McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership2,197 shares
Latest Disclosed Value $ 682,806
Paulson Wealth Management Inc. reports 13.72% increase in ownership of MCD / McDonald's Corporation

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 2,197 shares of McDonald's Corporation (MX:MCD) valued at $682,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,932 shares of McDonald's Corporation. This represents a change in shares of 13.72% 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)
2026-05-08 2026-03-31 13F MCDONALDS COM 580135101 2,197 265 13.72 683 15.59 0.1600
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 1,932 17 0.89 590 1.55 0.1364
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 1,915 -39 -2.00 582 1.93 0.1376
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 1,954 56 2.95 571 -3.72 0.1478
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 1,898 -258 -11.97 593 -5.28 0.1669
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 2,156 149 7.42 625 2.29 0.1706
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 2,007 20 1.01 611 20.75 0.1635
2024-07-25 2024-06-30 13F MCDONALDS COM 580135101 1,987 -205 -9.35 506 -17.99 0.1478
2024-05-03 2024-03-31 13F MCDONALDS COM 580135101 2,192 13 0.60 618 -4.49 0.1817
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 2,179 566 35.09 646 52.00 0.2071
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 1,613 44 2.80 425 -9.19 0.1486
2023-08-01 2023-06-30 13F MCDONALDS COM 580135101 1,569 545 53.22 468 63.64 0.1599
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 1,024 14 1.39 286 7.52 0.1273
2023-01-26 2022-12-31 13F MCDONALDS COM 580135101 1,010 -109 -9.74 266 3.10 0.1299
2022-11-03 2022-09-30 13F MCDONALDS COM 580135101 1,119 -564 -33.51 258 -37.83 0.1389
2022-08-05 2022-06-30 13F MCDONALDS COM 580135101 1,683 137 8.86 415 8.64 0.2186
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 1,546 79 5.39 382 -2.80 0.1743
2022-01-28 2021-12-31 13F MCDONALDS COM 580135101 1,467 606 70.38 393 88.94 0.1756
2021-10-22 2021-09-30 13F MCDONALDS COM 580135101 861 861 208 0.0988
2021-02-05 2020-12-31 13F MCDONALDS COM 580135101 0 -1,313 -100.00 0 -100.00
2020-10-14 2020-09-30 13F MCDONALDS COM 580135101 1,313 -177 -11.88 288 4.73 0.1860
2020-07-17 2020-06-30 13F MCDONALDS COM 580135101 1,490 -785 -34.51 275 -32.10 0.1926
2020-04-29 2020-03-31 13F MCDONALDS COM 580135101 2,275 -59 -2.53 405 -18.18 0.3105
2020-01-21 2019-12-31 13F MCDONALDS COM 580135101 2,334 120 5.42 495 4.21 0.3497
2019-10-30 2019-09-30 13F MCDONALDS COM 580135101 2,214 234 11.82 475 12.03 0.3578
2019-07-30 2019-06-30 13F MCDONALDS COM 580135101 1,980 -54 -2.65 424 9.84 0.3160
2019-04-24 2019-03-31 13F MCDONALDS COM 580135101 2,034 150 7.96 386 10.92 0.2927
2019-01-23 2018-12-31 13F MCDONALDS COM 580135101 1,884 261 16.08 348 21.25 0.2872
2018-10-26 2018-09-30 13F MCDONALDS COM 580135101 1,623 -12 -0.73 287 12.11 0.2575
2018-08-01 2018-06-30 13F MCDONALDS COM 580135101 1,635 -3 -0.18 256 0.00 0.2528
2018-05-02 2018-03-31 13F MCDONALDS COM 580135101 1,638 146 9.79 256 -0.39 0.2548
2018-02-28 2017-12-31 13F MCDONALDS COM 580135101 1,492 1,492 257 0.2256
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.