McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionVerity Asset Management, Inc.
Latest Disclosed Ownership2,872 shares
Latest Disclosed Value $ 892,589
Verity Asset Management, Inc. reports 3.27% increase in ownership of MCD / McDonald's Corporation

On April 21, 2026 - Verity Asset Management, Inc. filed a 13F-HR form disclosing ownership of 2,872 shares of McDonald's Corporation (MX:MCD) valued at $892,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,781 shares of McDonald's Corporation. This represents a change in shares of 3.27% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-21 2026-03-31 13F MCDONALDS C 580135101 2,872 91 3.27 893 5.06 0.3744
2026-01-30 2025-12-31 13F MCDONALD S MCD 580135101 2,781 208 8.08 850 8.71 0.3649
2025-11-14 2025-09-30 13F MCDONALDS C 580135101 2,573 167 6.94 782 11.25 0.2553
2025-08-05 2025-06-30 13F MCDONALDS C 580135101 2,406 -2,598 -51.92 703 -55.06 0.3357
2025-04-25 2025-03-31 13F MCDONALD S COM 580135101 5,004 2,447 95.70 1,563 113.39 0.6359
2025-01-27 2024-12-31 13F MCDONALDS C 580135101 2,557 -2,091 -44.99 733 -48.20 0.4128
2024-10-31 2024-09-30 13F MCDONALD S COM 580135101 4,648 22 0.48 1,413 19.85 0.5321
2024-08-08 2024-06-30 13F MCDONALD S COM 580135101 4,626 2,278 97.02 1,179 78.10 0.4624
2024-05-28 2024-03-31 13F MCDONALDS COM 580135101 2,348 63 2.76 662 -2.22 0.3693
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 2,285 295 14.82 678 29.20 0.4322
2023-11-22 2023-09-30 13F MCDONALDS COM 580135101 1,990 -38 -1.87 524 -13.39 0.3862
2023-08-16 2023-06-30 13F MCDONALDS COM 580135101 2,028 -2,342 -53.59 605 -50.45 0.4488
2023-05-24 2023-03-31 13F MCDONALD S COM 580135101 4,370 2,146 96.49 1,222 108.36 0.7291
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 2,224 0 0.00 586 -99.89 0.5014
2022-11-16 2022-09-30 13F MCDONALDS COM 580135101 2,224 242 12.21 513,166 104,414.46 0.5294
2022-05-23 2022-03-31 13F/A-1 MCDONALDS COM 580135101 1,982 -831 -29.54 491 -34.88 0.3120
2022-05-12 2022-03-31 13F MCDONALD S COM 580135101 1,028,173 1,025,360 455 0.3302
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 2,813 2 0.07 754 11.21 0.4454
2021-11-10 2021-09-30 13F MCDONALDS COM 580135101 2,811 -631 -18.33 678 -14.72 0.4391
2021-08-04 2021-06-30 13F MCDONALD S COM 580135101 3,442 818 31.17 795 35.20 0.4355
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 2,624 269 11.42 588 16.44 0.3508
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 2,355 356 17.81 505 15.03 0.3521
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 1,999 35 1.78 439 30.27 0.3341
2020-11-13 2020-06-30 13F MCDONALDS COM 580135101 1,964 1,964 337 0.3106
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 0 -1,015 -100.00 0 -100.00
2020-02-11 2019-12-31 13F MCDONALDS COM 580135101 1,015 71 7.52 201 -0.99 0.2001
2019-10-31 2019-09-30 13F MCDONALDS COM 580135101 944 944 203 0.2127
2019-05-13 2019-03-31 13F MCDONALDS COM 580135101 0 -1,249 -100.00 0 -100.00
2019-02-12 2018-12-31 13F MCDONALDS COM 580135101 1,249 0 0.00 222 6.22 0.2975
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 1,249 1,249 209 0.2062
2015-11-13 2015-09-30 13F MCDONALDS COM 580135101 0 -2,174 -100.00 0 -100.00
2015-08-13 2015-06-30 13F MCDONALDS COM 580135101 2,174 0 0.00 207 -1.43 0.1876
2015-05-15 2015-03-31 13F McDonalds COM 580135101 2,174 2,174 210 0.2041
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.