2.54 6,532 -2.38 0.0622
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 21,975 1,863 9.26 6,692 30.56 0.0648
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 20,112 5,665 39.21 5,125 25.83 0.0539
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 14,447 -460 -3.09 4,073 -7.85 0.0459
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 14,907 2,194 17.26 4,420 31.98 0.0545
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 12,713 1,265 11.05 3,349 -1.96 0.0480
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 11,448 1,623 16.52 3,416 24.35 0.0491
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 9,825 305 3.20 2,747 9.53 0.0439
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 9,520 121 1.29 2,509 15.63 0.0437
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 9,399 247 2.70 2,169 -3.98 0.0424
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 9,152 -186 -1.99 2,259 -2.17 0.0431
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 9,338 3,490 59.68 2,309 47.26 0.0378
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 5,848 39 0.67 1,568 11.92 0.0247
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 5,809 -49 -0.84 1,401 3.55 0.0239
2021-08-11 2021-06-30 13F MCDONALDS COM 580135101 5,858 519 9.72 1,353 13.03 0.0233
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 5,339 178 3.45 1,197 8.13 0.0253
2021-02-09 2020-12-31 13F MCDONALDS COM 580135101 5,161 -345 -6.27 1,107 -8.44 0.0252
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 5,506 -196 -3.44 1,209 14.92 0.0312
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 5,702 1,236 27.68 1,052 42.55 0.0303
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 4,466 1,189 36.28 738 13.89 0.0265
2020-05-28 2019-12-31 13F/A-1 MCDONALDS COM 580135101 3,277 3,277 648 0.0189
2020-02-18 2019-12-31 13F MCDONALDS COM 580135101 3,277 648 0.0034
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.