McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionNicholas Company, Inc.
Latest Disclosed Ownership202,205 shares
Latest Disclosed Value $ 62,843,292
Nicholas Company, Inc. reports 1.37% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Nicholas Company, Inc. filed a 13F-HR form disclosing ownership of 202,205 shares of McDonald's Corporation (MX:MCD) valued at $62,843,292 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 199,475 shares of McDonald's Corporation. This represents a change in shares of 1.37% 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)
2026-05-04 2026-03-31 13F McDonald's COM 580135101 202,205 2,730 1.37 62,843 3.08 1.2331
2026-02-04 2025-12-31 13F McDonald's COM 580135101 199,475 20,565 11.49 60,966 12.13 1.0677
2025-11-12 2025-09-30 13F McDonald's COM 580135101 178,910 60 0.03 54,369 4.05 0.9226
2025-08-05 2025-06-30 13F McDonald's COM 580135101 178,850 0 0.00 52,255 -6.47 0.8747
2025-05-08 2025-03-31 13F McDonald's COM 580135101 178,850 0 0.00 55,867 7.76 0.9674
2025-02-10 2024-12-31 13F McDonald's COM 580135101 178,850 -15 -0.01 51,847 -4.81 0.8396
2024-11-12 2024-09-30 13F McDonald's COM 580135101 178,865 0 0.00 54,466 19.49 0.8862
2024-07-24 2024-06-30 13F McDonald's COM 580135101 178,865 0 0.00 45,582 -9.62 0.7583
2024-05-14 2024-03-31 13F McDonald's COM 580135101 178,865 21,215 13.46 50,431 7.89 0.8333
2024-02-13 2023-12-31 13F McDonald's COM 580135101 157,650 39,555 33.49 46,745 50.25 0.8274
2024-02-13 2023-09-30 13F/A-1 McDonald's COM 580135101 118,095 0 0.00 31,111 -11.72 0.6227
2023-11-13 2023-09-30 13F McDonald's COM 580135101 118,095 0 31,111 0.6227
2024-02-13 2023-06-30 13F/A-2 McDonald's COM 580135101 118,095 0 0.00 35,241 6.72 0.6743
2023-10-31 2023-06-30 13F/A-1 McDonald's COM 580135101 118,095 0 35,241 0.6743
2023-08-08 2023-06-30 13F McDonald's COM 580135101 118,095 0 35,241 0.6743
2024-02-13 2023-03-31 13F/A-1 McDonald's COM 580135101 118,095 0 0.00 33,021 6.10 0.6699
2023-05-11 2023-03-31 13F McDonald's COM 580135101 118,095 0 33,021 0.6699
2024-02-13 2022-12-31 13F/A-1 McDonald's COM 580135101 118,095 -20 -0.02 31,122 14.19 0.6658
2023-02-09 2022-12-31 13F McDonald's COM 580135101 118,095 -20 31,122 0.6658
2024-02-13 2022-09-30 13F/A-1 McDonald's COM 580135101 118,115 -62,665 -34.66 27,254 -38.94 0.6238
2022-11-14 2022-09-30 13F McDonald's COM 580135101 118,115 -62,665 27,254 0.6238
2024-02-13 2022-06-30 13F/A-1 McDonald's COM 580135101 180,780 -100 -0.06 44,631 -0.22 0.9747
2022-07-26 2022-06-30 13F McDonald's COM 580135101 180,780 -100 44,631 0.9747
2024-02-13 2022-03-31 13F/A-1 McDonald's COM 580135101 180,880 0 0.00 44,728 -7.76 0.7979
2022-05-11 2022-03-31 13F McDonald's COM 580135101 180,880 0 44,728 0.7979
2022-02-11 2021-12-31 13F McDonald's COM 580135101 180,880 -15 -0.01 48,489 11.17 0.7893
2021-11-15 2021-09-30 13F McDonald's COM 580135101 180,895 30 0.02 43,616 4.40 0.7685
2021-08-12 2021-06-30 13F McDonald's COM 580135101 180,865 -500 -0.28 41,778 2.77 0.7340
2021-05-14 2021-03-31 13F McDonald's COM 580135101 181,365 -9,450 -4.95 40,651 -0.72 0.7595
