State Street Corp ownership in MCD / McDonald's Corporation

McDonald's Corporation

MX ˙ BMV ˙ US5801351017

Security	MX:MCD / McDonald's Corporation
Institution	State Street Corp
Latest Disclosed Ownership	35,988,736 shares
Ownership	5.10%

2026-02-09 - State Street Corp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 35,988,736 shares of McDonald's Corporation (MX:MCD). This represents 5.1 percent ownership of the company. In their previous filing dated 2021-02-16 , State Street Corp had reported owning 36,073,460 shares, indicating a decrease of -0.23 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-02-09	2026-02-09	13G	36,073,460	35,988,736	-0.23	5.10	5.37
2021-02-16	2021-02-16	13G/A	39,183,337	36,073,460	-7.94	4.84	-6.92
2020-02-14	2020-02-14	13G	38,951,371	39,183,337	0.60	5.20	1.96
2019-02-14	2019-02-14	13G	40,773,446	38,951,371	-4.47	5.10	-0.20
2018-02-14	2018-02-14	13G	42,658,113	40,773,446	-4.42	5.11	-0.58
2017-02-08	2017-02-08	13G	44,446,859	42,658,113	-4.02	5.14	7.08
2016-02-22	2016-02-22	13G/A		44,446,859		4.80
2015-02-12	2015-02-12	13G		49,425,256		5.10
2014-02-03	2014-02-03	13G		49,971,146		5.00
2013-02-12	2013-02-12	13G		50,534,654		5.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	MCDONALDS	COM	580135101	35,433,830	-550,167	-1.53	11,012,480	0.13	0.3802
2026-02-13	2025-12-31	13F	MCDONALDS	COM	580135101	35,983,997	959,140	2.74	10,997,789	3.33	0.3689
2025-11-14	2025-09-30	13F	MCDONALDS	COM	580135101	35,024,857	196,505	0.56	10,643,704	4.60	0.3691
2025-08-14	2025-06-30	13F	MCDONALDS	COM	580135101	34,828,352	272,139	0.79	10,175,800	-5.73	0.3814
2025-05-15	2025-03-31	13F	MCDONALDS	COM	580135101	34,556,213	-933,490	-2.63	10,794,324	4.92	0.4448
2025-02-14	2024-12-31	13F	MCDONALDS	COM	580135101	35,489,703	918,189	2.66	10,288,054	-2.27	0.4059
2024-11-14	2024-09-30	13F	MCDONALDS	COM	580135101	34,571,514	-42,564	-0.12	10,527,372	19.34	0.4284
2024-08-14	2024-06-30	13F	MCDONALDS	COM	580135101	34,614,078	15,614	0.05	8,821,052	-9.57	0.3854
2024-05-15	2024-03-31	13F	MCDONALDS	COM	580135101	34,598,464	-172,894	-0.50	9,755,037	-5.38	0.4360
2024-02-14	2023-12-31	13F	MCDONALDS	COM	580135101	34,771,358	1,090,194	3.24	10,310,055	16.20	0.5015
2023-11-14	2023-09-30	13F	MCDONALDS	COM	580135101	33,681,164	-396,174	-1.16	8,872,966	-12.75	0.4920
2023-08-14	2023-06-30	13F	MCDONALDS	COM	580135101	34,077,338	485,066	1.44	10,169,018	8.26	0.5341
2023-05-15	2023-03-31	13F	MCDONALDS	COM	580135101	33,592,272	-441,851	-1.30	9,392,722	4.72	0.5300
2023-05-15	2022-12-31	13F/A-99	MCDONALDS	COM	580135101	34,034,123	-670,185	-1.93	8,969,012	12.01	0.5270
2023-05-15	2022-12-31	13F	MCDONALDS	COM	580135101	34,034,123	-670,185		8,969,012		0.5270
2022-11-15	2022-09-30	13F	MCDONALDS	COM	580135101	34,704,308	365,601	1.06	8,007,672	-5.54	0.5065
2022-08-15	2022-06-30	13F	MCDONALDS	COM	580135101	34,338,707	-2,066,193	-5.68	8,477,540	-5.83	0.5080
2022-05-16	2022-03-31	13F	MCDONALDS	COM	580135101	36,404,900	-568,482	-1.54	9,002,204	-9.17	0.4452
2022-02-14	2021-12-31	13F	MCDONALDS	COM	580135101	36,973,382	1,033,751	2.88	9,911,455	14.38	0.4700
2021-11-15	2021-09-30	13F	MCDONALDS	COM	580135101	35,939,631	-485,161	-1.33	8,665,404	2.99	0.4580
2021-08-16	2021-06-30	13F	MCDONALDS	COM	580135101	36,424,792	445,940	1.24	8,413,763	4.33	0.4435
2021-07-09	2021-03-31	13F/A-1	MCDONALDS	COM	580135101	35,978,852	-78,379	-0.22	8,064,300	4.23	0.4624
2021-05-17	2021-03-31	13F	MCDONALDS	COM	580135101	35,978,852	-78,379		8,064,300		0.4625
2021-02-16	2020-12-31	13F	MCDONALDS	COM	580135101	36,057,231	-2,103,297	-5.51	7,737,161	-7.63	0.4737
2020-11-10	2020-09-30	13F	MCDONALDS	COM	580135101	38,160,528	-541,338	-1.40	8,375,854	17.32	0.5718
2020-08-14	2020-06-30	13F	MCDONALDS	COM	580135101	38,701,866	-342,783	-0.88	7,139,333	10.58	0.5190
