McDonald's Corporation
BG ˙ BUL ˙ US5801351017
SecurityBG:MDO / McDonald's Corporation
InstitutionWealth Effects Llc
Latest Disclosed Ownership748 shares
Latest Disclosed Value $ 232,471
Wealth Effects Llc ownership in MDO / McDonald's Corporation

On April 21, 2026 - Wealth Effects Llc filed a 13F-HR form disclosing ownership of 748 shares of McDonald's Corporation (BG:MDO) valued at $232,471 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 748 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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 COM 580135101 748 0 0.00 232 1.75 0.0824
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 748 748 229 0.0715
2025-10-28 2025-09-30 13F MCDONALDS COM 580135101 0 -815 -100.00 0 -100.00
2025-07-15 2025-06-30 13F MCDONALDS COM 580135101 815 -70 -7.91 238 -13.77 0.0891
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 885 0 0.00 276 7.81 0.1161
2025-01-22 2024-12-31 13F MCDONALDS COM 580135101 885 -443 -33.36 257 -36.63 0.0911
2024-10-21 2024-09-30 13F MCDONALDS COM 580135101 1,328 0 0.00 404 19.53 0.1417
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 1,328 -15 -1.12 338 -10.58 0.1227
2024-04-22 2024-03-31 13F MCDONALDS COM 580135101 1,343 -25 -1.83 379 -6.67 0.1397
2024-01-29 2023-12-31 13F MCDONALDS COM 580135101 1,368 22 1.63 406 14.41 0.1525
2023-10-16 2023-09-30 13F MCDONALDS COM 580135101 1,346 13 0.98 355 -10.83 0.1751
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 1,333 0 0.00 398 6.72 0.1751
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 1,333 0 0.00 373 5.98 0.1909
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 1,333 1,333 351 0.2005
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.