McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionMarathon Capital Management
Latest Disclosed Ownership2,150 shares
Latest Disclosed Value $ 668,205
Marathon Capital Management ownership in MCD / McDonald's Corporation

On May 14, 2026 - Marathon Capital Management filed a 13F-HR form disclosing ownership of 2,150 shares of McDonald's Corporation (MX:MCD) valued at $668,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 2,150 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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 2,150 0 0.00 668 1.67 0.1501
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 2,150 0 0.00 657 0.61 0.1414
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 2,150 70 3.37 653 7.58 0.1495
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 2,080 0 0.00 608 -6.47 0.1548
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 2,080 -9 -0.43 650 7.27 0.1730
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 2,089 0 0.00 606 -4.87 0.1513
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 2,089 0 0.00 636 19.55 0.1542
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 2,089 0 0.00 532 -9.52 0.1357
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 2,089 0 0.00 589 -5.01 0.1405
2024-02-14 2023-12-31 13F/A-1 MCDONALDS COM 580135101 2,089 0 0.00 619 12.55 0.1557
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 2,089 0 619 0.1557
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 2,089 0 0.00 550 -11.72 0.1385
2023-08-15 2023-06-30 13F/A-1 MCDONALDS COM 580135101 2,089 34 1.65 623 8.54 0.1539
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 2,089 34 623 0.1510
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 2,055 0 0.00 575 6.10 0.1414
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 2,055 0 0.00 542 14.14 0.1493
2022-11-14 2022-09-30 13F Mc Donalds COM 580135101 2,055 0 0.00 474 -6.51 0.1354
2022-08-12 2022-06-30 13F Mc Donalds COM 580135101 2,055 2,055 507 0.1638
2022-05-13 2022-03-31 13F Mc Donalds COM 580135101 0 -2,055 -100.00 0 -100.00
2022-02-09 2021-12-31 13F Mc Donalds COM 580135101 2,055 0 0.00 551 11.09 0.1291
2021-11-15 2021-09-30 13F Mc Donalds COM 580135101 2,055 0 0.00 496 4.64 0.1126
2021-08-16 2021-06-30 13F Mc Donalds COM 580135101 2,055 0 0.00 474 3.04 0.1097
2021-05-14 2021-03-31 13F Mc Donalds COM 580135101 2,055 3 0.15 460 4.55 0.1213
2021-02-08 2020-12-31 13F Mc Donalds COM 580135101 2,052 0 0.00 440 -2.22 0.1297
2020-11-16 2020-09-30 13F Mc Donalds COM 580135101 2,052 52 2.60 450 21.95 0.1638
2020-08-14 2020-06-30 13F Mc Donalds COM 580135101 2,000 0 0.00 369 11.82 0.1417
2020-05-15 2020-03-31 13F Mc Donalds COM 580135101 2,000 -217 -9.79 330 -24.66 0.1515
2020-02-14 2019-12-31 13F Mc Donalds COM 580135101 2,217 500 29.12 438 18.70 0.1490
2019-11-13 2019-09-30 13F Mc Donalds COM 580135101 1,717 0 0.00 369 3.65 0.1488
2019-07-25 2019-06-30 13F Mc Donalds COM 580135101 1,717 0 0.00 356 9.20 0.1452
2019-05-15 2019-03-31 13F Mc Donalds COM 580135101 1,717 0 0.00 326 7.24 0.1456
2019-02-07 2018-12-31 13F Mc Donalds COM 580135101 1,717 1,717 304 0.1509
2015-02-09 2014-12-31 13F Mc Donalds COM 580135101 0 -3,064 -100.00 0 -100.00
2014-10-30 2014-09-30 13F Mc Donalds COM 580135101 3,064 -112 -3.53 290 -9.37 0.2613
2014-08-08 2014-06-30 13F Mc Donalds COM 580135101 3,176 -12 -0.38 320 2.56 0.2574
2014-04-30 2014-03-31 13F Mc Donalds COM 580135101 3,188 409 14.72 312 15.56 0.2344
2014-01-28 2013-12-31 13F Mc Donalds COM 580135101 2,779 2,779 270 0.1948
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.