McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBigSur Wealth Management LLC
Latest Disclosed Ownership2,940 shares
Latest Disclosed Value $ 913,723
BigSur Wealth Management LLC reports 44.94% decrease in ownership of MCD / McDonald's Corporation

On April 22, 2026 - BigSur Wealth Management LLC filed a 13F-HR form disclosing ownership of 2,940 shares of McDonald's Corporation (MX:MCD) valued at $913,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,340 shares of McDonald's Corporation. This represents a change in shares of -44.94% 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 2,940 -2,400 -44.94 914 -44.06 0.2557
2026-01-27 2025-12-31 13F MCDONALDS COM 580135101 5,340 49 0.93 1,632 1.56 0.3959
2025-10-14 2025-09-30 13F MCDONALDS COM 580135101 5,291 0 0.00 1,608 4.01 0.3938
2025-07-15 2025-06-30 13F MCDONALDS COM 580135101 5,291 -1,538 -22.52 1,546 -27.57 0.3902
2025-04-16 2025-03-31 13F MCDONALD'S COM 580135101 6,829 7 0.10 2,133 7.89 0.5778
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 6,822 0 0.00 1,978 -4.81 0.5651
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 6,822 0 0.00 2,077 19.51 0.5722
2024-07-22 2024-06-30 13F MCDONALDS COM 580135101 6,822 -100 -1.44 1,739 -10.92 0.5323
2024-05-22 2024-03-31 13F MCDONALDS COM 580135101 6,922 2,670 62.79 1,952 54.84 0.6116
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 4,252 -200 -4.49 1,261 7.51 0.6001
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 4,452 -100 -2.20 1,173 -13.70 0.5912
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 4,552 0 0.00 1,358 6.76 0.6492
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 4,552 -87 -1.88 1,273 4.09 0.5972
2023-02-09 2022-12-31 13F MCDONALDS COM 580135101 4,639 0 0.00 1,223 14.21 0.5890
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 4,639 0 0.00 1,070 -6.55 0.5411
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 4,639 0 0.00 1,145 -0.17 0.5394
2022-05-05 2022-03-31 13F MCDONALDS COM 580135101 4,639 0 0.00 1,147 -7.80 0.4469
2022-02-07 2021-12-31 13F MCDONALDS COM 580135101 4,639 58 1.27 1,244 12.58 0.4867
2021-11-01 2021-09-30 13F MCDONALDS COM 580135101 4,581 -557 -10.84 1,105 -6.91 0.4963
2021-07-29 2021-06-30 13F MCDONALDS COM 580135101 5,138 -18 -0.35 1,187 2.68 0.5356
2021-05-06 2021-03-31 13F MCDONALDS COM 580135101 5,156 -300 -5.50 1,156 -1.28 0.5933
2021-01-22 2020-12-31 13F MCDONALDS COM 580135101 5,456 0 0.00 1,171 -2.25 0.6612
2020-10-30 2020-09-30 13F MCDONALDS COM 580135101 5,456 280 5.41 1,198 25.45 0.7631
2020-07-31 2020-06-30 13F MCDONALDS COM 580135101 5,176 -500 -8.81 955 1.70 0.6828
2020-05-05 2020-03-31 13F MCDONALDS COM 580135101 5,676 -200 -3.40 939 -19.12 0.7039
2020-01-30 2019-12-31 13F MCDONALDS COM 580135101 5,876 2,500 74.05 1,161 60.14 0.6560
2019-11-05 2019-09-30 13F MCDONALDS COM 580135101 3,376 0 0.00 725 4.17 0.4885
2019-07-05 2019-06-30 13F MCDONALDS COM 580135101 3,376 0 0.00 696 8.58 0.4856
2019-04-05 2019-03-31 13F MCDONALDS COM 580135101 3,376 0 0.00 641 7.01 0.4204
2019-02-01 2018-12-31 13F MCDONALDS COM 580135101 3,376 0 0.00 599 6.02 0.4256
2018-10-23 2018-09-30 13F MCDONALDS COM 580135101 3,376 -50 -1.46 565 5.21 0.3535
2018-08-01 2018-06-30 13F MCDONALDS COM 580135101 3,426 -100 -2.84 537 -2.54 0.3911
2018-05-02 2018-03-31 13F MCDONALDS COM 580135101 3,526 4 0.11 551 -9.08 0.3929
2018-02-01 2017-12-31 13F MCDONALDS COM 580135101 3,522 156 4.63 606 14.99 0.6023
2017-11-02 2017-09-30 13F MCDONALDS COM 580135101 3,366 -140 -3.99 527 -2.95 0.5297
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 3,506 -47 -1.32 543 5.85 0.5508
2017-05-12 2017-03-31 13F MCDONALDS COM 580135101 3,553 403 12.79 513 33.94 0.5550
2017-02-09 2016-12-31 13F MCDONALDS COM 580135101 3,150 3,150 383 0.5123
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.