McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership5,810 shares
Latest Disclosed Value $ 1,805,691
Oakworth Capital, Inc. reports 0.43% decrease in ownership of MCD / McDonald's Corporation

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 5,810 shares of McDonald's Corporation (MX:MCD) valued at $1,805,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 5,835 shares of McDonald's Corporation. This represents a change in shares of -0.43% 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)
2026-04-24 2026-03-31 13F MCDONALDS COMMON STOCK 580135101 5,810 -25 -0.43 1,806 1.23 0.0457
2026-01-30 2025-12-31 13F MCDONALDS COMMON STOCK 580135101 5,835 -97 -1.64 1,783 -1.05 0.0974
2025-11-04 2025-09-30 13F MCDONALDS COMMON STOCK 580135101 5,932 562 10.47 1,803 14.92 0.1042
2025-07-17 2025-06-30 13F MCDONALDS COMMON STOCK 580135101 5,370 -180 -3.24 1,569 -9.52 0.1011
2025-04-24 2025-03-31 13F MCDONALDS COMMON STOCK 580135101 5,550 682 14.01 1,734 22.82 0.1207
2025-01-27 2024-12-31 13F MCDONALDS COMMON STOCK 580135101 4,868 221 4.76 1,411 -0.28 0.0971
2024-10-21 2024-09-30 13F MCDONALDS COMMON STOCK 580135101 4,647 538 13.09 1,415 35.15 0.0981
2024-07-19 2024-06-30 13F MCDONALDS COMMON STOCK 580135101 4,109 53 1.31 1,047 -8.40 0.0765
2024-04-22 2024-03-31 13F MCDONALDS COMMON STOCK 580135101 4,056 -23 -0.56 1,144 -5.46 0.0861
2024-01-31 2023-12-31 13F MCDONALDS COMMON STOCK 580135101 4,079 100 2.51 1,209 15.36 0.0970
2023-10-31 2023-09-30 13F MCDONALDS COMMON STOCK 580135101 3,979 -311 -7.25 1,048 -18.12 0.0953
2023-07-28 2023-06-30 13F MCDONALDS COMMON STOCK 580135101 4,290 -245 -5.40 1,280 0.95 0.1088
2023-05-02 2023-03-31 13F MCDONALDS COMMON STOCK 580135101 4,535 -80 -1.73 1,268 4.28 0.1134
2023-02-03 2022-12-31 13F MCDONALDS COMMON STOCK 580135101 4,615 -73 -1.56 1,216 12.38 0.1167
2022-10-31 2022-09-30 13F MCDONALDS COMMON STOCK 580135101 4,688 -75 -1.57 1,082 -7.99 0.1197
2022-08-05 2022-06-30 13F MCDONALDS COMMON STOCK 580135101 4,763 -79 -1.63 1,176 -1.75 0.1183
2022-04-11 2022-03-31 13F MCDONALDS COMMON STOCK 580135101 4,842 72 1.51 1,197 -6.41 0.1031
2022-02-07 2021-12-31 13F MCDONALDS COMMON STOCK 580135101 4,770 383 8.73 1,279 20.89 0.1088
2021-11-10 2021-09-30 13F MCDONALDS COMMON STOCK 580135101 4,387 -50 -1.13 1,058 3.22 0.1022
2021-07-20 2021-06-30 13F MCDONALDS COMMON STOCK 580135101 4,437 -216 -4.64 1,025 -1.73 0.1022
2021-04-30 2021-03-31 13F MCDONALDS COMMON STOCK 580135101 4,653 34 0.74 1,043 5.25 0.1185
2021-02-12 2020-12-31 13F MCDONALDS COMMON STOCK 580135101 4,619 -157 -3.29 991 -5.44 0.1284
2020-11-09 2020-09-30 13F MCDONALDS COMMON STOCK 580135101 4,776 21 0.44 1,048 19.50 0.1699
