McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionWest Branch Capital LLC
Latest Disclosed Ownership9,261 shares
Latest Disclosed Value $ 2,878,339
West Branch Capital LLC reports 9.53% decrease in ownership of MCD / McDonald's Corporation

On April 14, 2026 - West Branch Capital LLC filed a 13F-HR form disclosing ownership of 9,261 shares of McDonald's Corporation (MX:MCD) valued at $2,878,339 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 10,237 shares of McDonald's Corporation. This represents a change in shares of -9.53% 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 9,261 -976 -9.53 2,878 -7.99 0.7707
2026-01-16 2025-12-31 13F MCDONALDS COM 580135101 10,237 -702 -6.42 3,129 -5.90 0.8062
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 10,939 -188 -1.69 3,324 2.25 0.8723
2025-07-16 2025-06-30 13F MCDONALDS COM 580135101 11,127 434 4.06 3,251 -2.66 0.9615
2025-04-16 2025-03-31 13F MCDONALDS COM 580135101 10,693 735 7.38 3,340 15.73 1.1143
2025-01-17 2024-12-31 13F MCDONALDS COM 580135101 9,958 1,163 13.22 2,887 7.77 0.9209
2024-10-18 2024-09-30 13F MCDONALDS COM 580135101 8,795 389 4.63 2,678 25.02 0.9260
2024-07-26 2024-06-30 13F MCDONALDS COM 580135101 8,406 90 1.08 2,142 -8.62 0.7957
2024-04-24 2024-03-31 13F MCDONALDS COM 580135101 8,316 622 8.08 2,345 2.76 0.9458
2024-01-19 2023-12-31 13F MCDONALDS COM 580135101 7,694 462 6.39 2,281 19.74 1.0724
2023-10-20 2023-09-30 13F MCDONALDS COM 580135101 7,232 22 0.31 1,905 -11.44 0.9997
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 7,210 95 1.34 2,151 8.14 1.0735
2023-04-20 2023-03-31 13F MCDONALDS COM 580135101 7,115 21 0.30 1,989 6.42 1.1084
2023-01-27 2022-12-31 13F MCDONALDS COM 580135101 7,094 -11 -0.15 1,869 14.03 1.1548
2022-10-19 2022-09-30 13F MCDONALDS COM 580135101 7,105 141 2.02 1,639 -4.65 1.0187
2022-07-28 2022-06-30 13F MCDONALDS COM 580135101 6,964 71 1.03 1,719 0.82 0.9942
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 6,893 33 0.48 1,705 -7.29 0.8147
2022-01-24 2021-12-31 13F MCDONALDS COM 580135101 6,860 -104 -1.49 1,839 9.53 0.7827
2021-11-09 2021-09-30 13F MCDONALDS COM 580135101 6,964 -132 -1.86 1,679 2.44 0.8079
2021-08-17 2021-06-30 13F MCDONALDS COM 580135101 7,096 -568 -7.41 1,639 -4.60 0.8054
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 7,664 -2,671 -25.84 1,718 -22.54 1.0053
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 10,335 209 2.06 2,218 -0.22 1.3107
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 10,126 -101 -0.99 2,223 17.81 1.4185
2020-07-08 2020-06-30 13F MCDONALDS COM 580135101 10,227 841 8.96 1,887 21.59 1.3295
2020-04-20 2020-03-31 13F MCDONALDS COM 580135101 9,386 -75 -0.79 1,552 -16.96 1.4824
2020-01-07 2019-12-31 13F MCDONALDS COM 580135101 9,461 1,733 22.42 1,869 12.66 1.3017
2019-10-23 2019-09-30 13F McDonald's COM 580135101 7,728 -532 -6.44 1,659 -3.27 1.2288
2019-08-05 2019-06-30 13F McDonald's COM 580135101 8,260 -1,090 -11.66 1,715 -3.43 1.4150
2019-04-30 2019-03-31 13F MCDONALDS COM 580135101 9,350 45 0.48 1,776 7.51 1.5897
2019-02-06 2018-12-31 13F MCDONALDS COM 580135101 9,305 16 0.17 1,652 6.31 1.7400
2018-10-15 2018-09-30 13F MCDONALDS COM 580135101 9,289 -115 -1.22 1,554 5.50 1.1528
2018-08-02 2018-06-30 13F MCDONALDS COM 580135101 9,404 9,404 1,473 1.1610
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.