McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionWeik Capital Management
Latest Disclosed Ownership4,392 shares
Latest Disclosed Value $ 1,364,990
Weik Capital Management reports 2.23% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Weik Capital Management filed a 13F-HR form disclosing ownership of 4,392 shares of McDonald's Corporation (MX:MCD) valued at $1,364,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,492 shares of McDonald's Corporation. This represents a change in shares of -2.23% 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 4,392 -100 -2.23 1,365 -0.58 0.5432
2026-02-11 2025-12-31 13F McDonalds COM 580135101 4,492 22 0.49 1,373 1.03 0.5144
2026-02-11 2025-12-31 13F McDonalds COM 580135101 4,492 1,373
2025-11-12 2025-09-30 13F McDonalds COM 580135101 4,470 -15 -0.33 1,358 3.66 0.5069
2025-08-12 2025-06-30 13F McDonalds COM 580135101 4,485 -40 -0.88 1,310 -7.29 0.5185
2025-05-13 2025-03-31 13F McDonalds COM 580135101 4,525 -10 -0.22 1,413 7.53 0.5752
2025-02-12 2024-12-31 13F McDonalds COM 580135101 4,535 -10 -0.22 1,315 -4.99 0.5347
2024-11-13 2024-09-30 13F McDonalds COM 580135101 4,545 -50 -1.09 1,384 18.21 0.5586
2024-08-09 2024-06-30 13F McDonalds COM 580135101 4,595 220 5.03 1,171 -5.11 0.5008
2024-05-14 2024-03-31 13F McDonalds COM 580135101 4,375 -85 -1.91 1,234 -6.73 0.5240
2024-02-13 2023-12-31 13F McDonalds COM 580135101 4,460 0 0.00 1,322 12.61 0.6115
2023-11-13 2023-09-30 13F McDonalds COM 580135101 4,460 0 0.00 1,175 -11.73 0.5780
2023-08-14 2023-06-30 13F McDonalds COM 580135101 4,460 -640 -12.55 1,331 132,900.00 0.6287
2023-05-15 2023-03-31 13F McDonalds COM 580135101 5,100 -50 -0.97 1 0.00 0.6524
2023-02-10 2022-12-31 13F McDonalds COM 580135101 5,150 -80 -1.53 1 -99.92 0.6340
2022-11-14 2022-09-30 13F McDonalds COM 580135101 5,230 -200 -3.68 1,207 -9.99 0.6022
2022-08-12 2022-06-30 13F McDonalds COM 580135101 5,430 30 0.56 1,341 0.45 0.6110
2022-05-13 2022-03-31 13F McDonalds COM 580135101 5,400 110 2.08 1,335 -5.85 0.5265
2022-02-14 2021-12-31 13F McDonalds COM 580135101 5,290 15 0.28 1,418 11.48 0.5373
2021-11-12 2021-09-30 13F McDonalds COM 580135101 5,275 90 1.74 1,272 6.18 0.5254
2021-08-11 2021-06-30 13F McDonalds COM 580135101 5,185 -115 -2.17 1,198 0.84 0.4666
2021-05-12 2021-03-31 13F McDonalds COM 580135101 5,300 430 8.83 1,188 13.68 0.5035
2021-02-12 2020-12-31 13F McDonalds COM 580135101 4,870 0 0.00 1,045 -2.25 0.4682
2020-11-12 2020-09-30 13F McDonalds COM 580135101 4,870 0 0.00 1,069 19.04 0.5220
2020-08-13 2020-06-30 13F McDonalds COM 580135101 4,870 -70 -1.42 898 9.91 0.4847
2020-05-13 2020-03-31 13F McDonalds COM 580135101 4,940 -150 -2.95 817 -18.79 0.4658
2020-02-14 2019-12-31 13F McDonalds COM 580135101 5,090 -10 -0.20 1,006 -8.13 0.4543
2019-11-12 2019-09-30 13F McDonalds COM 580135101 5,100 -20 -0.39 1,095 3.01 0.5251
2019-08-09 2019-06-30 13F McDonalds COM 580135101 5,120 -225 -4.21 1,063 4.73 0.5097
2019-05-09 2019-03-31 13F McDonalds COM 580135101 5,345 0 0.00 1,015 6.95 0.4952
2019-02-12 2018-12-31 13F McDonalds COM 580135101 5,345 0 0.00 949 6.15 0.5169
2018-11-13 2018-09-30 13F McDonalds COM 580135101 5,345 -600 -10.09 894 -4.08 0.4288
2018-08-03 2018-06-30 13F McDonalds COM 580135101 5,945 -615 -9.38 932 -9.16 0.4583
2018-05-11 2018-03-31 13F McDonalds COM 580135101 6,560 -190 -2.81 1,026 -11.70 0.4939
2018-02-12 2017-12-31 13F McDonalds COM 580135101 6,750 -115 -1.68 1,162 7.99 0.5427
2017-11-13 2017-09-30 13F McDonalds COM 580135101 6,865 0 0.00 1,076 2.38 0.5122
2017-08-14 2017-06-30 13F McDonalds COM 580135101 6,865 -15 -0.22 1,051 17.83 0.5536
2017-05-09 2017-03-31 13F McDonalds COM 580135101 6,880 -60 -0.86 892 5.56 0.4741
2017-02-09 2016-12-31 13F McDonalds COM 580135101 6,940 -525 -7.03 845 -1.86 0.4731
2016-11-10 2016-09-30 13F McDonalds COM 580135101 7,465 125 1.70 861 -2.49 0.4952
2016-08-11 2016-06-30 13F McDonalds COM 580135101 7,340 -45 -0.61 883 -4.85 0.5277
2016-05-13 2016-03-31 13F McDonalds COM 580135101 7,385 -650 -8.09 928 -2.21 0.5586
2016-02-12 2015-12-31 13F McDonalds COM 580135101 8,035 -300 -3.60 949 15.59 0.5716
2015-11-12 2015-09-30 13F McDonalds COM 580135101 8,335 0 0.00 821 3.66 0.5005
2015-08-13 2015-06-30 13F McDonalds COM 580135101 8,335 0 0.00 792 -2.46 0.4575
2015-05-14 2015-03-31 13F McDonalds COM 580135101 8,335 25 0.30 812 4.24 0.4704
2015-02-10 2014-12-31 13F McDonalds COM 580135101 8,310 375 4.73 779 3.59 0.4523
2014-11-12 2014-09-30 13F McDonalds COM 580135101 7,935 475 6.37 752 0.00 0.4623
2014-08-12 2014-06-30 13F McDonalds COM 580135101 7,460 0 0.00 752 2.87 0.4608
2014-05-15 2014-03-31 13F McDonalds COM 580135101 7,460 -510 -6.40 731 -5.43 0.4606
2014-02-12 2013-12-31 13F McDonalds COM 580135101 7,970 1,985 33.17 773 34.20 0.4760
2013-11-12 2013-09-30 13F McDonalds COM 580135101 5,985 0 0.00 576 -2.87 0.3864
2013-08-14 2013-06-30 13F McDonalds COM 580135101 5,985 5,985 593 0.4167
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.