McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership4,788 shares
Latest Disclosed Value $ 1,488,079
Newman Dignan & Sheerar, Inc. reports 0.76% increase in ownership of MCD / McDonald's Corporation

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 4,788 shares of McDonald's Corporation (MX:MCD) valued at $1,488,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,752 shares of McDonald's Corporation. This represents a change in shares of 0.76% 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)
2026-04-13 2026-03-31 13F McDonalds COM 580135101 4,788 36 0.76 1,488 2.48 0.3132
2026-01-22 2025-12-31 13F McDonalds COM 580135101 4,752 -25 -0.52 1,452 0.07 0.3027
2025-10-09 2025-09-30 13F McDonalds COM 580135101 4,777 -247 -4.92 1,452 -1.09 0.3135
2025-07-18 2025-06-30 13F McDonalds COM 580135101 5,024 -20 -0.40 1,468 -6.86 0.3374
2025-05-14 2025-03-31 13F/A-1 McDonalds COM 580135101 5,044 1 0.02 1,576 7.73 0.4300
2025-05-02 2025-03-31 13F McDonalds COM 580135101 5,043 0 1,462 0.3745
2025-01-30 2024-12-31 13F McDonalds COM 580135101 5,043 0 0.00 1,462 -2.27 0.3745
2024-11-12 2024-09-30 13F McDonalds COM 580135101 5,043 1 0.02 1,497 16.51 0.3584
2024-07-15 2024-06-30 13F McDonalds COM 580135101 5,042 -159 -3.06 1,285 -12.41 0.3314
2024-04-29 2024-03-31 13F McDonalds COM 580135101 5,201 -444 -7.87 1,466 -12.37 0.3921
2024-02-09 2023-12-31 13F McDonalds COM 580135101 5,645 -184 -3.16 1,674 8.99 0.5054
2023-11-08 2023-09-30 13F McDonalds COM 580135101 5,829 -100 -1.69 1,536 -13.23 0.5040
2023-08-02 2023-06-30 13F McDonalds COM 580135101 5,929 1 0.02 1,769 6.76 0.5461
2023-04-28 2023-03-31 13F McDonalds COM 580135101 5,928 -79 -1.32 1,658 4.67 0.5321
2023-01-20 2022-12-31 13F McDonalds COM 580135101 6,007 46 0.77 1,583 15.04 0.5244
2022-10-18 2022-09-30 13F McDonalds COM 580135101 5,961 0 0.00 1,376 -6.52 0.2155
2022-08-03 2022-06-30 13F McDonalds COM 580135101 5,961 -95 -1.57 1,472 -1.67 0.5022
2022-04-14 2022-03-31 13F McDonalds COM 580135101 6,056 -141 -2.28 1,497 -9.87 0.2873
2022-01-18 2021-12-31 13F McDonalds COM 580135101 6,197 4 0.06 1,661 11.25 0.5035
2021-10-07 2021-09-30 13F McDonalds COM 580135101 6,193 0 0.00 1,493 4.41 0.4314
2021-07-28 2021-06-30 13F McDonalds COM 580135101 6,193 -216 -3.37 1,430 -0.49 0.4819
2021-05-05 2021-03-31 13F McDonalds COM 580135101 6,409 125 1.99 1,437 6.60 0.5210
2021-01-29 2020-12-31 13F McDonalds COM 580135101 6,284 1 0.02 1,348 -2.25 0.2167
2020-10-14 2020-09-30 13F McDonalds COM 580135101 6,283 -19 -0.30 1,379 11.93 0.5763
2020-08-06 2020-06-30 13F McDonalds COM 580135101 6,302 1 0.02 1,232 9.90 0.5318
2020-04-20 2020-03-31 13F McDonalds COM 580135101 6,301 -354 -5.32 1,121 -14.75 0.5868
2020-01-15 2019-12-31 13F McDonalds COM 580135101 6,655 1 0.02 1,315 -7.98 0.1404
2019-10-21 2019-09-30 13F McDonalds COM 580135101 6,654 -157 -2.31 1,429 1.06 0.6732
2019-07-31 2019-06-30 13F McDonalds COM 580135101 6,811 91 1.35 1,414 10.82 0.0376
2019-04-09 2019-03-31 13F McDonalds COM 580135101 6,720 -224 -3.23 1,276 3.49 0.5127
2019-01-23 2018-12-31 13F McDonalds COM 580135101 6,944 -78 -1.11 1,233 5.38 0.1045
2018-10-25 2018-09-30 13F McDonalds COM 580135101 7,022 130 1.89 1,170 8.33 0.5121
2018-07-06 2018-06-30 13F McDonalds COM 580135101 6,892 501 7.84 1,080 4.45 0.0722
2018-04-17 2018-03-31 13F McDonalds COM 580135101 6,391 226 3.67 1,034 -2.54 0.5222
2018-01-29 2017-12-31 13F McDonalds COM 580135101 6,165 -344 -5.28 1,061 4.02 0.5308
2017-10-18 2017-09-30 13F McDonalds COM 580135101 6,509 -179 -2.68 1,020 -0.39 0.5438
2017-08-08 2017-06-30 13F McDonalds COM 580135101 6,688 1 0.01 1,024 18.11 0.5683
2017-04-10 2017-03-31 13F McDonalds COM 580135101 6,687 -174 -2.54 867 3.83 0.3840
2017-01-27 2016-12-31 13F McDonalds COM 580135101 6,861 246 3.72 835 9.44 0.5091
2016-10-27 2016-09-30 13F McDonalds COM 580135101 6,615 -224 -3.28 763 -7.29 0.4796
2016-07-08 2016-06-30 13F McDonalds COM 580135101 6,839 -199 -2.83 823 -7.01 0.5142
2016-04-11 2016-03-31 13F McDonalds Equities 580135101 7,038 175 2.55 885 9.12 0.6438
2016-01-13 2015-12-31 13F McDonalds COM 580135101 6,863 1 0.01 811 19.97 0.5727
2015-10-23 2015-09-30 13F McDonalds COM 580135101 6,862 -99 -1.42 676 2.11 0.4346
2015-07-15 2015-06-30 13F McDonalds COM 580135101 6,961 -424 -5.74 662 -8.06 0.4767
2015-04-10 2015-03-31 13F McDonalds COM 580135101 7,385 7,385 0.00 720 0.5140
2015-01-28 2014-12-31 13F McDonalds COM 580135101 0 -8,167 -100.00 0 -100.00
2014-10-16 2014-09-30 13F McDonalds COM 580135101 8,167 -2,399 -22.70 774 -27.26 0.5814
2014-07-22 2014-06-30 13F McDonalds COM 580135101 10,566 -20 -0.19 1,064 2.50 0.6058
2014-05-07 2014-03-31 13F McDonalds COM 580135101 10,586 -2,956 -21.83 1,038 -21.00 0.7387
2014-02-12 2013-12-31 13F McDonalds COM 580135101 13,542 -907 -6.28 1,314 -5.47 0.0643
2013-10-24 2013-09-30 13F McDonalds COM 580135101 14,449 51 0.35 1,390 -2.46 1.0804
2013-08-20 2013-06-30 13F McDonalds COM 580135101 14,398 14,398 1,425 0.1094
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.