McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPrivate Wealth Partners, LLC
Latest Disclosed Ownership10,601 shares
Latest Disclosed Value $ 3,294,685
Private Wealth Partners, LLC reports 3.31% increase in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Private Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 10,601 shares of McDonald's Corporation (MX:MCD) valued at $3,294,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 10,261 shares of McDonald's Corporation. This represents a change in shares of 3.31% 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 10,601 340 3.31 3,295 5.04 0.2538
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 10,261 -792 -7.17 3,136 -6.61 0.2222
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 11,053 -110 -0.99 3,359 2.97 0.2395
2025-08-01 2025-06-30 13F MCDONALDS COM 580135101 11,163 -956 -7.89 3,261 -13.84 0.2543
2025-04-22 2025-03-31 13F MCDONALDS COM 580135101 12,119 -729 -5.67 3,786 1.64 0.3135
2025-02-03 2024-12-31 13F MCDONALDS COM 580135101 12,848 -270 -2.06 3,725 -6.76 0.2854
2024-10-29 2024-09-30 13F MCDONALDS COM 580135101 13,118 -68 -0.52 3,995 18.87 0.3183
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 13,186 3 0.02 3,360 -9.58 0.2492
2024-05-09 2024-03-31 13F MCDONALDS COM 580135101 13,183 -1,551 -10.53 3,717 -14.93 0.2972
2024-02-02 2023-12-31 13F MCDONALDS COM 580135101 14,734 -710 -4.60 4,369 7.37 0.3693
2023-11-07 2023-09-30 13F MCDONALDS COM 580135101 15,444 -820 -5.04 4,069 -16.18 0.3890
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 16,264 -275 -1.66 4,853 4.95 0.4462
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 16,539 -82 -0.49 4,624 5.57 0.4617
2023-01-25 2022-12-31 13F MCDONALDS COM 580135101 16,621 3,746 29.10 4,380 47.43 0.5012
2022-10-27 2022-09-30 13F MCDONALDS COM 580135101 12,875 1,273 10.97 2,971 3.74 0.3796
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 11,602 -370 -3.09 2,864 -3.24 0.3329
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 11,972 -183 -1.51 2,960 -9.15 0.2651
2022-02-07 2021-12-31 13F MCDONALDS COM 580135101 12,155 -1,069 -8.08 3,258 2.20 0.2753
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 13,224 105 0.80 3,188 5.21 0.2961
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 13,119 50 0.38 3,030 3.45 0.2803
2021-05-04 2021-03-31 13F MCDONALDS COM 580135101 13,069 -842 -6.05 2,929 -1.88 0.3102
2021-02-03 2020-12-31 13F MCDONALDS COM 580135101 13,911 -193 -1.37 2,985 -3.59 0.3240
2020-10-29 2020-09-30 13F MCDONALDS COM 580135101 14,104 -133 -0.93 3,096 17.90 0.3621
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 14,237 -3,686 -20.57 2,626 -11.40 0.3598
2020-04-24 2020-03-31 13F MCDONALDS COM 580135101 17,923 -1,930 -9.72 2,964 -24.45 0.4998
2020-01-29 2019-12-31 13F MCDONALDS COM 580135101 19,853 1,379 7.46 3,923 -1.11 0.5346
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 18,474 -2,846 -13.35 3,967 -10.39 0.6174
2019-08-06 2019-06-30 13F MCDONALDS COM 580135101 21,320 402 1.92 4,427 11.46 0.6815
2019-05-02 2019-03-31 13F MCDONALDS COM 580135101 20,918 -154 -0.73 3,972 6.15 0.6532
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 21,072 -1,607 -7.09 3,742 -1.37 0.7241
2018-10-25 2018-09-30 13F MCDONALDS COM 580135101 22,679 -279 -1.22 3,794 5.48 0.5787
2018-08-16 2018-06-30 13F/A-1 MCDONALDS COM 580135101 22,958 553 2.47 3,597 2.65 0.6049
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 22,958 553 3,597
2018-05-15 2018-03-31 13F MCDONALDS COM 580135101 22,405 1,278 6.05 3,504 -3.63 0.6102
2018-02-01 2017-12-31 13F MCDONALDS COM 580135101 21,127 900 4.45 3,636 14.74 0.6727
2017-11-06 2017-09-30 13F MCDONALDS COM 580135101 20,227 660 3.37 3,169 5.74 0.6371
2017-07-26 2017-06-30 13F MCDONALDS COM 580135101 19,567 15,042 332.42 2,997 411.43 0.6508
2017-04-19 2017-03-31 13F MCDONALDS COM 580135101 4,525 -510 -10.13 586 -4.40 0.1299
2017-01-19 2016-12-31 13F MCDONALDS COM 580135101 5,035 1,100 27.95 613 35.02 0.1456
2016-10-18 2016-09-30 13F MCDONALDS COM 580135101 3,935 0 0.00 454 -4.22 0.1090
2016-07-27 2016-06-30 13F MCDONALDS COM 580135101 3,935 0 0.00 474 -4.24 0.1139
2016-04-25 2016-03-31 13F MCDONALDS COM 580135101 3,935 1,360 52.82 495 62.83 0.1190
2016-01-25 2015-12-31 13F MCDONALDS COM 580135101 2,575 2,575 0.00 304 0.0711
2014-10-27 2014-09-30 13F MCDONALDS COM 580135101 0 -17,842 -100.00 0 -100.00
2014-08-05 2014-06-30 13F MCDONALDS COM 580135101 17,842 100 0.56 1,797 3.34 0.3948
2014-04-30 2014-03-31 13F/A-1 MCDONALDS COM 580135101 17,742 -914 -4.90 1,739 -3.92 0.4100
2014-04-24 2014-03-31 13F MCDONALDS COM 580135101 17,742 1,739
2014-01-27 2013-12-31 13F MCDONALDS COM 580135101 18,656 -200 -1.06 1,810 -0.22 0.4035
2013-10-28 2013-09-30 13F MCDONALDS COM 580135101 18,856 -950 -4.80 1,814 -7.50 0.4297
2013-07-29 2013-06-30 13F MCDONALDS COM 580135101 19,806 19,806 1,961 0.4890
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.