2020-08-11 2020-06-30 13F MCDONALDS COMMON STOCK 580135101 4,755 -26 -0.54 877 11.01 0.1575
2020-05-07 2020-03-31 13F MCDONALDS COMMON STOCK 580135101 4,781 458 10.59 790 -11.24 0.1856
2020-01-31 2019-12-31 13F MCDONALDS COMMON STOCK 580135101 4,323 465 12.05 890 7.36 0.1562
2019-11-13 2019-09-30 13F MCDONALDS COMMON STOCK 580135101 3,858 -1,110 -22.34 829 -19.67 0.1608
2019-08-02 2019-06-30 13F MCDONALDS COMMON STOCK 580135101 4,968 -188 -3.65 1,032 5.41 0.1966
2019-05-06 2019-03-31 13F MCDONALDS COMMON STOCK 580135101 5,156 -55 -1.06 979 5.72 0.2005
2019-02-13 2018-12-31 13F MCDONALDS COMMON STOCK 580135101 5,211 -95 -1.79 926 4.28 0.2110
2018-10-25 2018-09-30 13F MCDONALD'S COMMON STOCK 580135101 5,306 496 10.31 888 17.77 0.1775
2018-08-07 2018-06-30 13F MCDONALD'S COMMON STOCK 580135101 4,810 20 0.42 754 -5.99 0.1565
2018-05-09 2018-03-31 13F MCDONALD'S COMMON STOCK 580135101 4,790 -14 -0.29 802 -3.02 0.1916
2018-01-22 2017-12-31 13F MCDONALD'S COMMON STOCK 580135101 4,804 -98 -2.00 827 5.48 0.1946
2017-11-08 2017-09-30 13F MCDONALD'S COMMON STOCK 580135101 4,902 100 2.08 784 6.52 0.2014
2017-07-31 2017-06-30 13F MCDONALD'S COMMON STOCK 580135101 4,802 -175 -3.52 736 14.11 0.2015
2017-04-26 2017-03-31 13F MCDONALD'S COMMON STOCK 580135101 4,977 355 7.68 645 17.06 0.1867
2017-01-27 2016-12-31 13F MCDONALD'S COMMON STOCK 580135101 4,622 1,013 28.07 551 32.13 0.1812
2016-10-24 2016-09-30 13F MCDONALD'S COMMON STOCK 580135101 3,609 -222 -5.79 417 -10.90 0.1445
2016-07-20 2016-06-30 13F MCDONALD'S COMMON STOCK 580135101 3,831 1,193 45.22 468 40.96 0.1751
2016-05-13 2016-03-31 13F MCDONALD'S COMMON STOCK 580135101 2,638 605 29.76 332 38.33 0.1326
2016-01-26 2015-12-31 13F MCDONALD'S COMMON STOCK 580135101 2,033 -117 -5.44 240 13.21 0.0998
2015-10-29 2015-09-30 13F MCDONALD'S COMMON STOCK 580135101 2,150 0 0.00 212 -1.40 0.1116
2015-08-14 2015-06-30 13F/A-1 MCDONALD'S COMMON STOCK 580135101 2,150 -1,677 -43.82 215 -41.73 0.1018
2015-07-14 2015-06-30 13F MCDONALD'S COMMON STOCK 580135101 4,089 412
2015-05-12 2015-03-31 13F MCDONALD'S COMMON STOCK 580135101 3,827 -54 -1.39 369 1.37 0.1705
2015-02-24 2014-12-31 13F MCDONALD'S COMMON STOCK 580135101 3,881 1,484 61.91 364 61.78 0.1883
2014-10-09 2014-09-30 13F MCDONALD'S COMMON STOCK 580135101 2,397 -1,692 -41.38 225 -45.39 0.1320
2014-07-14 2014-06-30 13F MCDONALD'S COMMON STOCK 580135101 4,089 0 0.00 412 2.74 0.2505
2014-04-10 2014-03-31 13F MCDONALD'S COMMON STOCK 580135101 4,089 2,269 124.67 401 126.55 0.2625
2014-01-27 2013-12-31 13F MCDONALD'S COMMON STOCK 580135101 1,820 1,820 177 0.1251
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.