McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionKlingman & Associates, LLC
Latest Disclosed Ownership5,418 shares
Latest Disclosed Value $ 1,683,861
Klingman & Associates, LLC reports 1.42% increase in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Klingman & Associates, LLC filed a 13F-HR form disclosing ownership of 5,418 shares of McDonald's Corporation (MX:MCD) valued at $1,683,861 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 5,342 shares of McDonald's Corporation. This represents a change in shares of 1.42% 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 5,418 76 1.42 1,684 3.13 0.0806
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 5,342 75 1.42 1,633 2.00 0.0788
2025-10-27 2025-09-30 13F MCDONALDS COM 580135101 5,267 -170 -3.13 1,601 0.76 0.0807
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 5,437 462 9.29 1,589 2.19 0.0876
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 4,975 748 17.70 1,554 26.86 0.0951
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 4,227 1 0.02 1,225 -4.74 0.0753
2024-11-01 2024-09-30 13F MCDONALDS COM 580135101 4,226 1,403 49.70 1,287 78.86 0.0797
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 2,823 197 7.50 719 -2.84 0.0486
2024-05-01 2024-03-31 13F MCDONALDS COM 580135101 2,626 127 5.08 740 0.00 0.0514
2024-01-29 2023-12-31 13F MCDONALDS COM 580135101 2,499 -5 -0.20 741 12.29 0.0544
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 2,504 -81 -3.13 660 -14.53 0.0533
2023-07-31 2023-06-30 13F MCDONALDS COM 580135101 2,585 142 5.81 771 12.88 0.0622
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 2,443 -3 -0.12 683 6.06 0.0588
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 2,446 -3 -0.12 645 13.98 0.0565
2022-10-28 2022-09-30 13F MCDONALDS COM 580135101 2,449 31 1.28 565 -5.36 0.0555
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 2,418 -150 -5.84 597 -5.98 0.0583
2022-05-06 2022-03-31 13F MCDONALDS COM 580135101 2,568 1,680 189.19 635 166.81 0.0539
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 888 0 0.00 238 11.21 0.0204
2021-11-01 2021-09-30 13F MCDONALDS COM 580135101 888 888 214 0.0200
2021-07-27 2021-06-30 13F MCDONALDS COM 580135101 0 -1,172 -100.00 0 -100.00
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 1,172 1,172 263 0.0272
2017-01-26 2016-12-31 13F MCDONALDS COM 580135101 0 -765 -100.00 0 -100.00
2016-10-19 2016-09-30 13F MCDONALDS COM 580135101 765 0 0.00 88 -4.35 0.0265
2016-08-03 2016-06-30 13F MCDONALDS COM 580135101 765 0 0.00 92 -4.17 0.0298
2016-04-18 2016-03-31 13F MCDONALDS COM 580135101 765 0 0.00 96 6.67 0.0344
2016-02-09 2015-12-31 13F MCDONALDS COM 580135101 765 0 0.00 90 20.00 0.0336
2016-02-09 2015-09-30 13F MCDONALDS COM 580135101 765 0 0.00 75 2.74 0.0294
2016-02-09 2015-06-30 13F MCDONALDS COM 580135101 765 0 0.00 73 -2.67 0.0287
2016-02-09 2015-03-31 13F MCDONALDS COM 580135101 765 0 0.00 75 5.63 0.0308
2016-02-09 2014-12-31 13F MCDONALDS COM 580135101 765 765 71 0.0295
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.