McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionProbity Advisors, Inc.
Latest Disclosed Ownership3,924 shares
Latest Disclosed Value $ 1,219,540
Probity Advisors, Inc. reports 6.10% decrease in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Probity Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,924 shares of McDonald's Corporation (MX:MCD) valued at $1,219,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,179 shares of McDonald's Corporation. This represents a change in shares of -6.10% 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)
2026-04-28 2026-03-31 13F MCDONALDS COM 580135101 3,924 -255 -6.10 1,220 -4.54 0.1932
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 4,179 -115 -2.68 1,277 -2.07 0.2045
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 4,294 -40 -0.92 1,305 3.00 0.2115
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 4,334 -110 -2.48 1,266 -8.79 0.2224
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 4,444 61 1.39 1,388 9.29 0.2665
2025-03-05 2024-12-31 13F MCDONALDS COM 580135101 4,383 29 0.67 1,271 -4.15 0.2446
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 4,354 -194 -4.27 1,326 14.32 0.2539
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 4,548 -139 -2.97 1,159 -12.26 0.2401
2024-05-03 2024-03-31 13F MCDONALDS COM 580135101 4,687 -151 -3.12 1,322 -7.88 0.2733
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 4,838 -785 -13.96 1,435 -3.17 0.3125
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 5,623 -482 -7.90 1,481 -18.67 0.3416
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 6,105 -468 -7.12 1,822 5.14 0.3978
2023-02-15 2022-12-31 13F MCDONALDS COM 580135101 6,573 -226 -3.32 1,732 10.39 0.3923
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 6,799 -191 -2.73 1,569 -9.10 0.3894
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 6,990 24 0.34 1,726 0.17 0.3997
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 6,966 -276 -3.81 1,723 -11.23 0.3555
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 7,242 -101 -1.38 1,941 9.66 0.3839
2021-10-08 2021-09-30 13F MCDONALDS COM 580135101 7,343 124 1.72 1,770 6.12 0.3657
2021-08-06 2021-06-30 13F MCDONALDS COM 580135101 7,219 17 0.24 1,668 3.35 0.3513
2021-04-28 2021-03-31 13F MCDONALDS COM 580135101 7,202 1,589 28.31 1,614 31.01 0.3605
2020-11-09 2020-09-30 13F MCDONALDS COM 580135101 5,613 462 8.97 1,232 29.68 0.3486
2020-08-03 2020-06-30 13F MCDONALDS COM 580135101 5,151 1,144 28.55 950 43.29 0.2943
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 4,007 493 14.03 663 -4.47 0.2436
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 3,514 -18 -0.51 694 -8.44 0.2097
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 3,532 -46 -1.29 758 2.02 0.2460
2019-08-08 2019-06-30 13F MCDONALDS COM 580135101 3,578 -419 -10.48 743 -2.11 0.2467
2019-04-29 2019-03-31 13F MCDONALDS COM 580135101 3,997 -15 -0.37 759 6.60 0.2610
2019-02-12 2018-12-31 13F MCDONALDS COM 580135101 4,012 -27 -0.67 712 5.33 0.2642
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 4,039 62 1.56 676 8.51 0.2195
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 3,977 106 2.74 623 2.98 0.2191
2018-04-16 2018-03-31 13F MCDONALDS COM 580135101 3,871 112 2.98 605 -6.49 0.2095
2018-02-08 2017-12-31 13F MCDONALDS COM 580135101 3,759 -55 -1.44 647 8.19 0.2262
2017-10-27 2017-09-30 13F MCDONALDS COM 580135101 3,814 -38 -0.99 598 1.36 0.2225
2017-07-27 2017-06-30 13F MCDONALDS COM 580135101 3,852 -1 -0.03 590 18.24 0.2227
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 3,853 -12 -0.31 499 6.17 0.1935
2017-02-02 2016-12-31 13F MCDONALDS COM 580135101 3,865 -3 -0.08 470 5.38 0.1976
2016-11-07 2016-09-30 13F MCDONALDS COM 580135101 3,868 27 0.70 446 -3.46 0.1924
2016-08-15 2016-06-30 13F MCDONALDS COM 580135101 3,841 3,841 462 0.2070
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.