McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionMengis Capital Management, Inc.
Latest Disclosed Ownership4,180 shares
Latest Disclosed Value $ 1,299,317
Mengis Capital Management, Inc. reports 0.10% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Mengis Capital Management, Inc. filed a 13F-HR form disclosing ownership of 4,180 shares of McDonald's Corporation (MX:MCD) valued at $1,299,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 5, 2026 disclosing 4,184 shares of McDonald's Corporation. This represents a change in shares of -0.10% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 4,180 -4 -0.10 1,299 1.64 0.2236
2026-03-05 2025-12-31 13F MCDONALDS COM 580135101 4,184 -200 -4.56 1,279 -4.05 0.2260
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 4,384 0 0.00 1,332 4.06 0.2620
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 4,384 -77 -1.73 1,281 -8.11 0.2721
2025-05-08 2025-03-31 13F MCDONALDS COM 580135101 4,461 -19 -0.42 1,393 7.32 0.2909
2025-02-04 2024-12-31 13F MCDONALDS COM 580135101 4,480 85 1.93 1,299 -2.99 0.2653
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 4,395 -31 -0.70 1,338 18.72 0.2633
2024-08-13 2024-06-30 13F/A-1 MCDONALDS COM 580135101 4,426 -156 -3.40 1,128 -12.70 0.2286
2024-07-17 2024-06-30 13F MCDONALDS COM 580135101 4,582 0 1,292 0.1842
2024-05-14 2024-03-31 13F/A-1 MCDONALDS COM 580135101 4,582 60 1.33 1,292 -3.66 0.1992
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 4,522 0 1,341 0.2513
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 4,522 0 0.00 1,341 12.51 0.2513
2023-11-09 2023-09-30 13F MCDONALDS COM 580135101 4,522 331 7.90 1,191 -4.72 0.2476
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 4,191 0 0.00 1,251 6.75 0.2495
2023-05-05 2023-03-31 13F MCDONALDS COM 580135101 4,191 -180 -4.12 1,172 117,000.00 0.2469
2023-02-01 2022-12-31 13F MCDONALDS CORP COM COM 580135101 4,371 0 0.00 1 -99.90 0.2509
2022-11-04 2022-09-30 13F MCDONALDS CORP COM COM 580135101 4,371 -144 -3.19 1,008 -9.52 0.2388
2022-07-19 2022-06-30 13F MCDONALDS CORP COM COM 580135101 4,515 0 0.00 1,114 -0.18 0.2447
2022-05-02 2022-03-31 13F MCDONALDS CORP COM COM 580135101 4,515 -510 -10.15 1,116 -17.15 0.2139
2022-02-04 2021-12-31 13F MCDONALDS CORP COM COM 580135101 5,025 -150 -2.90 1,347 8.02 0.2529
2021-11-03 2021-09-30 13F MCDONALDS CORP COM COM 580135101 5,175 -20 -0.38 1,247 4.00 0.2619
2021-08-16 2021-06-30 13F/A-1 MCDONALDS CORP COM COM 580135101 5,195 -50 -0.95 1,199 2.04 0.2485
2021-07-21 2021-06-30 13F MCDONALDS CORP COM COM 580135101 5,245 0 1,175 0.2598
2021-05-07 2021-03-31 13F MCDONALDS CORP COM COM 580135101 5,245 31 0.59 1,175 5.10 0.2603
2021-02-03 2020-12-31 13F MCDONALDS CORP COM COM 580135101 5,214 190 3.78 1,118 1.45 0.2715
2020-10-29 2020-09-30 13F MCDONALDS CORP COM COM 580135101 5,024 -30 -0.59 1,102 18.24 0.3023
2020-07-22 2020-06-30 13F MCDONALDS CORP COM COM 580135101 5,054 20 0.40 932 12.02 0.2768
2020-05-06 2020-03-31 13F MCDONALDS CORP COM COM 580135101 5,034 0 0.00 832 -16.30 0.2842
2020-02-06 2019-12-31 13F MCDONALDS CORP COM COM 580135101 5,034 -70 -1.37 994 -9.22 0.2738
2019-11-05 2019-09-30 13F MCDONALDS CORP COM COM 580135101 5,104 -206 -3.88 1,095 -0.64 0.3263
2019-07-18 2019-06-30 13F MCDONALDS CORP COM COM 580135101 5,310 0 0.00 1,102 9.33 0.3371
2019-05-06 2019-03-31 13F MCDONALDS CORP COM COM 580135101 5,310 -120 -2.21 1,008 4.56 0.5626
2019-02-06 2018-12-31 13F MCDONALDS CORP COM COM 580135101 5,430 -120 -2.16 964 3.88 0.6114
2018-11-05 2018-09-30 13F MCDONALDS CORP COM COM 580135101 5,550 0 0.00 928 6.79 0.5101
2018-07-24 2018-06-30 13F MCDONALDS CORP COM COM 580135101 5,550 0 0.00 869 0.23 0.5139
2018-04-27 2018-03-31 13F MCDONALDS CORP COM COM 580135101 5,550 0 0.00 867 -9.21 0.5187
2018-02-13 2017-12-31 13F MCDONALDS CORP COM COM 580135101 5,550 0 0.00 955 9.90 0.5784
2017-11-06 2017-09-30 13F MCDONALDS CORP COM COM 580135101 5,550 0 0.00 869 2.24 0.5822
2017-08-01 2017-06-30 13F MCDONALDS CORP COM COM 580135101 5,550 -100 -1.77 850 16.12 0.6021
2017-05-11 2017-03-31 13F MCDONALDS CORP COM COM 580135101 5,650 0 0.00 732 6.55 0.5360
2017-02-07 2016-12-31 13F MCDONALDS CORP COM COM 580135101 5,650 0 0.00 687 5.53 0.5463
2016-10-31 2016-09-30 13F MCDONALDS CORP COM COM 580135101 5,650 -150 -2.59 651 -6.60 0.5418
2016-08-08 2016-06-30 13F MCDONALDS CORP COM COM 580135101 5,800 0 0.00 697 -4.26 0.6145
2016-05-11 2016-03-31 13F/A-1 MCDONALDS CORP COM COM 580135101 5,800 -100 -1.69 728 4.45 0.6725
2016-05-09 2016-03-31 13F MCDONALDS CORP COM COM 580135101 5,800 728
2016-02-01 2015-12-31 13F MCDONALDS CORP COM COM 580135101 5,900 0 0.00 697 19.97 0.6079
2015-11-09 2015-09-30 13F MCDONALDS CORP COM COM 580135101 5,900 -154 -2.54 581 1.04 0.5413
2015-07-29 2015-06-30 13F MCDONALDS CORP COM COM 580135101 6,054 -198 -3.17 575 -5.58 0.4808
2015-04-28 2015-03-31 13F MCDONALDS CORP COM COM 580135101 6,252 -99 -1.56 609 2.35 0.5316
2015-02-10 2014-12-31 13F MCDONALDS CORP COM COM 580135101 6,351 6,351 595 0.5743
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.