McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPort Capital LLC
Latest Disclosed Ownership1,985 shares
Latest Disclosed Value $ 616,918
Port Capital LLC reports 2.65% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Port Capital LLC filed a 13F-HR form disclosing ownership of 1,985 shares of McDonald's Corporation (MX:MCD) valued at $616,918 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,039 shares of McDonald's Corporation. This represents a change in shares of -2.65% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 1,985 -54 -2.65 617 -1.12 0.0274
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 2,039 0 0.00 623 0.48 0.0269
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 2,039 25 1.24 620 5.44 0.0258
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 2,014 -100 -4.73 588 -10.91 0.0250
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 2,114 -34 -1.58 660 5.94 0.0299
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 2,148 6 0.28 623 -4.45 0.0284
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 2,142 -12 -0.56 652 18.76 0.0292
2024-08-14 2024-06-30 13F MCDONALDS CORP COM COM 580135101 2,154 13 0.61 549 -9.11 0.0275
2024-05-15 2024-03-31 13F MCDONALDS CORP COM COM 580135101 2,141 22 1.04 604 -3.82 0.0303
2024-02-15 2023-12-31 13F MCDONALDS CORP COM COM 580135101 2,119 -23 -1.07 628 11.35 0.0350
2023-11-14 2023-09-30 13F MCDONALDS CORP COM COM 580135101 2,142 309 16.86 564 3.11 0.0352
2023-08-14 2023-06-30 13F MCDONALDS CORP COM COM 580135101 1,833 0 0.00 547 6.63 0.0329
2023-05-15 2023-03-31 13F MCDONALDS CORP COM COM 580135101 1,833 11 0.60 513 6.88 0.0333
2023-02-15 2022-12-31 13F MCDONALDS CORP COM COM 580135101 1,822 -17 -0.92 480 13.21 0.0347
2022-11-14 2022-09-30 13F MCDONALDS CORP COM COM 580135101 1,839 4 0.22 424 -6.40 0.0344
2022-08-15 2022-06-30 13F MCDONALDS CORP COM COM 580135101 1,835 96 5.52 453 5.35 0.0355
2022-05-16 2022-03-31 13F MCDONALDS CORP COM COM 580135101 1,739 0 0.00 430 -7.73 0.0297
2022-02-14 2021-12-31 13F MCDONALDS CORP COM COM 580135101 1,739 0 0.00 466 11.22 0.0287
2021-11-15 2021-09-30 13F MCDONALDS CORP COM COM 580135101 1,739 0 0.00 419 4.23 0.0211
2021-08-16 2021-06-30 13F MCDONALDS CORP COM COM 580135101 1,739 15 0.87 402 4.15 0.0209
2021-05-17 2021-03-31 13F MCDONALDS CORP COM COM 580135101 1,724 28 1.65 386 6.04 0.0219
2021-02-16 2020-12-31 13F MCDONALDS CORP COM COM 580135101 1,696 27 1.62 364 -0.55 0.0248
2020-11-16 2020-09-30 13F MCDONALDS CORP COM COM 580135101 1,669 -29 -1.71 366 16.93 0.0315
2020-08-17 2020-06-30 13F/A-1 MCDONALDS CORP COM COM 580135101 1,698 20 1.19 313 13.00 0.0302
2020-08-14 2020-06-30 13F MCDONALDS CORP COM COM 580135101 1,698 20 313 36,279.5496
2020-05-15 2020-03-31 13F MCDONALDS CORP COM COM 580135101 1,678 -18 -1.06 277 -17.31 0.0385
2020-02-14 2019-12-31 13F MCDONALDS CORP COM COM 580135101 1,696 -1,152 -40.45 335 -45.17 0.0370
2019-11-14 2019-09-30 13F MCDONALDS CORP COM COM 580135101 2,848 0 0.00 611 3.38 0.0697
2019-08-14 2019-06-30 13F MCDONALDS CORP COM COM 580135101 2,848 0 0.00 591 9.24 0.0697
2019-05-15 2019-03-31 13F MCDONALDS CORP COM COM 580135101 2,848 10 0.35 541 7.34 0.0708
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 2,838 1,277 81.81 504 93.10 0.0766
2018-11-14 2018-09-30 13F MCDONALDS CORP COM COM 580135101 1,561 24 1.56 261 8.30 0.0316
2018-07-11 2018-06-30 13F MCDONALDS COM 580135101 1,537 -551 -26.39 241 -26.30 0.0315
2018-05-08 2018-03-31 13F/A-1 MCDONALDS COM 580135101 2,088 -38 -1.79 327 -10.66 0.0462
2018-05-07 2018-03-31 13F MCDONALDS CORP COM COM 580135101 2,088 -38 327
2018-03-01 2017-12-31 13F/A-1 MCDONALDS CORP COM COM 580135101 2,126 2,126 366 0.0517
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.