McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionGuardian Capital Lp
Latest Disclosed Ownership135,886 shares
Latest Disclosed Value $ 42,232,010
Guardian Capital Lp reports 9.91% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Guardian Capital Lp filed a 13F-HR form disclosing ownership of 135,886 shares of McDonald's Corporation (MX:MCD) valued at $42,232,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 123,635 shares of McDonald's Corporation. This represents a change in shares of 9.91% 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 135,886 12,251 9.91 42,232 11.77 0.7362
2026-02-18 2025-12-31 13F MCDONALDS COM 580135101 123,635 13,199 11.95 37,787 12.59 1.1205
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 110,436 14,028 14.55 33,560 19.15 1.0834
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 96,408 2,009 2.13 28,168 -4.48 0.9952
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 94,399 -1,017 -1.07 29,487 6.61 1.1598
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 95,416 245 0.26 27,660 -4.55 1.0280
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 95,171 767 0.81 28,981 20.46 1.0613
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 94,404 -1,526 -1.59 24,058 -11.05 0.9072
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 95,930 2,040 2.17 27,047 -2.84 0.9427
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 93,890 -3,050 -3.15 27,839 9.01 0.9976
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 96,940 -8,340 -7.92 25,538 -18.71 0.9504
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 105,280 -25,973 -19.79 31,417 -14.40 1.0058
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 131,253 -4,273 -3.15 36,700 2.76 1.1698
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 135,526 -1,448 -1.06 35,715 13.00 1.1759
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 136,974 -1,493 -1.08 31,605 -7.55 1.0868
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 138,467 -26,632 -16.13 34,185 -16.27 1.0456
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 165,099 3,049 1.88 40,826 -6.02 0.7936
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 162,050 -708 -0.44 43,441 10.70 0.8383
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 162,758 -7,199 -4.24 39,243 -0.04 0.8119
2021-08-17 2021-06-30 13F MCDONALDS COM 580135101 169,957 2,752 1.65 39,258 4.75 0.7699
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 167,205 -18,746 -10.08 37,477 -6.08 0.6280
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 185,951 -497 -0.27 39,901 -2.50 0.9307
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 186,448 -1,344 -0.72 40,923 18.13 1.0755
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 187,792 39,010 26.22 34,642 40.82 0.8963
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 148,782 -3,394 -2.23 24,601 -18.19 0.7325
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 152,176 -28,579 -15.81 30,071 -22.52 0.6253
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 180,755 13,243 7.91 38,810 11.57 0.7780
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 167,512 -571 -0.34 34,786 8.98 0.6768
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 168,083 24,423 17.00 31,919 25.12 0.5879
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 143,660 -9,560 -6.24 25,510 -0.48 0.5329
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 153,220 -1,404 -0.91 25,632 5.79 0.4298
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 154,624 -6,445 -4.00 24,228 -3.81 0.4098
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 161,069 -37,681 -18.96 25,187 -26.37 0.4348
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 198,750 -351 -0.18 34,209 9.66 0.5044
2017-11-15 2017-09-30 13F MCDONALDS COM 580135101 199,101 -2,500 -1.24 31,195 1.03 0.4612
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 201,601 -3,568 -1.74 30,877 16.11 0.4824
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 205,169 -7,148 -3.37 26,592 2.90 0.4049
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 212,317 -1,693 -0.79 25,843 4.68 0.3816
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 214,010 -2,286 -1.06 24,688 -5.15 0.3875
2016-08-12 2016-06-30 13F MCDONALDS COM 580135101 216,296 31,720 17.19 26,029 12.20 0.4252
2016-05-12 2016-03-31 13F MCDONALDS COM 580135101 184,576 23,933 14.90 23,198 22.24 0.3914
2016-02-12 2015-12-31 13F MCDONALDS COM 580135101 160,643 20,025 14.24 18,978 36.98 0.3645
2015-11-12 2015-09-30 13F MCDONALDS COM 580135101 140,618 -25,380 -15.29 13,855 -12.20 0.2632
2015-08-13 2015-06-30 13F MCDONALDS COM 580135101 165,998 2,448 1.50 15,781 -0.97 0.2677
2015-05-14 2015-03-31 13F MCDONALDS COM 580135101 163,550 29,710 22.20 15,936 27.07 0.2711
2015-02-13 2014-12-31 13F MCDONALDS COM 580135101 133,840 -2,785 -2.04 12,541 -3.18 0.2002
2014-11-12 2014-09-30 13F MCDONALDS COM 580135101 136,625 -2,487 -1.79 12,953 -7.57 0.1946
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 139,112 -8,278 -5.62 14,014 -3.01 0.2027
2014-05-14 2014-03-31 13F MCDONALDS COM 580135101 147,390 1,067 0.73 14,449 1.77 0.2242
2014-02-13 2013-12-31 13F MCDONALDS COM 580135101 146,323 -5,887 -3.87 14,198 -3.05 0.2249
2013-11-06 2013-09-30 13F MCDONALDS COM 580135101 152,210 -36,163 -19.20 14,644 -21.48 0.2390
2013-08-12 2013-06-30 13F MCDONALDS COM 580135101 188,373 188,373 18,649 0.3290
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.