McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFirst National Trust Co
Latest Disclosed Ownership71,942 shares
Latest Disclosed Value $ 22,358,853
First National Trust Co reports 5.69% increase in ownership of MCD / McDonald's Corporation

On May 7, 2026 - First National Trust Co filed a 13F-HR form disclosing ownership of 71,942 shares of McDonald's Corporation (CH:MCD) valued at $22,358,853 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 68,069 shares of McDonald's Corporation. This represents a change in shares of 5.69% 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)
2026-05-07 2026-03-31 13F MCDONALDS COM 580135101 71,942 3,873 5.69 22,359 7.47 0.4140
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 68,069 54 0.08 20,804 0.65 0.6938
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 68,015 -3,743 -5.22 20,669 -1.41 0.7080
2025-08-01 2025-06-30 13F MCDONALDS COM 580135101 71,758 -33 -0.05 20,966 -6.51 0.7839
2025-05-08 2025-03-31 13F 1MCDONALDS COM 580135101 71,791 8,933 14.21 22,425 23.07 0.9036
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 62,858 -2,000 -3.08 18,222 -7.74 0.6841
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 64,858 -1,068 -1.62 19,750 17.55 0.7632
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 65,926 -19,973 -23.25 16,801 -30.63 0.6914
2024-04-26 2024-03-31 13F MCDONALDS COM 580135101 85,899 -2,125 -2.41 24,219 -7.20 0.9834
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 88,024 -5,187 -5.56 26,100 6.29 1.1459
2023-11-06 2023-09-30 13F MCDONALDS COM 580135101 93,211 -3,086 -3.20 24,556 -14.55 1.1718
2023-08-01 2023-06-30 13F MCDONALDS COM 580135101 96,297 20,398 26.88 28,736 35.40 1.3310
2023-04-26 2023-03-31 13F MCDONALDS COM 580135101 75,899 2,670 3.65 21,222 9.97 1.1287
2023-02-02 2022-12-31 13F MCDONALDS COM 580135101 73,229 383 0.53 19,298 14.81 1.0202
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 72,846 -91 -0.12 16,808 -6.66 0.9799
2022-08-03 2022-06-30 13F MCDONALDS COM 580135101 72,937 170 0.23 18,007 0.07 1.0134
2022-05-03 2022-03-31 13F MCDONALDS COM 580135101 72,767 942 1.31 17,994 -6.54 0.9324
2022-02-03 2021-12-31 13F MCDONALDS COM 580135101 71,825 3,607 5.29 19,254 17.06 1.0118
2021-11-05 2021-09-30 13F MCDONALDS COM 580135101 68,218 15,213 28.70 16,448 34.34 0.9827
2021-08-06 2021-06-30 13F MCDONALDS COM 580135101 53,005 36 0.07 12,244 3.12 0.7446
2021-05-06 2021-03-31 13F MCDONALDS COM 580135101 52,969 132 0.25 11,873 4.72 0.7775
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 52,837 -2,339 -4.24 11,338 -6.37 0.7822
2020-11-04 2020-09-30 13F MCDONALDS COM 580135101 55,176 355 0.65 12,110 19.75 0.9421
2020-08-06 2020-06-30 13F MCDONALDS COM 580135101 54,821 1,384 2.59 10,113 14.47 0.8546
2020-04-29 2020-03-31 13F MCDONALDS COM 580135101 53,437 -964 -1.77 8,835 -17.81 0.8827
2020-02-04 2019-12-31 13F MCDONALDS COM 580135101 54,401 924 1.73 10,750 -6.38 0.8734
2019-11-01 2019-09-30 13F MCDONALDS COM 580135101 53,477 -16 -0.03 11,482 3.36 1.0310
2019-07-22 2019-06-30 13F MCDONALDS COM 580135101 53,493 1,261 2.41 11,109 12.00 1.0354
2019-04-25 2019-03-31 13F MCDONALDS COM 580135101 52,232 1,362 2.68 9,919 9.81 0.9923
2019-01-28 2018-12-31 13F MCDONALDS COM 580135101 50,870 995 1.99 9,033 8.27 1.0073
2018-10-31 2018-09-30 13F MCDONALDS COM 580135101 49,875 1,558 3.22 8,343 10.20 0.8496
2018-07-30 2018-06-30 13F MCDONALDS COM 580135101 48,317 514 1.08 7,571 1.28 0.8343
2018-04-30 2018-03-31 13F MCDONALDS COM 580135101 47,803 3,462 7.81 7,475 -2.06 0.8514
2018-01-17 2017-12-31 13F MCDONALDS COM 580135101 44,341 1,304 3.03 7,632 13.18 0.8393
2017-11-06 2017-09-30 13F MCDONALDS COM 580135101 43,037 1,153 2.75 6,743 5.11 0.7818
2017-08-07 2017-06-30 13F MCDONALDS COM 580135101 41,884 23 0.05 6,415 18.23 0.7842
2017-05-09 2017-03-31 13F MCDONALDS COM 580135101 41,861 3,258 8.44 5,426 15.47 0.7035
2017-01-30 2016-12-31 13F MCDONALDS COM 580135101 38,603 -2,790 -6.74 4,699 -1.61 0.6619
2016-11-02 2016-09-30 13F MCDONALDS COM 580135101 41,393 554 1.36 4,776 -2.83 0.7193
2016-07-27 2016-06-30 13F MCDONALDS COM 580135101 40,839 -2,883 -6.59 4,915 -10.56 0.7543
2016-05-09 2016-03-31 13F MCDONALDS COM 580135101 43,722 -619 -1.40 5,495 4.91 0.8415
2016-02-03 2015-12-31 13F MCDONALDS COM 580135101 44,341 -3,066 -6.47 5,238 12.14 0.8290
2015-11-09 2015-09-30 13F MCDONALDS COM 580135101 47,407 -743 -1.54 4,671 2.03 0.8016
2015-07-20 2015-06-30 13F MCDONALDS COM 580135101 48,150 -3,433 -6.66 4,578 -8.93 0.7355
2015-05-08 2015-03-31 13F MCDONALDS COM 580135101 51,583 51,583 0.00 5,027 0.8587
2015-01-28 2014-12-31 13F MCDONALDS COM 580135101 0 -58,556 -100.00 0 -100.00
2014-11-06 2014-09-30 13F MCDONALDS COM 580135101 58,556 -1,436 -2.39 5,551 -8.14 1.0500
2014-08-08 2014-06-30 13F MCDONALDS COM 580135101 59,992 955 1.62 6,043 4.42 1.1653
2014-05-07 2014-03-31 13F MCDONALDS COM 580135101 59,037 1,722 3.00 5,787 4.06 1.0350
2014-02-04 2013-12-31 13F MCDONALDS COM 580135101 57,315 46 0.08 5,561 0.93 1.0128
2013-12-17 2013-09-30 13F/A-1 MCDONALDS COM 580135101 57,269 1,656 2.98 5,510 0.07 1.0795
2013-11-13 2013-09-30 13F MCDONALDS COM 580135101 57,269 5,510
2013-08-09 2013-06-30 13F MCDONALDS COM 580135101 55,613 55,613 5,506 1.1288
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.