McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership4,710 shares
Latest Disclosed Value $ 1,463,882
Buckley Wealth Management, LLC reports 4.90% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,710 shares of McDonald's Corporation (MX:MCD) valued at $1,463,882 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,490 shares of McDonald's Corporation. This represents a change in shares of 4.90% 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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 4,710 220 4.90 1,464 6.63 0.3736
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 4,490 120 2.75 1,372 3.31 0.3639
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 4,370 29 0.67 1,328 4.73 0.3636
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 4,341 -20 -0.46 1,268 -6.90 0.3796
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 4,361 35 0.81 1,362 8.61 0.4238
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 4,326 -30 -0.69 1,254 -5.43 0.3839
2024-10-18 2024-09-30 13F MCDONALDS COM 580135101 4,356 360 9.01 1,327 30.26 0.4086
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 3,996 461 13.04 1,018 2.21 0.3228
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 3,535 -10 -0.28 997 -5.23 0.3196
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 3,545 0 0.00 1,051 12.65 0.3649
2023-10-13 2023-09-30 13F MCDONALDS COM 580135101 3,545 25 0.71 934 -11.14 0.3494
2023-07-12 2023-06-30 13F MCDONALDS COM 580135101 3,520 -662 -15.83 1,050 -10.18 0.3573
2023-04-14 2023-03-31 13F MCDONALDS COM 580135101 4,182 -160 -3.68 1,169 2.19 0.4306
2023-02-10 2022-12-31 13F MCDONALDS COM 580135101 4,342 -41 -0.94 1,144 13.16 0.4165
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 4,383 -291 -6.23 1,011 -12.39 0.3726
2022-08-04 2022-06-30 13F MCDONALDS COM 580135101 4,674 -596 -11.31 1,154 -11.44 0.3713
2022-05-06 2022-03-31 13F MCDONALDS COM 580135101 5,270 446 9.25 1,303 0.77 0.3527
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 4,824 -1,531 -24.09 1,293 -15.60 0.3775
2021-11-09 2021-09-30 13F MCDONALDS COM 580135101 6,355 90 1.44 1,532 5.87 0.4954
2021-07-27 2021-06-30 13F MCDONALDS COM 580135101 6,265 -231 -3.56 1,447 -0.62 0.4964
2021-04-30 2021-03-31 13F MCDONALDS COM 580135101 6,496 660 11.31 1,456 16.29 0.5397
2021-01-20 2020-12-31 13F MCDONALDS COM 580135101 5,836 416 7.68 1,252 5.21 0.5134
2020-10-19 2020-09-30 13F MCDONALDS COM 580135101 5,420 -834 -13.34 1,190 3.12 0.5342
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 6,254 2,180 53.51 1,154 71.22 0.5234
2020-04-10 2020-03-31 13F MCDONALDS COM 580135101 4,074 456 12.60 674 -5.73 0.3657
2020-01-16 2019-12-31 13F MCDONALDS COM 580135101 3,618 -232 -6.03 715 -13.54 0.3245
2019-10-11 2019-09-30 13F MCDONALDS COM 580135101 3,850 -45 -1.16 827 2.22 0.4048
2019-07-19 2019-06-30 13F MCDONALDS COM 580135101 3,895 40 1.04 809 10.52 0.3786
2019-04-11 2019-03-31 13F MCDONALDS COM 580135101 3,855 -340 -8.10 732 -1.74 0.3467
2019-02-01 2018-12-31 13F MCDONALDS COM 580135101 4,195 -55 -1.29 745 4.78 0.3841
2018-10-25 2018-09-30 13F MCDONALDS COM 580135101 4,250 10 0.24 711 7.08 0.3105
2018-07-31 2018-06-30 13F MCDONALDS COM 580135101 4,240 55 1.31 664 1.53 0.3139
2018-05-08 2018-03-31 13F MCDONALDS COM 580135101 4,185 50 1.21 654 -8.15 0.3233
2018-02-07 2017-12-31 13F MCDONALDS COM 580135101 4,135 4,135 712 0.3571
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.