McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership31,237 shares
Latest Disclosed Value $ 9,708,204
IHT Wealth Management, LLC reports 0.69% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 31,237 shares of McDonald's Corporation (MX:MCD) valued at $9,708,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 31,455 shares of McDonald's Corporation. This represents a change in shares of -0.69% 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 31,237 -218 -0.69 9,708 0.95 0.2246
2026-02-17 2025-12-31 13F Mcdonalds COM 580135101 31,455 5,118 19.43 9,618 20.18 0.2337
2025-11-14 2025-09-30 13F Mcdonalds COM 580135101 26,337 1,305 5.21 8,003 9.42 0.2024
2025-08-14 2025-06-30 13F Mcdonalds COM 580135101 25,032 958 3.98 7,313 -2.75 0.2011
2025-05-15 2025-03-31 13F Mcdonalds COM 580135101 24,074 -765 -3.08 7,520 4.44 0.2349
2025-02-14 2024-12-31 13F Mcdonalds COM 580135101 24,839 -5,261 -17.48 7,201 -21.34 0.2323
2024-11-14 2024-09-30 13F Mcdonalds COM 580135101 30,100 4,884 19.37 9,154 42.35 0.2597
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 25,216 3,113 14.08 6,431 3.18 0.2399
2024-05-15 2024-03-31 13F Mcdonalds COM 580135101 22,103 -3,036 -12.08 6,232 -16.39 0.2498
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 25,139 378 1.53 7,454 14.27 0.3323
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 24,761 652 2.70 6,523 -9.33 0.3308
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 24,109 423 1.79 7,194 8.64 0.3747
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 23,686 2,190 10.19 6,623 16.91 0.3781
2023-02-15 2022-12-31 13F MCDONALDS COM 580135101 21,496 -927 -4.13 5,665 9.47 0.3559
2022-11-22 2022-09-30 13F MCDONALDS COM 580135101 22,423 6,761 43.17 5,174 33.80 0.3932
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 15,662 1,137 7.83 3,867 7.66 0.3409
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 14,525 849 6.21 3,592 -2.02 0.2723
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 13,676 -10 -0.07 3,666 11.09 0.2703
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 13,686 -8,991 -39.65 3,300 -37.00 0.2686
2021-08-16 2021-06-30 13F MCDONALD S COM 580135101 22,677 3,409 17.69 5,238 21.28 0.3322
2021-05-18 2021-03-31 13F MCDONALDS COM 580135101 19,268 4,196 27.84 4,319 33.55 0.3106
2021-02-17 2020-12-31 13F MCDONALDS COM 580135101 15,072 1,214 8.76 3,234 6.31 0.2688
2020-11-19 2020-09-30 13F MCDONALDS COM 580135101 13,858 1,029 8.02 3,042 28.52 0.3053
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 12,829 -10,423 -44.83 2,367 -38.44 0.3243
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 23,252 2,124 10.05 3,845 -7.90 0.5536
2020-02-18 2019-12-31 13F MCDONALDS COM 580135101 21,128 6,211 41.64 4,175 32.67 0.4944
2019-11-15 2019-09-30 13F MCDONALDS COM 580135101 14,917 2,731 22.41 3,147 23.61 0.4279
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 12,186 1,988 19.49 2,546 31.44 0.3697
2019-05-16 2019-03-31 13F MCDONALDS COM 580135101 10,198 -55 -0.54 1,937 6.37 0.3227
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 10,253 2,614 34.22 1,821 42.49 0.3505
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 7,639 1,217 18.95 1,278 27.04 0.2764
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 6,422 607 10.44 1,006 9.71 0.2570
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 5,815 82 1.43 917 -8.02 0.2462
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 5,733 363 6.76 997 15.93 0.2639
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 5,370 359 7.16 860 1,463.64 0.3661
2017-08-14 2017-06-30 13F/A-1 MCDONALDS COM 580135101 5,011 315 6.71 55 -91.01 0.0266
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 5,011 315 143
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 4,696 22 0.47 612 9.48 0.4080
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 4,674 4,674 559 0.4227
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.