McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership7,118 shares
Latest Disclosed Value $ 2,212,056
Bedel Financial Consulting, Inc. reports 0.18% decrease in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 7,118 shares of McDonald's Corporation (MX:MCD) valued at $2,212,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 7,131 shares of McDonald's Corporation. This represents a change in shares of -0.18% 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)
2026-05-04 2026-03-31 13F MCDONALDS COM 580135101 7,118 -13 -0.18 2,212 1.51 0.2458
2026-01-28 2025-12-31 13F MCDONALDS COM 580135101 7,131 307 4.50 2,179 5.11 0.2345
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 6,824 152 2.28 2,074 6.36 0.2647
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 6,672 -29 -0.43 1,949 -8.15 0.2659
2025-05-07 2025-03-31 13F MCDONALDS COM 580135101 6,701 1,020 17.95 2,123 29.39 0.3041
2025-02-06 2024-12-31 13F MCDONALDS COM 580135101 5,681 -75 -1.30 1,641 -6.39 0.2279
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 5,756 450 8.48 1,753 29.59 0.2473
2024-08-05 2024-06-30 13F MCDONALDS COM 580135101 5,306 27 0.51 1,352 -9.14 0.1981
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 5,279 -1 -0.02 1,488 -4.92 0.2335
2024-02-13 2023-12-31 13F/A-1 MCDONALDS COM 580135101 5,280 82 1.58 1,565 14.32 0.2869
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 5,280 82 1,565 0.2869
2024-02-08 2023-09-30 13F MCDONALDS COM 580135101 5,198 1 0.02 1,369 -11.68 0.2773
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 5,197 58 1.13 1,551 7.86 0.3240
2023-05-02 2023-03-31 13F MCDONALDS COM 580135101 5,139 5 0.10 1,437 6.29 0.3500
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 5,134 5 0.10 1,353 -4.65 0.3364
2022-11-08 2022-09-30 13F MCDONALDS COM 580135101 5,129 -284 -5.25 1,418 6.14 0.3759
2022-08-04 2022-06-30 13F MCDONALDS COM 580135101 5,413 -47 -0.86 1,336 -1.04 0.3908
2022-04-19 2022-03-31 13F MCDONALDS COM 580135101 5,460 18 0.33 1,350 -7.47 0.4242
2022-01-11 2021-12-31 13F MCDONALDS COM 580135101 5,442 405 8.04 1,459 20.18 0.4537
2021-10-12 2021-09-30 13F MCDONALDS COM 580135101 5,037 -299 -5.60 1,214 -1.54 0.4168
2021-08-03 2021-06-30 13F MCDONALDS COM 580135101 5,336 271 5.35 1,233 8.63 0.4292
2021-04-26 2021-03-31 13F MCDONALDS COM 580135101 5,065 -46 -0.90 1,135 3.46 0.4391
2021-02-02 2020-12-31 13F MCDONALDS COM 580135101 5,111 -356 -6.51 1,097 -8.58 0.4868
2020-10-20 2020-09-30 13F MCDONALDS COM 580135101 5,467 3 0.05 1,200 19.05 0.6000
2020-07-14 2020-06-30 13F MCDONALDS COM 580135101 5,464 -428 -7.26 1,008 3.49 0.5435
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 5,892 91 1.57 974 -15.01 0.6441
2020-01-28 2019-12-31 13F MCDONALDS COM 580135101 5,801 4 0.07 1,146 -7.95 0.6498
2019-10-09 2019-09-30 13F MCDONALDS COM 580135101 5,797 45 0.78 1,245 4.27 0.7494
2019-08-01 2019-06-30 13F MCDONALDS COM 580135101 5,752 -16 -0.28 1,194 9.04 0.7257
2019-05-02 2019-03-31 13F MCDONALDS COM 580135101 5,768 904 18.59 1,095 26.74 0.6984
2019-01-28 2018-12-31 13F MCDONALDS COM 580135101 4,864 4 0.08 864 8.41 0.6217
2018-11-01 2018-09-30 13F MCDONALDS COM 580135101 4,860 18 0.37 797 5.01 0.5319
2018-07-18 2018-06-30 13F MCDONALDS COM 580135101 4,842 9 0.19 759 0.40 0.5582
2018-05-03 2018-03-31 13F MCDONALDS COM 580135101 4,833 4 0.08 756 -9.03 0.5747
2018-02-06 2017-12-31 13F MCDONALDS COM 580135101 4,829 4,829 831 0.7478
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.