맥도날드 주식회사
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionSpears Abacus Advisors LLC
Latest Disclosed Ownership6,134 shares
Latest Disclosed Value $ 1,906,386
Spears Abacus Advisors LLC reports 0.58% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Spears Abacus Advisors LLC filed a 13F-HR/A form disclosing ownership of 6,134 shares of McDonald's Corporation (MX:MCD) valued at $1,906,386 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,170 shares of McDonald's Corporation. This represents a change in shares of -0.58% 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)
2026-05-15 2026-03-31 13F/A-1 MCDONALDS COM 580135101 6,134 -36 -0.58 1,906 1.11 0.0374
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 6,134 -36 1,899 0.0376
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 6,170 -103 -1.64 1,886 -1.10 0.0353
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 6,273 -1,038 -14.20 1,906 -10.77 0.0360
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 7,311 -386 -5.01 2,136 -11.15 0.0431
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 7,697 -775 -9.15 2,404 -2.08 0.0518
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 8,472 -248 -2.84 2,456 -7.53 0.0505
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 8,720 283 3.35 2,655 23.49 0.0523
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 8,437 1,425 20.32 2,150 8.75 0.0446
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 7,012 4,208 150.07 1,977 137.91 0.0409
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 2,804 212 8.18 831 21.85 0.0662
2023-11-21 2023-09-30 13F MCDONALDS COM 580135101 2,592 6 0.23 683 -11.54 0.0585
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 2,586 -50 -1.90 772 4.61 0.0630
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 2,636 237 9.88 737 16.61 0.0660
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 2,399 -8 -0.33 632 13.87 0.0603
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 2,407 -4 -0.17 555 -6.72 0.0548
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 2,411 -139 -5.45 595 -5.71 0.0536
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 2,550 -12 -0.47 631 -8.15 0.0468
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 2,562 962 60.12 687 77.98 0.0464
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 1,600 0 0.00 386 4.32 0.0279
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 1,600 0 0.00 370 3.06 0.0266
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 1,600 0 0.00 359 4.66 0.0277
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 1,600 0 0.00 343 -2.28 0.0287
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 1,600 0 0.00 351 18.98 0.0334
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 1,600 -6 -0.37 295 10.90 0.0310
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 1,606 -324 -16.79 266 -30.18 0.0325
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 1,930 330 20.62 381 10.76 0.0407
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 1,600 0 0.00 344 3.61 0.0399
2019-08-09 2019-06-30 13F MCDONALDS COM 580135101 1,600 0 0.00 332 9.21 0.0390
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 1,600 0 0.00 304 7.04 0.0388
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 1,600 -25 -1.54 284 4.41 0.0417
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 1,625 -12 -0.73 272 5.84 0.0325
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 1,637 37 2.31 257 2.80 0.0334
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 1,600 0 0.00 250 -9.09 0.0325
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 1,600 0 0.00 275 9.56 0.0335
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 1,600 0 0.00 251 2.45 0.0300
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 1,600 -15 -0.93 245 17.22 0.0304
2017-05-10 2017-03-31 13F MCDONALDS COM 580135101 1,615 1,615 209 0.0264
2016-08-10 2016-06-30 13F MCDONALDS COM 580135101 0 -1,615 -100.00 0 -100.00
2016-05-13 2016-03-31 13F MCDONALDS COM 580135101 1,615 1,615 0.00 203 0.0248
2015-08-14 2015-06-30 13F MCDONALDS COM 580135101 0 -3,390 -100.00 0 -100.00
2015-05-14 2015-03-31 13F MCDONALDS COM 580135101 3,390 -88 -2.53 330 1.23 0.0395
2015-02-13 2014-12-31 13F MCDONALDS COM 580135101 3,478 -125 -3.47 326 -4.68 0.0362
2014-11-14 2014-09-30 13F MCDONALDS COM 580135101 3,603 -212 -5.56 342 -10.94 0.0409
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 3,815 1,595 71.85 384 76.15 0.0454
2014-05-13 2014-03-31 13F MCDONALDS COM 580135101 2,220 20 0.91 218 2.35 0.0274
2014-02-14 2013-12-31 13F MCDONALDS COM 580135101 2,200 0 0.00 213 0.47 0.0266
2013-11-14 2013-09-30 13F MCDONALDS COM 580135101 2,200 2,200 212 0.0276
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.