McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionSummitry Llc
Latest Disclosed Ownership25,677 shares
Latest Disclosed Value $ 7,980,309
Summitry Llc reports 1.50% increase in ownership of MCD / McDonald's Corporation

On May 22, 2026 - Summitry Llc filed a 13F-HR/A form disclosing ownership of 25,677 shares of McDonald's Corporation (MX:MCD) valued at $7,980,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 25,297 shares of McDonald's Corporation. This represents a change in shares of 1.50% 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)
2026-05-22 2026-03-31 13F/A-1 MCDONALDS COM 580135101 25,677 380 1.50 7,980 3.22 0.2815
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 26,385 1,088 8,200 0.3581
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 25,297 1,712 7.26 7,732 7.87 0.3222
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 23,585 1,622 7.39 7,167 11.71 0.3028
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 21,963 1,806 8.96 6,417 1.91 0.2905
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 20,157 1,553 8.35 6,296 16.74 0.3182
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 18,604 1,476 8.62 5,393 3.41 0.2642
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 17,128 209 1.24 5,216 20.97 0.2491
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 16,919 347 2.09 4,312 -7.73 0.2227
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 16,572 -534 -3.12 4,672 -7.89 0.2451
2024-02-07 2023-12-31 13F MCDONALDS COM 580135101 17,106 853 5.25 5,072 18.48 0.2944
2023-11-06 2023-09-30 13F MCDONALDS COM 580135101 16,253 485 3.08 4,282 -9.01 0.2815
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 15,768 102 0.65 4,705 7.42 0.2972
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 15,666 341 2.23 4,380 8.47 0.2942
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 15,325 766 5.26 4,039 20.21 0.2970
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 14,559 936 6.87 3,359 -0.12 0.2536
2022-08-09 2022-06-30 13F MCDONALDS COM 580135101 13,623 -1,582 -10.40 3,363 -10.56 0.2457
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 15,205 -532 -3.38 3,760 -10.88 0.2230
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 15,737 -179 -1.12 4,219 9.93 0.2464
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 15,916 -358 -2.20 3,838 2.10 0.2399
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 16,274 857 5.56 3,759 8.77 0.2330
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 15,417 831 5.70 3,456 10.42 0.2222
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 14,586 36 0.25 3,130 -2.00 0.2291
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 14,550 -153 -1.04 3,194 17.77 0.2571
2020-08-07 2020-06-30 13F MCDONALDS COM 580135101 14,703 1,081 7.94 2,712 20.43 0.2245
2020-05-08 2020-03-31 13F MCDONALDS COM 580135101 13,622 330 2.48 2,252 -14.27 0.2064
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 13,292 925 7.48 2,627 -1.05 0.2114
2019-11-05 2019-09-30 13F MCDONALDS COM 580135101 12,367 526 4.44 2,655 7.97 0.2096
2019-08-13 2019-06-30 13F MCDONALDS COM 580135101 11,841 590 5.24 2,459 15.07 0.2022
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 11,251 636 5.99 2,137 13.37 0.1855
2019-02-08 2018-12-31 13F MCDONALDS COM 580135101 10,615 848 8.68 1,885 15.36 0.1841
2018-11-09 2018-09-30 13F MCDONALDS COM 580135101 9,767 231 2.42 1,634 9.37 0.1392
2018-08-09 2018-06-30 13F MCDONALDS COM 580135101 9,536 630 7.07 1,494 7.25 0.1387
2018-05-10 2018-03-31 13F MCDONALDS COM 580135101 8,906 116 1.32 1,393 -7.93 0.1287
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 8,790 670 8.25 1,513 18.95 0.1375
2017-11-02 2017-09-30 13F MCDONALDS COM 580135101 8,120 785 10.70 1,272 13.27 0.1180
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 7,335 370 5.31 1,123 24.36 0.1070
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 6,965 92 1.34 903 7.89 0.0870
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 6,873 548 8.66 837 14.66 0.0812
2016-11-09 2016-09-30 13F MCDONALDS COM 580135101 6,325 1,020 19.23 730 14.42 0.0732
2016-08-10 2016-06-30 13F MCDONALDS COM 580135101 5,305 1,910 56.26 638 49.41 0.0658
2016-05-12 2016-03-31 13F MCDONALDS COM 580135101 3,395 1,155 51.56 427 61.13 0.0457
2016-02-09 2015-12-31 13F MCDONALDS COM 580135101 2,240 2,240 0.00 265 0.0280
2015-11-10 2015-09-30 13F MCDONALDS COM 580135101 0 0 0 0.0000
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.