McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAtom Investors LP
Latest Disclosed Ownership12,308 shares
Latest Disclosed Value $ 3,825,203
Atom Investors LP reports 2.76% increase in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Atom Investors LP filed a 13F-HR form disclosing ownership of 12,308 shares of McDonald's Corporation (CH:MCD) valued at $3,825,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,977 shares of McDonald's Corporation. This represents a change in shares of 2.76% 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 12,308 331 2.76 3,825 4.51 0.2739
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 11,977 11,977 3,661 0.2907
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 0 -1,601 -100.00 0 -100.00
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 1,601 -1,229 -43.43 468 -47.17 0.0415
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 2,830 1,340 89.93 884 105.10 0.1088
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 1,490 -1,591 -51.64 432 -54.05 0.0537
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 3,081 3,081 938 0.0982
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 0 -1,107 -100.00 0 -100.00
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 1,107 -357 -24.39 310 -19.74 0.1684
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 1,464 -2,655 -64.46 386 -59.47 0.1928
2022-11-08 2022-09-30 13F MCDONALDS COM 580135101 4,119 4,119 950 0.3342
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 0 -12,738 -100.00 0 -100.00
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 12,738 12,738 3,071 0.2486
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 0 -13,022 -100.00 0 -100.00
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 13,022 7,661 142.90 2,402 171.11 0.1564
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 5,361 5,361 886 0.0779
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 0 -10,285 -100.00 0 -100.00
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 10,285 10,285 2,136 0.1391
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.