McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionHolderness Investments Co
Latest Disclosed Ownership13,064 shares
Latest Disclosed Value $ 4,060,210
Holderness Investments Co reports 1.43% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Holderness Investments Co filed a 13F-HR form disclosing ownership of 13,064 shares of McDonald's Corporation (MX:MCD) valued at $4,060,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 13,254 shares of McDonald's Corporation. This represents a change in shares of -1.43% 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 13,064 -190 -1.43 4,060 0.25 0.8154
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 13,254 -95 -0.71 4,051 -0.15 0.8239
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 13,349 -99 -0.74 4,056 3.23 0.8280
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 13,448 140 1.05 3,929 -5.46 0.8451
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 13,308 161 1.22 4,157 9.05 0.9691
2025-02-11 2024-12-31 13F MCDONALDS COM 580135101 13,147 -125 -0.94 3,811 -5.69 0.8405
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 13,272 677 5.38 4,042 25.93 0.8824
2024-08-13 2024-06-30 13F/A-1 MCDONALDS COM 580135101 12,595 45 0.36 3,210 -9.30 0.7573
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 12,595 45 3,210 0.7573
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 12,550 -263 -2.05 3,538 -6.87 0.8650
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 12,813 2,095 19.55 3,799 34.57 1.0430
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 10,718 133 1.26 2,824 -10.61 1.0987
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 10,585 264 2.56 3,159 9.46 1.1668
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 10,321 -177 -1.69 2,886 4.30 1.1536
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 10,498 -253 -2.35 2,767 11.49 1.1925
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 10,751 -288 -2.61 2,481 -8.95 1.1276
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 11,039 -229 -2.03 2,725 -2.19 1.1374
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 11,268 -107 -0.94 2,786 -8.63 0.9288
2022-02-09 2021-12-31 13F MCDONALDS COM 580135101 11,375 169 1.51 3,049 12.84 0.9004
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 11,206 428 3.97 2,702 8.51 0.8920
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 10,778 177 1.67 2,490 4.80 0.8224
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 10,601 97 0.92 2,376 5.41 0.8532
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 10,504 33 0.32 2,254 -1.91 0.8744
2020-11-09 2020-09-30 13F MCDONALDS COM 580135101 10,471 462 4.62 2,298 24.49 0.9481
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 10,009 59 0.59 1,846 12.22 0.8216
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 9,950 -560 -5.33 1,645 -20.80 0.9299
2020-02-05 2019-12-31 13F MCDONALDS COM 580135101 10,510 128 1.23 2,077 -6.82 0.8904
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 10,382 -546 -5.00 2,229 -1.76 1.0373
2019-08-02 2019-06-30 13F MCDONALDS COM 580135101 10,928 103 0.95 2,269 10.36 1.0292
2019-05-20 2019-03-31 13F MCDONALDS COM 580135101 10,825 69 0.64 2,056 7.64 0.9843
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 10,756 403 3.89 1,910 10.28 1.0442
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 10,353 190 1.87 1,732 8.79 0.7802
2018-08-16 2018-06-30 13F MCDONALDS COM 580135101 10,163 -91 -0.89 1,592 -0.75 0.7740
2018-05-10 2018-03-31 13F MCDONALDS COM 580135101 10,254 -327 -3.09 1,604 -11.92 0.7924
2018-02-13 2017-12-31 13F MCDONALDS COM 580135101 10,581 -47 -0.44 1,821 9.37 0.8945
2017-11-09 2017-09-30 13F MCDONALDS COM 580135101 10,628 3 0.03 1,665 2.34 0.8653
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 10,625 36 0.34 1,627 18.59 0.8625
2017-05-08 2017-03-31 13F MCDONALDS COM 580135101 10,589 8,090 323.73 1,372 351.32 0.6966
2017-02-03 2016-12-31 13F MCDONALDS COM 580135101 2,499 87 3.61 304 9.35 0.2691
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 2,412 -50 -2.03 278 -6.08 0.2781
2016-08-12 2016-06-30 13F MCDONALDS COM 580135101 2,462 0 0.00 296 -4.21 0.2980
2016-05-11 2016-03-31 13F MCDONALDS COM 580135101 2,462 0 0.00 309 6.19 0.2947
2016-02-08 2015-12-31 13F MCDONALDS COM 580135101 2,462 0 0.00 291 19.75 0.2882
2015-11-09 2015-09-30 13F MCDONALDS COM 580135101 2,462 -25 -1.01 243 2.97 0.2553
2015-08-14 2015-06-30 13F MCDONALDS COM 580135101 2,487 0 0.00 236 -2.48 0.2410
2015-05-14 2015-03-31 13F MCDONALDS COM 580135101 2,487 0 0.00 242 3.86 0.2459
2015-02-13 2014-12-31 13F MCDONALDS COM 580135101 2,487 2,487 233 0.2382
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.