McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionWelch Group, LLC
Latest Disclosed Ownership215,074 shares
Latest Disclosed Value $ 66,842,959
Welch Group, LLC reports 1.34% increase in ownership of MCD / McDonald's Corporation

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 215,074 shares of McDonald's Corporation (MX:MCD) valued at $66,842,959 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 212,229 shares of McDonald's Corporation. This represents a change in shares of 1.34% 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)
2026-04-21 2026-03-31 13F MCDONALDS COMMON 580135101 215,074 2,845 1.34 66,843 3.05 2.5111
2026-01-26 2025-12-31 13F MCDONALDS COMMON STOCK 580135101 212,229 2,455 1.17 64,864 1.75 2.5004
2025-10-14 2025-09-30 13F MCDONALDS COMMON 580135101 209,774 3,770 1.83 63,748 5.91 2.4887
2025-07-25 2025-06-30 13F MCDONALDS COMMON 580135101 206,004 2,180 1.07 60,188 -3.84 2.5151
2025-04-08 2025-03-31 13F MCDONALDS COMMON 580135101 203,824 4,422 2.22 62,592 8.39 2.7530
2025-01-27 2024-12-31 13F MCDONALDS COMMON 580135101 199,402 2,745 1.40 57,747 -3.57 2.6006
2024-10-24 2024-09-30 13F MCDONALDS COMMON 580135101 196,657 4,558 2.37 59,884 22.33 2.6032
2024-07-17 2024-06-30 13F MCDONALDS COMMON 580135101 192,099 5,884 3.16 48,955 -6.76 2.3522
2024-04-09 2024-03-31 13F MCDONALDS COMMON 580135101 186,215 -722 -0.39 52,503 -5.28 2.6038
2024-01-23 2023-12-31 13F MCDONALDS Common 580135101 186,937 3,088 1.68 55,429 14.44 2.9852
2023-10-18 2023-09-30 13F MCDONALDS Common 580135101 183,849 -879 -0.48 48,433 -12.14 2.8695
2023-07-18 2023-06-30 13F MCDONALDS Common 580135101 184,728 -1,613 -0.87 55,125 5.80 3.1601
2023-04-13 2023-03-31 13F MCDONALDS Common 580135101 186,341 -2,538 -1.34 52,103 4.68 3.0289
2023-01-30 2022-12-31 13F MCDONALDS Common 580135101 188,879 1,918 1.03 49,775 15.38 2.8475
2022-10-13 2022-09-30 13F MCDONALDS COMMON 580135101 186,961 2,619 1.42 43,139 -5.21 2.8082
2022-07-21 2022-06-30 13F MCDONALDS COMMON 580135101 184,342 4,489 2.50 45,510 2.33 2.7773
2022-04-29 2022-03-31 13F MCDONALDS COMMON 580135101 179,853 5,529 3.17 44,474 -4.83 2.5388
2022-01-26 2021-12-31 13F MCDONALDS COMMON 580135101 174,324 4,073 2.39 46,731 13.84 2.7336
2021-11-05 2021-09-30 13F MCDONALDS COMMON 580135101 170,251 1,418 0.84 41,049 5.26 2.7792
2021-07-21 2021-06-30 13F MCDONALDS COMMON 580135101 168,833 3,303 2.00 38,999 5.11 2.6590
2021-04-23 2021-03-31 13F MCDONALDS COMMON 580135101 165,530 3,072 1.89 37,102 6.43 2.6707
2021-01-25 2020-12-31 13F MCDONALDS Common 580135101 162,458 -155 -0.10 34,860 -2.33 2.7960
2020-10-28 2020-09-30 13F MCDONALDS Common 580135101 162,613 2,983 1.87 35,692 21.21 3.1181
