McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership179,008 shares
Latest Disclosed Value $ 55,633,957
Mercer Global Advisors Inc /adv reports 9.73% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 179,008 shares of McDonald's Corporation (MX:MCD) valued at $55,633,957 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 163,141 shares of McDonald's Corporation. This represents a change in shares of 9.73% 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.

Upgrade to unlock premium data and export to Excel .

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 179,008 15,867 9.73 55,634 11.15 0.0823
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 163,141 11,086 7.29 50,050 8.32 0.0763
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 152,055 22,593 17.45 46,208 22.16 0.0771
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 129,462 -1,084 -0.83 37,826 -7.23 0.0770
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 130,546 5,385 4.30 40,775 12.38 0.0935
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 125,161 -13,264 -9.58 36,283 -13.51 0.0885
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 138,425 3,619 2.68 41,947 22.36 0.0982
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 134,806 3,799 2.90 34,282 92,554.05 0.0935
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 131,007 6,527 5.24 37 2.78 0.1053
2024-02-15 2023-12-31 13F MCDONALDS COM 580135101 124,480 2,778 2.28 37 12.50 0.1110
2023-11-15 2023-09-30 13F/A-1 MCDONALDS COM 580135101 121,702 579 0.48 32 -11.11 0.1218
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 121,702 579 32 0.1217
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 121,123 7,939 7.01 36 16.13 0.1435
2023-05-16 2023-03-31 13F MCDONALDS COM 580135101 113,184 -6,852 -5.71 32 0.00 0.1437
2023-02-09 2022-12-31 13F MCDONALDS COM 580135101 120,036 5,047 4.39 32 -99.88 0.1584
2022-11-15 2022-09-30 13F MCDONALDS COM 580135101 114,989 9,863 9.38 26,533 2.23 0.1575
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 105,126 7,088 7.23 25,954 7.06 0.1589
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 98,038 523 0.54 24,243 -7.26 0.1428
2022-02-04 2021-12-31 13F MCDONALDS COM 580135101 97,515 14,650 17.68 26,141 30.84 0.1614
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 82,865 21,755 35.60 19,980 41.54 0.1396
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 61,110 3,781 6.60 14,116 9.85 0.1086
2021-08-10 2021-03-31 13F/A-1 MCDONALDS COM 580135101 57,329 -10,797 -15.85 12,850 -12.10 0.1169
2021-05-11 2021-03-31 13F MCDONALDS COM 580135101 54,327 -13,799 12,177 0.1166
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 68,126 7,212 11.84 14,619 13.12 0.1826
2020-12-10 2020-09-30 13F MCDONALDS COM 580135101 60,914 13,995 29.83 12,923 49.31 0.1944
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 46,919 -10,709 -18.58 8,655 -9.17 0.1571
2020-05-18 2020-03-31 13F MCDONALDS COM 580135101 57,628 13,343 30.13 9,529 8.89 0.2097
2020-02-13 2019-12-31 13F MCDONALDS CORP COM COM 580135101 44,285 -568 -1.27 8,751 -9.13 0.1748
2019-11-12 2019-09-30 13F MCDONALDS CORP COM COM 580135101 44,853 4,859 12.15 9,630 15.95 0.2265
2019-08-14 2019-06-30 13F MCDONALDS CORP COM COM 580135101 39,994 8,403 26.60 8,305 38.44 0.2201
2019-04-23 2019-03-31 13F/A-1 MCDONALDS CORP COM COM 580135101 31,591 31,591 5,999 0.2157
2019-04-12 2019-03-31 13F MCDONALDS CORP COM COM 580135101 32,154 5,710 0.3043
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.