McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionTruvestments Capital Llc
Latest Disclosed Ownership2,914 shares
Latest Disclosed Value $ 905,495
Truvestments Capital Llc reports 43.90% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Truvestments Capital Llc filed a 13F-HR form disclosing ownership of 2,914 shares of McDonald's Corporation (MX:MCD) valued at $905,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,025 shares of McDonald's Corporation. This represents a change in shares of 43.90% 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.

Upgrade to unlock premium data and export to Excel .

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 2,914 889 43.90 905 46.44 0.1633
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 2,025 -197 -8.87 619 -8.44 0.1124
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 2,222 1,496 206.06 675 218.40 0.1220
2025-08-13 2025-06-30 13F MCDONALDS COM 580135101 726 -51 -6.56 212 -12.40 0.0424
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 777 160 25.93 243 35.96 0.0527
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 617 53 9.40 179 4.09 0.0460
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 564 564 172 0.0460
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 0 -268 -100.00 0 -100.00
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 268 0 0.00 76 -5.06 0.0291
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 268 1 0.37 79 12.86 0.0358
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 267 1 0.38 70 -11.39 0.0366
2023-08-10 2023-06-30 13F MCDONALDS COM 580135101 266 11 4.31 79 11.27 0.0396
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 255 -47 -15.56 71 -10.13 0.0381
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 302 30 11.03 80 25.40 0.0449
2022-11-15 2022-09-30 13F MCDONALDS COM 580135101 272 -149 -35.39 63 -39.42 0.0397
2022-08-09 2022-06-30 13F MCDONALDS COM 580135101 421 421 104 0.0609
2022-05-02 2022-03-31 13F MCDONALDS COM 580135101 0 -419 -100.00 0 -100.00
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 419 19 4.75 112 16.67 0.0562
2021-10-29 2021-09-30 13F MCDONALDS COM 580135101 400 1 0.25 96 4.35 0.0530
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 399 -197 -33.05 92 -31.34 0.0505
2021-05-18 2021-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 596 160 36.70 134 44.09 0.0757
2021-02-17 2020-12-31 13F MCDONALD'S CORPORATION COM COM 580135101 436 186 74.40 93 69.09 0.0645
2020-11-13 2020-09-30 13F MCDONALD'S CORPORATION COM COM 580135101 250 -260 -50.98 55 -40.86 0.0497
2020-08-06 2020-06-30 13F MCDONALD'S CORPORATION COM COM 580135101 510 153 42.86 93 57.63 0.0948
2020-05-07 2020-03-31 13F MCDONALD'S CORPORATION COM COM 580135101 357 357 59 0.0750
2020-01-29 2019-12-31 13F MCDONALDS COM 580135101 0 -694 -100.00 0 -100.00
2019-10-10 2019-09-30 13F MCDONALDS COM 580135101 694 -71 -9.28 149 -6.29 0.0970
2019-07-15 2019-06-30 13F MCDONALDS COM 580135101 765 -66 -7.94 159 0.63 0.1070
2019-04-12 2019-03-31 13F MCDONALDS COM 580135101 831 105 14.46 158 29.51 0.1213
2018-10-22 2018-09-30 13F MCDONALDS COM 580135101 726 726 122 0.0587
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.