McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionMeasured Wealth Private Client Group, LLC
Latest Disclosed Ownership739 shares
Latest Disclosed Value $ 229,521
Measured Wealth Private Client Group, LLC reports 1.93% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Measured Wealth Private Client Group, LLC filed a 13F-HR form disclosing ownership of 739 shares of McDonald's Corporation (MX:MCD) valued at $229,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 725 shares of McDonald's Corporation. This represents a change in shares of 1.93% 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 739 14 1.93 230 3.62 0.0627
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 725 7 0.97 221 1.38 0.0586
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 718 -247 -25.60 218 -22.70 0.0588
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 965 234 32.01 282 23.68 0.0844
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 731 -37 -4.82 228 2.70 0.0733
2025-01-27 2024-12-31 13F MCDONALDS COM 580135101 768 5 0.66 223 -4.31 0.0720
2024-10-28 2024-09-30 13F MCDONALDS COM 580135101 763 -1,810 -70.35 232 -64.58 0.0777
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 2,573 76 3.04 656 -6.96 0.2304
2024-04-18 2024-03-31 13F MCDONALDS COM 580135101 2,497 0 0.00 704 -4.86 0.2459
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 2,497 5 0.20 740 12.80 0.2728
2023-10-18 2023-09-30 13F MCDONALDS COM 580135101 2,492 -130 -4.96 656 -16.11 0.2640
2023-07-20 2023-06-30 13F MCDONALDS COM 580135101 2,622 36 1.39 782 8.16 0.2972
2023-05-01 2023-03-31 13F MCDONALDS COM 580135101 2,586 -53 -2.01 723 4.03 0.2785
2023-01-23 2022-12-31 13F MCDONALDS COM 580135101 2,639 -254 -8.78 695 4.04 0.2863
2022-10-27 2022-09-30 13F MCDONALDS COM 580135101 2,893 -36 -1.23 668 -7.61 0.2951
2022-07-25 2022-06-30 13F MCDONALDS COM 580135101 2,929 -285 -8.87 723 -9.06 0.3192
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 3,214 -220 -6.41 795 -13.68 0.2922
2022-01-28 2021-12-31 13F MCDONALDS COM 580135101 3,434 -110 -3.10 921 7.85 0.3255
2021-11-01 2021-09-30 13F MCDONALDS COM 580135101 3,544 -847 -19.29 854 -15.78 0.3288
2021-08-05 2021-06-30 13F MCDONALDS COM 580135101 4,391 418 10.52 1,014 13.80 0.3227
2021-05-04 2021-03-31 13F MCDONALDS COM 580135101 3,973 707 21.65 891 27.10 0.3160
2021-01-20 2020-12-31 13F MCDONALDS COM 580135101 3,266 -447 -12.04 701 -13.99 0.2920
2020-10-15 2020-09-30 13F MCDONALDS COM 580135101 3,713 201 5.72 815 25.77 0.3943
2020-08-03 2020-06-30 13F MCDONALDS COM 580135101 3,512 -2,916 -45.36 648 -39.04 0.3781
2020-04-22 2020-03-31 13F MCDONALDS COM 580135101 6,428 3,614 128.43 1,063 91.19 0.8276
2020-01-15 2019-12-31 13F MCDONALDS COM 580135101 2,814 -52 -1.81 556 -9.59 0.3708
2019-10-11 2019-09-30 13F MCDONALDS COM 580135101 2,866 -444 -13.41 615 -10.48 0.3976
2019-07-26 2019-06-30 13F MCDONALDS COM 580135101 3,310 -8 -0.24 687 9.05 0.3966
2019-05-07 2019-03-31 13F MCDONALDS COM 580135101 3,318 902 37.33 630 46.85 0.3883
2019-02-07 2018-12-31 13F MCDONALDS COM 580135101 2,416 -58 -2.34 429 3.87 0.3890
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 2,474 100 4.21 413 11.02 0.2479
2018-08-14 2018-06-30 13F MCDONALDS CORP COM COM 580135101 2,374 -422 -15.09 372 -15.07 0.3029
2018-02-15 2017-09-30 13F MCDONALDS CORP COM COM 580135101 2,796 2,796 438 0.5988
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.