McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionOarsman Capital, Inc.
Latest Disclosed Ownership3,145 shares
Latest Disclosed Value $ 977,435
Oarsman Capital, Inc. reports 4.45% increase in ownership of MCD / McDonald's Corporation

On April 27, 2026 - Oarsman Capital, Inc. filed a 13F-HR form disclosing ownership of 3,145 shares of McDonald's Corporation (MX:MCD) valued at $977,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,011 shares of McDonald's Corporation. This represents a change in shares of 4.45% 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)
2026-04-27 2026-03-31 13F MCDONALDS CORP COM Stock 580135101 3,145 134 4.45 977 6.20 0.1213
2026-02-13 2025-12-31 13F MCDONALDS CORP COM Stock 580135101 3,011 -121 -3.86 920 -3.26 0.1194
2025-11-21 2025-09-30 13F MCDONALDS CORP COM Stock 580135101 3,132 342 12.26 952 16.69 0.1334
2025-08-01 2025-06-30 13F MCDONALDS CORP COM Stock 580135101 2,790 -15 -0.53 815 -6.96 0.1278
2025-05-14 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 2,805 -68 -2.37 876 5.29 0.1574
2025-02-13 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 2,873 -70 -2.38 833 -7.14 0.1451
2024-11-08 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 2,943 20 0.68 896 20.43 0.1650
2024-08-12 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 2,923 -88 -2.92 745 -12.26 0.1631
2024-05-15 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 3,011 -263 -8.03 849 -12.58 0.2028
2024-02-16 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 3,274 -30 -0.91 971 11.49 0.2576
2023-10-27 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 3,304 -14 -0.42 870 -12.12 0.3637
2023-08-10 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 3,318 -21 -0.63 990 6.11 0.4335
2023-05-11 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 3,339 -124 -3.58 934 2.30 0.4364
2023-02-09 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 3,463 -60 -1.70 913 12.18 0.4659
2022-11-10 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 3,523 -11 -0.31 813 -6.77 0.4357
2022-08-10 2022-06-30 13F McDonald's COM 580135101 3,534 -1,113 -23.95 872 -24.11 0.4330
2022-05-11 2022-03-31 13F McDonald's COM 580135101 4,647 500 12.06 1,149 3.33 0.4487
2022-02-10 2021-12-31 13F McDonald's COM 580135101 4,147 -1,250 -23.16 1,112 -14.53 0.4384
2021-11-12 2021-09-30 13F McDonald's COM 580135101 5,397 -120 -2.18 1,301 2.12 0.5266
2021-08-12 2021-06-30 13F McDonald's COM 580135101 5,517 -116 -2.06 1,274 0.87 0.5062
2021-05-12 2021-03-31 13F McDonald's COM 580135101 5,633 -189 -3.25 1,263 1.12 0.5465
2021-02-11 2020-12-31 13F McDonald's COM 580135101 5,822 -200 -3.32 1,249 -5.52 0.4853
2020-11-12 2020-09-30 13F McDonald's COM 580135101 6,022 -150 -2.43 1,322 16.07 0.5957
2020-08-13 2020-06-30 13F McDonald's COM 580135101 6,172 2,028 48.94 1,139 66.28 0.5628
2020-05-13 2020-03-31 13F McDonald's COM 580135101 4,144 -2,203 -34.71 685 -45.37 0.6326
2020-02-13 2019-12-31 13F McDonald's COM 580135101 6,347 -90 -1.40 1,254 -9.26 0.5732
2019-11-12 2019-09-30 13F McDonald's COM 580135101 6,437 -40 -0.62 1,382 2.75 0.6577
2019-08-13 2019-06-30 13F McDonald's COM 580135101 6,477 -31 -0.48 1,345 8.82 0.6095
2019-05-14 2019-03-31 13F McDonald's COM 580135101 6,508 -150 -2.25 1,236 4.57 0.5871
2019-02-13 2018-12-31 13F McDonald's COM 580135101 6,658 -90 -1.33 1,182 4.69 0.6057
2018-11-07 2018-09-30 13F McDonald's COM 580135101 6,748 -15 -0.22 1,129 6.51 0.4547
2018-08-10 2018-06-30 13F McDonald's COM 580135101 6,763 2 0.03 1,060 0.28 0.4816
2018-05-14 2018-03-31 13F McDonald's COM 580135101 6,761 -204 -2.93 1,057 -11.84 0.4811
2018-02-08 2017-12-31 13F McDonald's COM 580135101 6,965 -402 -5.46 1,199 3.90 0.5161
2017-11-13 2017-09-30 13F McDonald's COM 580135101 7,367 45 0.61 1,154 2.85 0.4878
2017-08-10 2017-06-30 13F McDonald's COM 580135101 7,322 -275 -3.62 1,122 13.91 0.5130
2017-05-11 2017-03-31 13F McDonald's COM 580135101 7,597 2,014 36.07 985 44.85 0.4585
2017-02-09 2016-12-31 13F McDonald's COM 580135101 5,583 -2,408 -30.13 680 -26.25 0.4379
2016-11-10 2016-09-30 13F McDonald's COM 580135101 7,991 -152 -1.87 922 -5.92 0.4702
2016-08-12 2016-06-30 13F McDonald's COM 580135101 8,143 -137 -1.65 980 -5.86 0.5094
2016-05-12 2016-03-31 13F McDonald's COM 580135101 8,280 -299 -3.49 1,041 2.66 0.5536
2016-02-11 2015-12-31 13F McDonald's COM 580135101 8,579 -1,859 -17.81 1,014 -1.36 0.5675
2015-11-10 2015-09-30 13F McDonald's COM 580135101 10,438 -163 -1.54 1,028 1.98 0.6075
2015-08-13 2015-06-30 13F McDonald's COM 580135101 10,601 -41 -0.39 1,008 -2.80 0.6874
2015-05-14 2015-03-31 13F McDonald's COM 580135101 10,642 1,122 11.79 1,037 16.26 0.7162
2015-02-06 2014-12-31 13F McDonald's COM 580135101 9,520 -183 -1.89 892 -3.04 0.6429
2014-11-06 2014-09-30 13F McDonald's COM 580135101 9,703 -250 -2.51 920 -8.28 0.6782
2014-08-08 2014-06-30 13F McDonald's COM 580135101 9,953 -117 -1.16 1,003 1.62 0.7277
2014-04-25 2014-03-31 13F McDonald's COM 580135101 10,070 365 3.76 987 4.78 0.7619
2014-02-06 2013-12-31 13F McDonald's COM 580135101 9,705 -55 -0.56 942 0.32 0.7563
2013-11-13 2013-09-30 13F McDonald's COM 580135101 9,760 106 1.10 939 -1.78 0.8198
2013-08-08 2013-06-30 13F McDonald's COM 580135101 9,654 9,654 956 0.9046
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.