McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership60,430 shares
Latest Disclosed Value $ 18,780,987
Perigon Wealth Management, LLC reports 0.77% increase in ownership of MCD / McDonald's Corporation

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 60,430 shares of McDonald's Corporation (MX:MCD) valued at $18,780,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 59,968 shares of McDonald's Corporation. This represents a change in shares of 0.77% 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)
2026-04-10 2026-03-31 13F MCDONALDS COM 580135101 60,430 462 0.77 18,781 2.47 0.3407
2026-01-16 2025-12-31 13F MCDONALDS COM 580135101 59,968 19 0.03 18,328 0.61 0.3279
2025-10-17 2025-09-30 13F MCDONALDS COM 580135101 59,949 2,692 4.70 18,218 8.90 0.3715
2025-07-16 2025-06-30 13F MCDONALDS COM 580135101 57,257 -3,601 -5.92 16,729 -12.00 0.3907
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 60,858 -1,407 -2.26 19,010 9.14 0.4880
2025-01-22 2024-12-31 13F MCDONALDS COM 580135101 62,265 5,745 10.16 17,418 1.21 0.4278
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 56,520 632 1.13 17,211 20.84 0.4543
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 55,888 -4,441 -7.36 14,243 -16.27 0.4127
2024-04-29 2024-03-31 13F MCDONALDS COM 580135101 60,329 -4,065 -6.31 17,010 -10.91 0.5156
2024-01-29 2023-12-31 13F MCDONALDS COM 580135101 64,394 1,289 2.04 19,093 14.85 0.6243
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 63,105 807 1.30 16,624 -10.58 0.6737
2023-08-02 2023-06-30 13F/A-1 MCDONALDS COM 580135101 62,298 24,592 65.22 18,590 76.34 0.7304
2023-08-02 2023-06-30 13F MCDONALDS COM 580135101 62,298 24,592 18,590 0.7304
2023-05-03 2023-03-31 13F MCDONALDS COM 580135101 37,706 651 1.76 10,543 7.97 0.5993
2023-05-01 2022-12-31 13F/A-1 MCDONALDS COM 580135101 37,055 4,529 13.92 9,765 30.10 0.6051
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 37,055 4,529 9,765 0.6053
2022-12-13 2022-09-30 13F MCDONALDS COM 580135101 32,526 -251 -0.77 7,505 -7.25 0.6486
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 32,777 642 2.00 8,092 1.84 0.6762
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 32,135 -20 -0.06 7,946 -7.82 0.5614
2022-02-11 2021-12-31 13F MCDONALDS COM 580135101 32,155 772 2.46 8,620 13.92 0.6165
2021-11-01 2021-09-30 13F/A-1 MCDONALDS COM 580135101 31,383 295 0.95 7,567 5.38 0.6567
2021-07-19 2021-06-30 13F MCDONALDS COM 580135101 31,088 663 2.18 7,181 5.29 0.6386
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 30,425 1,809 6.32 6,820 11.07 0.6956
2021-01-28 2020-12-31 13F MCDONALDS COM 580135101 28,616 757 2.72 6,140 0.41 0.7133
2020-11-03 2020-09-30 13F MCDONALDS COM 580135101 27,859 343 1.25 6,115 20.47 0.8547
2020-07-29 2020-06-30 13F MCDONALDS COM 580135101 27,516 -960 -3.37 5,076 -2.96 0.8047
2020-04-17 2020-03-31 13F MCDONALDS COM 580135101 28,476 1,920 7.23 5,231 -2.64 0.9736
2020-01-13 2019-12-31 13F MCDONALDS COM 580135101 26,556 -1,425 -5.09 5,373 -7.33 1.0966
2019-10-25 2019-09-30 13F MCDONALDS COM 580135101 27,981 1,063 3.95 5,798 3.72 1.3617
2019-08-05 2019-06-30 13F MCDONALDS COM 580135101 26,918 -40 -0.15 5,590 4.76 1.3088
2019-05-15 2019-03-31 13F McDonalds COM 580135101 26,958 383 1.44 5,336 9.12 1.2408
2019-02-11 2018-12-31 13F McDonalds COM 580135101 26,575 1,910 7.74 4,890 18.52 1.2484
2018-11-13 2018-09-30 13F McDonalds COM 580135101 24,665 -4,635 -15.82 4,126 -10.13 1.0164
2018-08-09 2018-06-30 13F/A-2 McDonalds COM 580135101 29,300 1,618 5.84 4,591 6.05 1.3803
2018-08-08 2018-06-30 13F/A-1 McDonalds COM 580135101 27,682 0 4,329 1.7449
2018-08-07 2018-06-30 13F McDonalds COM 580135101 27,682 0 4,329 1.7449
2018-05-14 2018-03-31 13F McDonalds COM 580135101 27,682 490 1.80 4,329 -7.50 1.5948
2018-02-14 2017-12-31 13F McDonalds COM 580135101 27,192 -1,117 -3.95 4,680 5.50 1.7463
2017-12-05 2017-09-30 13F McDonalds COM 580135101 28,309 -544 -1.89 4,436 0.38 1.4394
2017-09-12 2017-06-30 13F McDonalds COM 580135101 28,853 -194 -0.67 4,419 17.37 0.9613
2017-06-05 2017-03-31 13F McDonalds COM 580135101 29,047 -168 -0.58 3,765 0.75 0.7990
2017-03-07 2016-12-31 13F McDonalds COM 580135101 29,215 -1,077 -3.56 3,737 6.92 0.8160
2016-11-16 2016-09-30 13F McDonalds COM 580135101 30,292 1,592 5.55 3,495 1.19 0.8976
2016-08-19 2016-06-30 13F McDonalds COM 580135101 28,700 -36 -0.13 3,454 -4.37 0.9180
2016-06-03 2016-03-31 13F McDonalds COM 580135101 28,736 0 0.00 3,612 6.39 1.1281
2016-03-04 2015-12-31 13F McDonalds COM 580135101 28,736 -367 -1.26 3,395 18.38 0.9372
2015-12-02 2015-09-30 13F McDonalds COM 580135101 29,103 -215 -0.73 2,868 2.91 0.8510
2015-08-31 2015-06-30 13F McDonalds COM 580135101 29,318 236 0.81 2,787 -1.66 0.7335
2015-05-11 2015-03-31 13F McDonalds COM 580135101 29,082 2,781 10.57 2,834 15.02 0.7772
2015-02-18 2014-12-31 13F McDonalds COM 580135101 26,301 -1,229 -4.46 2,464 -5.59 0.7403
2014-11-17 2014-09-30 13F McDonalds COM 580135101 27,530 -5,064 -15.54 2,610 -20.52 0.7771
2014-08-12 2014-06-30 13F McDonalds COM 580135101 32,594 66 0.20 3,284 2.98 0.9361
2014-05-12 2014-03-31 13F McDonalds COM 580135101 32,528 376 1.17 3,189 2.24 1.7560
2014-02-18 2013-12-31 13F McDonalds COM 580135101 32,152 -374 -1.15 3,119 -58.44 1.7297
2022-11-14 2011-09-30 13F MCDONALDS COM 580135101 32,526 32,526 7,505 0.6486
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.