McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionWendell David Associates Inc
Latest Disclosed Ownership71,541 shares
Latest Disclosed Value $ 22,234
Wendell David Associates Inc reports 1.63% decrease in ownership of MCD / McDonald's Corporation

On April 23, 2026 - Wendell David Associates Inc filed a 13F-HR form disclosing ownership of 71,541 shares of McDonald's Corporation (MX:MCD) valued at $22,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 72,723 shares of McDonald's Corporation. This represents a change in shares of -1.63% 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)
2026-04-23 2026-03-31 13F McDonald's COMM 580135101 71,541 -1,182 -1.63 22 0.00 2.4196
2026-01-30 2025-12-31 13F McDonald's COMM 580135101 72,723 -1,487 -2.00 22 0.00 2.2580
2025-10-30 2025-09-30 13F McDonald's COMM 580135101 74,210 -42 -0.06 23 4.76 2.2262
2025-07-29 2025-06-30 13F McDonald's COMM 580135101 74,252 -428 -0.57 22 -8.70 2.1818
2025-04-18 2025-03-31 13F McDonald's COMM 580135101 74,680 -1,035 -1.37 23 9.52 2.3276
2025-01-17 2024-12-31 13F McDonald's COMM 580135101 75,715 -1,040 -1.35 22 -8.70 2.1702
2024-10-21 2024-09-30 13F McDonald's COMM 580135101 76,755 -525 -0.68 23 21.05 2.2354
2024-07-22 2024-06-30 13F McDonald's COMM 580135101 77,280 -291 -0.38 20 -9.52 2.0068
2024-04-22 2024-03-31 13F McDonald's COMM 580135101 77,571 -19 -0.02 22 -8.70 2.2100
2024-01-22 2023-12-31 13F McDonald's COMM 580135101 77,590 815 1.06 23 15.00 2.4782
2023-10-20 2023-09-30 13F McDonald's COMM 580135101 76,775 -219 -0.28 20 -9.09 2.3797
2023-07-20 2023-06-30 13F McDonald's COMM 580135101 76,994 -47 -0.06 23 4.76 2.5952
2023-04-19 2023-03-31 13F McDonald's COMM 580135101 77,041 -73 -0.09 22 5.00 2.5541
2023-01-17 2022-12-31 13F McDonald's COMM 580135101 77,114 110 0.14 20 -99.89 2.4976
2022-10-18 2022-09-30 13F McDonald's COMM 580135101 77,004 50 0.06 17,768 -6.47 2.3906
2022-07-14 2022-06-30 13F McDonald's COMM 580135101 76,954 200 0.26 18,998 0.09 2.4157
2022-04-22 2022-03-31 13F McDonald's COMM 580135101 76,754 -1,500 -1.92 18,980 -9.52 2.1133
2022-01-24 2021-12-31 13F McDonald's COMM 580135101 78,254 -31 -0.04 20,978 11.14 2.1222
2021-10-19 2021-09-30 13F McDonald's COMM 580135101 78,285 150 0.19 18,875 4.58 2.1043
2021-07-19 2021-06-30 13F McDonald's COMM 580135101 78,135 -250 -0.32 18,048 2.73 2.0202
2021-04-20 2021-03-31 13F McDonald's COMM 580135101 78,385 -115 -0.15 17,569 4.30 2.1143
2021-01-22 2020-12-31 13F McDonald's COMM 580135101 78,500 287 0.37 16,845 -1.88 2.0596
2020-10-20 2020-09-30 13F McDonald's COMM 580135101 78,213 -900 -1.14 17,167 17.63 2.2882
2020-07-17 2020-06-30 13F McDonald's COMM 580135101 79,113 -450 -0.57 14,594 10.93 2.1152
2020-04-16 2020-03-31 13F McDonald's COMM 580135101 79,563 -356 -0.45 13,156 -16.70 2.2254