2021-02-10 2020-12-31 13F McDonald's COM 580135101 190,815 -300 -0.16 40,945 -2.39 0.7753
2020-11-13 2020-09-30 13F McDonald's COM 580135101 191,115 -105 -0.05 41,948 18.92 0.8832
2020-08-13 2020-06-30 13F McDonald's COM 580135101 191,220 2,190 1.16 35,274 12.86 0.8112
2020-05-13 2020-03-31 13F McDonald's COM 580135101 189,030 6,100 3.33 31,256 -13.54 0.8841
2020-02-13 2019-12-31 13F McDonald's COM 580135101 182,930 -30 -0.02 36,149 -7.98 0.7616
2019-11-14 2019-09-30 13F McDonald's COM 580135101 182,960 0 0.00 39,283 3.40 0.8852
2019-08-13 2019-06-30 13F McDonald's COM 580135101 182,960 -500 -0.27 37,993 9.05 0.8449
2019-05-14 2019-03-31 13F McDonald's COM 580135101 183,460 -42,135 -18.68 34,839 -13.03 0.8249
2019-02-14 2018-12-31 13F McDonald's COM 580135101 225,595 -30,000 -11.74 40,058 -6.31 1.0437
2019-02-14 2018-09-30 13F/A-1 McDonald's COM 580135101 255,595 300 0.12 42,758 6.89 0.9341
2018-11-14 2018-09-30 13F McDonald's COM 580135101 255,595 300 42,758
2018-08-14 2018-06-30 13F McDonald's COM 580135101 255,295 -6,800 -2.59 40,002 -2.40 0.9346
2018-05-14 2018-03-31 13F McDonald's COM 580135101 262,095 -565 -0.22 40,986 -9.34 0.9316
2018-02-14 2017-12-31 13F McDonald's COM 580135101 262,660 -1,700 -0.64 45,209 9.15 0.9829
2017-11-14 2017-09-30 13F McDonald's COM 580135101 264,360 264,360 41,419 0.9223
2017-08-10 2017-06-30 13F McDonald's COM 580135101 0 -600 -100.00 0 -100.00
2017-05-12 2017-03-31 13F McDonald's COM 580135101 600 -3,100 -83.78 77 -82.89 0.0017
2017-02-13 2016-12-31 13F McDonald's COM 580135101 3,700 0 0.00 450 5.63 0.0100
2016-11-14 2016-09-30 13F McDonald's COM 580135101 3,700 -940 -20.26 426 -23.66 0.0094
2016-08-12 2016-06-30 13F/A-1 McDonald's COM 580135101 4,640 -10,010 -68.33 558 -69.69 0.0112
2016-08-12 2016-06-30 13F McDonald's COM 580135101 4,640 558
2016-05-13 2016-03-31 13F McDonald's COM 580135101 14,650 -42,890 -74.54 1,841 -72.91 0.0374
2016-02-11 2015-12-31 13F McDonald's COM 580135101 57,540 -739,215 -92.78 6,797 -91.34 0.1271
2015-11-12 2015-09-30 13F McDonald's COM 580135101 796,755 900 0.11 78,504 3.76 1.4873
2015-08-12 2015-06-30 13F McDonald's COM 580135101 795,855 22,990 2.97 75,661 0.47 1.3233
2015-05-13 2015-03-31 13F McDonald's COM 580135101 772,865 284,330 58.20 75,307 64.52 1.4200
2015-02-13 2014-12-31 13F McDonald's COM 580135101 488,535 384,855 371.20 45,775 365.71 0.9380
2014-11-12 2014-09-30 13F McDonald's COM 580135101 103,680 365 0.35 9,829 -5.55 0.2312
2014-08-14 2014-06-30 13F McDonald's COM 580135101 103,315 0 0.00 10,407 2.76 0.2473
2014-05-12 2014-03-31 13F/A-1 McDonald's COM 580135101 103,315 75 0.07 10,127 1.10 0.2444
2014-05-09 2014-03-31 13F McDonald's COM 580135101 103,315 10,024
2014-02-07 2013-12-31 13F McDonald's COM 580135101 103,240 30,900 42.71 10,017 43.94 0.2435
2013-11-14 2013-09-30 13F McDonald's COM 580135101 72,340 0 0.00 6,959 -2.82 0.1861
2013-08-07 2013-06-30 13F McDonald's COM 580135101 72,340 72,340 7,161 0.2189
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.