McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership2,299 shares
Latest Disclosed Value $ 714,507
True Wealth Design, LLC reports 157.74% increase in ownership of MCD / McDonald's Corporation

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 2,299 shares of McDonald's Corporation (MX:MCD) valued at $714,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 892 shares of McDonald's Corporation. This represents a change in shares of 157.74% 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)
2026-04-13 2026-03-31 13F MCDONALDS COM 580135101 2,299 1,407 157.74 715 162.50 0.1982
2026-01-08 2025-12-31 13F MCDONALDS COM 580135101 892 22 2.53 273 3.03 0.0799
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 870 43 5.20 264 9.54 0.0808
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 827 7 0.85 242 -5.86 0.0852
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 820 36 4.59 256 12.78 0.0976
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 784 8 1.03 227 -3.81 0.0882
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 776 -73 -8.60 236 9.26 0.0923
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 849 1 0.12 216 -9.62 0.0535
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 848 81 10.56 239 5.29 0.0596
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 767 713 1,320.37 228 1,521.43 0.0641
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 54 0 0.00 14 -12.50 0.0048
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 54 0 0.00 16 6.67 0.0059
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 54 0 0.00 15 7.14 0.0064
2023-02-15 2022-12-31 13F MCDONALDS COM 580135101 54 54 14 0.0066
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.