McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionKeystone Financial Planning, Inc.
Latest Disclosed Ownership8,468 shares
Latest Disclosed Value $ 2,631,925
Keystone Financial Planning, Inc. ownership in MCD / McDonald's Corporation

On April 9, 2026 - Keystone Financial Planning, Inc. filed a 13F-HR form disclosing ownership of 8,468 shares of McDonald's Corporation (MX:MCD) valued at $2,631,925 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 8,468 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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)
2026-04-09 2026-03-31 13F MCDONALDS COM 580135101 8,468 0 0.00 2,632 1.66 0.7030
2026-01-07 2025-12-31 13F MCDONALDS COM 580135101 8,468 -92 -1.07 2,588 -0.50 0.7507
2025-10-08 2025-09-30 13F MCDONALDS COM 580135101 8,560 0 0.00 2,601 4.00 0.7560
2025-07-31 2025-06-30 13F MCDONALDS COM 580135101 8,560 0 0.00 2,501 -6.47 0.7561
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 8,560 0 0.00 2,674 7.78 0.7967
2025-01-13 2024-12-31 13F MCDONALDS COM 580135101 8,560 0 0.00 2,482 -4.80 0.7698
2024-10-28 2024-09-30 13F MCDONALDS COM 580135101 8,560 0 0.00 2,607 19.49 0.7889
2024-07-10 2024-06-30 13F MCDONALDS COM 580135101 8,560 -53 -0.62 2,182 -10.17 0.7219
2024-04-10 2024-03-31 13F MCDONALDS COM 580135101 8,613 -800 -8.50 2,428 -12.97 0.7875
2024-01-12 2023-12-31 13F MCDONALDS COM 580135101 9,413 114 1.23 2,791 13.92 0.9221
2023-10-10 2023-09-30 13F MCDONALDS COM 580135101 9,299 -41 -0.44 2,450 -12.13 0.8558
2023-07-11 2023-06-30 13F MCDONALDS COM 580135101 9,340 -20 -0.21 2,787 6.50 0.9331
2023-04-21 2023-03-31 13F MCDONALDS COM 580135101 9,360 -431 -4.40 2,617 1.43 0.8904
2023-01-30 2022-12-31 13F MCDONALDS COM 580135101 9,791 -78 -0.79 2,580 13.31 0.8696
2022-10-12 2022-09-30 13F MCDONALDS COM 580135101 9,869 187 1.93 2,277 -4.73 0.8752
2022-07-19 2022-06-30 13F MCDONALDS COM 580135101 9,682 -225 -2.27 2,390 -2.45 0.8399
2022-04-28 2022-03-31 13F MCDONALDS COM 580135101 9,907 -143 -1.42 2,450 -9.06 0.8198
2022-02-09 2021-12-31 13F MCDONALDS COM 580135101 10,050 -187 -1.83 2,694 9.16 0.9176
2021-10-15 2021-09-30 13F MCDONALD'S COM 580135101 10,237 0 0.00 2,468 4.36 0.8972
2021-08-13 2021-06-30 13F MCDONALD'S COM 580135101 10,237 -257 -2.45 2,365 0.55 0.8567
2021-05-07 2021-03-31 13F MCDONALD'S COM 580135101 10,494 -4 -0.04 2,352 4.39 0.8768
2021-02-04 2020-12-31 13F MCDONALD'S COM 580135101 10,498 -9 -0.09 2,253 -2.30 0.9347
2020-11-05 2020-09-30 13F MCDONALD'S COM 580135101 10,507 -270 -2.51 2,306 16.00 1.1141
2020-07-27 2020-06-30 13F MCDONALD'S COM 580135101 10,777 0 0.00 1,988 11.56 0.9805
2020-05-05 2020-03-31 13F MCDONALD'S COM 580135101 10,777 -34 -0.31 1,782 -16.57 1.0200
2020-02-06 2019-12-31 13F MCDONALD'S COM 580135101 10,811 0 0.00 2,136 -7.97 0.9532
2019-10-08 2019-09-30 13F MCDONALD'S COM 580135101 10,811 -783 -6.75 2,321 -3.61 1.1079
2019-08-05 2019-06-30 13F MCDONALD'S COM 580135101 11,594 -502 -4.15 2,408 4.83 1.1781
2019-05-15 2019-03-31 13F MCDONALD'S COM 580135101 12,096 0 0.00 2,297 6.94 1.1334
2019-02-05 2018-12-31 13F MCDONALD'S COM 580135101 12,096 0 0.00 2,148 6.13 1.2001
2018-11-02 2018-09-30 13F MCDONALD'S COM 580135101 12,096 0 0.00 2,024 6.81 1.0339
2018-08-06 2018-06-30 13F MCDONALD'S COM 580135101 12,096 -159 -1.30 1,895 -1.15 1.0437
2018-05-01 2018-03-31 13F MCDONALD'S COM 580135101 12,255 -40 -0.33 1,917 -9.40 1.0684
2018-02-07 2017-12-31 13F MCDONALD'S COM 580135101 12,295 0 0.00 2,116 9.87 1.1287
2017-11-08 2017-09-30 13F MCDONALD'S COM 580135101 12,295 0 0.00 1,926 2.28 1.0922
2017-08-02 2017-06-30 13F MCDONALD'S COM 580135101 12,295 7 0.06 1,883 18.20 1.1404
2017-05-08 2017-03-31 13F MCDONALD'S COM 580135101 12,288 0 0.00 1,593 6.48 0.9900
2017-02-08 2016-12-31 13F MCDONALD'S COM 580135101 12,288 0 0.00 1,496 5.50 0.9775
2016-10-12 2016-09-30 13F MCDONALD'S COM 580135101 12,288 -23 -0.19 1,418 -4.32 0.9316
2016-07-21 2016-06-30 13F MCDONALD'S COM 580135101 12,311 -17 -0.14 1,482 -4.33 1.0036
2016-04-05 2016-03-31 13F MCDONALD'S COM 580135101 12,328 -33,383 -73.03 1,549 -71.31 1.1088
2016-02-08 2015-12-31 13F MCDONALD'S COM 580135101 45,711 -1,403 -2.98 5,400 16.33 4.0895
2015-10-22 2015-09-30 13F MCDONALD'S COM 580135101 47,114 -1,508 -3.10 4,642 0.43 3.7517
2015-08-11 2015-06-30 13F MCDONALD'S COM 580135101 48,622 -238 -0.49 4,622 -2.92 3.5384
2015-04-23 2015-03-31 13F MCDONALD'S COM 580135101 48,860 48,860 0.00 4,761 3.6198
2015-01-27 2014-12-31 13F MCDONALD'S COM 580135101 0 -47,537 -100.00 0 -100.00
2014-10-20 2014-09-30 13F MCDONALD'S COM 580135101 47,537 1,458 3.16 4,507 -2.91 3.4013
2014-08-11 2014-06-30 13F MCDONALD'S COM 580135101 46,079 574 1.26 4,642 4.06 3.4962
2014-04-14 2014-03-31 13F MCDONALD'S COM 580135101 45,505 4,746 11.64 4,461 12.79 3.4535
2014-02-04 2013-12-31 13F MCDONALD'S COM 580135101 40,759 40,759 3,955 3.1633
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.