McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership55,878 shares
Latest Disclosed Value $ 17,366,425
Apollon Wealth Management, LLC reports 0.12% decrease in ownership of MCD / McDonald's Corporation

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 55,878 shares of McDonald's Corporation (MX:MCD) valued at $17,366,425 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 55,944 shares of McDonald's Corporation. This represents a change in shares of -0.12% 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)
2026-04-22 2026-03-31 13F MCDONALDS COM 580135101 55,878 -66 -0.12 17,366 1.57 0.2822
2026-01-22 2025-12-31 13F MCDONALDS COM 580135101 55,944 853 1.55 17,098 2.13 0.2963
2025-10-17 2025-09-30 13F MCDONALDS COM 580135101 55,091 444 0.81 16,742 4.85 0.2978
2025-07-25 2025-06-30 13F MCDONALDS COM 580135101 54,647 1,448 2.72 15,966 -3.92 0.3153
2025-05-02 2025-03-31 13F MCDONALDS COM 580135101 53,199 3,428 6.89 16,618 15.17 0.3656
2025-01-28 2024-12-31 13F MCDONALDS COM 580135101 49,771 22,354 81.53 14,428 72.83 0.3327
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 27,417 -827 -2.93 8,349 15.99 0.2361
2024-07-19 2024-06-30 13F MCDONALDS COM 580135101 28,244 281 1.00 7,198 -8.71 0.2192
2024-05-02 2024-03-31 13F MCDONALDS COM 580135101 27,963 40 0.14 7,884 -4.77 0.2482
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 27,923 4,931 21.45 8,279 36.68 0.2860
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 22,992 -724 -3.05 6,057 -14.40 0.3041
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 23,716 836 3.65 7,077 10.61 0.3413
2023-05-16 2023-03-31 13F MCDONALDS COM 580135101 22,880 214 0.94 6,397 7.10 0.3924
2023-02-15 2022-12-31 13F MCDONALDS COM 580135101 22,666 958 4.41 5,973 19.25 0.4239
2022-11-08 2022-09-30 13F MCDONALDS COM 580135101 21,708 250 1.17 5,009 -5.45 0.4127
2022-08-11 2022-06-30 13F MCDONALDS COM 580135101 21,458 -942 -4.21 5,298 -4.35 0.4410
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 22,400 -1,979 -8.12 5,539 -15.24 0.3935
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 24,379 8,326 51.87 6,535 68.82 0.4882
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 16,053 5,168 47.48 3,871 53.98 0.5305
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 10,885 -240 -2.16 2,514 0.84 0.4496
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 11,125 -11,887 -51.66 2,493 -49.51 0.4819
2021-01-29 2020-12-31 13F MCDONALDS COM 580135101 23,012 19,632 580.83 4,938 565.50 1.3381
2020-11-03 2020-09-30 13F MCDONALDS COM 580135101 3,380 288 9.31 742 30.18 0.3331
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 3,092 544 21.35 570 35.39 0.3148
2020-05-08 2020-03-31 13F MCDONALDS COM 580135101 2,548 240 10.40 421 -11.74 0.4321
2020-01-30 2019-12-31 13F MCDONALDS COM 580135101 2,308 -143 -5.83 477 -9.32 0.4211
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 2,451 2,078 557.10 526 583.12 0.5512
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 373 373 77 0.0884
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.