McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionUnited Bank
Latest Disclosed Ownership8,236 shares
Latest Disclosed Value $ 2,559,667
United Bank reports 1.60% decrease in ownership of MCD / McDonald's Corporation

On May 1, 2026 - United Bank filed a 13F-HR form disclosing ownership of 8,236 shares of McDonald's Corporation (MX:MCD) valued at $2,559,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,370 shares of McDonald's Corporation. This represents a change in shares of -1.60% 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)
2026-05-01 2026-03-31 13F MCDONALDS COM 580135101 8,236 -134 -1.60 2,560 0.04 0.8514
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 8,370 229 2.81 2,558 3.44 0.8674
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 8,141 39 0.48 2,474 4.48 0.8597
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 8,102 459 6.01 2,367 -0.84 0.9058
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 7,643 579 8.20 2,387 16.61 0.9865
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 7,064 618 9.59 2,048 4.33 0.8650
2024-11-01 2024-09-30 13F MCDONALDS COM 580135101 6,446 218 3.50 1,963 23.63 0.9054
2024-07-23 2024-06-30 13F MCDONALDS COM 580135101 6,228 462 8.01 1,587 -2.34 0.7921
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 5,766 190 3.41 1,626 -1.69 0.8264
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 5,576 -768 -12.11 1,653 -1.08 0.9121
2023-10-27 2023-09-30 13F MCDONALDS COM 580135101 6,344 -62 -0.97 1,671 -12.56 0.9991
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 6,406 -171 -2.60 1,912 3.97 1.0884
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 6,577 -228 -3.35 1,839 2.51 1.0773
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 6,805 -259 -3.67 1,793 10.00 1.1005
2022-11-10 2022-09-30 13F MCDONALDS COM 580135101 7,064 -149 -2.07 1,630 -8.48 1.0851
2022-08-05 2022-06-30 13F MCDONALDS COM 580135101 7,213 -157 -2.13 1,781 -2.25 1.1062
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 7,370 -16 -0.22 1,822 -7.98 0.9658
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 7,386 -153 -2.03 1,980 8.91 1.0617
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 7,539 -168 -2.18 1,818 2.13 1.1530
2021-07-26 2021-06-30 13F MCDONALDS COM 580135101 7,707 -100 -1.28 1,780 1.71 1.1991
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 7,807 -83 -1.05 1,750 3.37 1.2283
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 7,890 240 3.14 1,693 0.83 1.2104
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 7,650 -298 -3.75 1,679 14.53 1.4001
2020-08-05 2020-06-30 13F MCDONALDS COM 580135101 7,948 690 9.51 1,466 22.17 1.3798
2020-05-08 2020-03-31 13F MCDONALDS COM 580135101 7,258 -1,838 -20.21 1,200 -33.22 1.2390
2020-02-03 2019-12-31 13F MCDONALDS COM 580135101 9,096 24 0.26 1,797 -7.75 1.2165
2019-11-08 2019-09-30 13F MCDONALDS COM 580135101 9,072 73 0.81 1,948 4.23 1.4439
2019-07-22 2019-06-30 13F MCDONALDS COM 580135101 8,999 -1,387 -13.35 1,869 -5.22 1.4615
2019-05-01 2019-03-31 13F MCDONALDS COM 580135101 10,386 82 0.80 1,972 7.76 1.5699
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 10,304 -393 -3.67 1,830 2.23 1.6878
2018-11-05 2018-09-30 13F MCDONALDS COM 580135101 10,697 71 0.67 1,790 7.51 1.4149
2018-08-09 2018-06-30 13F Mcdonald's Corp COMMON COM 580135101 10,626 604 6.03 1,665 6.25 1.4330
2018-05-07 2018-03-31 13F MCDONALDS COM 580135101 10,022 -1,151 -10.30 1,567 -18.51 1.4237
2018-02-07 2017-12-31 13F MCDONALDS COM 580135101 11,173 -1,287 -10.33 1,923 -1.49 1.6457
2017-11-08 2017-09-30 13F MCDONALDS COM 580135101 12,460 -184 -1.46 1,952 0.77 1.8295
2017-07-31 2017-06-30 13F MCDONALDS COM 580135101 12,644 -1,015 -7.43 1,937 9.44 1.7968
2017-05-08 2017-03-31 13F MCDONALDS COM 580135101 13,659 315 2.36 1,770 8.99 1.6835
2017-02-10 2016-12-31 13F MCDONALDS COM 580135101 13,344 13,344 1,624 1.6564
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.