2020-06-19	2020-03-31	13F/A-1	MCDONALDS	COM	580135101	39,044,649	-105,874	-0.27	6,456,033	-16.55	0.5646
2020-05-11	2020-03-31	13F	MCDONALDS	COM	580135101	39,044,649	-105,874		6,456,033		566,969.6912
2020-02-06	2019-12-31	13F	MCDONALDS	COM	580135101	39,150,523	-92,882	-0.24	7,736,535	-8.18	0.5299
2019-11-14	2019-09-30	13F	MCDONALDS	COM	580135101	39,243,405	-296,058	-0.75	8,425,951	2.62	0.6280
2019-08-14	2019-06-30	13F	MCDONALDS	COM	580135101	39,539,463	178,722	0.45	8,210,765	9.85	0.6122
2019-05-15	2019-03-31	13F	MCDONALDS	COM	580135101	39,360,741	426,884	1.10	7,474,605	8.12	0.5832
2019-02-12	2018-12-31	13F	MCDONALDS	COM	580135101	38,933,857	-1,246,111	-3.10	6,913,485	2.85	0.6294
2018-11-09	2018-09-30	13F	MCDONALD`S	Common equity shares	580135101	40,179,968	2,354,216	6.22	6,721,703	13.41	0.5162
2018-08-14	2018-06-30	13F	MCDONALD`S	Common equity shares	580135101	37,825,752	-724,018	-1.88	5,926,917	-1.68	0.4954
2018-05-15	2018-03-31	13F	MCDONALD`S	Common equity shares	580135101	38,549,770	-2,192,690	-5.38	6,028,417	-14.03	0.5119
2018-02-14	2017-12-31	13F	MCDONALD`S	Common equity shares	580135101	40,742,460	444,523	1.10	7,012,591	11.07	0.5639
2017-11-14	2017-09-30	13F	MCDONALD`S	Common equity shares	580135101	40,297,937	-1,177,317	-2.84	6,313,872	-0.61	0.5448
2017-08-14	2017-06-30	13F	MCDONALD`S	Common equity shares	580135101	41,475,254	-1,157,942	-2.72	6,352,343	14.96	0.5619
2017-05-15	2017-03-31	13F	MCDONALD`S	Common equity shares	580135101	42,633,196	-23,414	-0.05	5,525,691	6.42	0.4929
2017-02-09	2016-12-31	13F	MCDONALD`S	Common equity shares	580135101	42,656,610	1,256,718	3.04	5,192,172	8.72	0.4886
2017-01-13	2016-09-30	13F/A-1	MCDONALD`S	Common equity shares	580135101	41,399,892	-99,850	-0.24	4,775,897	-4.37	0.4813
2016-11-14	2016-09-30	13F	MCDONALD`S	Common equity shares	580135101	27,565,955			3,180,014
2016-08-12	2016-06-30	13F	MCDONALD`S	Common equity shares	580135101	41,499,742	-1,671,937	-3.87	4,994,072	-7.96	0.5365
2016-05-20	2016-03-31	13F/A-1	MCDONALD`S	Common equity shares	580135101	43,171,679	-1,275,180	-2.87	5,425,819	3.33	0.5866
2016-05-12	2016-03-31	13F	MCDONALD`S	Common equity shares	580135101	43,171,679			5,425,819
2016-02-16	2015-12-31	13F	MCDONALD`S	Common equity shares	580135101	44,446,859	-205,345	-0.46	5,250,953	19.35	0.5739
2015-11-16	2015-09-30	13F	MCDONALD`S	Common equity shares	580135101	44,652,204	45,114	0.10	4,399,584	3.74	0.5122
2015-08-13	2015-06-30	13F	MCDONALD`S	Common equity shares	580135101	44,607,090	-3,282,810	-6.85	4,240,789	-9.12	0.4533
2015-05-15	2015-03-31	13F	MCDONALD`S	Common equity shares	580135101	47,889,900	-1,535,356	-3.11	4,666,392	0.76	0.4789
2015-02-11	2014-12-31	13F	MCDONALD`S	Common equity shares	580135101	49,425,256	3,180,663	6.88	4,631,136	5.63	0.4613
2014-11-12	2014-09-30	13F/A-1	MCDONALD`S	Common equity shares	580135101	46,244,593	1,183,323	2.63	4,384,448	-3.42	0.4718
2014-11-10	2014-09-30	13F	MCDONALD`S	Common equity shares	580135101	46,244,593			4,384,448
2014-08-12	2014-06-30	13F	MCDONALD`S	Common equity shares	580135101	45,061,270	-371,995	-0.82	4,539,473	1.92	0.4902
2014-05-15	2014-03-31	13F/A-1	MCDONALD`S	Common equity shares	580135101	45,433,265	-4,537,881	-9.08	4,453,830	-8.14	0.5061
2014-05-13	2014-03-31	13F	MCDONALD`S	Common equity shares	580135101	45,433,265			4,453,830
2014-02-06	2013-12-31	13F/A-1	MCDONALD`S	Common equity shares	580135101	49,971,146	-3,856,119	-7.16	4,848,698	-6.37	0.5394
2014-02-06	2013-12-31	13F	MCDONALD`S	Common equity shares	580135101	50,534,654			4,457,667
2013-11-12	2013-09-30	13F	MCDONALD`S	Common equity shares	580135101	53,827,265	3,128,589	6.17	5,178,719	3.18	0.6381
2013-08-08	2013-06-30	13F	MCDONALD`S	Common equity shares	580135101	50,698,676	50,698,676		5,019,172		0.6544

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.