McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership9,139 shares
Latest Disclosed Value $ 2,840,394
Larson Financial Group LLC reports 11.46% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 9,139 shares of McDonald's Corporation (MX:MCD) valued at $2,840,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,199 shares of McDonald's Corporation. This represents a change in shares of 11.46% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 9,139 940 11.46 2,840 13.37 0.0852
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 8,199 -52 -0.63 2,506 -0.08 0.0834
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 8,251 2,351 39.85 2,507 45.50 0.0877
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 5,900 507 9.40 1,724 2.32 0.0690
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 5,393 792 17.21 1,684 26.33 0.0798
2025-02-07 2024-12-31 13F MCDONALDS COM 580135101 4,601 -1,857 -28.76 1,334 -32.20 0.0689
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 6,458 -13,515 -67.67 1,967 -61.38 0.1115
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 19,973 12,987 185.90 5,090 158.51 0.3470
2024-05-03 2024-03-31 13F MCDONALDS COM 580135101 6,986 -405 -5.48 1,970 -10.13 0.1522
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 7,391 224 3.13 2,191 16.11 0.1915
2023-11-03 2023-09-30 13F MCDONALDS COM 580135101 7,167 1,060 17.36 1,888 3.57 0.1857
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 6,107 5,489 888.19 1,822 959.30 0.1821
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 618 1 0.16 173 6.17 0.0188
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 617 13 2.15 163 16.55 0.0195
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 604 -1,376 -69.49 139 -71.57 0.0198
2022-08-04 2022-06-30 13F MCDONALDS COM 580135101 1,980 -119 -5.67 489 -5.78 0.0846
2022-05-05 2022-03-31 13F MCDONALDS COM 580135101 2,099 -36 -1.69 519 -9.27 0.0829
2022-02-03 2021-12-31 13F MCDONALDS COM 580135101 2,135 1,675 364.13 572 415.32 0.0907
2021-11-04 2021-09-30 13F MCDONALDS COM 580135101 460 101 28.13 111 33.73 0.0220
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 359 21 6.21 83 9.21 0.0193
2021-05-06 2021-03-31 13F/A-1 MCDONALDS COM 580135101 338 1 0.30 76 5.56 0.0224
2021-04-08 2021-03-31 13F MCDONALDS COM 580135101 337 0 72 0.0245
2021-01-14 2020-12-31 13F MCDONALDS COM 580135101 337 -62 -15.54 72 -18.18 0.0245
2020-10-08 2020-09-30 13F MCDONALDS COM 580135101 399 2 0.50 88 20.55 0.0361
2020-07-10 2020-06-30 13F MCDONALDS COM 580135101 397 -114 -22.31 73 -14.12 0.0347
2020-04-09 2020-03-31 13F MCDONALDS COM 580135101 511 6 1.19 85 -15.00 0.0532
2020-01-10 2019-12-31 13F MCDONALDS COM 580135101 505 -30 -5.61 100 -13.04 0.0576
2019-10-11 2019-09-30 13F MCDONALDS COM 580135101 535 49 10.08 115 13.86 0.0752
2019-07-16 2019-06-30 13F MCDONALDS COM 580135101 486 2 0.41 101 9.78 0.0750
2019-04-05 2019-03-31 13F/A-1 MCDONALDS COM 580135101 484 3 0.62 92 8.24 0.0729
2019-04-04 2019-03-31 13F MCDONALDS COM 580135101 481 0 85 0.0786
2019-02-07 2018-12-31 13F MCDONALDS COM 580135101 481 481 85 0.0786
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.