Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionMcdaniel Terry & Co
Latest Disclosed Ownership527 shares
Latest Disclosed Value $ 301,521
Mcdaniel Terry & Co reports 23.71% increase in ownership of META / Meta Platforms, Inc.

On May 5, 2026 - Mcdaniel Terry & Co filed a 13F-HR form disclosing ownership of 527 shares of Meta Platforms, Inc. (MX:META) valued at $301,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 426 shares of Meta Platforms, Inc.. This represents a change in shares of 23.71% 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)
2026-05-05 2026-03-31 13F Meta Platforms Stock 30303M102 527 101 23.71 302 7.12 0.0256
2026-02-10 2025-12-31 13F Meta Platforms Stock 30303M102 426 -874 -67.23 281 -70.55 0.0245
2025-10-22 2025-09-30 13F Meta Platforms Stock 30303M102 1,300 8 0.62 955 0.10 0.0769
2025-07-31 2025-06-30 13F Meta Platforms Stock 30303M102 1,292 -491 -27.54 954 95,200.00 0.0781
2025-04-24 2025-03-31 13F Meta Platforms COM 30303M102 1,783 -404 -18.47 1 0.00 0.0899
2025-02-03 2024-12-31 13F Meta Platforms COM 30303M102 2,187 376 20.76 1 0.00 0.1050
2024-10-23 2024-09-30 13F Meta Platforms COM 30303M102 1,811 24 1.34 1 0.0868
2024-08-05 2024-06-30 13F Meta Platforms COM 30303M102 1,787 -319 -15.15 1 -100.00 0.0786
2024-04-29 2024-03-31 13F Meta Platforms COM 30303M102 2,106 1,018 93.57 1 0.0910
2024-01-24 2023-12-31 13F Meta Platforms COM 30303M102 1,088 -600 -35.55 0 0.0368
2023-10-23 2023-09-30 13F Meta Platforms COM 30303M102 1,688 227 15.54 1 0.0528
2023-07-21 2023-06-30 13F Meta Platforms COM 30303M102 1,461 -65 -4.26 0 0.0426
2023-05-05 2023-03-31 13F Meta Platforms COM 30303M102 1,526 1,526 0 0.0352
2023-01-23 2022-12-31 13F Meta Platforms COM 30303M102 0 -3,570 -100.00 0 -100.00
2022-10-06 2022-09-30 13F Meta Platforms COM 30303M102 3,570 0 0.00 484 -15.97 0.0627
2022-07-28 2022-06-30 13F Meta Platforms COM 30303M102 3,570 1,205 50.95 576 9.51 0.0711
2022-04-27 2022-03-31 13F Meta Platforms COM 30303M102 2,365 -102 -4.13 526 -36.63 0.0568
2022-01-20 2021-12-31 13F Meta Platforms COM 30303M102 2,467 2,467 830 0.0831
2021-12-06 2021-09-30 13F Facebook Inc Cl A COM 30303M102 0 -2,204 -100.00 0 -100.00
2021-08-11 2021-06-30 13F Facebook Inc Cl A COM 30303M102 2,204 -28 -1.25 766 16.59 0.0883
2021-05-17 2021-03-31 13F Facebook Inc Cl A COM 30303M102 2,232 22 1.00 657 8.77 0.0804
2021-02-12 2020-12-31 13F Facebook Inc Cl A COM 30303M102 2,210 194 9.62 604 14.39 0.0766
2020-11-09 2020-09-30 13F Facebook Inc Cl A COM 30303M102 2,016 0 0.00 528 15.28 0.0747
2020-08-13 2020-06-30 13F Facebook Inc Cl A COM 30303M102 2,016 0 0.00 458 36.31 0.0698
2020-05-08 2020-03-31 13F Facebook Inc Cl A COM 30303M102 2,016 195 10.71 336 -10.16 0.0618
2020-02-03 2019-12-31 13F Facebook Inc Cl A COM 30303M102 1,821 21 1.17 374 16.51 0.0559
2019-11-07 2019-09-30 13F Facebook Inc Cl A COM 30303M102 1,800 482 36.57 321 26.38 0.0516
2019-08-12 2019-06-30 13F Facebook Inc Cl A COM 30303M102 1,318 1,318 254 0.0421
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.