McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionLowe Brockenbrough & Co Inc
Latest Disclosed Ownership18,466 shares
Latest Disclosed Value $ 5,739,048
Lowe Brockenbrough & Co Inc reports 0.93% decrease in ownership of MCD / McDonald's Corporation

On May 7, 2026 - Lowe Brockenbrough & Co Inc filed a 13F-HR form disclosing ownership of 18,466 shares of McDonald's Corporation (MX:MCD) valued at $5,739,048 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 18,639 shares of McDonald's Corporation. This represents a change in shares of -0.93% 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)
2026-05-07 2026-03-31 13F MCDONALDS COM 580135101 18,466 -173 -0.93 5,739 0.75 0.2862
2026-02-11 2025-12-31 13F MCDONALDS COM 580135101 18,639 122 0.66 5,697 1.23 0.2805
2025-11-05 2025-09-30 13F MCDONALDS COM 580135101 18,517 499 2.77 5,627 6.90 0.2895
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 18,018 500 2.85 5,264 -3.80 0.2960
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 17,518 -241 -1.36 5,472 6.29 0.3601
2025-02-11 2024-12-31 13F MCDONALDS COM 580135101 17,759 -164 -0.92 5,148 -5.66 0.3301
2024-10-28 2024-09-30 13F MCDONALDS COM 580135101 17,923 1,606 9.84 5,458 31.24 0.3484
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 16,317 -258 -1.56 4,158 -11.02 0.2768
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 16,575 -1,629 -8.95 4,673 -13.41 0.3157
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 18,204 1,001 5.82 5,398 19.11 0.4179
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 17,203 -2,711 -13.61 4,532 -23.75 0.3518
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 19,914 -131 -0.65 5,943 6.03 0.4483
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 20,045 722 3.74 5,605 10.05 0.4542
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 19,323 -1,256 -6.10 5,092 7.25 0.4431
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 20,579 58 0.28 4,748 -6.28 0.4573
2022-07-27 2022-06-30 13F MCDONALDS COM 580135101 20,521 -356 -1.71 5,066 -1.86 0.4431
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 20,877 600 2.96 5,162 -5.04 0.3810
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 20,277 3,385 20.04 5,436 33.46 0.3968
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 16,892 -2,300 -11.98 4,073 -8.12 0.3171
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 19,192 -30 -0.16 4,433 2.90 0.3990
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 19,222 -215 -1.11 4,308 3.28 0.4186
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 19,437 -73 -0.37 4,171 -2.59 0.4516
2020-10-26 2020-09-30 13F MCDONALDS COM 580135101 19,510 -130 -0.66 4,282 18.19 0.5324
2020-08-13 2020-06-30 13F MCDONALDS CORP COM COM 580135101 19,640 -135 -0.68 3,623 10.80 0.4870
2020-05-21 2020-03-31 13F MCDONALDS CORP COM COM 580135101 19,775 -279 -1.39 3,270 -17.49 0.5385
2020-01-31 2019-12-31 13F MCDONALDS CORP COM COM 580135101 20,054 -46 -0.23 3,963 -8.18 0.4914
2019-11-21 2019-09-30 13F MCDONALDS CORP COM COM 580135101 20,100 -155 -0.77 4,316 2.62 0.5792
2019-08-12 2019-06-30 13F MCDONALDS CORP COM COM 580135101 20,255 -70 -0.34 4,206 8.96 0.5731
2019-05-21 2019-03-31 13F/A-1 MCDONALDS CORP COM COM 580135101 20,325 -89 -0.44 3,860 6.48 0.5398
2019-05-21 2019-03-31 13F MCDONALDS CORP COM COM 580135101 20,325 3,860
2019-02-15 2018-12-31 13F MCDONALDS CORP COM COM 580135101 20,414 -562 -2.68 3,625 3.31 0.5923
2018-11-15 2018-09-30 13F MCDONALDS CORP COM COM 580135101 20,976 -877 -4.01 3,509 2.48 0.4906
2018-08-10 2018-06-30 13F MCDONALDS CORP COM COM 580135101 21,853 -225 -1.02 3,424 -0.84 0.5031
2018-04-30 2018-03-31 13F MCDONALDS CORP COM COM 580135101 22,078 -3 -0.01 3,453 -9.16 0.5109
2018-01-30 2017-12-31 13F MCDONALDS CORP COM COM 580135101 22,081 240 1.10 3,801 11.08 0.5454
2017-11-07 2017-09-30 13F MCDONALDS CORP COM COM 580135101 21,841 -1,001 -4.38 3,422 -2.17 0.5249
2017-07-31 2017-06-30 13F MCDONALDS CORP COM COM 580135101 22,842 -586 -2.50 3,498 15.18 0.5495
2017-05-17 2017-03-31 13F MCDONALDS CORP COM COM 580135101 23,428 1,556 7.11 3,037 14.09 0.4847
2017-02-15 2016-12-31 13F MCDONALDS CORP COM COM 580135101 21,872 -963 -4.22 2,662 1.06 0.4454
2016-11-15 2016-09-30 13F MCDONALDS CORP COM COM 580135101 22,835 -875 -3.69 2,634 -7.68 0.4543
2016-08-17 2016-06-30 13F MCDONALDS CORP COM COM 580135101 23,710 -1,370 -5.46 2,853 -9.49 0.4963
2016-05-18 2016-03-31 13F MCDONALDS CORP COM COM 580135101 25,080 -1,165 -4.44 3,152 1.64 0.5421
2016-02-11 2015-12-31 13F MCDONALDS CORP COM COM 580135101 26,245 -1,160 -4.23 3,101 14.85 0.5287
2015-11-03 2015-09-30 13F MCDONALDS CORP COM COM 580135101 27,405 -834 -2.95 2,700 0.56 0.4722
2015-08-17 2015-06-30 13F MCDONALDS CORP COM COM 580135101 28,239 -2,732 -8.82 2,685 -11.03 0.4324
2015-05-14 2015-03-31 13F MCDONALDS CORP COM COM 580135101 30,971 -365 -1.16 3,018 2.79 0.4760
2015-02-17 2014-12-31 13F MCDONALDS CORP COM COM 580135101 31,336 -4,100 -11.57 2,936 -12.62 0.4667
2014-11-20 2014-09-30 13F MCDONALDS CORP COM COM 580135101 35,436 2 0.01 3,360 -5.88 0.5363
2014-08-15 2014-06-30 13F MCDONALDS CORP COM COM 580135101 35,434 -570 -1.58 3,570 1.16 0.5695
2014-06-17 2014-03-31 13F MCDONALDS CORP COM COM 580135101 36,004 -5,519 -13.29 3,529 -12.41 0.5879
2014-02-26 2013-12-31 13F MCDONALDS CORP COM COM 580135101 41,523 -1,648 -3.82 4,029 -3.01 0.6665
2013-11-15 2013-09-30 13F MCDONALDS CORP COM COM 580135101 43,171 -2,263 -4.98 4,154 -7.65 0.7553
2013-08-14 2013-06-30 13F MCDONALDS CORP COM COM 580135101 45,434 45,434 4,498 0.8350
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.