McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionLynch & Associates/in
Latest Disclosed Ownership34,292 shares
Latest Disclosed Value $ 10,657,650
Lynch & Associates/in reports 0.72% increase in ownership of MCD / McDonald's Corporation

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 34,292 shares of McDonald's Corporation (MX:MCD) valued at $10,657,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 34,047 shares of McDonald's Corporation. This represents a change in shares of 0.72% 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)
2026-04-08 2026-03-31 13F MCDONALDS COM 580135101 34,292 245 0.72 10,658 2.42 2.0011
2026-01-07 2025-12-31 13F MCDONALDS COM 580135101 34,047 857 2.58 10,406 3.16 1.9674
2025-10-07 2025-09-30 13F MCDONALDS COM 580135101 33,190 -197 -0.59 10,086 3.40 1.9477
2025-07-15 2025-06-30 13F MCDONALDS COM 580135101 33,387 64 0.19 9,755 -6.28 1.9652
2025-04-17 2025-03-31 13F MCDONALDS COM 580135101 33,323 -11 -0.03 10,409 7.71 2.2513
2025-01-10 2024-12-31 13F MCDONALDS COM 580135101 33,334 156 0.47 9,663 -4.35 2.0967
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 33,178 21 0.06 10,103 19.56 2.1360
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 33,157 1,013 3.15 8,450 -6.76 1.9038
2024-04-09 2024-03-31 13F MCDONALDS COM 580135101 32,144 -1,408 -4.20 9,063 -8.91 2.0931
2024-01-08 2023-12-31 13F MCDONALDS COM 580135101 33,552 666 2.03 9,948 14.83 2.4178
2023-10-24 2023-09-30 13F/A-1 MCDONALDS COM 580135101 32,886 119 0.36 8,664 -11.40 2.2856
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 32,886 119 9 2.2857
2023-10-24 2023-06-30 13F/A-1 MCDONALDS COM 580135101 32,767 -412 -1.24 9,778 5.40 2.5021
2023-07-13 2023-06-30 13F MCDONALDS COM 580135101 32,767 -412 10 2.5021
2023-10-24 2023-03-31 13F/A-1 MCDONALDS COM 580135101 33,179 51 0.15 9,277 6.27 2.4336
2023-04-04 2023-03-31 13F MCDONALDS COM 580135101 33,179 52 9 2.4335
2023-10-24 2022-12-31 13F/A-1 MCDONALDS COM 580135101 33,128 -538 -1.60 8,730 12.38 2.2821
2023-01-05 2022-12-31 13F MCDONALDS COM 580135101 33,127 -539 9 2.2821
2022-10-03 2022-09-30 13F MCDONALDS COM 580135101 33,666 -741 -2.15 7,768 -8.56 2.2726
2022-07-06 2022-06-30 13F MCDONALDS COM 580135101 34,407 180 0.53 8,495 0.37 2.3112
2022-04-08 2022-03-31 13F MCDONALDS COM 580135101 34,227 20 0.06 8,464 -7.70 2.0501
2022-01-11 2021-12-31 13F MCDONALDS COM 580135101 34,207 1,090 3.29 9,170 14.84 2.1647
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 33,117 1,193 3.74 7,985 8.29 2.0683
2021-07-21 2021-06-30 13F MCDONALDS COM 580135101 31,924 46 0.14 7,374 3.21 1.8922
2021-04-09 2021-03-31 13F MCDONALDS COM 580135101 31,878 558 1.78 7,145 6.31 1.9293
2021-01-20 2020-12-31 13F MCDONALDS COM 580135101 31,320 -653 -2.04 6,721 -4.23 1.8306
2020-10-21 2020-09-30 13F MCDONALDS COM 580135101 31,973 30 0.09 7,018 19.09 2.1017
2020-07-20 2020-06-30 13F MCDONALDS COM 580135101 31,943 103 0.32 5,893 11.93 1.9061
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 31,840 459 1.46 5,265 -15.09 1.9346
2020-01-10 2019-12-31 13F MCDONALDS COM 580135101 31,381 -284 -0.90 6,201 -8.80 1.7821
2019-10-03 2019-09-30 13F MCDONALDS COM 580135101 31,665 -282 -0.88 6,799 2.49 2.0794
2019-07-19 2019-06-30 13F MCDONALDS COM 580135101 31,947 -186 -0.58 6,634 8.72 2.1558
2019-04-25 2019-03-31 13F MCDONALDS COM 580135101 32,133 1,183 3.82 6,102 11.03 2.0236
2019-01-10 2018-12-31 13F MCDONALDS COM 580135101 30,950 416 1.36 5,496 7.60 2.0522
2018-10-05 2018-09-30 13F MCDONALDS COM 580135101 30,534 -390 -1.26 5,108 5.43 1.7240
2018-07-09 2018-06-30 13F MCDONALDS COM 580135101 30,924 801 2.66 4,845 2.84 1.7551
2018-04-06 2018-03-31 13F MCDONALDS COM 580135101 30,123 560 1.89 4,711 -7.41 1.8014
2018-01-04 2017-12-31 13F MCDONALDS COM 580135101 29,563 112 0.38 5,088 10.27 1.9070
2017-10-18 2017-09-30 13F MCDONALDS COM 580135101 29,451 897 3.14 4,614 5.51 1.8332
2017-07-20 2017-06-30 13F MCDONALDS COM 580135101 28,554 -140 -0.49 4,373 17.59 1.7276
2017-04-10 2017-03-31 13F MCDONALDS COM 580135101 28,694 984 3.55 3,719 10.26 1.5167
2017-01-09 2016-12-31 13F MCDONALDS COM 580135101 27,710 743 2.76 3,373 8.42 1.4198
2016-10-04 2016-09-30 13F MCDONALDS COM 580135101 26,967 445 1.68 3,111 -2.54 1.3687
2016-07-20 2016-06-30 13F MCDONALDS COM 580135101 26,522 454 1.74 3,192 -2.56 1.4262
2016-04-11 2016-03-31 13F MCDONALDS COM 580135101 26,068 4,245 19.45 3,276 27.08 1.5576
2016-02-29 2015-12-31 13F MCDONALDS COM 580135101 21,823 450 2.11 2,578 22.41 1.3231
2015-10-14 2015-09-30 13F MCDONALDS COM 580135101 21,373 1,001 4.91 2,106 8.72 1.1667
2015-07-21 2015-06-30 13F MCDONALDS COM 580135101 20,372 1,200 6.26 1,937 3.69 1.0112
2015-04-13 2015-03-31 13F MCDONALDS COM 580135101 19,172 3,331 21.03 1,868 25.88 0.9836
2015-01-21 2014-12-31 13F MCDONALDS COM 580135101 15,841 3,288 26.19 1,484 24.71 0.7981
2014-10-03 2014-09-30 13F MCDONALDS COM 580135101 12,553 -125 -0.99 1,190 -6.81 0.6685
2014-07-15 2014-06-30 13F MCDONALDS COM 580135101 12,678 1,500 13.42 1,277 16.51 0.7291
2014-04-15 2014-03-31 13F MCDONALDS COM 580135101 11,178 381 3.53 1,096 4.58 0.6464
2014-01-22 2013-12-31 13F MCDONALDS COM 580135101 10,797 1,277 13.41 1,048 14.41 0.6261
2013-10-16 2013-09-30 13F MCDONALDS COM 580135101 9,520 425 4.67 916 1.78 0.6112
2013-07-16 2013-06-30 13F MCDONALDS COM 580135101 9,095 9,095 900 0.6220
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.