McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionCastle Rock Wealth Management, LLC
Latest Disclosed Ownership2,387 shares
Latest Disclosed Value $ 733,136
Castle Rock Wealth Management, LLC reports 5.57% increase in ownership of MCD / McDonald's Corporation

On April 8, 2026 - Castle Rock Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,387 shares of McDonald's Corporation (MX:MCD) valued at $733,136 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,261 shares of McDonald's Corporation. This represents a change in shares of 5.57% 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)
2026-04-08 2026-03-31 13F MCDONALDS COM 580135101 2,387 126 5.57 733 1.10 0.1587
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 2,261 -130 -5.44 726 0.69 0.1570
2025-10-16 2025-09-30 13F MCDONALDS COM 580135101 2,391 158 7.08 720 8.27 0.1592
2025-07-23 2025-06-30 13F MCDONALDS COM 580135101 2,233 -365 -14.05 666 -18.30 0.1556
2025-04-09 2025-03-31 13F MCDONALDS COM 580135101 2,598 -391 -13.08 815 -11.71 0.2200
2025-03-05 2024-12-31 13F MCDONALDS COM 580135101 2,989 -27 -0.90 922 0.66 0.2197
2024-10-09 2024-09-30 13F MCDONALDS COM 580135101 3,016 -211 -6.54 916 13.65 0.2185
2024-07-12 2024-06-30 13F MCDONALDS COM 580135101 3,227 16 0.50 807 -8.41 0.2015
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 3,211 30 0.94 881 -4.14 0.2406
2024-01-09 2023-12-31 13F MCDONALDS COM 580135101 3,181 302 10.49 918 28.21 0.2783
2023-10-11 2023-09-30 13F MCDONALDS COM 580135101 2,879 21 0.73 716 -15.57 0.2404
2023-07-11 2023-06-30 13F MCDONALDS COM 580135101 2,858 -32 -1.11 848 -1.05 0.2898
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 2,890 -172 -5.62 857 1.90 0.3062
2023-01-31 2022-12-31 13F MCDONALDS COM 580135101 3,062 136 4.65 841 21.18 0.3759
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 2,926 -20 -0.68 694 -6.85 0.3497
2022-07-13 2022-06-30 13F MCDONALDS COM 580135101 2,946 295 11.13 745 10.04 0.3800
2022-04-25 2022-03-31 13F MCDONALDS COM 580135101 2,651 113 4.45 677 4.80 0.3114
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 2,538 -586 -18.76 646 -18.33 0.2634
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 3,124 104 3.44 791 12.20 0.2708
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 3,020 -1,976 -39.55 705 -39.43 0.2586
2021-04-27 2021-03-31 13F MCDONALDS COM 580135101 4,996 478 10.58 1,164 20.75 0.4691
2021-01-29 2020-12-31 13F MCDONALDS COM 580135101 4,518 1,119 32.92 964 24.23 0.4008
2020-12-07 2020-09-30 13F MCDONALDS COM 580135101 3,399 1,725 103.05 776 132.34 0.5086
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 1,674 1,674 334 0.1957
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 0 -3,199 -100.00 0 -100.00
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 3,199 -161 -4.79 690 6.65 0.6217
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 3,360 794 30.94 647 21.16 0.6719
2019-08-08 2019-06-30 13F MCDONALDS COM 580135101 2,566 364 16.53 534 27.75 0.5926
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 2,202 85 4.02 418 11.17 0.0088
2019-02-08 2018-12-31 13F MCDONALDS COM 580135101 2,117 168 8.62 376 5.62 0.5330
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 1,949 -1,258 -39.23 356 -29.22 0.5659
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 3,207 549 20.65 503 20.91 0.6864
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 2,658 496 22.94 416 11.83 0.6881
2018-02-08 2017-12-31 13F MCDONALDS COM 580135101 2,162 2,162 372 0.7241
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.