McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionSather Financial Group Inc
Latest Disclosed Ownership1,591 shares
Latest Disclosed Value $ 494,366
Sather Financial Group Inc reports 12.20% increase in ownership of MCD / McDonald's Corporation

On April 29, 2026 - Sather Financial Group Inc filed a 13F-HR form disclosing ownership of 1,591 shares of McDonald's Corporation (MX:MCD) valued at $494,366 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,418 shares of McDonald's Corporation. This represents a change in shares of 12.20% 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)
2026-04-29 2026-03-31 13F MCDONALDS COM 580135101 1,591 173 12.20 494 14.09 0.0267
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 1,418 93 7.02 433 7.71 0.0233
2025-10-22 2025-09-30 13F MCDONALDS COM 580135101 1,325 107 8.78 403 13.24 0.0219
2025-07-25 2025-06-30 13F MCDONALDS COM 580135101 1,218 0 0.00 356 -6.58 0.0209
2025-05-07 2025-03-31 13F MCDONALDS COM 580135101 1,218 133 12.26 380 21.02 0.0248
2025-01-29 2024-12-31 13F MCDONALDS COM 580135101 1,085 -137 -11.21 314 -15.59 0.0197
2024-11-06 2024-09-30 13F MCDONALDS COM 580135101 1,222 -40 -3.17 372 15.89 0.0239
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 1,262 -18,747 -93.69 322 -94.31 0.0223
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 20,009 -9,370 -31.89 5,641 -35.24 0.4049
2024-01-26 2023-12-31 13F MCDONALDS COM 580135101 29,379 -16 -0.05 8,711 12.50 0.6444
2023-10-19 2023-09-30 13F MCDONALDS COM 580135101 29,395 72 0.25 7,744 -11.51 0.6444
2023-07-20 2023-06-30 13F MCDONALDS COM 580135101 29,323 -82 -0.28 8,750 6.43 0.7006
2023-04-18 2023-03-31 13F MCDONALDS COM 580135101 29,405 -14,223 -32.60 8,222 -28.49 0.7142
2023-01-20 2022-12-31 13F MCDONALDS COM 580135101 43,628 42,223 3,005.20 11,497 3,448.46 0.9453
2022-10-21 2022-09-30 13F MCDONALDS COM 580135101 1,405 -8 -0.57 324 -7.16 0.0357
2022-07-20 2022-06-30 13F MCDONALDS COM 580135101 1,413 115 8.86 349 8.72 0.0362
2022-04-29 2022-03-31 13F MCDONALDS COM 580135101 1,298 193 17.47 321 8.45 0.0277
2022-01-24 2021-12-31 13F MCDONALDS COM 580135101 1,105 5 0.45 296 11.70 0.0257
2021-11-02 2021-09-30 13F MCDONALDS COM 580135101 1,100 4 0.36 265 4.74 0.0270
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 1,096 5 0.46 253 3.27 0.0266
2021-04-22 2021-03-31 13F MCDONALDS COM 580135101 1,091 5 0.46 245 5.15 0.0285
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 1,086 85 8.49 233 6.39 0.0301
2020-11-02 2020-09-30 13F MCDONALDS COM 580135101 1,001 1,001 219 0.0349
2020-05-11 2020-03-31 13F MCDONALDS COM 580135101 0 -1,278 -100.00 0 -100.00
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 1,278 300 30.67 252 20.57 0.0395
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 978 5 0.51 209 3.47 0.0380
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 973 -1,696 -63.54 202 -60.08 0.0383
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 2,669 -2,195 -45.13 506 -41.37 0.1025
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 4,864 5 0.10 863 6.28 0.1880
2018-11-07 2018-09-30 13F MCDONALDS COM 580135101 4,859 -75 -1.52 812 5.05 0.1634
2018-08-03 2018-06-30 13F MCDONALDS COM 580135101 4,934 4 0.08 773 0.26 0.1710
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 4,930 86 1.78 771 -7.55 0.1802
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 4,844 5 0.10 834 10.03 0.2082
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 4,839 5 0.10 758 2.43 0.2076
2017-08-15 2017-06-30 13F MCDONALDS COM 580135101 4,834 -9,026 -65.12 740 -45.51 0.2135
2014-04-22 2014-03-31 13F MCDONALDS COM 580135101 13,860 6 0.04 1,358 1.04 0.8576
2014-01-30 2013-12-31 13F MCDONALDS COM 580135101 13,854 6 0.04 1,344 0.90 0.8953
2013-10-16 2013-09-30 13F MCDONALDS COM 580135101 13,848 6 0.04 1,332 -2.77 0.9576
2013-07-31 2013-06-30 13F MCDONALDS COM 580135101 13,842 13,842 1,370 1.1334
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.