McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionNorthwest Wealth Management, Llc
Latest Disclosed Ownership950 shares
Latest Disclosed Value $ 295,134
Northwest Wealth Management, Llc reports 0.21% increase in ownership of MCD / McDonald's Corporation

On April 14, 2026 - Northwest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 950 shares of McDonald's Corporation (MX:MCD) valued at $295,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 948 shares of McDonald's Corporation. This represents a change in shares of 0.21% 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)
2026-04-14 2026-03-31 13F MCDONALDS COM 580135101 950 2 0.21 295 2.08 0.0444
2026-01-14 2025-12-31 13F MCDONALDS COM 580135101 948 -80 -7.78 290 -7.37 0.0456
2025-10-14 2025-09-30 13F MCDONALDS COM 580135101 1,028 -106 -9.35 312 -5.74 0.0515
2025-07-17 2025-06-30 13F MCDONALDS COM 580135101 1,134 4 0.35 331 -6.23 0.0599
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 1,130 4 0.36 353 8.28 0.0703
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 1,126 -1 -0.09 326 -4.96 0.0692
2024-11-04 2024-09-30 13F MCDONALDS COM 580135101 1,127 5 0.45 343 19.93 0.0801
2024-08-05 2024-06-30 13F MCDONALDS COM 580135101 1,122 9 0.81 286 -8.63 0.0740
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 1,113 4 0.36 314 -4.57 0.0860
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 1,109 110 11.01 329 24.71 0.0990
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 999 3 0.30 263 -11.45 0.0947
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 996 10 1.01 297 8.00 0.1078
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 986 30 3.14 276 9.56 0.1053
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 956 -27 -2.75 252 10.57 0.1078
2022-10-27 2022-09-30 13F MCDONALDS COM 580135101 983 9 0.92 227 -5.42 0.1003
2022-07-26 2022-06-30 13F MCDONALDS COM 580135101 974 14 1.46 240 1.27 0.1041
2022-04-29 2022-03-31 13F MCDONALDS COM 580135101 960 16 1.69 237 -6.32 0.1161
2022-01-24 2021-12-31 13F MCDONALDS COM 580135101 944 -18 -1.87 253 9.05 0.1176
2021-10-20 2021-09-30 13F MCDONALDS COM 580135101 962 3 0.31 232 4.50 0.1152
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 959 3 0.31 222 3.74 0.1175
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 956 2 0.21 214 4.39 0.1342
2021-01-28 2020-12-31 13F MCDONALDS COM 580135101 954 -97 -9.23 205 -11.26 0.1415
2020-10-19 2020-09-30 13F MCDONALDS COM 580135101 1,051 1,051 231 0.1916
2020-04-28 2020-03-31 13F MCDONALDS COM 580135101 0 -1,025 -100.00 0 -100.00
2020-01-14 2019-12-31 13F MCDONALDS COM 580135101 1,025 -3,878 -79.09 203 -80.72 0.1860
2019-10-28 2019-09-30 13F MCDONALDS COM 580135101 4,903 0 0.00 1,053 3.44 0.8644
2019-07-23 2019-06-30 13F MCDONALDS COM 580135101 4,903 0 0.00 1,018 9.34 0.8213
2019-04-12 2019-03-31 13F MCDONALDS COM 580135101 4,903 0 0.00 931 6.89 0.7018
2019-01-23 2018-12-31 13F MCDONALDS COM 580135101 4,903 -950 -16.23 871 -11.03 0.7373
2018-10-11 2018-09-30 13F MCDONALDS COM 580135101 5,853 950 19.38 979 27.47 0.7328
2018-07-10 2018-06-30 13F MCDONALDS COM 580135101 4,903 0 0.00 768 0.13 0.5773
2018-04-13 2018-03-31 13F MCDONALDS COM 580135101 4,903 255 5.49 767 -4.12 0.5698
2018-01-31 2017-12-31 13F MCDONALDS COM 580135101 4,648 24 0.52 800 10.50 0.6517
2017-10-30 2017-09-30 13F MCDONALDS COM 580135101 4,624 -279 -5.69 724 -3.60 1.0128
2017-07-24 2017-06-30 13F MCDONALDS COM 580135101 4,903 0 0.00 751 18.27 0.6857
2017-05-02 2017-03-31 13F MCDONALDS COM 580135101 4,903 0 0.00 635 6.37 0.5877
2017-02-10 2016-12-31 13F/A-1 MCDONALDS COM 580135101 4,903 4,903 597 0.6084
2017-02-09 2016-12-31 13F MCDONALDS COM 580135101 4,903 4,903 566 0.6010
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.