McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionFamily Legacy, Inc.
Latest Disclosed Ownership5,451 shares
Latest Disclosed Value $ 1,694,056
Family Legacy, Inc. reports 1.47% increase in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Family Legacy, Inc. filed a 13F-HR form disclosing ownership of 5,451 shares of McDonald's Corporation (MX:MCD) valued at $1,694,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,372 shares of McDonald's Corporation. This represents a change in shares of 1.47% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 5,451 79 1.47 1,694 3.23 0.5090
2026-02-04 2025-12-31 13F MCDONALDS COM 580135101 5,372 35 0.66 1,642 1.23 0.4915
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 5,337 121 2.32 1,622 6.43 0.4958
2025-07-23 2025-06-30 13F MCDONALDS COM 580135101 5,216 -96 -1.81 1,524 -8.20 0.4955
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 5,312 11 0.21 1,659 9.14 0.5694
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 5,301 59 1.13 1,521 -4.76 0.5153
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 5,242 274 5.52 1,596 26.07 0.5307
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 4,968 155 3.22 1,266 -6.71 0.4533
2024-04-24 2024-03-31 13F MCDONALDS COM 580135101 4,813 -49 -1.01 1,357 -5.83 0.4879
2024-01-17 2023-12-31 13F MCDONALDS COM 580135101 4,862 9 0.19 1,442 12.75 0.5504
2023-10-13 2023-09-30 13F MCDONALDS COM 580135101 4,853 -7 -0.14 1,278 -11.86 0.5342
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 4,860 16 0.33 1,450 7.09 0.5837
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 4,844 -4 -0.08 1,354 2.34 0.5794
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 4,848 -4 -0.08 1,323 18.23 0.5787
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 4,852 -18 -0.37 1,119 -8.65 0.5625
2022-07-22 2022-06-30 13F MCDONALDS COM 580135101 4,870 -39 -0.79 1,225 0.91 0.5807
2022-04-18 2022-03-31 13F/A-1 MCDONALDS COM 580135101 4,909 82 1.70 1,214 -4.03 0.5060
2022-04-14 2022-03-31 13F MCDONALDS COM 580135101 4,909 82 1,214 0.5060
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 4,827 236 5.14 1,265 11.26 0.5171
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 4,591 0 0.00 1,137 3.74 0.5115
2021-07-28 2021-06-30 13F MCDONALDS COM 580135101 4,591 213 4.87 1,096 11.72 0.4888
2021-04-09 2021-03-31 13F MCDONALDS COM 580135101 4,378 79 1.84 981 6.40 0.4682
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 4,299 83 1.97 922 -0.32 0.4762
2020-10-09 2020-09-30 13F MCDONALDS COM 580135101 4,216 45 1.08 925 20.29 0.5230
2020-07-20 2020-06-30 13F MCDONALDS COM 580135101 4,171 525 14.40 769 27.53 0.4639
2020-05-12 2020-03-31 13F MCDONALDS COM 580135101 3,646 327 9.85 603 -11.71 0.4344
2020-01-14 2019-12-31 13F MCDONALDS COM 580135101 3,319 703 26.87 683 35.25 0.3885
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 2,616 2,616 505 0.3148
2019-05-06 2019-03-31 13F MCDONALDS COM 580135101 0 -41 -100.00 0 -100.00
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 41 0 0.00 7 0.00 0.0063
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 41 0 0.00 7 16.67 0.0057
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 41 41 6 0.0052
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.