2020-01-17 2019-12-31 13F McDonald's COMM 580135101 79,919 920 1.16 15,793 -6.89 2.1752
2019-10-22 2019-09-30 13F McDonald's COMM 580135101 78,999 -400 -0.50 16,962 2.87 2.4839
2019-07-16 2019-06-30 13F McDonald's COMM 580135101 79,399 -16 -0.02 16,488 9.33 2.4738
2019-04-11 2019-03-31 13F McDonald's COMM 580135101 79,415 -344 -0.43 15,081 6.48 2.3477
2019-01-17 2018-12-31 13F McDonald's COMM 580135101 79,759 -1,121 -1.39 14,163 4.68 2.5494
2018-10-12 2018-09-30 13F McDonald's COMM 580135101 80,880 120 0.15 13,530 6.92 2.1071
2018-07-16 2018-06-30 13F McDonald's COMM 580135101 80,760 830 1.04 12,654 1.24 2.1597
2018-04-11 2018-03-31 13F McDonald's COMM 580135101 79,930 -330 -0.41 12,499 -9.52 2.2512
2018-01-16 2017-12-31 13F McDonald's COMM 580135101 80,260 -3,106 -3.73 13,814 5.76 2.3666
2017-10-17 2017-09-30 13F McDonald's COMM 580135101 83,366 -633 -0.75 13,062 1.53 2.3081
2017-07-18 2017-06-30 13F McDonald's COMM 580135101 83,999 -1,250 -1.47 12,865 16.44 2.4239
2017-04-20 2017-03-31 13F McDonald's COMM 580135101 85,249 -1,675 -1.93 11,049 4.43 2.1124
2017-01-23 2016-12-31 13F McDonald's COMM 580135101 86,924 -2,193 -2.46 10,580 2.91 2.0886
2016-10-18 2016-09-30 13F/A-1 McDonald's COMM 580135101 89,117 100 0.11 10,281 -3.75 2.0280
2016-10-18 2016-09-30 13F McDonald's COMM 580135101 89,017 10,682
2016-07-18 2016-06-30 13F McDonald's COMM 580135101 89,017 -2,700 -2.94 10,682 -7.56 2.0967
2016-04-19 2016-03-31 13F McDonald's COMM 580135101 91,717 -1,508 -1.62 11,556 5.04 2.2439
2016-01-19 2015-12-31 13F/A-1 McDonald's COMM 580135101 93,225 -906 -0.96 11,001 18.05 2.1703
2016-01-19 2015-12-31 13F McDonald's COMM 580135101 93,225 11,001
2015-10-16 2015-09-30 13F McDonald's COMM 580135101 94,131 -1,775 -1.85 9,319 2.28 1.9128
2015-07-20 2015-06-30 13F McDonald's COMM 580135101 95,906 -1,170 -1.21 9,111 -3.24 1.7675
2015-04-20 2015-03-31 13F McDonald's COMM 580135101 97,076 -1,590 -1.61 9,416 1.52 1.8105
2015-01-22 2014-12-31 13F McDonald's COMM 580135101 98,666 -3,032 -2.98 9,275 -4.00 1.8099
2014-10-21 2014-09-30 13F McDonald's COMM 580135101 101,698 -14,587 -12.54 9,661 -17.74 2.0137
2014-07-30 2014-06-30 13F/A-1 McDonald's COMM 580135101 116,285 -4,185 -3.47 11,745 -0.52 2.4718
2014-07-24 2014-06-30 13F McDonald's COMM 580135101 120,470 11,806
2014-04-17 2014-03-31 13F McDonald's COMM 580135101 120,470 -7,785 -6.07 11,806 -5.10 2.5667
2014-01-21 2013-12-31 13F McDonald's COMM 580135101 128,255 -1,165 -0.90 12,441 0.14 2.7293
2013-10-22 2013-09-30 13F/A-1 McDonald's COMM 580135101 129,420 -6,697 -4.92 12,424 -7.81 2.9790
2013-10-21 2013-09-30 13F McDonald's COMM 580135101 12,424 12,424
2013-07-19 2013-06-30 13F McDonald's COMM 580135101 136,117 136,117 13,476 3.3658
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.