McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership19,070 shares
Latest Disclosed Value $ 5,926,850
Belpointe Asset Management LLC reports 8.49% increase in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 19,070 shares of McDonald's Corporation (MX:MCD) valued at $5,926,850 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 17,577 shares of McDonald's Corporation. This represents a change in shares of 8.49% 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 19,070 1,493 8.49 5,927 10.31 0.2163
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 17,577 -108 -0.61 5,372 -0.04 0.1941
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 17,685 -485 -2.67 5,375 1.22 0.2053
2025-07-22 2025-06-30 13F MCDONALDS COM 580135101 18,170 4,245 30.48 5,309 22.05 0.2212
2025-05-20 2025-03-31 13F MCDONALDS COM 580135101 13,925 -261 -1.84 4,350 6.23 0.2264
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 14,186 -31 -0.22 4,095 -5.41 0.2467
2024-11-13 2024-09-30 13F MCD COM 580135101 14,217 -253 -1.75 4,330 17.41 0.2597
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 14,470 -1,723 -10.64 3,688 -19.23 0.2572
2024-05-08 2024-03-31 13F MCDONALDS COM 580135101 16,193 752 4.87 4,566 -0.31 0.3419
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 15,441 242 1.59 4,579 14.36 0.4022
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 15,199 581 3.97 4,004 -8.21 0.4147
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 14,618 -9,350 -39.01 4,362 -34.91 0.4614
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 23,968 -439 -1.80 6,702 4.20 0.3619
2023-02-08 2022-12-31 13F MCDONALDS COM 580135101 24,407 135 0.56 6,432 14.82 0.3886
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 24,272 2,441 11.18 5,601 3.91 0.3786
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 21,831 6,732 44.59 5,390 44.35 0.3613
2022-04-28 2022-03-31 13F MCDONALDS COM 580135101 15,099 1,836 13.84 3,734 5.01 0.2263
2022-02-15 2021-12-31 13F MCDONALDS COM 580135101 13,263 232 1.78 3,556 13.21 0.2217
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 13,031 442 3.51 3,141 8.01 0.2142
2021-08-09 2021-06-30 13F MCDONALDS COM 580135101 12,589 687 5.77 2,908 9.00 0.2093
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 11,902 171 1.46 2,668 5.96 0.2284
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 11,731 13 0.11 2,518 -2.14 0.2260
2020-11-13 2020-09-30 13F/A-1 MCDONALDS COM 580135101 11,718 -70 -0.59 2,573 18.35 0.2864
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 11,354 1,878
2020-07-20 2020-06-30 13F MCDONALDS COM 580135101 11,788 434 3.82 2,174 15.76 0.2815
2020-07-20 2020-03-31 13F MCDONALDS COM 580135101 11,354 -4,509 -28.42 1,878 -40.10 0.3289
2020-02-18 2019-12-31 13F MCDONALDS COM 580135101 15,863 6,555 70.42 3,135 56.83 0.3978
2020-01-16 2019-09-30 13F MCDONALDS COM 580135101 9,308 390 4.37 1,999 7.94 0.3233
2019-11-22 2019-06-30 13F MCDONALDS COM 580135101 8,918 -857 -8.77 1,852 -0.27 0.3643
2019-06-11 2019-03-31 13F MCDONALDS COM 580135101 9,775 6,252 177.46 1,857 196.65 0.3627
2019-03-06 2018-12-31 13F MCDONALDS COM 580135101 3,523 -1,731 -32.95 626 -28.78 0.1587
2018-11-23 2018-09-30 13F MCDONALDS COM 580135101 5,254 2,113 67.27 879 78.66 0.1390
2018-08-06 2018-06-30 13F MCDONALDS COM 580135101 3,141 -1,466 -31.82 492 -31.67 0.1375
2018-08-06 2018-03-31 13F MCDONALDS COM 580135101 4,607 -928 -16.77 720 -24.45 0.2099
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 5,535 343 6.61 953 17.22 0.2088
2017-11-16 2017-09-30 13F MCDONALDS COM 580135101 5,192 5,192 813 0.1902
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.