McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionFormidable Asset Management, LLC
Latest Disclosed Ownership11,264 shares
Latest Disclosed Value $ 3,442,650
Formidable Asset Management, LLC reports 0.08% increase in ownership of MCD / McDonald's Corporation

On April 22, 2026 - Formidable Asset Management, LLC filed a 13F-HR form disclosing ownership of 11,264 shares of McDonald's Corporation (MX:MCD) valued at $3,442,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 11,255 shares of McDonald's Corporation. This represents a change in shares of 0.08% 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)
2026-04-22 2026-03-31 13F MCDONALDS COM 580135101 11,264 9 0.08 3,443 0.64 0.5315
2026-01-16 2025-12-31 13F MCDONALDS COM 580135101 11,255 1,104 10.88 3,420 15.35 0.4976
2025-10-29 2025-09-30 13F MCDONALDS COM 580135101 10,151 143 1.43 2,966 -5.15 0.4671
2025-07-16 2025-06-30 13F MCDONALDS COM 580135101 10,008 -35 -0.35 3,126 -0.35 0.5229
2025-05-05 2025-03-31 13F MCDONALDS COM 580135101 10,043 227 2.31 3,137 10.26 0.5245
2025-02-19 2024-12-31 13F MCDONALDS COM 580135101 9,816 109 1.12 2,845 -3.72 0.4673
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 9,707 147 1.54 2,956 21.31 0.4722
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 9,560 525 5.81 2,436 -4.36 0.3939
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 9,035 5,147 132.38 2,547 121.09 0.4153
2024-02-07 2023-12-31 13F MCDONALDS COM 580135101 3,888 0 0.00 1,153 12.50 0.2394
2023-11-09 2023-09-30 13F MCDONALDS COM 580135101 3,888 0 0.00 1,024 102,300.00 0.2269
2023-08-15 2023-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 3,888 -15 -0.38 1 0.00 0.2532
2023-05-09 2023-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,903 0 0.00 1 0.00 0.2318
2023-02-07 2022-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,903 -1 -0.03 1 -99.90 0.2325
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 3,904 -136 -3.37 1,000 -0.99 0.2319
2022-08-18 2022-06-30 13F/A-1 MCDONALDS COM 580135101 4,040 -13 -0.32 1,010 0.80 0.2274
2022-08-16 2022-06-30 13F MCDONALDS COM 580135101 4,040 -13 1,010 0.2346
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 4,053 -79 -1.91 1,002 -9.65 0.1921
2022-02-07 2021-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 4,132 -1 -0.02 1,109 11.35 0.2128
2021-11-10 2021-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 4,133 872 26.74 996 30.88 0.1871
2021-08-16 2021-06-30 13F/A-2 MCDONALDS Common Stock 580135101 3,261 -33 -1.00 761 2.70 0.1634
2021-08-06 2021-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 60 -3,234 480 0.1131
2021-05-12 2021-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,294 -235 -6.66 741 -1.07 0.1611
2021-01-29 2020-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 3,529 217 6.55 749 2.18 0.1736
2020-12-14 2020-09-30 13F/A-1 MCDONALDS Equity 580135101 3,312 100 3.11 733 20.56 0.2137
2020-11-13 2020-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 3,312 100 733 199,660.0604
2020-08-13 2020-06-30 13F MCDONALDS Equity 580135101 3,212 1,020 46.53 608 67.49 0.1793
2020-06-01 2020-03-31 13F MCDONALDS Common 580135101 2,192 -116 -5.03 363 -25.31 0.1429
2020-02-13 2019-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 2,308 2,308 486 0.1532
2019-11-08 2019-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 0 -2,179 -100.00 0 -100.00
2019-10-15 2019-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 2,179 -13,333 -85.95 459 20.79 0.1579
2019-10-15 2019-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 15,512 15,512 380 0.1493
2018-05-04 2018-03-31 13F CALL: MCDONALDS CORP MAR 180 EXP 3 OPTION 580135101 0 -4 -100.00 0 -100.00
2018-02-13 2017-12-31 13F CALL: MCDONALDS CORP MAR 180 EXP 3 OPTION 580135101 4 -1,661 -99.76 1 -99.62 0.0005
2017-11-13 2017-09-30 13F MCDONALDS Common 580135101 1,665 77 4.85 261 7.41 0.1101
2017-08-11 2017-06-30 13F MCDONALDS Common 580135101 1,588 0 0.00 243 6.11 0.1198
2017-05-12 2017-03-31 13F MCDONALDS Common 580135101 1,588 1 0.06 229 18.65 0.0998
2017-02-08 2016-12-31 13F MCDONALDS Common 580135101 1,587 1,587 193 0.0975
2016-11-14 2016-09-30 13F MCDONALDS Common 580135101 0 -1,609 -100.00 0 -100.00
2016-08-12 2016-06-30 13F MCDONALDS Common 580135101 1,609 670 71.35 201 68.91 0.1119
2016-05-10 2016-03-31 13F MCDONALDS COM 580135101 939 42 4.68 119 12.26 0.0836
2016-02-02 2015-12-31 13F MCDONALDS COM 580135101 897 25 2.87 106 24.71 0.0734
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 872 250 40.19 85 44.07 0.0568
2015-08-14 2015-06-30 13F MCDONALDS COM 580135101 622 0 0.00 59 -3.28 0.0376
2015-05-14 2015-03-31 13F MCDONALDS COM 580135101 622 0 0.00 61 5.17 0.0401
2015-02-27 2014-12-31 13F MCDONALDS COM 580135101 622 -20 -3.12 58 -3.33 0.0396
2014-11-14 2014-09-30 13F MCDONALDS COM 580135101 642 -51 -7.36 60 -14.29 0.0397
2014-08-21 2014-06-30 13F MCDONALDS COM 580135101 693 0 0.00 70 0.00 0.0423
2014-05-15 2014-03-31 13F MCDONALDS COM 580135101 693 -4,950 -87.72 70 -87.06 0.0489
2014-02-18 2013-12-31 13F MCDONALDS COM 580135101 5,643 -112 -1.95 541 -1.28 0.3642
2013-11-26 2013-09-30 13F MCDONALDS COM 580135101 5,755 5,755 548 0.4734
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.