McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionMidWestOne Financial Group, Inc.
Latest Disclosed Ownership3,471 shares
Latest Disclosed Value $ 1,060,842
MidWestOne Financial Group, Inc. reports 0.29% increase in ownership of MCD / McDonald's Corporation

On February 11, 2026 - MidWestOne Financial Group, Inc. filed a 13F-HR form disclosing ownership of 3,471 shares of McDonald's Corporation (MX:MCD) valued at $1,060,842 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 6, 2025 disclosing 3,461 shares of McDonald's Corporation. This represents a change in shares of 0.29% 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)
2026-02-11 2025-12-31 13F MCDONALDS COM 580135101 3,471 10 0.29 1,061 0.86 0.1178
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 3,461 0 0.00 1,052 3.96 0.1277
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 3,461 -2 -0.06 1,011 -6.48 0.1313
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 3,463 100 2.97 1,082 10.99 0.1536
2025-02-18 2024-12-31 13F MCDONALDS COM 580135101 3,363 -198 -5.56 975 -10.15 0.1369
2024-11-15 2024-09-30 13F MCDONALDS COM 580135101 3,561 -1 -0.03 1,084 19.51 0.1497
2024-08-15 2024-06-30 13F MCDONALDS COM 580135101 3,562 -17,944 -83.44 908 -85.04 0.1637
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 21,506 17,995 512.53 6,064 482.42 1.0894
2024-02-15 2023-12-31 13F MCDONALDS COM 580135101 3,511 0 0.00 1,041 12.66 0.1978
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 3,511 83 2.42 925 -9.59 0.2097
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 3,428 145 4.42 1,023 11.45 0.2217
2023-05-16 2023-03-31 13F MCDONALDS COM 580135101 3,283 204 6.63 918 13.07 0.2074
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 3,079 -204 -6.21 811 6.99 0.1811
2022-11-15 2022-09-30 13F MCDONALDS COM 580135101 3,283 0 0.00 758 -6.42 0.1930
2022-08-16 2022-06-30 13F MCDONALDS COM 580135101 3,283 404 14.03 810 13.76 0.2004
2022-05-17 2022-03-31 13F MCDONALDS COM 580135101 2,879 -300 -9.44 712 -16.43 0.1534
2022-02-15 2021-12-31 13F MCDONALDS COM 580135101 3,179 -112 -3.40 852 7.30 0.1787
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 3,291 0 0.00 794 4.47 0.1860
2021-08-17 2021-06-30 13F MCDONALDS COM 580135101 3,291 84 2.62 760 5.70 0.1794
2021-05-18 2021-03-31 13F MCDONALDS COM 580135101 3,207 0 0.00 719 4.51 0.1740
2021-02-17 2020-12-31 13F MCDONALDS COM 580135101 3,207 0 0.00 688 -2.27 0.1886
2020-11-17 2020-09-30 13F MCDONALDS COM 580135101 3,207 0 0.00 704 18.92 0.2336
2020-08-17 2020-06-30 13F MCDONALDS COM 580135101 3,207 0 0.00 592 11.70 0.2472
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 3,207 0 0.00 530 -16.27 0.1947
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 3,207 381 13.48 633 4.46 0.1315
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 2,826 2 0.07 606 3.41 0.1872
2019-08-15 2019-06-30 13F MCDONALDS COM 580135101 2,824 2,824 586 0.1609
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.