McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionAtticus Wealth Management, Llc
Latest Disclosed Ownership2,115 shares
Latest Disclosed Value $ 657,392
Atticus Wealth Management, Llc reports 18.78% decrease in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Atticus Wealth Management, Llc filed a 13F-HR form disclosing ownership of 2,115 shares of McDonald's Corporation (MX:MCD) valued at $657,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,604 shares of McDonald's Corporation. This represents a change in shares of -18.78% 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 2,115 -489 -18.78 657 -17.36 0.1782
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 2,604 -11 -0.42 796 0.13 0.1965
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 2,615 -137 -4.98 795 -1.24 0.2006
2025-07-10 2025-06-30 13F MCDONALDS COM 580135101 2,752 64 2.38 804 -4.17 0.2171
2025-04-22 2025-03-31 13F MCDONALDS COM 580135101 2,688 313 13.18 840 21.95 0.2740
2025-01-22 2024-12-31 13F MCDONALDS COM 580135101 2,375 -589 -19.87 689 -23.73 0.2141
2024-10-15 2024-09-30 13F MCDONALDS COM 580135101 2,964 494 20.00 903 43.40 0.2898
2024-07-17 2024-06-30 13F MCDONALDS COM 580135101 2,470 -954 -27.86 629 -34.82 0.2057
2024-04-17 2024-03-31 13F MCDONALDS COM 580135101 3,424 181 5.58 965 0.42 0.3156
2024-01-17 2023-12-31 13F MCDONALDS COM 580135101 3,243 183 5.98 962 19.23 0.3393
2023-11-16 2023-09-30 13F/A-1 MCDONALDS COM 580135101 3,060 27 0.89 806 -10.94 0.3089
2023-10-16 2023-09-30 13F MCDONALDS COM 580135101 3,033 0 905 0.3336
2023-07-21 2023-06-30 13F MCDONALDS COM 580135101 3,033 -152 -4.77 905 1.69 0.3335
2023-04-17 2023-03-31 13F MCDONALDS COM 580135101 3,185 776 32.21 891 40.38 0.3402
2023-01-31 2022-12-31 13F MCDONALDS COM 580135101 2,409 267 12.46 635 19.85 0.2609
2022-10-18 2022-09-30 13F MCDONALDS COM 580135101 2,142 0 0.00 529 0.00 0.2557
2022-07-13 2022-06-30 13F MCDONALDS COM 580135101 2,142 745 53.33 529 53.33 0.2197
2022-04-15 2022-03-31 13F MCDONALDS COM 580135101 1,397 -94 -6.30 345 -13.75 0.1260
2022-01-26 2021-12-31 13F MCDONALDS COM 580135101 1,491 298 24.98 400 38.89 0.1561
2021-11-09 2021-09-30 13F/A-1 MCDONALDS COM 580135101 1,193 -439 -26.90 288 -23.61 0.1264
2021-10-18 2021-09-30 13F MCDONALDS COM 580135101 1,193 -439 288 0.0827
2021-07-21 2021-06-30 13F MCDONALDS COM 580135101 1,632 2 0.12 377 3.29 0.1641
2021-04-15 2021-03-31 13F MCDONALDS COM 580135101 1,630 7 0.43 365 4.89 0.1739
2021-01-20 2020-12-31 13F MCDONALDS COM 580135101 1,623 10 0.62 348 -1.69 0.1752
2020-10-21 2020-09-30 13F MCDONALDS COM 580135101 1,613 116 7.75 354 28.26 0.2111
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 1,497 -47 -3.04 276 8.24 0.1822
2020-04-23 2020-03-31 13F MCDONALDS COM 580135101 1,544 -150 -8.85 255 -23.88 0.2056
2020-02-03 2019-12-31 13F MCDONALDS COM 580135101 1,694 1,694 335 0.2136
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.