맥도날드 주식회사
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionOld Port Advisors
Latest Disclosed Ownership1,337 shares
Latest Disclosed Value $ 415,533
Old Port Advisors reports 28.81% increase in ownership of MCD / McDonald's Corporation

On April 6, 2026 - Old Port Advisors filed a 13F-HR form disclosing ownership of 1,337 shares of McDonald's Corporation (MX:MCD) valued at $415,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,038 shares of McDonald's Corporation. This represents a change in shares of 28.81% 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)
2026-04-06 2026-03-31 13F Mcdonalds Corp Common Stock 580135101 1,337 299 28.81 416 30.91 0.0957
2026-01-08 2025-12-31 13F Mcdonalds Corp Common Stock 580135101 1,038 -18 -1.70 317 -0.94 0.0779
2025-10-06 2025-09-30 13F Mcdonalds Corp Common Stock 580135101 1,056 10 0.96 321 4.92 0.0806
2025-07-16 2025-06-30 13F Mcdonalds Corp Common Stock 580135101 1,046 1 0.10 306 -6.44 0.0834
2025-05-06 2025-03-31 13F Mcdonalds Corp Common Stock 580135101 1,045 8 0.77 326 8.67 0.0966
2025-01-02 2024-12-31 13F MCDONALDS COM 580135101 1,037 10 0.97 301 -3.85 0.0864
2024-10-24 2024-09-30 13F MCDONALDS COM 580135101 1,027 127 14.11 313 36.24 0.0869
2024-07-18 2024-06-30 13F MCDONALDS COM 580135101 900 -120 -11.76 229 -20.21 0.0685
2024-06-26 2024-03-31 13F MCDONALDS COM 580135101 1,020 42 4.29 288 -0.69 0.0880
2024-06-26 2023-12-31 13F MCDONALDS COM 580135101 978 20 2.09 290 14.68 0.0963
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 958 61 6.80 252 -1.18 0.0916
2023-04-12 2023-03-31 13F MCDONALDS COM 580135101 897 20 2.28 255 10.39 0.0918
2023-01-11 2022-12-31 13F MCDONALDS COM 580135101 877 -53 -5.70 231 4.05 0.0871
2022-10-13 2022-09-30 13F MCDONALDS COM 580135101 930 32 3.56 222 -2.20 0.0883
2022-07-08 2022-06-30 13F MCDONALDS COM 580135101 898 23 2.63 227 4.13 0.0878
2022-04-12 2022-03-31 13F MCDONALDS COM 580135101 875 16 1.86 218 -6.03 0.0742
2022-01-12 2021-12-31 13F MCDONALDS COM 580135101 859 -105 -10.89 232 -2.52 0.0786
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 964 58 6.40 238 10.70 0.0862
2021-07-20 2021-06-30 13F MCDONALDS COM 580135101 906 -150 -14.20 215 -9.28 0.0774
2021-04-08 2021-03-31 13F MCDONALDS COM 580135101 1,056 -73 -6.47 237 0.00 0.0930
2021-01-08 2020-12-31 13F MCDONALDS COM 580135101 1,129 48 4.44 237 0.00 0.1030
2020-10-08 2020-09-30 13F MCDONALDS COM 580135101 1,081 1,081 237 0.1170
2020-04-17 2020-03-31 13F MCDONALDS COM 580135101 0 -1,127 -100.00 0 -100.00
2020-01-09 2019-12-31 13F MCDONALDS COM 580135101 1,127 -43 -3.68 228 -8.06 0.1101
2019-10-10 2019-09-30 13F MCDONALDS COM 580135101 1,170 0 0.00 248 -0.40 0.1298
2019-07-12 2019-06-30 13F MCDONALDS COM 580135101 1,170 -62 -5.03 249 6.41 0.1277
2019-04-08 2019-03-31 13F MCDONALDS COM 580135101 1,232 58 4.94 234 7.83 0.1227
2019-01-30 2018-12-31 13F MCDONALDS COM 580135101 1,174 1,174 217 0.1215
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.