McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionLantz Financial LLC
Latest Disclosed Ownership4,969 shares
Latest Disclosed Value $ 1,544,188
Lantz Financial LLC reports 0.83% increase in ownership of MCD / McDonald's Corporation

On April 9, 2026 - Lantz Financial LLC filed a 13F-HR form disclosing ownership of 4,969 shares of McDonald's Corporation (MX:MCD) valued at $1,544,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 4,928 shares of McDonald's Corporation. This represents a change in shares of 0.83% 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 4,969 41 0.83 1,544 2.52 0.3193
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 4,928 -389 -7.32 1,506 -6.75 0.3179
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 5,317 316 6.32 1,616 10.54 0.3576
2025-07-11 2025-06-30 13F MCDONALDS COM 580135101 5,001 -635 -11.27 1,461 -16.99 0.3642
2025-04-08 2025-03-31 13F MCDONALDS COM 580135101 5,636 62 1.11 1,761 8.98 0.4818
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 5,574 152 2.80 1,616 -2.18 0.4307
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 5,422 479 9.69 1,651 31.14 0.4470
2024-08-07 2024-06-30 13F/A-1 MCDONALDS COM 580135101 4,943 -129 -2.54 1,260 -11.96 0.3914
2024-07-10 2024-06-30 13F MCDONALDS COM 580135101 4,943 -129 1,260 0.3914
2024-04-10 2024-03-31 13F MCDONALDS COM 580135101 5,072 141 2.86 1,430 -2.19 0.4602
2024-01-12 2023-12-31 13F MCDONALDS COM 580135101 4,931 43 0.88 1,462 13.60 0.5281
2023-10-20 2023-09-30 13F MCDONALDS COM 580135101 4,888 904 22.69 1,288 8.33 0.5124
2023-07-12 2023-06-30 13F MCDONALDS COM 580135101 3,984 75 1.92 1,189 8.79 0.4655
2023-04-10 2023-03-31 13F MCDONALDS COM 580135101 3,909 813 26.26 1,093 33.99 0.4546
2023-01-23 2022-12-31 13F MCDONALDS COM 580135101 3,096 -98 -3.07 816 10.58 0.3711
2022-10-17 2022-09-30 13F MCDONALDS COM 580135101 3,194 -46 -1.42 737 -7.87 0.3835
2022-07-29 2022-06-30 13F MCDONALDS COM 580135101 3,240 38 1.19 800 -6.76 0.3611
2022-01-19 2021-12-31 13F MCDONALDS COM 580135101 3,202 161 5.29 858 17.05 0.3951
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 3,041 46 1.54 733 5.92 0.3758
2021-07-16 2021-06-30 13F MCDONALDS COM 580135101 2,995 20 0.67 692 3.75 0.3557
2021-04-19 2021-03-31 13F MCDONALDS COM 580135101 2,975 13 0.44 667 4.87 0.3794
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 2,962 -595 -16.73 636 -18.57 0.3968
2020-10-09 2020-09-30 13F MCDONALDS COM 580135101 3,557 134 3.91 781 23.77 0.5252
2020-07-22 2020-06-30 13F MCDONALDS COM 580135101 3,423 3 0.09 631 11.68 0.4542
2020-04-10 2020-03-31 13F MCDONALDS COM 580135101 3,420 -95 -2.70 565 -18.71 0.4427
2020-01-17 2019-12-31 13F MCDONALDS COM 580135101 3,515 33 0.95 695 -3.20 0.4115
2019-10-18 2019-09-30 13F MCDONALDS COM 580135101 3,482 -39 -1.11 718 -2.71 0.4845
2019-07-15 2019-06-30 13F MCDONALDS COM 580135101 3,521 -70 -1.95 738 8.21 0.4996
2019-04-22 2019-03-31 13F MCDONALDS COM 580135101 3,591 3,591 682 0.4946
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.