McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBrandywine Oak Private Wealth Llc
Latest Disclosed Ownership7,249 shares
Latest Disclosed Value $ 2,252,812
Brandywine Oak Private Wealth Llc reports 1.44% decrease in ownership of MCD / McDonald's Corporation

On April 20, 2026 - Brandywine Oak Private Wealth Llc filed a 13F-HR form disclosing ownership of 7,249 shares of McDonald's Corporation (MX:MCD) valued at $2,252,812 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,355 shares of McDonald's Corporation. This represents a change in shares of -1.44% 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)
2026-04-20 2026-03-31 13F MCDONALDS COM 580135101 7,249 -106 -1.44 2,253 0.18 0.1894
2026-02-03 2025-12-31 13F MCDONALDS COM 580135101 7,355 -62 -0.84 2,248 -0.22 0.1887
2025-10-30 2025-09-30 13F MCDONALDS COM 580135101 7,417 -131 -1.74 2,254 2.18 0.1957
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 7,548 -101 -1.32 2,205 -7.70 0.2042
2025-05-07 2025-03-31 13F MCDONALDS COM 580135101 7,649 -511 -6.26 2,389 1.01 0.2343
2025-01-27 2024-12-31 13F MCDONALDS COM 580135101 8,160 -105 -1.27 2,365 -6.00 0.2312
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 8,265 -49 -0.59 2,517 18.79 0.2435
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 8,314 -357 -4.12 2,119 -13.34 0.2176
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 8,671 -131 -1.49 2,445 -6.32 0.2548
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 8,802 -33 -0.37 2,610 12.12 0.2899
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 8,835 -76 -0.85 2,328 -12.49 0.2731
2023-08-11 2023-06-30 13F MCDONALDS COM 580135101 8,911 -258 -2.81 2,659 3.75 0.2976
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 9,169 -227 -2.42 2,564 3.51 0.2992
2023-02-06 2022-12-31 13F MCDONALDS COM 580135101 9,396 -418 -4.26 2,476 9.36 0.3079
2022-11-14 2022-09-30 13F MCDONALD S COM 580135101 9,814 -95 -0.96 2,264 -7.44 0.3073
2022-07-22 2022-06-30 13F MCDONALD S COM 580135101 9,909 0 0.00 2,446 -0.16 0.3130
2022-05-02 2022-03-31 13F MCDONALD S COM 580135101 9,909 -1,524 -13.33 2,450 -20.04 0.2802
2022-02-07 2021-12-31 13F MCDONALD S COM 580135101 11,433 -182 -1.57 3,064 9.43 0.3346
2021-10-18 2021-09-30 13F MCDONALD S COM 580135101 11,615 -138 -1.17 2,800 3.17 0.3252
2021-08-09 2021-06-30 13F MCDONALD S COM 580135101 11,753 1,609 15.86 2,714 19.40 0.3168
2021-05-06 2021-03-31 13F MCDONALD S COM 580135101 10,144 45 0.45 2,273 4.89 0.3349
2021-02-08 2020-12-31 13F MCDONALD S COM 580135101 10,099 129 1.29 2,167 -0.96 0.3304
2020-10-16 2020-09-30 13F MCDONALD S COM 580135101 9,970 -101 -1.00 2,188 17.82 0.3658
2020-08-06 2020-06-30 13F MCDONALDS COM 580135101 10,071 54 0.54 1,857 12.14 0.3300
2020-05-06 2020-03-31 13F MCDONALDS COM 580135101 10,017 -560 -5.29 1,656 -20.77 0.3419
2020-01-28 2019-12-31 13F MCDONALDS COM 580135101 10,577 -173 -1.61 2,090 -9.45 0.3803
2019-10-30 2019-09-30 13F MCDONALDS COM 580135101 10,750 -185 -1.69 2,308 1.67 0.4374
2019-07-22 2019-06-30 13F MCDONALDS COM 580135101 10,935 37 0.34 2,270 9.71 0.4538
2019-05-09 2019-03-31 13F MCDONALDS COM 580135101 10,898 -45 -0.41 2,069 6.48 0.4313
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 10,943 10,943 1,943 0.4366
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.