McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAtlantic Trust, LLC
Latest Disclosed Ownership13,300 shares
Latest Disclosed Value $ 4,133,382
Atlantic Trust, LLC reports 0.08% decrease in ownership of MCD / McDonald's Corporation

On May 6, 2026 - Atlantic Trust, LLC filed a 13F-HR form disclosing ownership of 13,300 shares of McDonald's Corporation (CH:MCD) valued at $4,133,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 13,311 shares of McDonald's Corporation. This represents a change in shares of -0.08% 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)
2026-05-06 2026-03-31 13F MCDONALDS COM 580135101 13,300 -11 -0.08 4,133 1.60 0.6738
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 13,311 -641 -4.59 4,068 -4.03 0.6404
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 13,952 -66 -0.47 4,240 3.52 0.7244
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 14,018 64 0.46 4,096 -6.03 0.7749
2025-05-09 2025-03-31 13F McDonalds Com 580135101 13,954 2 0.01 4,359 7.76 0.9701
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 13,952 1,025 7.93 4,045 2.74 0.8741
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 12,927 -198 -1.51 3,936 17.70 0.9423
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 13,125 -1,081 -7.61 3,345 -16.50 0.8318
2024-05-10 2024-03-31 13F MCDONALDS COM 580135101 14,206 -656 -4.41 4,005 -9.10 1.0475
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 14,862 767 5.44 4,407 18.66 1.2049
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 14,095 -7,434 -34.53 3,713 -39.82 1.2213
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 21,529 -1,375 -6.00 6,170 -3.65 1.9813
2023-05-10 2023-03-31 13F McDonalds COM 580135101 22,904 -111 -0.48 6,404 106,633.33 2.0433
2023-02-01 2022-12-31 13F MCDONALDS COM 580135101 23,015 556 2.48 6 -99.88 2.0219
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 22,459 8,627 62.37 5,182 51.79 1.8033
2022-08-11 2022-06-30 13F McDonald's COM 580135101 13,832 1,013 7.90 3,414 7.70 2.5964
2022-05-16 2022-03-31 13F McDonalds COM 580135101 12,819 453 3.66 3,170 -4.37 2.0555
2022-02-09 2021-12-31 13F McDonalds Com 580135101 12,366 160 1.31 3,315 12.60 1.9557
2021-11-02 2021-09-30 13F McDonalds Com 580135101 12,206 274 2.30 2,944 6.86 1.8644
2021-08-12 2021-06-30 13F McDonalds Com 580135101 11,932 155 1.32 2,755 4.36 1.7971
2021-04-30 2021-03-31 13F McDonalds Com 580135101 11,777 326 2.85 2,640 7.45 1.9547
2021-02-16 2020-12-31 13F McDonalds Com 580135101 11,451 94 0.83 2,457 -1.44 1.4609
2020-10-23 2020-09-30 13F McDonalds Com 580135101 11,357 -409 -3.48 2,493 14.88 1.9801
2020-08-17 2020-06-30 13F McDonald's Com 580135101 11,766 -4,176 -26.19 2,170 -17.68 1.8282
2020-05-12 2020-03-31 13F McDonalds Com 580135101 15,942 -100 -0.62 2,636 -16.85 2.3843
2020-02-03 2019-12-31 13F McDonalds Com 580135101 16,042 199 1.26 3,170 -6.82 2.3224
2019-11-07 2019-09-30 13F McDonalds Com 580135101 15,843 17 0.11 3,402 3.53 2.6519
2019-07-31 2019-06-30 13F McDonalds Com 580135101 15,826 409 2.65 3,286 12.23 2.6236
2019-05-13 2019-03-31 13F McDonalds Com 580135101 15,417 1,160 8.14 2,928 15.64 2.4436
2019-02-13 2018-12-31 13F/A-1 McDonalds Com 580135101 14,257 -88 -0.61 2,532 5.50 2.3538
2019-02-13 2018-12-31 13F McDonalds Com 580135101 14,257 2,532
2018-11-15 2018-09-30 13F McDonalds COM 580135101 14,345 -646 -4.31 2,400 2.17 1.8412
2018-08-20 2018-06-30 13F McDonalds Com 580135101 14,991 275 1.87 2,349 2.09 2.0979
2018-05-15 2018-03-31 13F McDonalds COM 580135101 14,716 2,052 16.20 2,301 5.55 1.9744
2018-02-14 2017-12-31 13F McDonalds Com 580135101 12,664 11,184 755.68 2,180 839.66 1.4901
2017-11-17 2017-09-30 13F McDonalds Com 580135101 1,480 0 0.00 232 -33.90 0.1726
2017-08-21 2017-06-30 13F McDonalds Com 580135101 1,480 230 18.40 351 116.67 0.2770
2017-06-19 2017-03-31 13F McDonalds COM 580135101 1,250 0 0.00 162 6.58 0.1341
2017-06-14 2016-12-31 13F McDonalds COM 580135101 1,250 1,250 152 0.1366
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.