McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionMonument Capital Management
Latest Disclosed Ownership1,717 shares
Latest Disclosed Value $ 533,491
Monument Capital Management reports 6.79% decrease in ownership of MCD / McDonald's Corporation

On April 15, 2026 - Monument Capital Management filed a 13F-HR form disclosing ownership of 1,717 shares of McDonald's Corporation (MX:MCD) valued at $533,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,842 shares of McDonald's Corporation. This represents a change in shares of -6.79% 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)
2026-04-15 2026-03-31 13F MCDONALDS COM 580135101 1,717 -125 -6.79 533 -5.16 0.1337
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 1,842 134 7.85 563 8.49 0.1400
2025-10-14 2025-09-30 13F MCDONALDS COM 580135101 1,708 -84 -4.69 519 -0.96 0.1297
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 1,792 14 0.79 523 -5.77 0.1364
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 1,778 15 0.85 556 8.61 0.1708
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 1,763 17 0.97 511 -3.77 0.1409
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 1,746 -254 -12.70 532 4.32 0.1470
2024-07-22 2024-06-30 13F MCDONALDS COM 580135101 2,000 -1,210 -37.69 510 -43.76 0.1499
2024-04-19 2024-03-31 13F MCDONALDS COM 580135101 3,210 -261 -7.52 905 -12.05 0.2608
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 3,471 -2,227 -39.08 1,029 -31.45 0.3312
2023-10-25 2023-09-30 13F MCDONALDS COM 580135101 5,698 -130 -2.23 1,501 -13.69 0.5038
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 5,828 414 7.65 1,739 14.94 0.5545
2023-04-21 2023-03-31 13F MCDONALDS COM 580135101 5,414 1,761 48.21 1,514 57.28 0.5067
2023-01-27 2022-12-31 13F MCDONALDS COM 580135101 3,653 -691 -15.91 963 -3.99 0.3292
2022-11-07 2022-09-30 13F MCDONALDS COM 580135101 4,344 1,242 40.04 1,002 30.81 0.3758
2022-07-20 2022-06-30 13F MCDONALDS COM 580135101 3,102 427 15.96 766 15.89 0.2889
2022-04-14 2022-03-31 13F MCDONALDS COM 580135101 2,675 154 6.11 661 -2.22 0.2144
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 2,521 81 3.32 676 14.97 0.2098
2021-10-22 2021-09-30 13F MCDONALDS COM 580135101 2,440 336 15.97 588 20.99 0.1999
2021-07-27 2021-06-30 13F MCDONALDS COM 580135101 2,104 402 23.62 486 27.56 0.1682
2021-04-12 2021-03-31 13F MCDONALDS COM 580135101 1,702 -10,521 -86.08 381 -85.47 0.1528
2021-01-15 2020-12-31 13F MCDONALDS COM 580135101 12,223 448 3.80 2,623 1.51 1.2121
2020-10-23 2020-09-30 13F MCDONALDS COM 580135101 11,775 -1,127 -8.74 2,584 8.57 1.3626
2020-07-16 2020-06-30 13F MCDONALDS COM 580135101 12,902 -335 -2.53 2,380 8.73 1.4000
2020-04-14 2020-03-31 13F MCDONALDS COM 580135101 13,237 -105 -0.79 2,189 -16.96 1.5737
2020-01-14 2019-12-31 13F MCDONALDS COM 580135101 13,342 -107 -0.80 2,636 -8.73 1.3447
2019-10-21 2019-09-30 13F MCDONALDS COM 580135101 13,449 -240 -1.75 2,888 2.27 1.5669
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 13,689 142 1.05 2,824 9.76 1.5222
2019-04-10 2019-03-31 13F MCDONALDS COM 580135101 13,547 -1,887 -12.23 2,573 -6.13 1.4640
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 15,434 1,585 11.44 2,741 18.30 1.7117
2018-11-13 2018-09-30 13F/A-1 MCDONALDS COM 580135101 13,849 1,484 12.00 2,317 19.62 1.3019
2018-10-11 2018-09-30 13F MCDONALDS COM 580135101 9,104 -3,261 1,523
2018-07-17 2018-06-30 13F MCDONALDS COM 580135101 12,365 -244 -1.94 1,937 -2.57 1.3435
2018-04-17 2018-03-31 13F MCDONALDS COM 580135101 12,609 12,609 1,988 1.3597
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.