McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPinnacle Holdings, LLC
Latest Disclosed Ownership10,930 shares
Latest Disclosed Value $ 3,396,935
Pinnacle Holdings, LLC reports 13.02% increase in ownership of MCD / McDonald's Corporation

On May 8, 2026 - Pinnacle Holdings, LLC filed a 13F-HR form disclosing ownership of 10,930 shares of McDonald's Corporation (MX:MCD) valued at $3,396,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,671 shares of McDonald's Corporation. This represents a change in shares of 13.02% 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)
2026-05-08 2026-03-31 13F McDonald's COM 580135101 10,930 1,259 13.02 3,397 14.92 1.0983
2026-02-12 2025-12-31 13F McDonald's COM 580135101 9,671 -99 -1.01 2,956 -0.47 0.9986
2025-11-12 2025-09-30 13F McDonald's COM 580135101 9,770 -48 -0.49 2,969 3.52 1.0350
2025-08-07 2025-06-30 13F McDonald's COM 580135101 9,818 715 7.85 2,869 0.88 1.0348
2025-05-13 2025-03-31 13F McDonald's COM 580135101 9,103 -423 -4.44 2,844 2.97 1.0807
2025-02-13 2024-12-31 13F McDonald's COM 580135101 9,526 -688 -6.74 2,761 -11.22 1.0423
2024-11-12 2024-09-30 13F McDonald's COM 580135101 10,214 -141 -1.36 3,110 17.89 1.2145
2024-08-13 2024-06-30 13F McDonald's COM 580135101 10,355 -145 -1.38 2,639 -10.88 1.0725
2024-05-09 2024-03-31 13F McDonald's COM 580135101 10,500 -785 -6.96 2,960 -11.54 1.1894
2024-02-14 2023-12-31 13F McDonald's COM 580135101 11,285 53 0.47 3,346 13.12 1.3767
2023-11-14 2023-09-30 13F McDonald's COM 580135101 11,232 -1,016 -8.30 2,959 -19.05 1.3863
2023-08-11 2023-06-30 13F McDonald's COM 580135101 12,248 25 0.20 3,655 6.94 1.6316
2023-05-12 2023-03-31 13F McDonald's COM 580135101 12,223 -7 -0.06 3,418 6.05 1.5840
2023-02-13 2022-12-31 13F McDonald's COM 580135101 12,230 -1,667 -12.00 3,223 0.50 1.4412
2022-11-14 2022-09-30 13F/A-1 McDonald's COM 580135101 13,897 261 1.91 3,207 -4.75 1.5017
2022-11-14 2022-09-30 13F McDonald's COM 580135101 13,636 0 3,366 1.5418
2022-08-11 2022-06-30 13F McDonald's COM 580135101 13,636 141 1.04 3,366 0.87 1.5418
2022-05-13 2022-03-31 13F McDonald's COM 580135101 13,495 1,196 9.72 3,337 1.24 1.3107
2022-02-14 2021-12-31 13F McDonald's COM 580135101 12,299 28 0.23 3,297 11.43 1.3853
2021-11-12 2021-09-30 13F McDonald's COM 580135101 12,271 -285 -2.27 2,959 -99.90 1.2981
2021-08-13 2021-06-30 13F McDonald's COM 580135101 12,556 -4 -0.03 2,900,310 102,930.55 1.3335
2021-05-12 2021-03-31 13F McDonald's COM 580135101 12,560 -28 -0.22 2,815 4.22 1.3027
2021-02-12 2020-12-31 13F McDonald's COM 580135101 12,588 -245 -1.91 2,701 -4.08 1.4240
2020-11-13 2020-09-30 13F/A-1 McDonald's COM 580135101 12,833 -8,253 -39.14 2,817 -27.59 1.6285
