McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionJacobi Capital Management LLC
Latest Disclosed Ownership14,456 shares
Latest Disclosed Value $ 4,492,820
Jacobi Capital Management LLC reports 0.44% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Jacobi Capital Management LLC filed a 13F-HR form disclosing ownership of 14,456 shares of McDonald's Corporation (MX:MCD) valued at $4,492,820 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,393 shares of McDonald's Corporation. This represents a change in shares of 0.44% 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)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 14,456 63 0.44 4,493 2.11 0.2510
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 14,393 -85 -0.59 4,399 0.00 0.2550
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 14,478 734 5.34 4,400 9.56 0.2679
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 13,744 -1,052 -7.11 4,016 -13.11 0.2665
2025-05-27 2025-03-31 13F MCDONALDS COM 580135101 14,796 45 0.31 4,622 8.07 0.3409
2025-02-05 2024-12-31 13F MCDONALDS COM 580135101 14,751 -151 -1.01 4,276 -5.75 0.3194
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 14,902 1,688 12.77 4,538 34.75 0.3430
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 13,214 501 3.94 3,367 -6.05 0.2924
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 12,713 -69 -0.54 3,584 -5.41 0.3313
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 12,782 208 1.65 3,790 14.40 0.3887
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 12,574 49 0.39 3,312 -11.37 0.3744
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 12,525 -553 -4.23 3,738 2.22 0.4181
2023-05-05 2023-03-31 13F MCDONALDS COM 580135101 13,078 741 6.01 3,657 12.46 0.4339
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 12,337 109 0.89 3,251 15.24 0.4065
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 12,228 -203 -1.63 2,821 -8.08 0.3862
2022-08-05 2022-06-30 13F MCDONALDS COM 580135101 12,431 208 1.70 3,069 1.56 0.4083
2022-05-06 2022-03-31 13F MCDONALDS COM 580135101 12,223 187 1.55 3,022 -6.32 0.3611
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 12,036 -195 -1.59 3,226 9.39 0.3845
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 12,231 154 1.28 2,949 5.70 0.3750
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 12,077 57 0.47 2,790 3.56 0.3687
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 12,020 -139 -1.14 2,694 3.22 0.3976
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 12,159 -411 -3.27 2,610 -6.05 0.4120
2020-10-30 2020-09-30 13F MCDONALDS COM 580135101 12,570 -38 -0.30 2,778 18.01 0.4874
2020-08-04 2020-06-30 13F/A-1 MCDONALDS COM 580135101 12,608 278 2.25 2,354 13.06 0.4401
2020-07-27 2020-06-30 13F MCDONALDS COM 580135101 560 -11,770 2,354 440,097.0681
2020-04-24 2020-03-31 13F MCDONALDS COM 580135101 12,330 -357 -2.81 2,082 -18.06 0.4475
2020-02-03 2019-12-31 13F MCDONALDS COM 580135101 12,687 -297 -2.29 2,541 -7.33 0.4635
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 12,984 386 3.06 2,742 4.34 0.5425
2019-08-07 2019-06-30 13F MCDONALDS COM 580135101 12,598 2,531 25.14 2,628 37.45 0.5339
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 10,067 -185 -1.80 1,912 5.05 0.4882
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 10,252 -387 -3.64 1,820 2.25 0.4977
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 10,639 333 3.23 1,780 10.22 0.4759
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 10,306 534 5.46 1,615 4.80 0.4667
2018-05-03 2018-03-31 13F MCDONALDS COM 580135101 9,772 770 8.55 1,541 -1.60 0.4620
2018-02-05 2017-12-31 13F MCDONALDS COM 580135101 9,002 306 3.52 1,566 12.50 0.5069
2017-11-02 2017-09-30 13F MCDONALDS COM 580135101 8,696 286 3.40 1,392 6.42 0.4718
2017-08-10 2017-06-30 13F MCDONALDS COM 580135101 8,410 -200 -2.32 1,308 16.47 0.5061
2017-05-26 2017-03-31 13F MCDONALDS COM 580135101 8,610 2,040 31.05 1,123 41.44 0.5748
2017-02-08 2016-12-31 13F MCDONALDS COM 580135101 6,570 -1,940 -22.80 794 -17.81 0.4847
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 8,510 40 0.47 966 -5.48 0.4568
2016-11-14 2016-06-30 13F MCDONALDS COM 580135101 8,470 8,470 1,022 0.5105
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.