McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPatten & Patten Inc/tn
Latest Disclosed Ownership8,817 shares
Latest Disclosed Value $ 2,740,294
Patten & Patten Inc/tn reports 0.72% decrease in ownership of MCD / McDonald's Corporation

On May 1, 2026 - Patten & Patten Inc/tn filed a 13F-HR form disclosing ownership of 8,817 shares of McDonald's Corporation (MX:MCD) valued at $2,740,294 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,881 shares of McDonald's Corporation. This represents a change in shares of -0.72% 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)
2026-05-01 2026-03-31 13F MCDONALDS COM 580135101 8,817 -64 -0.72 2,740 0.96 0.1654
2026-02-03 2025-12-31 13F MCDONALDS COM 580135101 8,881 -24 -0.27 2,714 0.30 0.1593
2025-10-31 2025-09-30 13F MCDONALDS COM 580135101 8,905 -134 -1.48 2,706 2.46 0.1590
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 9,039 -266 -2.86 2,641 -9.12 0.1709
2025-05-07 2025-03-31 13F MCDONALDS COM 580135101 9,305 18 0.19 2,906 7.95 0.1946
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 9,287 405 4.56 2,692 -0.44 0.1778
2024-11-04 2024-09-30 13F MCDONALDS COM 580135101 8,882 83 0.94 2,705 20.61 0.1795
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 8,799 -299 -3.29 2,242 -12.59 0.1568
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 9,098 -1,086 -10.66 2,565 -15.04 0.1827
2024-01-23 2023-12-31 13F McDonald's COM 580135101 10,184 -288 -2.75 3,020 9.46 0.2479
2023-10-27 2023-09-30 13F McDonald's COM 580135101 10,472 1,215 13.13 2,759 -0.14 0.2423
2023-07-14 2023-06-30 13F McDonald's COM 580135101 9,257 213 2.36 2,762 9.26 0.2283
2023-04-25 2023-03-31 13F McDonald's COM 580135101 9,044 -80 -0.88 2,529 126,300.00 0.2224
2023-02-01 2022-12-31 13F McDonald's COM 580135101 9,124 58 0.64 2 -99.90 0.2182
2022-10-19 2022-09-30 13F McDonald's COM 580135101 9,066 212 2.39 2,092 -4.30 0.1984
2022-08-02 2022-06-30 13F McDonald's COM 580135101 8,854 -1,684 -15.98 2,186 -16.12 0.1919
2022-04-25 2022-03-31 13F McDonald's COM 580135101 10,538 -73 -0.69 2,606 -8.40 0.1902
2022-01-26 2021-12-31 13F McDonald's COM 580135101 10,611 -87 -0.81 2,845 10.31 0.1967
2021-10-22 2021-09-30 13F McDonald's COM 580135101 10,698 174 1.65 2,579 6.09 0.1962
2021-07-13 2021-06-30 13F McDonald's COM 580135101 10,524 -1,111 -9.55 2,431 -6.79 0.1852
2021-04-23 2021-03-31 13F McDonald's COM 580135101 11,635 14 0.12 2,608 4.57 0.2133
2021-01-19 2020-12-31 13F McDonald's COM 580135101 11,621 5 0.04 2,494 -2.20 0.2173
2020-10-08 2020-09-30 13F McDonald's COM 580135101 11,616 0 0.00 2,550 18.99 0.2541
2020-07-21 2020-06-30 13F McDonald's COM 580135101 11,616 212 1.86 2,143 13.63 0.2344
2020-04-16 2020-03-31 13F McDonald's COM 580135101 11,404 -125 -1.08 1,886 -17.21 0.2487
2020-01-13 2019-12-31 13F McDonald's COM 580135101 11,529 1,794 18.43 2,278 9.00 0.2290
2019-10-15 2019-09-30 13F McDonald's COM 580135101 9,735 -195 -1.96 2,090 1.36 0.2284
2019-07-11 2019-06-30 13F McDonald's COM 580135101 9,930 1,686 20.45 2,062 31.67 0.2231
2019-04-23 2019-03-31 13F McDonald's COM 580135101 8,244 200 2.49 1,566 9.66 0.1718
2019-01-17 2018-12-31 13F McDonald's COM 580135101 8,044 -3 -0.04 1,428 6.09 0.1751
2018-10-17 2018-09-30 13F McDonald's COM 580135101 8,047 -242 -2.92 1,346 3.62 0.1332
2018-07-18 2018-06-30 13F McDonald's COM 580135101 8,289 69 0.84 1,299 1.09 0.1334
2018-04-20 2018-03-31 13F McDonald's COM 580135101 8,220 209 2.61 1,285 -6.82 0.1313
2018-01-22 2017-12-31 13F McDonald's COM 580135101 8,011 0 0.00 1,379 9.88 0.1380
2017-10-12 2017-09-30 13F McDonald's COM 580135101 8,011 20 0.25 1,255 2.53 0.1322
2017-07-19 2017-06-30 13F McDonald's COM 580135101 7,991 1,900 31.19 1,224 55.13 0.1353
2017-04-19 2017-03-31 13F McDonald's COM 580135101 6,091 244 4.17 789 10.81 0.0909
2017-01-27 2016-12-31 13F McDonald's COM 580135101 5,847 -28 -0.48 712 5.01 0.0876
2016-10-12 2016-09-30 13F McDonald's COM 580135101 5,875 114 1.98 678 -2.16 0.0873
2016-07-07 2016-06-30 13F McDonald's COM 580135101 5,761 -9 -0.16 693 -4.41 0.0959
2016-04-15 2016-03-31 13F McDonald's COM 580135101 5,770 85 1.50 725 7.89 0.1036
2016-02-29 2015-12-31 13F McDonald's COM 580135101 5,685 -850 -13.01 672 4.35 0.0929
2015-10-22 2015-09-30 13F McDonald's COM 580135101 6,535 -2,430 -27.11 644 -24.41 0.0983
2015-08-31 2015-06-30 13F McDonald's COM 580135101 8,965 -1,775 -16.53 852 -18.62 0.1237
2015-04-16 2015-03-31 13F McDonald's COM 580135101 10,740 -435 -3.89 1,047 0.00 0.1506
2015-01-21 2014-12-31 13F McDonald's COM 580135101 11,175 -4,060 -26.65 1,047 -27.49 0.1583
2014-10-14 2014-09-30 13F McDonald's COM 580135101 15,235 515 3.50 1,444 -2.63 0.2297
2014-07-25 2014-06-30 13F McDonald's COM 580135101 14,720 -2,702 -15.51 1,483 -13.17 0.2411
2014-04-24 2014-03-31 13F McDonald's COM 580135101 17,422 -5,257 -23.18 1,708 -22.40 0.2312
2014-01-15 2013-12-31 13F McDonald's COM 580135101 22,679 -921 -3.90 2,201 -3.08 0.3068
2013-10-15 2013-09-30 13F/A-1 McDonald's COM 580135101 23,600 -4,983 -17.43 2,271 -19.75 0.3524
2013-10-15 2013-09-30 13F McDonald's COM 580135101 28,583 2,830
2013-07-12 2013-06-30 13F McDonald's COM 580135101 28,583 28,583 2,830 0.4635
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.