McDonald's Corporation
BG ˙ BUL ˙ US5801351017
SecurityBG:MDO / McDonald's Corporation
InstitutionFundamentun, Llc
Latest Disclosed Ownership4,484 shares
Latest Disclosed Value $ 1,393,676
Fundamentun, Llc reports 12.04% increase in ownership of MDO / McDonald's Corporation

On April 28, 2026 - Fundamentun, Llc filed a 13F-HR form disclosing ownership of 4,484 shares of McDonald's Corporation (BG:MDO) valued at $1,393,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,002 shares of McDonald's Corporation. This represents a change in shares of 12.04% 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)
2026-04-28 2026-03-31 13F MCDONALDS COM 580135101 4,484 482 12.04 1,394 13.90 0.0559
2026-01-20 2025-12-31 13F MCDONALDS COM 580135101 4,002 -488 -10.87 1,223 -10.34 0.0490
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 4,490 89 2.02 1,365 6.15 0.0563
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 4,401 -272 -5.82 1,286 -11.93 0.0589
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 4,673 -1,093 -18.96 1,460 -12.69 0.0778
2025-01-27 2024-12-31 13F MCDONALDS COM 580135101 5,766 -159 -2.68 1,672 -7.37 0.1005
2024-10-17 2024-09-30 13F MCDONALDS COM 580135101 5,925 -12,612 -68.04 1,804 -61.81 0.1260
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 18,537 632 3.53 4,724 -6.42 0.3912
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 17,905 737 4.29 5,048 -0.83 0.4927
2024-01-24 2023-12-31 13F MCDONALDS COM 580135101 17,168 375 2.23 5,091 15.05 0.6025
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 16,793 701 4.36 4,424 -7.87 0.6612
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 16,092 569 3.67 4,802 10.65 0.7370
2023-05-01 2023-03-31 13F MCDONALDS COM 580135101 15,523 505 3.36 4,341 9.68 0.7302
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 15,018 -502 -3.23 3,958 10.50 0.7069
2022-10-24 2022-09-30 13F MCDONALDS COM 580135101 15,520 -1,179 -7.06 3,581 -13.15 0.7238
2022-09-06 2022-06-30 13F MCDONALDS COM 580135101 16,699 405 2.49 4,123 2.33 0.7806
2022-04-26 2022-03-31 13F MCDONALDS COM 580135101 16,294 740 4.76 4,029 -3.38 0.6691
2022-01-14 2021-12-31 13F MCDONALDS COM 580135101 15,554 -833 -5.08 4,170 5.54 0.6572
2021-10-19 2021-09-30 13F MCDONALDS COM 580135101 16,387 4,431 37.06 3,951 43.05 0.6869
2021-07-19 2021-06-30 13F MCDONALDS COM 580135101 11,956 1,133 10.47 2,762 13.85 0.7605
2021-04-27 2021-03-31 13F MCDONALDS COM 580135101 10,823 -1,074 -9.03 2,426 -4.97 0.7671
2021-01-29 2020-12-31 13F MCDONALDS COM 580135101 11,897 889 8.08 2,553 5.67 0.8030
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 11,008 723 7.03 2,416 27.36 0.8772
2020-07-28 2020-06-30 13F MCDONALDS COM 580135101 10,285 1,817 21.46 1,897 35.50 0.8020
2020-05-04 2020-03-31 13F MCDONALDS COM 580135101 8,468 -2,072 -19.66 1,400 -32.79 0.7453
2020-01-29 2019-12-31 13F MCDONALDS COM 580135101 10,540 2,067 24.40 2,083 14.51 0.9660
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 8,473 716 9.23 1,819 12.91 1.0311
2019-08-06 2019-06-30 13F MCDONALDS COM 580135101 7,757 599 8.37 1,611 18.54 1.0170
2019-05-07 2019-03-31 13F MCDONALDS COM 580135101 7,158 7,158 1,359 1.0720
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.