2020-07-22 2020-06-30 13F MCDONALDS Common 580135101 159,630 2,457 1.56 29,447 13.31 2.7510
2020-04-28 2020-03-31 13F MCDONALDS Common 580135101 157,173 10,195 6.94 25,988 -10.52 2.7725
2020-01-24 2019-12-31 13F Mc Donalds Common 580135101 146,978 2,853 1.98 29,044 -6.14 2.8578
2019-11-05 2019-09-30 13F Mc Donalds Common 580135101 144,125 -4,497 -3.03 30,945 0.27 3.1785
2019-07-11 2019-06-30 13F Mc Donalds Common 580135101 148,622 -3,441 -2.26 30,863 6.88 3.2937
2019-04-15 2019-03-31 13F Mc Donalds Common 580135101 152,063 -2,443 -1.58 28,877 5.25 3.1789
2019-01-10 2018-12-31 13F Mc Donalds Common 580135101 154,506 -1,572 -1.01 27,436 5.08 3.3613
2018-11-01 2018-09-30 13F Mc Donalds Common 580135101 156,078 5,375 3.57 26,110 10.57 2.7194
2018-07-30 2018-06-30 13F Mc Donalds Common 580135101 150,703 624 0.42 23,614 0.62 2.9413
2018-04-23 2018-03-31 13F Mc Donalds Common 580135101 150,079 30,278 25.27 23,469 13.82 2.9717
2018-02-01 2017-12-31 13F Mc Donalds Common 580135101 119,801 -3,433 -2.79 20,620 6.80 3.1987
2017-11-07 2017-09-30 13F Mc Donalds Common 580135101 123,234 -5,675 -4.40 19,308 -2.21 3.2280
2017-08-07 2017-06-30 13F Mc Donalds Common 580135101 128,909 4,755 3.83 19,744 22.69 3.2931
2017-05-01 2017-03-31 13F Mc Donalds Common 580135101 124,154 1,420 1.16 16,092 7.72 3.0287
2017-02-09 2016-12-31 13F Mc Donalds Common 580135101 122,734 3,919 3.30 14,939 9.00 2.9201
2016-10-28 2016-09-30 13F Mc Donalds Common 580135101 118,815 -909 -0.76 13,706 -4.87 2.7237
2016-07-27 2016-06-30 13F Mc Donalds Common 580135101 119,724 -37,126 -23.67 14,408 -26.91 2.9341
2016-05-05 2016-03-31 13F Mc Donalds Common 580135101 156,850 -5,885 -3.62 19,713 2.53 3.2916
2016-01-21 2015-12-31 13F Mc Donalds Common 580135101 162,735 -938 -0.57 19,226 19.22 3.4522
2015-10-23 2015-09-30 13F Mc Donalds COM 580135101 163,673 5,041 3.18 16,127 6.94 3.1169
2015-07-31 2015-06-30 13F Mc Donalds Common 580135101 158,632 6,230 4.09 15,081 1.56 2.8550
2015-04-29 2015-03-31 13F Mc Donalds Common 580135101 152,402 9,098 6.35 14,850 10.59 2.7262
2015-01-20 2014-12-31 13F Mc Donalds Common 580135101 143,304 6,630 4.85 13,428 3.63 2.5899
2014-10-29 2014-09-30 13F Mc Donalds Common 580135101 136,674 5,532 4.22 12,958 -1.92 2.6784
2014-07-22 2014-06-30 13F Mc Donalds Common 580135101 131,142 5,555 4.42 13,211 7.31 2.7358
2014-04-23 2014-03-31 13F Mc Donalds COM 580135101 125,587 6,785 5.71 12,311 6.80 2.7880
2014-02-07 2013-12-31 13F Mc Donalds Common 580135101 118,802 4,844 4.25 11,527 5.13 2.6133
2013-10-04 2013-09-30 13F Mc Donalds Common 580135101 113,958 4,655 4.26 10,964 1.32 2.6950
2013-07-29 2013-06-30 13F Mc Donalds Common 580135101 109,303 109,303 10,821 2.8091
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.