McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership7,102 shares
Latest Disclosed Value $ 2,207,155
Meridian Wealth Management, LLC reports 7.25% decrease in ownership of MCD / McDonald's Corporation

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 7,102 shares of McDonald's Corporation (MX:MCD) valued at $2,207,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,657 shares of McDonald's Corporation. This represents a change in shares of -7.25% 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)
2026-05-06 2026-03-31 13F MCDONALDS COM 580135101 7,102 -555 -7.25 2,207 -5.68 0.0775
2026-02-04 2025-12-31 13F MCDONALDS COM 580135101 7,657 424 5.86 2,340 6.46 0.0824
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 7,233 -421 -5.50 2,198 -1.70 0.0842
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 7,654 445 6.17 2,236 -0.67 0.0955
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 7,209 -153 -2.08 2,252 5.48 0.1090
2025-02-06 2024-12-31 13F MCDONALDS COM 580135101 7,362 -117 -1.56 2,134 -6.28 0.1010
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 7,479 7,479 2,277 0.1119
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 0 -9,215 -100.00 0 -100.00
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 9,215 693 8.13 2,598 2.85 0.4325
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 8,522 -7,388 -46.44 2,527 -39.73 0.1613
2023-10-17 2023-09-30 13F MCDONALDS COM 580135101 15,910 8,392 111.63 4,191 86.85 0.2568
2023-08-02 2023-06-30 13F MCDONALDS COM 580135101 7,518 -886 -10.54 2,243 -4.51 0.1891
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 8,404 -376 -4.28 2,350 1.56 0.2050
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 8,780 -484 -5.22 2,314 8.24 0.2265
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 9,264 -827 -8.20 2,137 -14.21 0.2299
2022-08-05 2022-06-30 13F MCDONALDS COM 580135101 10,091 1,414 16.30 2,491 16.08 0.2038
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 8,677 2,475 39.91 2,146 29.04 0.2345
2022-01-27 2021-12-31 13F MCDONALDS COM 580135101 6,202 95 1.56 1,663 12.98 0.1776
2021-10-15 2021-09-30 13F MCDONALDS COM 580135101 6,107 481 8.55 1,472 13.32 0.1816
2021-07-22 2021-06-30 13F MCDONALDS COM 580135101 5,626 1,515 36.85 1,299 40.89 0.1656
2021-05-07 2021-03-31 13F MCDONALDS COM 580135101 4,111 66 1.63 922 6.34 0.1342
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 4,045 565 16.24 867 13.63 0.1376
2020-10-09 2020-09-30 13F MCDONALDS COM 580135101 3,480 1,555 80.78 763 115.54 0.1871
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 1,925 -54 -2.73 354 8.59 0.1185
2020-04-16 2020-03-31 13F MCDONALDS COM 580135101 1,979 60 3.13 326 -13.98 0.1444
2020-01-09 2019-12-31 13F MCDONALDS COM 580135101 1,919 131 7.33 379 -1.30 0.1823
2019-11-08 2019-09-30 13F MCDONALDS COM 580135101 1,788 179 11.12 384 -88.51 0.1808
2019-07-19 2019-06-30 13F MCDONALDS COM 580135101 1,609 86 5.65 3,342 1,056.40 0.1353
2019-06-03 2019-03-31 13F/A-1 MCDONALDS COM 580135101 1,523 1,523 289 0.1315
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 1,523 1,523 2,893
2018-05-08 2018-03-31 13F MCDONALDS COM 580135101 0 -1,362 -100.00 0 -100.00
2018-01-30 2017-12-31 13F MCDONALDS COM 580135101 1,362 2 0.15 231 7.94 0.1423
2017-10-31 2017-09-30 13F MCDONALDS COM 580135101 1,360 -28 -2.02 214 0.47 0.1357
2017-07-25 2017-06-30 13F MCDONALDS COM 580135101 1,388 1,388 213 0.1349
2017-05-17 2017-03-31 13F/A-1 MCDONALDS COM 580135101 0 -2,711 -100.00 0 -100.00
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 2,711 2,711 332 0.2632
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.