McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionStrategy Asset Managers Llc
Latest Disclosed Ownership3,641 shares
Latest Disclosed Value $ 1,131,504
Strategy Asset Managers Llc reports 0.63% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Strategy Asset Managers Llc filed a 13F-HR form disclosing ownership of 3,641 shares of McDonald's Corporation (MX:MCD) valued at $1,131,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,664 shares of McDonald's Corporation. This represents a change in shares of -0.63% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 3,641 -23 -0.63 1,132 1.07 0.1857
2026-02-11 2025-12-31 13F MCDONALDS COM 580135101 3,664 422 13.02 1,120 13.60 0.1841
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 3,242 -26 -0.80 985 3.25 0.1772
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 3,268 8 0.25 955 -6.29 0.1783
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 3,260 -52 -1.57 1,018 6.04 0.2099
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 3,312 -87 -2.56 960 -7.16 0.1862
2024-11-08 2024-09-30 13F MCDONALDS COM 580135101 3,399 596 21.26 1,035 23.68 0.1987
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 2,803 -62 -2.16 836 3.59 0.1857
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 2,865 -1,524 -34.72 808 -37.97 0.1729
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 4,389 -319 -6.78 1,301 4.92 0.3085
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 4,708 1,905 67.96 1,240 48.33 0.3245
2023-08-25 2023-06-30 13F MCDONALDS COM 580135101 2,803 -15 -0.53 836 6.09 0.1857
2023-05-02 2023-03-31 13F MCDONALDS COM 580135101 2,818 -456 -13.93 788 0.1921
2023-01-13 2022-12-31 13F MCDONALDS COM 580135101 3,274 -8 -0.24 1 -100.00 0.2192
2022-10-11 2022-09-30 13F MCDONALDS COM 580135101 3,282 898 37.67 757 28.74 0.2055
2022-07-13 2022-06-30 13F MCDONALDS COM 580135101 2,384 -978 -29.09 588 -29.24 0.1810
2022-04-11 2022-03-31 13F MCDONALDS COM 580135101 3,362 1,017 43.37 831 32.11 0.1798
2022-01-14 2021-12-31 13F MCDONALDS COM 580135101 2,345 -995 -29.79 629 -21.86 0.1633
2021-12-14 2021-09-30 13F MCDONALDS COM 580135101 3,340 -127 -3.66 805 0.50 0.1791
2021-08-04 2021-06-30 13F MCDONALDS COM 580135101 3,467 93 2.76 801 5.95 0.1694
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 3,374 53 1.60 756 6.18 0.1733
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 3,321 6 0.18 712 -2.20 0.1700
2020-11-03 2020-09-30 13F MCDONALDS COM 580135101 3,315 -235 -6.62 728 11.15 0.1888
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 3,550 177 5.25 655 17.38 0.1755
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 3,373 320 10.48 558 -7.46 0.1797
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 3,053 259 9.27 603 0.50 0.1487
2019-11-13 2019-09-30 13F MCDONALDS CORP COM Common Stock 580135101 2,794 -3,288 -54.06 600 -52.49 0.1787
2019-08-14 2019-06-30 13F MCDONALDS Common Stock 580135101 6,082 -8,664 -58.75 1,263 -54.89 0.3576
2019-05-08 2019-03-31 13F MCDONALDS Common Stock 580135101 14,746 12,117 460.90 2,800 499.57 0.6296
2019-02-14 2018-12-31 13F MCDONALDS Common Stock 580135101 2,629 -80 -2.95 467 3.09 0.1140
2018-11-01 2018-09-30 13F MCDONALDS Common Stock 580135101 2,709 -15,218 -84.89 453 -83.87 0.0921
2018-08-07 2018-06-30 13F MCDONALDS Common Stock 580135101 17,927 -524 -2.84 2,809 -2.63 0.5938
2018-05-03 2018-03-31 13F MCDONALDS Common Stock 580135101 18,451 15,742 581.10 2,885 519.10 0.6253
2018-01-29 2017-12-31 13F MCDONALDS Common Stock 580135101 2,709 0 0.00 466 9.91 0.0911
2017-11-06 2017-09-30 13F MCDONALDS Common Stock 580135101 2,709 -19,211 -87.64 424 -87.37 0.0869
2017-08-07 2017-06-30 13F MCDONALDS Common Stock 580135101 21,920 -950 -4.15 3,357 13.26 0.6904
2017-04-28 2017-03-31 13F MCDONALDS Common Stock 580135101 22,870 -682 -2.90 2,964 2.31 0.6436
2017-02-01 2016-12-31 13F MCDONALDS Common Stock 580135101 23,552 -1,023 -4.16 2,897 2.19 0.6338
2016-10-31 2016-09-30 13F MCDONALDS Common Stock 580135101 24,575 13,261 117.21 2,835 108.30 0.6356
2016-08-04 2016-06-30 13F MCDONALDS Common Stock 580135101 11,314 197 1.77 1,361 -2.58 0.3093
2016-04-29 2016-03-31 13F MCDONALDS Common Stock 580135101 11,117 223 2.05 1,397 8.55 0.3176
2016-01-29 2015-12-31 13F MCDONALDS Common Stock 580135101 10,894 84 0.78 1,287 20.85 0.2928
2015-11-05 2015-09-30 13F MCDONALDS Common Stock 580135101 10,810 182 1.71 1,065 5.45 0.2556
2015-08-04 2015-06-30 13F MCDONALDS Common Stock 580135101 10,628 1,282 13.72 1,010 10.87 0.2253
2015-05-08 2015-03-31 13F MCDONALDS Common Stock 580135101 9,346 9,346 0.00 911 0.1989
2015-02-03 2014-12-31 13F MCDONALDS Common Stock 580135101 0 -7,466 -100.00 0 -100.00
2014-11-12 2014-09-30 13F MCDONALDS Common Stock 580135101 7,466 81 1.10 708 -4.84 0.1547
2014-08-08 2014-06-30 13F MCDONALDS Common Stock 580135101 7,385 301 4.25 744 7.20 0.1584
2014-05-06 2014-03-31 13F MCDONALDS Common Stock 580135101 7,084 29 0.41 694 1.31 0.1493
2014-02-10 2013-12-31 13F MCDONALDS Common Stock 580135101 7,055 994 16.40 685 17.50 0.1501
2013-11-13 2013-09-30 13F MCDONALDS CORP COM Common Stock 580135101 6,061 485 8.70 583 5.62 0.1375
2013-08-14 2013-06-30 13F MCDONALDS CORP COM Common Stock 580135101 5,576 5,576 552 0.1313
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.