McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership2,503 shares
Latest Disclosed Value $ 777,907
Triangle Securities Wealth Management reports 12.75% increase in ownership of MCD / McDonald's Corporation

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 2,503 shares of McDonald's Corporation (MX:MCD) valued at $777,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 2,220 shares of McDonald's Corporation. This represents a change in shares of 12.75% 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 2,503 283 12.75 778 14.60 0.1766
2026-01-13 2025-12-31 13F MCDONALDS COM 580135101 2,220 -160 -6.72 678 -6.22 0.1430
2025-10-15 2025-09-30 13F MCDONALDS COM 580135101 2,380 983 70.37 723 77.21 0.1637
2025-07-10 2025-06-30 13F MCDONALDS COM 580135101 1,397 -2,230 -61.48 408 -63.96 0.1004
2025-04-10 2025-03-31 13F MCDONALDS COM 580135101 3,627 -156 -4.12 1,133 3.28 0.2914
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 3,783 -110 -2.83 1,097 -7.51 0.2813
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 3,893 -300 -7.15 1,185 10.96 0.3064
2024-07-10 2024-06-30 13F MCDONALDS COM 580135101 4,193 554 15.22 1,069 4.09 0.3018
2024-04-10 2024-03-31 13F MCDONALDS COM 580135101 3,639 -25 -0.68 1,026 -5.52 0.2925
2024-01-10 2023-12-31 13F MCDONALDS COM 580135101 3,664 8 0.22 1,086 12.77 0.3378
2023-10-10 2023-09-30 13F MCDONALDS COM 580135101 3,656 79 2.21 963 -9.75 0.3425
2023-07-13 2023-06-30 13F MCDONALDS COM 580135101 3,577 -40 -1.11 1,068 5.54 0.3673
2023-04-20 2023-03-31 13F MCDONALDS COM 580135101 3,617 -435 -10.74 1,011 -5.25 0.3617
2023-01-11 2022-12-31 13F MCDONALDS COM 580135101 4,052 81 2.04 1,068 16.48 0.3915
2022-10-19 2022-09-30 13F MCDONALDS COM 580135101 3,971 -69 -1.71 916 -8.12 0.3743
2022-07-11 2022-06-30 13F MCDONALDS COM 580135101 4,040 58 1.46 997 1.22 0.3884
2022-04-13 2022-03-31 13F MCDONALDS COM 580135101 3,982 -340 -7.87 985 -15.01 0.3298
2022-01-14 2021-12-31 13F MCDONALDS COM 580135101 4,322 42 0.98 1,159 12.31 0.3627
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 4,280 -13 -0.30 1,032 4.03 0.3503
2021-07-12 2021-06-30 13F MCDONALDS COM 580135101 4,293 -62 -1.42 992 1.64 0.3354
2021-04-12 2021-03-31 13F MCDONALDS COM 580135101 4,355 170 4.06 976 8.69 0.3528
2021-01-11 2020-12-31 13F MCDONALDS COM 580135101 4,185 -110 -2.56 898 -4.77 0.3556
2020-10-09 2020-09-30 13F MCDONALDS COM 580135101 4,295 -30 -0.69 943 18.17 0.4263
2020-07-08 2020-06-30 13F MCDONALDS COM 580135101 4,325 716 19.84 798 33.67 0.3818
2020-04-06 2020-03-31 13F MCDONALDS COM 580135101 3,609 255 7.60 597 -9.95 0.3441
2020-01-09 2019-12-31 13F MCDONALDS COM 580135101 3,354 -20 -0.59 663 -8.43 0.2873
2019-10-15 2019-09-30 13F MCDONALDS COM 580135101 3,374 -18 -0.53 724 0.56 0.3540
2019-07-10 2019-06-30 13F MCDONALDS COM 580135101 3,392 -302 -8.18 720 2.71 0.3658
2019-04-10 2019-03-31 13F/A-1 MCDONALDS COM 580135101 3,694 -155 -4.03 701 2.64 0.3674
2019-04-08 2019-03-31 13F MCDONALDS COM 580135101 3,694 701
2019-01-17 2018-12-31 13F MCDONALDS COM 580135101 3,849 113 3.02 683 9.28 0.4033
2018-10-04 2018-09-30 13F MCDONALDS COM 580135101 3,736 148 4.12 625 11.21 0.3320
2018-07-12 2018-06-30 13F MCDONALDS COM 580135101 3,588 -177 -4.70 562 -4.58 0.3141
2018-04-11 2018-03-31 13F MCDONALDS COM 580135101 3,765 327 9.51 589 -0.51 0.3383
2018-01-10 2017-12-31 13F MCDONALDS COM 580135101 3,438 0 0.00 592 9.83 0.3380
2017-10-11 2017-09-30 13F MCDONALDS COM 580135101 3,438 -35 -1.01 539 1.32 0.3206
2017-07-06 2017-06-30 13F MCDONALDS COM 580135101 3,473 -175 -4.80 532 12.47 0.3516
2017-04-05 2017-03-31 13F MCDONALDS COM 580135101 3,648 -215 -5.57 473 0.64 0.3018
2017-01-19 2016-12-31 13F MCDONALDS COM 580135101 3,863 800 26.12 470 33.14 0.3140
2016-10-06 2016-09-30 13F MCDONALDS COM 580135101 3,063 0 0.00 353 -4.34 0.2441
2016-07-07 2016-06-30 13F MCDONALDS COM 580135101 3,063 -340 -9.99 369 -13.79 0.2753
2016-04-08 2016-03-31 13F MCDONALDS COM 580135101 3,403 0 0.00 428 6.47 0.2792
2016-01-28 2015-12-31 13F MCDONALDS COM 580135101 3,403 0 0.00 402 20.00 0.2694
2015-10-08 2015-09-30 13F MCDONALDS COM 580135101 3,403 0 0.00 335 3.40 0.2533
2015-07-15 2015-06-30 13F MCDONALDS COM 580135101 3,403 0 0.00 324 -2.41 0.2289
2015-04-13 2015-03-31 13F MCDONALDS COM 580135101 3,403 0 0.00 332 4.08 0.2299
2015-01-08 2014-12-31 13F MCDONALDS COM 580135101 3,403 -50 -1.45 319 -2.45 0.2270
2014-10-16 2014-09-30 13F MCDONALDS COM 580135101 3,453 0 0.00 327 -6.03 0.2513
2014-07-16 2014-06-30 13F MCDONALDS COM 580135101 3,453 300 9.51 348 10.83 0.2666
2014-04-14 2014-03-31 13F MCDONALDS COM 580135101 3,153 -300 -8.69 314 -6.27 0.2822
2014-01-13 2013-12-31 13F MCDONALDS COM 580135101 3,453 0 0.00 335 0.90 0.2719
2013-10-08 2013-09-30 13F MCDONALDS COM 580135101 3,453 -206 -5.63 332 -8.29 0.2893
2013-07-10 2013-06-30 13F MCDONALDS COM 580135101 3,659 3,659 362 0.2677
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.