McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionWealthbridge Capital Management, Llc
Latest Disclosed Ownership3,100 shares
Latest Disclosed Value $ 963,449
Wealthbridge Capital Management, Llc reports 0.91% increase in ownership of MCD / McDonald's Corporation

On April 17, 2026 - Wealthbridge Capital Management, Llc filed a 13F-HR form disclosing ownership of 3,100 shares of McDonald's Corporation (MX:MCD) valued at $963,449 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,072 shares of McDonald's Corporation. This represents a change in shares of 0.91% 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)
2026-04-17 2026-03-31 13F MCDONALDS COM 580135101 3,100 28 0.91 963 2.67 0.2219
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 3,072 0 0.00 939 0.54 0.2139
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 3,072 0 0.00 934 4.01 0.2191
2025-08-12 2025-06-30 13F MCDONALDS COM 580135101 3,072 74 2.47 898 -4.17 0.2276
2025-04-25 2025-03-31 13F MCDONALDS COM 580135101 2,998 2 0.07 936 7.83 0.2646
2025-02-03 2024-12-31 13F MCDONALDS COM 580135101 2,996 0 0.00 869 -4.82 0.2413
2024-10-07 2024-09-30 13F MCDONALDS COM 580135101 2,996 13 0.44 912 20.00 0.2606
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 2,983 -27 -0.90 760 -10.38 0.2501
2024-04-30 2024-03-31 13F MCDONALDS COM 580135101 3,010 0 0.00 849 -4.93 0.2858
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 3,010 23 0.77 892 13.49 0.3344
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 2,987 -203 -6.36 787 -17.35 0.3248
2023-08-01 2023-06-30 13F MCDONALDS COM 580135101 3,190 3 0.09 952 6.73 0.3805
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 3,187 0 0.00 891 6.20 0.3550
2023-01-31 2022-12-31 13F MCDONALDS EQUITY 580135101 3,187 -17 -0.53 840 6.07 0.3509
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 3,204 0 0.00 791 0.00 0.3374
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 3,204 0 0.00 791 -0.13 0.3374
2022-04-15 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 3,204 0 0.00 792 -7.80 0.2961
2022-02-11 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 3,204 0 0.00 859 11.13 0.3206
2021-11-12 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 3,204 0 0.00 773 4.46 0.2886
2021-08-16 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 3,204 0 0.00 740 3.06 0.2692
2021-05-17 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 3,204 0 0.00 718 4.36 0.2926
2021-02-12 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 3,204 -25 -0.77 688 -2.96 0.3012
2020-11-13 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 3,229 0 0.00 709 18.96 0.3637
2020-08-14 2020-06-30 13F/A-1 MCDONALDS CORP COM Stock 580135101 3,229 -19 -0.58 596 10.99 0.3377
2020-08-14 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 3,248 0 537 374,231.6752
2020-05-15 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 3,248 85 2.69 537 -14.08 0.3729
2020-02-12 2019-12-31 13F MCDONALDS CORP COM Stock 580135101 3,163 -31 -0.97 625 -8.89 0.4047
2019-11-14 2019-09-30 13F MCDONALDS CORP COM Stock 580135101 3,194 389 13.87 686 37.75 0.4939
2019-08-13 2019-06-30 13F MCDONALDS CORP COM Stock 580135101 2,805 -391 -12.23 498 -21.20 0.4547
2019-05-15 2019-03-31 13F MCDONALDS CORP COM Stock 580135101 3,196 391 13.94 632 26.91 0.4018
2019-02-14 2018-12-31 13F MCDONALDS CORP COM Stock 580135101 2,805 2,805 498 0.3786
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.