2020-11-13 2020-09-30 13F McDonald's COM 580135101 19,795 -1,291 4,250 1,601.8913
2020-08-13 2020-06-30 13F McDonald's COM 580135101 21,086 160 0.76 3,890 12.40 1.8564
2020-05-14 2020-03-31 13F McDonald's COM 580135101 20,926 1,052 5.29 3,460 -11.89 1.9843
2020-02-14 2019-12-31 13F McDonald's COM 580135101 19,874 79 0.40 3,927 -7.60 1.4751
2019-11-14 2019-09-30 13F McDonald's COM 580135101 19,795 10 0.05 4,250 3.46 1.6019
2019-08-13 2019-06-30 13F McDonald's COM 580135101 19,785 -299 -1.49 4,109 7.74 1.5264
2019-05-13 2019-03-31 13F McDonald's COM 580135101 20,084 -31 -0.15 3,814 6.78 1.4276
2019-02-12 2018-12-31 13F McDonalds COM 580135101 20,115 -120 -0.59 3,572 5.49 1.4751
2018-11-13 2018-09-30 13F McDonald's COM 580135101 20,235 -60 -0.30 3,385 6.45 1.1689
2018-08-14 2018-06-30 13F McDonald's COM 580135101 20,295 -386 -1.87 3,180 -1.67 1.1085
2018-05-14 2018-03-31 13F McDonalds COM 580135101 20,681 2,965 16.74 3,234 6.07 1.2115
2018-02-12 2017-12-31 13F McDonald's COM 580135101 17,716 20 0.11 3,049 9.99 1.1081
2017-11-13 2017-09-30 13F McDonald's COM 580135101 17,696 1,145 6.92 2,773 9.39 1.0237
2017-08-14 2017-06-30 13F McDonald's COM 580135101 16,551 1,585 10.59 2,535 30.69 0.9851
2017-05-12 2017-03-31 13F McDonald's COM 580135101 14,966 -217 -1.43 1,940 4.92 0.7473
2017-02-13 2016-12-31 13F McDonald's COM 580135101 15,183 -969 -6.00 1,848 -0.81 0.7185
2016-11-14 2016-09-30 13F McDonald's COM 580135101 16,152 -106 -0.65 1,863 -4.75 0.7332
2016-08-09 2016-06-30 13F McDonald's COM 580135101 16,258 -42 -0.26 1,956 -4.49 0.8364
2016-05-16 2016-03-31 13F McDonald's COM 580135101 16,300 -99 -0.60 2,049 5.73 0.9802
2016-02-11 2015-12-31 13F McDonald's COM 580135101 16,399 -310 -1.86 1,937 17.68 0.9033
2015-11-13 2015-09-30 13F McDonald's COM 580135101 16,709 -246 -1.45 1,646 2.17 0.7086
2015-08-13 2015-06-30 13F McDonalds COM 580135101 16,955 -296 -1.72 1,612 -4.11 0.5881
2015-05-12 2015-03-31 13F McDonald's COM 580135101 17,251 -843 -4.66 1,681 -0.88 0.6096
2015-02-12 2014-12-31 13F McDonald's COM 580135101 18,094 -891 -4.69 1,695 -5.78 0.5584
2014-11-12 2014-09-30 13F McDonald's COM 580135101 18,985 2,866 17.78 1,800 10.84 0.4652
2014-08-13 2014-06-30 13F McDonald's COM 580135101 16,119 -311 -1.89 1,624 0.81 0.3972
2014-05-28 2014-03-31 13F McDonald's COM 580135101 16,430 1,217 8.00 1,611 9.08 0.4461
2014-02-13 2013-12-31 13F McDonald's COM 580135101 15,213 -1,382 -8.33 1,476 -7.52 0.4292
2013-11-20 2013-09-30 13F/A-1 McDonalds COM 580135101 16,595 -494 -2.89 1,597 -5.62 0.5060
2013-11-12 2013-09-30 13F McDonalds COM 580135101 16,595 -494 1,597 473.4123
2013-08-14 2013-06-30 13F McDonald's CMN STK 580135101 17,089 17,089 1,692 0.5307
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.