McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBollard Group LLC
Latest Disclosed Ownership2,235 shares
Latest Disclosed Value $ 695
Bollard Group LLC reports 0.49% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Bollard Group LLC filed a 13F-HR form disclosing ownership of 2,235 shares of McDonald's Corporation (MX:MCD) valued at $695 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,224 shares of McDonald's Corporation.

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 2,235 11 0.49 1 0.0205
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 2,224 13 0.59 1 0.0170
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 2,211 12 0.55 1 0.0158
2025-08-13 2025-06-30 13F McDonalds COM 580135101 2,199 103 4.91 1 0.0147
2025-05-15 2025-03-31 13F McDonalds COM 580135101 2,096 12 0.58 1 0.0172
2025-02-14 2024-12-31 13F McDonalds COM 580135101 2,084 12 0.58 1 0.0167
2024-11-13 2024-09-30 13F McDonalds COM 580135101 2,072 11 0.53 1 0.0168
2024-08-14 2024-06-30 13F McDonalds COM 580135101 2,061 13 0.63 1 0.0148
2024-05-13 2024-03-31 13F McDonalds COM 580135101 2,048 12 0.59 1 0.0175
2024-02-13 2023-12-31 13F McDonalds COM 580135101 2,036 11 0.54 1 0.0210
2023-11-14 2023-09-30 13F McDonalds COM 580135101 2,025 -40 -1.94 1 0.0196
2023-08-14 2023-06-30 13F McDonalds COM 580135101 2,065 60 2.99 1 0.0210
2023-05-12 2023-03-31 13F McDonalds COM 580135101 2,005 11 0.55 1 0.0203
2023-02-10 2022-12-31 13F McDonalds COM 580135101 1,994 11 0.55 1 -100.00 0.0201
2022-11-09 2022-09-30 13F McDonalds COM 580135101 1,983 -111 -5.30 458 -11.41 0.0192
2022-08-12 2022-06-30 13F McDonalds COM 580135101 2,094 12 0.58 517 0.39 0.0210
2022-05-12 2022-03-31 13F McDonalds COM 580135101 2,082 12 0.58 515 -7.21 0.0165
2022-02-11 2021-12-31 13F McDonalds COM 580135101 2,070 11 0.53 555 11.67 0.0178
2021-11-12 2021-09-30 13F McDonalds COM 580135101 2,059 10 0.49 497 5.07 0.0163
2021-08-12 2021-06-30 13F McDonalds COM 580135101 2,049 11 0.54 473 3.50 0.0150
2021-05-11 2021-03-31 13F McDonalds COM 580135101 2,038 2 0.10 457 4.58 0.0160
2021-02-04 2020-12-31 13F McDonalds COM 580135101 2,036 -147 -6.73 437 -8.77 0.0163
2020-11-12 2020-09-30 13F McDonalds COM 580135101 2,183 1 0.05 479 19.15 0.0173
2020-08-13 2020-06-30 13F McDonalds COM 580135101 2,182 1,504 221.83 402 258.93 0.0158
2020-05-14 2020-03-31 13F McDonalds COM 580135101 678 203 42.74 112 19.15 0.0050
2020-02-10 2019-12-31 13F McDonalds COM 580135101 475 3 0.64 94 -6.93 0.0031
2019-11-13 2019-09-30 13F McDonalds COM 580135101 472 2 0.43 101 3.06 0.0035
2019-08-13 2019-06-30 13F McDonalds COM 580135101 470 3 0.64 98 10.11 0.0034
2019-05-10 2019-03-31 13F McDonalds COM 580135101 467 3 0.65 89 8.54 0.0034
2019-02-05 2018-12-31 13F McDonalds COM 580135101 464 3 0.65 82 6.49 0.0036
2018-11-08 2018-09-30 13F McDonalds COM 580135101 461 3 0.66 77 6.94 0.0031
2018-08-09 2018-06-30 13F McDonalds COM 580135101 458 3 0.66 72 1.41 0.0033
2018-05-14 2018-03-31 13F McDonalds COM 580135101 455 2 0.44 71 -8.97 0.0035
2018-01-29 2017-12-31 13F McDonalds COM 580135101 453 3 0.67 78 11.43 0.0037
2017-10-27 2017-09-30 13F McDonalds COM 580135101 450 3 0.67 70 2.94 0.0037
2017-07-19 2017-06-30 13F McDonalds COM 580135101 447 3 0.68 68 17.24 0.0037
2017-04-19 2017-03-31 13F McDonalds COM 580135101 444 3 0.68 58 7.41 0.0033
2017-01-25 2016-12-31 13F McDonalds COM 580135101 441 3 0.68 54 5.88 0.0035
2016-10-26 2016-09-30 13F McDonalds COM 580135101 438 438 -89.84 51 -87.53 0.0033
2015-08-12 2015-06-30 13F McDonalds COM 580135101 0 -4,350 -100.00 0 -100.00
2015-05-12 2015-03-31 13F McDonalds COM 580135101 4,350 37 0.86 424 4.95 0.0316
2015-02-12 2014-12-31 13F McDonalds COM 580135101 4,313 0 0.00 404 -1.22 0.0357
2014-11-14 2014-09-30 13F McDonalds COM 580135101 4,313 0 0.00 409 -5.76 0.0386
2014-08-13 2014-06-30 13F McDonalds COM 580135101 4,313 0 0.00 434 2.60 0.0419
2014-05-14 2014-03-31 13F McDonalds COM 580135101 4,313 -8,000 -64.97 423 -64.60 0.0428
2014-02-13 2013-12-31 13F McDonalds COM 580135101 12,313 -3,000 -19.59 1,195 -18.87 0.1318
2013-11-12 2013-09-30 13F/A-1 McDonalds COM 580135101 15,313 9,920 183.94 1,473 175.84 0.1732
2013-11-05 2013-09-30 13F McDonalds COM 580135101 15,313 1,473
2013-08-12 2013-06-30 13F McDonalds COM 580135101 5,393 5,393 534 0.1027
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.