McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAtlantic Union Bankshares Corp
Latest Disclosed Ownership88,902 shares
Latest Disclosed Value $ 27,630,004
Atlantic Union Bankshares Corp reports 5.75% increase in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Atlantic Union Bankshares Corp filed a 13F-HR form disclosing ownership of 88,902 shares of McDonald's Corporation (CH:MCD) valued at $27,630,004 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 84,068 shares of McDonald's Corporation. This represents a change in shares of 5.75% 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)
2026-05-12 2026-03-31 13F MC DONALDS COM 580135101 88,902 4,834 5.75 27,630 7.54 0.2010
2026-02-04 2025-12-31 13F MC DONALDS COM 580135101 84,068 -853 -1.00 25,694 -0.44 0.4818
2025-11-04 2025-09-30 13F MC DONALDS COM 580135101 84,921 -61 -0.07 25,807 3.93 0.4859
2025-08-06 2025-06-30 13F MC DONALDS COM 580135101 84,982 57,873 213.48 24,829 193.24 0.5669
2025-05-05 2025-03-31 13F MCDONALDS CORP COM Stock 580135101 27,109 -888 -3.17 8,468 4.34 0.5123
2025-02-07 2024-12-31 13F MCDONALDS CORP COM Stock 580135101 27,997 -766 -2.66 8,116 -7.34 0.4723
2024-11-14 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 28,763 -1,189 -3.97 8,759 14.75 0.5089
2024-07-24 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 29,952 1,702 6.02 7,633 -4.18 0.4759
2024-04-16 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 28,250 -808 -2.78 7,965 -7.54 0.6711
2024-01-19 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 29,058 -1,964 -6.33 8,616 5.42 0.7985
2023-10-20 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 31,022 -1,320 -4.08 8,172 -15.32 0.8375
2023-07-11 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 32,342 -2,777 -7.91 9,651 -1.71 0.9623
2023-05-08 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 35,119 -2,660 -7.04 9,820 -1.37 1.0216
2023-02-09 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 37,779 -1,616 -4.10 9,956 9.52 1.0654
2022-10-25 2022-09-30 13F MCDONALDS CORP COM COM 580135101 39,395 -2,055 -4.96 9,090 -11.18 1.0435
2022-07-21 2022-06-30 13F MCDONALDS CORP COM COM 580135101 41,450 -477 -1.14 10,234 -1.29 1.0463
2022-04-26 2022-03-31 13F MCDONALDS CORP COM COM 580135101 41,927 167 0.40 10,368 -7.38 0.9076
2022-01-19 2021-12-31 13F MCDONALDS CORP COM COM 580135101 41,760 -572 -1.35 11,194 9.67 0.9490
2021-10-26 2021-09-30 13F MCDONALDS CORP COM COM 580135101 42,332 -245 -0.58 10,207 3.78 0.9607
2021-07-26 2021-06-30 13F MCDONALDS CORP COM COM 580135101 42,577 -823 -1.90 9,835 1.10 0.9500
2021-05-04 2021-03-31 13F MCDONALDS CORP COM COM 580135101 43,400 424 0.99 9,728 5.50 0.9933
2021-02-01 2020-12-31 13F MCDONALDS COM 580135101 42,976 -1,103 -2.50 9,221 -4.69 0.9575
2020-10-16 2020-09-30 13F MCDONALDS CORP COM COM 580135101 44,079 368 0.84 9,675 19.99 1.1263
2020-07-15 2020-06-30 13F MCDONALD'S COM 580135101 43,711 -467 -1.06 8,063 10.39 1.0045
2020-04-10 2020-03-31 13F MCDONALD'S COM 580135101 44,178 -1,319 -2.90 7,304 -18.77 1.0655
2020-01-14 2019-12-31 13F MCDONALD'S COM 580135101 45,497 8,597 23.30 8,992 13.51 1.1527
2019-10-17 2019-09-30 13F MCDONALD'S COM 580135101 36,900 14,415 64.11 7,922 69.67 1.0602
2019-07-23 2019-06-30 13F MCDONALD'S COM 580135101 22,485 13,115 139.97 4,669 162.45 0.6271
2019-04-10 2019-03-31 13F MCDONALDS COM 580135101 9,370 -324 -3.34 1,779 3.37 0.4926
2019-01-14 2018-12-31 13F MCDONALDS COM 580135101 9,694 -470 -4.62 1,721 1.24 0.5610
2018-10-11 2018-09-30 13F MCDONALDS COM 580135101 10,164 -421 -3.98 1,700 2.47 0.5128
2018-07-12 2018-06-30 13F MCDONALDS COM 580135101 10,585 -3,861 -26.73 1,659 -26.56 0.5395
2018-04-11 2018-03-31 13F MCDONALDS COM 580135101 14,446 -313 -2.12 2,259 -11.06 0.6987
2018-01-10 2017-12-31 13F MCDONALDS COM 580135101 14,759 -215 -1.44 2,540 8.27 0.7861
2017-10-13 2017-09-30 13F MCDONALDS COM 580135101 14,974 -165 -1.09 2,346 1.21 0.7895
2017-07-12 2017-06-30 13F MCDONALDS COM 580135101 15,139 194 1.30 2,318 19.67 0.8019
2017-04-10 2017-03-31 13F MCDONALDS COM 580135101 14,945 -550 -3.55 1,937 2.70 0.6912
2017-01-10 2016-12-31 13F MCDONALDS COM 580135101 15,495 -139 -0.89 1,886 4.60 0.7013
2016-10-14 2016-09-30 13F MCDONALDS COM 580135101 15,634 0 0.00 1,803 -4.15 0.6874
2016-07-14 2016-06-30 13F MCDONALDS COM 580135101 15,634 336 2.20 1,881 -2.13 0.7243
2016-04-08 2016-03-31 13F MCDONALDS COM 580135101 15,298 -188 -1.21 1,922 5.08 0.7980
2016-01-11 2015-12-31 13F MCDONALDS COM 580135101 15,486 -771 -4.74 1,829 14.17 0.8027
2015-10-28 2015-09-30 13F MCDONALDS COM 580135101 16,257 83 0.51 1,602 4.16 0.7437
2015-07-29 2015-06-30 13F MCDONALDS COM 580135101 16,174 -667 -3.96 1,538 -6.28 0.7271
2015-04-24 2015-03-31 13F MCDONALDS COM 580135101 16,841 965 6.08 1,641 10.36 0.7555
2015-01-09 2014-12-31 13F MCDONALDS COM 580135101 15,876 630 4.13 1,487 2.84 0.6618
2014-10-24 2014-09-30 13F MCDONALDS COM 580135101 15,246 -807 -5.03 1,446 -10.58 0.6776
2014-08-05 2014-06-30 13F MCDONALDS COM 580135101 16,053 -20,974 -56.65 1,617 -54.93 0.7538
2014-08-05 2014-03-31 13F/A-1 MCDONALDS COM 580135101 37,027 37,027 3,588 1.6466
2014-05-01 2014-03-31 13F MCDONALDS COM 580135101 37,027 3,588
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.