McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionRoundview Capital LLC
Latest Disclosed Ownership33,516 shares
Latest Disclosed Value $ 10,416,391
Roundview Capital LLC reports 1.50% increase in ownership of MCD / McDonald's Corporation

On May 8, 2026 - Roundview Capital LLC filed a 13F-HR form disclosing ownership of 33,516 shares of McDonald's Corporation (MX:MCD) valued at $10,416,391 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 33,020 shares of McDonald's Corporation. This represents a change in shares of 1.50% 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 MCDONALDS COM 580135101 33,516 496 1.50 10,416 3.22 0.6488
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 33,020 67 0.20 10,092 0.77 0.6208
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 32,953 9 0.03 10,014 4.04 0.6331
2025-07-23 2025-06-30 13F MCDONALDS COM 580135101 32,944 347 1.06 9,625 -5.47 0.6433
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 32,597 -179 -0.55 10,182 7.17 0.7346
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 32,776 390 1.20 9,501 -3.65 0.6634
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 32,386 -2,933 -8.30 9,862 9.57 0.7144
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 35,319 -693 -1.92 9,001 -11.36 0.7089
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 36,012 403 1.13 10,154 -3.84 0.8300
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 35,609 -939 -2.57 10,558 9.66 0.9734
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 36,548 -1,013 -2.70 9,628 -14.10 0.9681
2023-08-09 2023-06-30 13F MCDONALDS COM 580135101 37,561 250 0.67 11,208 7.44 1.0943
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 37,311 849 2.33 10,433 8.58 1.0913
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 36,462 69 0.19 9,609 14.42 1.0963
2022-11-10 2022-09-30 13F MCDONALDS COM 580135101 36,393 173 0.48 8,397 -6.09 1.0600
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 36,220 44 0.12 8,942 -0.04 1.0706
2022-05-17 2022-03-31 13F/A-1 MCDONALDS COM 580135101 36,176 1,079 3.07 8,946 -4.92 0.9192
2022-05-11 2022-03-31 13F MCDONALDS COM 580135101 36,176 1,079 8,946 0.8878
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 35,097 772 2.25 9,409 13.69 0.9383
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 34,325 888 2.66 8,276 7.15 0.9122
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 33,437 222 0.67 7,724 3.75 0.8618
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 33,215 -308 -0.92 7,445 3.50 0.9368
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 33,523 126 0.38 7,193 -1.87 0.9840
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 33,397 -959 -2.79 7,330 15.65 1.1500
2020-08-13 2020-06-30 13F MCDONALDS COM 580135101 34,356 -2,391 -6.51 6,338 4.31 1.0765
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 36,747 2,943 8.71 6,076 -9.04 1.2845
2020-02-10 2019-12-31 13F MCDONALDS COM 580135101 33,804 1,961 6.16 6,680 -2.30 1.2696
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 31,843 1,384 4.54 6,837 8.09 1.4756
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 30,459 476 1.59 6,325 11.08 1.4245
2019-05-09 2019-03-31 13F MCDONALDS COM 580135101 29,983 -95 -0.32 5,694 6.61 1.3530
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 30,078 273 0.92 5,341 7.12 1.4977
2018-11-07 2018-09-30 13F McDonald's COM 580135101 29,805 -154 -0.51 4,986 6.22 1.2305
2018-08-10 2018-06-30 13F McDonald's COM 580135101 29,959 15 0.05 4,694 0.23 1.2304
2018-05-14 2018-03-31 13F McDonald's COM 580135101 29,944 -120 -0.40 4,683 -9.51 1.3182
2018-02-07 2017-12-31 13F McDonald's COM 580135101 30,064 3,259 12.16 5,175 23.21 1.3366
2017-11-13 2017-09-30 13F/A-1 McDonald's COM 580135101 26,805 -68 -0.25 4,200 2.04 1.2014
2017-11-13 2017-09-30 13F McDonald's COM 580135101 26,873 0 4,116 1,200,710.6247
2017-08-11 2017-06-30 13F McDonald's COM 580135101 26,873 6,657 32.93 4,116 57.10 1.2007
2017-05-11 2017-03-31 13F McDonald's COM 580135101 20,216 -2,147 -9.60 2,620 -3.75 0.8133
2017-02-14 2016-12-31 13F McDonald's COM 580135101 22,363 265 1.20 2,722 6.79 0.8737
2016-11-14 2016-09-30 13F McDonald's COM 580135101 22,098 -895 -3.89 2,549 -7.88 0.9008
2016-08-12 2016-06-30 13F McDonald's COM 580135101 22,993 2,225 10.71 2,767 6.02 1.0183
2016-05-12 2016-03-31 13F McDonald's COM 580135101 20,768 5,555 36.51 2,610 45.24 0.9729
2016-02-11 2015-12-31 13F McDonald's COM 580135101 15,213 -100 -0.65 1,797 19.09 0.7119
2015-11-12 2015-09-30 13F McDonald's COM 580135101 15,313 -28,710 -65.22 1,509 -63.94 0.6471
2015-08-14 2015-06-30 13F McDonald's COM 580135101 44,023 -230 -0.52 4,185 -2.95 1.5759
2015-05-15 2015-03-31 13F McDonald's COM 580135101 44,253 25,130 131.41 4,312 140.63 1.7060
2015-02-13 2014-12-31 13F McDonald's COM 580135101 19,123 3,550 22.80 1,792 21.41 0.7356
2014-11-14 2014-09-30 13F McDonald's COM 580135101 15,573 -1,078 -6.47 1,476 -11.99 0.6637
2014-08-08 2014-06-30 13F McDonald's COM 580135101 16,651 -395 -2.32 1,677 0.36 0.6780
2014-04-30 2014-03-31 13F McDonald's COM 580135101 17,046 45 0.26 1,671 1.27 0.8115
2014-02-12 2013-12-31 13F McDonald's COM 580135101 17,001 80 0.47 1,650 1.35 0.7563
2013-11-12 2013-09-30 13F McDonald's COM 580135101 16,921 361 2.18 1,628 -0.67 0.8455
2013-07-30 2013-06-30 13F McDonald's COM 580135101 16,560 16,560 1,639 1.0286
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.