McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionCapital Wealth Planning, LLC
Latest Disclosed Ownership2,141,203 shares
Latest Disclosed Value $ 665,464,411
Capital Wealth Planning, LLC reports 14.15% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Capital Wealth Planning, LLC filed a 13F-HR form disclosing ownership of 2,141,203 shares of McDonald's Corporation (MX:MCD) valued at $665,464,411 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,875,794 shares of McDonald's Corporation. This represents a change in shares of 14.15% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 2,141,203 265,409 14.15 665,464 16.44 2.9073
2026-02-11 2025-12-31 13F MCDONALDS COM 580135101 1,875,794 113,509 6.44 571,484 6.71 3.6996
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 1,762,285 152,211 9.45 535,541 13.84 3.7748
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 1,610,074 400,595 33.12 470,415 24.51 3.7095
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 1,209,479 436,435 56.46 377,805 68.59 3.2755
2025-02-05 2024-12-31 13F MCDONALDS COM 580135101 773,044 43,879 6.02 224,098 0.93 2.0725
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 729,165 -407,179 -35.83 222,038 -23.33 2.0716
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 1,136,344 -401,699 -26.12 289,586 -33.22 3.0347
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 1,538,043 16,794 1.10 433,651 -3.86 4.6362
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 1,521,249 925 0.06 451,066 12.62 5.1641
2023-11-06 2023-09-30 13F MCDONALDS COM 580135101 1,520,324 60,363 4.13 400,514 -8.07 4.9240
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 1,459,961 -47,280 -3.14 435,667 20.43 5.3763
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 1,507,241 92,759 6.56 361,757 -2.95 4.8929
2023-02-03 2022-12-31 13F MCDONALDS COM 580135101 1,414,482 161,570 12.90 372,759 28.94 5.4510
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 1,252,912 61,484 5.16 289,097 -1.71 5.2733
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 1,191,428 119,641 11.16 294,139 10.98 5.7602
2022-05-11 2022-03-31 13F MCDONALDS COM 580135101 1,071,787 125,751 13.29 265,032 4.51 5.3546
2022-02-04 2021-12-31 13F MCDONALDS COM 580135101 946,036 90,521 10.58 253,603 22.95 5.6203
2021-11-03 2021-09-30 13F MCDONALDS COM 580135101 855,515 61,128 7.69 206,273 12.23 5.6722
2021-08-03 2021-06-30 13F MCDONALDS COM 580135101 794,387 89,649 12.72 183,801 16.36 5.1656
2021-04-19 2021-03-31 13F MCDONALDS COM 580135101 704,738 117,776 20.07 157,960 26.07 5.1581
2021-01-25 2020-12-31 13F MCDONALDS COM 580135101 586,962 92,393 18.68 125,299 15.43 4.8287
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 494,569 29,163 6.27 108,553 26.44 5.3749
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 465,406 44,410 10.55 85,853 23.33 4.8936
2020-04-30 2020-03-31 13F MCDONALDS COM 580135101 420,996 171,678 68.86 69,612 41.29 4.3835
2020-02-26 2019-12-31 13F MCDONALDS COM 580135101 249,318 -154,807 -38.31 49,268 -37.81 2.9121
2019-11-12 2019-09-30 13F MCDONALDS E 580135101 404,125 41,992 11.60 79,217 5.34 5.0288
2019-08-02 2019-06-30 13F MCDONALDS E 580135101 362,133 343,218 1,814.53 75,200 1,992.96 5.4534
2019-05-14 2019-03-31 13F McDonalds E 580135101 18,915 12,380 189.44 3,593 209.47 2.3552
2019-02-12 2018-12-31 13F McDonalds E 580135101 6,535 -3,140 -32.45 1,161 -28.24 0.7700
2018-11-13 2018-09-30 13F McDonalds E 580135101 9,675 4,895 102.41 1,618 115.73 1.1042
2018-08-13 2018-06-30 13F McDonalds E 580135101 4,780 3,180 198.75 750 200.00 0.5221
2018-05-15 2018-03-31 13F McDonalds E 580135101 1,600 1,600 250 0.1738
2018-02-14 2017-12-31 13F McDonalds E 580135101 0 -10,340 -100.00 0 -100.00
2017-11-15 2017-09-30 13F McDonalds E 580135101 10,340 7,044 213.71 4,462 783.56 3.5148
2017-08-10 2017-06-30 13F McDonalds COM 580135101 3,296 -8,134 -71.16 505 -65.90 0.0808
2017-05-10 2017-03-31 13F McDonalds E 580135101 11,430 11,430 1,481 1.2506
2016-11-15 2016-09-30 13F McDonalds E 580135101 0 -6,830 -100.00 0 -100.00
2016-08-12 2016-06-30 13F McDonalds E 580135101 6,830 -14,635 -68.18 822 -69.52 0.6195
2016-05-12 2016-03-31 13F McDonalds E 580135101 21,465 15,235 244.54 2,697 266.44 1.9393
2016-02-12 2015-12-31 13F McDonalds E 580135101 6,230 -570 -8.38 736 9.69 0.6755
2015-11-13 2015-09-30 13F McDonalds E 580135101 6,800 6,800 0.00 671 0.5348
2015-08-13 2015-06-30 13F McDonalds E 580135101 0 -2,100 -100.00 0 -100.00
2015-05-13 2015-03-31 13F McDonalds E 580135101 2,100 2,100 0.00 205 0.1068
2014-11-17 2014-09-30 13F McDonalds E 580135101 0 -2,100 -100.00 0 -100.00
2014-08-20 2014-06-30 13F McDonalds E 580135101 2,100 -5,639 -72.86 212 -72.07 0.0784
2014-05-16 2014-03-31 13F McDonalds E 580135101 7,739 7,739 -26.57 759 -25.15 0.3268
2014-02-10 2013-12-31 13F McDonalds E 580135101 0 -10,539 -100.00 0 -100.00
2013-11-14 2013-09-30 13F McDonalds E 580135101 10,539 10,539 1,014 0.4563
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.