McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionRMR Wealth Builders
Latest Disclosed Ownership10,134 shares
Latest Disclosed Value $ 3,149,428
RMR Wealth Builders reports 18.03% increase in ownership of MCD / McDonald's Corporation

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 10,134 shares of McDonald's Corporation (MX:MCD) valued at $3,149,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 8,586 shares of McDonald's Corporation. This represents a change in shares of 18.03% 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)
2026-04-22 2026-03-31 13F MCDONALDS COM 580135101 10,134 1,548 18.03 3,149 20.01 0.2480
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 8,586 968 12.71 2,624 13.35 0.2099
2025-11-05 2025-09-30 13F MCDONALDS COM 580135101 7,618 514 7.24 2,315 11.57 0.1937
2025-07-08 2025-06-30 13F MCDONALDS COM 580135101 7,104 521 7.91 2,076 0.92 0.1887
2025-04-16 2025-03-31 13F MCDONALDS COM 580135101 6,583 972 17.32 2,056 26.45 0.2164
2025-01-14 2024-12-31 13F/A-1 MCDONALDS COM 580135101 5,611 535 10.54 1,626 5.24 0.1681
2025-01-10 2024-12-31 13F MCDONALDS COM 580135101 5,611 535 1,626 0.1691
2024-10-21 2024-09-30 13F MCDONALDS COM 580135101 5,076 -191 -3.63 1,546 15.13 0.1638
2024-07-23 2024-06-30 13F MCDONALDS COM 580135101 5,267 591 12.64 1,342 1.82 0.1540
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 4,676 838 21.83 1,318 15.82 0.1594
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 3,838 757 24.57 1,138 40.32 0.1599
2023-10-23 2023-09-30 13F MCDONALDS COM 580135101 3,081 1,988 181.88 812 148.77 0.1296
2023-07-21 2023-06-30 13F MCDONALDS COM 580135101 1,093 -53 -4.62 326 1.88 0.0555
2023-04-11 2023-03-31 13F MCDONALDS COM 580135101 1,146 229 24.97 320 32.78 0.0609
2023-02-15 2022-12-31 13F/A-1 MCDONALDS COM 580135101 917 -164 -15.17 242 -3.60 0.0548
2022-11-08 2022-09-30 13F MCDONALDS COM 580135101 1,081 124 12.96 250 5.93 0.0612
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 957 -389 -28.90 236 -29.13 0.0588
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 1,346 1,346 333 0.0714
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 0 -1,819 -100.00 0 -100.00
2021-10-18 2021-09-30 13F MCDONALDS COM 580135101 1,819 -116 -5.99 439 -1.79 0.1289
2021-08-16 2021-06-30 13F MCDONALDS CORP COM Common Stock 580135101 1,935 -388 -16.70 447 -14.20 0.1465
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 2,323 379 19.50 521 24.94 0.1354
2021-02-26 2020-12-31 13F/A-1 MCDONALDS COM 580135101 1,944 -1,893 -49.34 417 -50.48 0.2048
2021-02-09 2020-12-31 13F MCDONALDS COM 580135101 709 -3,128 417 228,271.7583
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 3,837 1,752 84.03 842 118.70 0.2186
2020-08-19 2020-06-30 13F MCDONALDS COM 580135101 2,085 517 32.97 385 24.19 0.3432
2020-03-03 2019-12-31 13F MCDONALDS COM 580135101 1,568 1,568 310 0.2986
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.