McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionRiverview Trust Co
Latest Disclosed Ownership865 shares
Latest Disclosed Value $ 268,833
Riverview Trust Co reports 3.24% decrease in ownership of MCD / McDonald's Corporation

On May 1, 2026 - Riverview Trust Co filed a 13F-HR form disclosing ownership of 865 shares of McDonald's Corporation (CH:MCD) valued at $268,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 894 shares of McDonald's Corporation. This represents a change in shares of -3.24% 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)
2026-05-01 2026-03-31 13F McDonald's Com 580135101 865 -29 -3.24 269 -1.83 0.2332
2026-01-26 2025-12-31 13F McDonald's Com 580135101 894 0 0.00 273 0.74 0.3290
2025-10-22 2025-09-30 13F McDonald's Com 580135101 894 -312 -25.87 272 -23.01 0.3282
2025-07-21 2025-06-30 13F McDonald's Com 580135101 1,206 -512 -29.80 352 -34.33 0.4385
2025-04-11 2025-03-31 13F McDonald's Com 580135101 1,718 -31 -1.77 537 5.72 0.5296
2025-02-06 2024-12-31 13F McDonald's Com 580135101 1,749 4 0.23 507 -4.52 0.4610
2024-10-18 2024-09-30 13F McDonald's Com 580135101 1,745 -116 -6.23 531 12.03 0.4661
2024-07-16 2024-06-30 13F McDonald's Com 580135101 1,861 0 0.00 474 -9.54 0.4495
2024-04-12 2024-03-31 13F McDonald's Com 580135101 1,861 0 0.00 525 -4.90 0.4045
2024-01-24 2023-12-31 13F McDonald's Com 580135101 1,861 0 0.00 552 12.45 0.5615
2023-10-17 2023-09-30 13F McDonald's Com 580135101 1,861 0 0.00 490 -11.71 0.4347
2023-07-18 2023-06-30 13F McDonald's Com 580135101 1,861 -743 -28.53 555 -23.76 0.5033
2023-04-20 2023-03-31 13F McDonald's Com 580135101 2,604 -479 -15.54 728 0.6692
2023-01-26 2022-12-31 13F McDonald's Com 580135101 3,083 -107 -3.35 1 -100.00 0.7683
2022-10-27 2022-09-30 13F McDonald's Com 580135101 3,190 0 0.00 736 -6.60 0.7124
2022-07-27 2022-06-30 13F McDonald's Com 580135101 3,190 981 44.41 788 44.32 0.6868
2022-04-21 2022-03-31 13F McDonald's Com 580135101 2,209 469 26.95 546 17.17 0.4049
2022-01-19 2021-12-31 13F McDonald's Com 580135101 1,740 312 21.85 466 35.47 0.2734
2021-10-14 2021-09-30 13F McDonald's Com 580135101 1,428 321 29.00 344 34.38 0.3640
2021-07-16 2021-06-30 13F McDonald's Com 580135101 1,107 0 0.00 256 3.23 0.2706
2021-04-19 2021-03-31 13F McDonald's Com 580135101 1,107 0 0.00 248 4.20 0.2766
2021-01-22 2020-12-31 13F McDonald's Com 580135101 1,107 0 0.00 238 -2.06 0.2631
2020-10-15 2020-09-30 13F McDonald's Com 580135101 1,107 -798 -41.89 243 -30.77 0.2793
2020-07-08 2020-06-30 13F McDonald's Com 580135101 1,905 0 0.00 351 11.43 0.3405
2020-04-15 2020-03-31 13F/A-1 McDonald's Com 580135101 1,905 -769 -28.76 315 -40.34 0.3025
2020-04-15 2020-03-31 13F McDonald's Com 580135101 2,674 0 528 281,696.1523
2020-01-10 2019-12-31 13F McDonald's Com 580135101 2,674 -40 -1.47 528 -9.43 0.3553
2019-10-16 2019-09-30 13F McDonald's Com 580135101 2,714 0 0.00 583 3.37 0.4060
2019-07-12 2019-06-30 13F McDonald's Com 580135101 2,714 -23 -0.84 564 8.46 0.3962
2019-04-10 2019-03-31 13F McDonald's Com 580135101 2,737 15 0.55 520 7.66 0.3931
2019-02-11 2018-12-31 13F McDonald's COM 580135101 2,722 2,722 483 0.3778
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.