McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionJacobsen Capital Management
Latest Disclosed Ownership1,267 shares
Latest Disclosed Value $ 393,771
Jacobsen Capital Management reports 2.92% increase in ownership of MCD / McDonald's Corporation

On April 24, 2026 - Jacobsen Capital Management filed a 13F-HR form disclosing ownership of 1,267 shares of McDonald's Corporation (MX:MCD) valued at $393,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,231 shares of McDonald's Corporation. This represents a change in shares of 2.92% 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)
2026-04-24 2026-03-31 13F MCDONALDS COM 580135101 1,267 36 2.92 394 4.52 0.1330
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 1,231 -28 -2.22 376 -1.57 0.1229
2025-10-27 2025-09-30 13F MCDONALDS COM 580135101 1,259 39 3.20 383 7.30 0.1297
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 1,220 142 13.17 356 5.95 0.1312
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 1,078 107 11.02 337 19.57 0.1463
2025-01-24 2024-12-31 13F MCDONALDS COM 580135101 971 7 0.73 281 -4.10 0.1198
2024-10-25 2024-09-30 13F MCDONALDS COM 580135101 964 -42 -4.17 294 14.45 0.1235
2024-07-23 2024-06-30 13F MCDONALDS COM 580135101 1,006 198 24.50 256 12.78 0.1145
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 808 36 4.66 228 -0.44 0.1057
2024-01-24 2023-12-31 13F MCDONALDS COM 580135101 772 -66 -7.88 229 3.64 0.1157
2023-10-25 2023-09-30 13F MCDONALDS COM 580135101 838 -224 -21.09 221 -30.38 0.1198
2023-08-02 2023-06-30 13F MCDONALDS COM 580135101 1,062 345 48.12 317 58.00 0.1635
2023-05-02 2023-03-31 13F MCDONALDS COM 580135101 717 717 200 0.1074
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.