McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAtwater Malick LLC
Latest Disclosed Ownership44,235 shares
Latest Disclosed Value $ 13,747,821
Atwater Malick LLC reports 2.49% increase in ownership of MCD / McDonald's Corporation

On April 22, 2026 - Atwater Malick LLC filed a 13F-HR form disclosing ownership of 44,235 shares of McDonald's Corporation (CH:MCD) valued at $13,747,821 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 43,162 shares of McDonald's Corporation. This represents a change in shares of 2.49% 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)
2026-04-22 2026-03-31 13F MCDONALDS COM 580135101 44,235 1,073 2.49 13,748 4.21 3.7132
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 43,162 1,373 3.29 13,192 3.87 3.6373
2025-10-23 2025-09-30 13F MCDONALDS COM 580135101 41,789 2,491 6.34 12,699 10.61 3.6876
2025-07-21 2025-06-30 13F MCDONALDS COM 580135101 39,298 117 0.30 11,482 -6.19 3.6362
2025-04-11 2025-03-31 13F MCDONALDS COM 580135101 39,181 932 2.44 12,239 10.37 4.1406
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 38,249 -199 -0.52 11,088 -5.29 3.7146
2024-10-10 2024-09-30 13F MCDONALDS COM 580135101 38,448 225 0.59 11,708 20.20 3.7679
2024-07-17 2024-06-30 13F MCDONALDS COM 580135101 38,223 683 1.82 9,741 -7.97 3.3556
2024-04-16 2024-03-31 13F MCDONALDS COM 580135101 37,540 361 0.97 10,584 -3.98 3.7299
2024-01-11 2023-12-31 13F MCDONALDS COM 580135101 37,179 995 2.75 11,024 15.64 4.3206
2023-10-17 2023-09-30 13F MCDONALDS COM 580135101 36,184 314 0.88 9,532 -10.94 4.1958
2023-07-17 2023-06-30 13F MCDONALDS COM 580135101 35,870 104 0.29 10,704 7.03 4.5727
2023-04-19 2023-03-31 13F MCDONALDS COM 580135101 35,766 345 0.97 10,001 7.14 4.6897
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 35,421 356 1.02 9,334 15.36 4.5993
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 35,065 350 1.01 8,091 -5.59 4.5209
2022-07-21 2022-06-30 13F MCDONALDS COM 580135101 34,715 264 0.77 8,570 0.60 4.5087
2022-04-08 2022-03-31 13F MCDONALDS COM 580135101 34,451 1,304 3.93 8,519 -4.13 4.1137
2022-01-21 2021-12-31 13F MCDONALDS COM 580135101 33,147 619 1.90 8,886 13.30 4.1258
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 32,528 980 3.11 7,843 7.63 4.1441
2021-07-26 2021-06-30 13F MCDONALDS COM 580135101 31,548 1,356 4.49 7,287 7.68 4.0308
2021-05-21 2021-03-31 13F MCDONALDS COM 580135101 30,192 -1,415 -4.48 6,767 -0.22 4.1557
2021-01-20 2020-12-31 13F MCDONALDS COM 580135101 31,607 -388 -1.21 6,782 -3.43 4.2626
2020-10-13 2020-09-30 13F MCDONALDS COM 580135101 31,995 281 0.89 7,023 20.05 4.9180
2020-07-23 2020-06-30 13F MCDONALDS COM 580135101 31,714 480 1.54 5,850 13.26 4.6045
2020-04-24 2020-03-31 13F MCDONALDS COM 580135101 31,234 1,553 5.23 5,165 -11.94 4.9596
2020-01-07 2019-12-31 13F MCDONALDS COM 580135101 29,681 871 3.02 5,865 -5.19 4.6625
2019-10-15 2019-09-30 13F MCDONALDS COM 580135101 28,810 181 0.63 6,186 4.05 5.1960
2019-07-11 2019-06-30 13F MCDONALDS COM 580135101 28,629 520 1.85 5,945 11.37 5.4544
2019-04-12 2019-03-31 13F MCDONALDS COM 580135101 28,109 318 1.14 5,338 8.17 5.2225
2019-03-21 2018-12-31 13F MCDONALDS COM 580135101 27,791 27,791 4,935 5.5227
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.