McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership1,883 shares
Latest Disclosed Value $ 585,392
TRUE Private Wealth Advisors ownership in MCD / McDonald's Corporation

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 1,883 shares of McDonald's Corporation (MX:MCD) valued at $585,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,883 shares of McDonald's Corporation. This represents a change in shares of 0.00% 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 1,883 0 0.00 585 1.74 0.0558
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 1,883 -15 -0.79 576 -0.35 0.0577
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 1,898 265 16.23 577 21.22 0.0589
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 1,633 79 5.08 477 -1.86 0.0536
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 1,554 23 1.50 486 9.23 0.0590
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 1,531 9 0.59 444 -4.10 0.0539
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,522 -1,204 -44.17 464 -33.29 0.0553
2024-07-16 2024-06-30 13F MCDONALDS COM 580135101 2,726 39 1.45 695 -8.32 0.0787
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 2,687 -307 -10.25 758 -14.66 0.0869
2024-01-30 2023-12-31 13F MCDONALDS COM 580135101 2,994 300 11.14 888 25.11 0.1124
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 2,694 93 3.58 710 -8.63 0.0986
2023-08-11 2023-06-30 13F MCDONALDS COM 580135101 2,601 3 0.12 776 6.89 0.1147
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 2,598 4 0.15 726 6.30 0.1075
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 2,594 3 0.12 684 14.41 0.1053
2022-11-04 2022-09-30 13F MCDONALDS CORP COM COM 580135101 2,591 7 0.27 597 -6.43 0.0904
2022-07-28 2022-06-30 13F MCDONALDS CORP COM COM 580135101 2,584 3 0.12 638 -2.74 0.0928
2022-05-09 2022-03-31 13F MCDONALDS CORP COM COM 580135101 2,581 -8 -0.31 656 -5.48 0.0923
2022-02-11 2021-12-31 13F MCDONALDS CORP COM COM 580135101 2,589 667 34.70 694 49.89 0.0988
2021-11-05 2021-09-30 13F McDonald s COM 580135101 1,922 -10 -0.52 463 3.81 0.0674
2021-08-10 2021-06-30 13F McDonald's COM 580135101 1,932 -61 -3.06 446 -0.22 0.0663
2021-05-12 2021-03-31 13F McDonald s COM 580135101 1,993 -715 -26.40 447 -23.06 0.0722
2021-01-11 2020-12-31 13F McDonald's COM 580135101 2,708 -150 -5.25 581 -7.34 0.0974
2020-10-09 2020-09-30 13F McDonald's COM 580135101 2,858 -81 -2.76 627 15.68 0.1071
2020-07-07 2020-06-30 13F McDonald's COM 580135101 2,939 25 0.86 542 12.68 0.0992
2020-04-20 2020-03-31 13F McDonald's COM 580135101 2,914 71 2.50 481 -14.26 0.1024
2020-01-27 2019-12-31 13F McDonald's COM 580135101 2,843 186 7.00 561 -1.58 0.0860
2019-10-09 2019-09-30 13F McDonald's COM 580135101 2,657 96 3.75 570 7.34 0.0984
2019-08-01 2019-06-30 13F McDonald's COM 580135101 2,561 -291 -10.20 531 -1.85 0.0905
2019-04-25 2019-03-31 13F McDonald's COM 580135101 2,852 -868 -23.33 541 -18.03 0.1031
2019-01-14 2018-12-31 13F McDonald's COM 580135101 3,720 95 2.62 660 -99.89 0.1164
2018-10-18 2018-09-30 13F McDonald's COM 580135101 3,625 -10 -0.28 606,409 106,474.52 0.0853
2018-07-13 2018-06-30 13F McDonald's COM 580135101 3,635 1,108 43.85 569 44.05 0.0893
2018-04-25 2018-03-31 13F McDonald's COM 580135101 2,527 0 0.00 395 -8.99 0.0678
2018-01-19 2017-12-31 13F McDonald's COM 580135101 2,527 1,162 85.13 434 103.76 0.0752
2017-10-27 2017-09-30 13F McDonald's COM 580135101 1,365 -14 -1.02 213 0.95 0.0480
2017-08-07 2017-06-30 13F McDonald's COM 580135101 1,379 1,379 211 0.0489
2016-06-16 2016-03-31 13F/A-1 MCDONALD'S COM 580135101 0 -1,755 -100.00 0 -100.00
2016-03-16 2015-12-31 13F MCDONALD'S COM 580135101 1,755 1,755 207 0.0911
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.