McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionZhang Financial LLC
Latest Disclosed Ownership5,039 shares
Latest Disclosed Value $ 1,566,035
Zhang Financial LLC reports 36.04% increase in ownership of MCD / McDonald's Corporation

On May 6, 2026 - Zhang Financial LLC filed a 13F-HR form disclosing ownership of 5,039 shares of McDonald's Corporation (MX:MCD) valued at $1,566,035 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,704 shares of McDonald's Corporation. This represents a change in shares of 36.04% 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)
2026-05-06 2026-03-31 13F MCDONALDS COM 580135101 5,039 1,335 36.04 1,566 38.34 0.0541
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 3,704 4 0.11 1,132 0.71 0.0422
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 3,700 393 11.88 1,125 16.36 0.0457
2025-08-01 2025-06-30 13F MCDONALDS COM 580135101 3,307 341 11.50 966 4.32 0.0446
2025-04-15 2025-03-31 13F MCDONALDS COM 580135101 2,966 44 1.51 926 9.33 0.0490
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 2,922 8 0.27 847 -4.51 0.0485
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 2,914 -23 -0.78 887 18.58 0.0560
2024-07-19 2024-06-30 13F MCDONALDS COM 580135101 2,937 -11 -0.37 749 -9.99 0.0523
2024-04-24 2024-03-31 13F MCDONALDS COM 580135101 2,948 1 0.03 831 -4.81 0.0616
2024-01-31 2023-12-31 13F MCDONALDS COM 580135101 2,947 78 2.72 874 17.50 0.0751
2023-10-11 2023-09-30 13F MCDONALDS COM 580135101 2,869 -259 -8.28 744 -19.94 0.0754
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 3,128 393 14.37 929 21.47 0.0953
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 2,735 -40 -1.44 765 4.51 0.0873
2023-05-17 2022-12-31 13F/A-1 MCDONALDS COM 580135101 2,775 57 2.10 731 16.59 0.0933
2023-01-17 2022-12-31 13F MCDONALDS COM 580135101 2,775 57 1 0.0001
2022-10-18 2022-09-30 13F MCDONALDS COM 580135101 2,718 86 3.27 627 -3.39 0.0945
2022-07-14 2022-06-30 13F MCDONALDS COM 580135101 2,632 -75 -2.77 649 -2.99 0.1041
2022-04-21 2022-03-31 13F MCDONALDS COM 580135101 2,707 507 23.05 669 13.39 0.1129
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 2,200 80 3.77 590 15.46 0.1046
2021-10-20 2021-09-30 13F MCDONALDS COM 580135101 2,120 876 70.42 511 78.05 0.1182
2021-07-26 2021-06-30 13F MCDONALDS COM 580135101 1,244 0 0.00 287 2.87 0.0704
2021-04-21 2021-03-31 13F MCDONALDS COM 580135101 1,244 0 0.00 279 4.49 0.0748
2021-01-20 2020-12-31 13F MCDONALDS COM 580135101 1,244 -35 -2.74 267 -4.98 0.0823
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 1,279 0 0.00 281 19.07 0.1013
2020-07-23 2020-06-30 13F MCDONALDS COM 580135101 1,279 18 1.43 236 12.92 0.0910
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 1,261 -595 -32.06 209 -43.05 0.0925
2020-01-21 2019-12-31 13F MCDONALDS COM 580135101 1,856 -319 -14.67 367 -21.41 0.1399
2019-10-17 2019-09-30 13F MCDONALDS COM 580135101 2,175 2 0.09 467 3.55 0.1973
2019-07-24 2019-06-30 13F MCDONALDS COM 580135101 2,173 521 31.54 451 43.63 0.1887
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 1,652 20 1.23 314 8.28 0.1352
2019-05-16 2018-12-31 13F MCDONALDS COM 580135101 1,632 -66 -3.89 290 2.47 0.1401
2019-05-24 2018-09-30 13F MCDONALDS COM 580135101 1,698 -2 -0.12 283 5.99 0.1351
2019-05-24 2018-06-30 13F MCDONALDS COM 580135101 1,700 345 25.46 267 24.77 0.1359
2019-05-24 2018-03-31 13F MCDONALDS COM 580135101 1,355 -78 -5.44 214 -14.06 0.1119
2019-05-23 2017-12-31 13F MCDONALDS COM 580135101 1,433 0 0.00 249 8.73 0.1215
2019-05-24 2017-09-30 13F MCDONALDS COM 580135101 1,433 1,433 229 0.1164
2019-05-23 2017-06-30 13F MCDONALDS COM 580135101 0 -1,433 -100.00 0 -100.00
2019-05-23 2017-03-31 13F MCDONALDS COM 580135101 1,433 1,433 249 0.1240
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.