McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionUnited Bank
Latest Disclosed Ownership38,531 shares
Latest Disclosed Value $ 11,975,049
United Bank reports 0.67% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - United Bank filed a 13F-HR form disclosing ownership of 38,531 shares of McDonald's Corporation (CH:MCD) valued at $11,975,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 38,791 shares of McDonald's Corporation. This represents a change in shares of -0.67% 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)
2026-05-11 2026-03-31 13F MCDONALDS COMMON STOCK 580135101 38,531 -260 -0.67 11,975 1.01 0.6726
2026-02-13 2025-12-31 13F MCDONALDS COMMON STOCK 580135101 38,791 -5,256 -11.93 11,856 -11.43 1.5660
2025-11-07 2025-09-30 13F MCDONALDS COMMON STOCK 580135101 44,047 -3,074 -6.52 13,385 -2.77 1.5953
2025-07-18 2025-06-30 13F MCDONALDS COMMON STOCK 580135101 47,121 -1,824 -3.73 13,767 -9.95 1.6481
2025-05-14 2025-03-31 13F MCDONALDS COMMON STOCK 580135101 48,945 -6,461 -11.66 15,289 -4.81 1.9450
2025-05-14 2024-12-31 13F MCDONALDS COMMON STOCK 580135101 55,406 -299 -0.54 16,062 -5.31 1.9145
2024-11-15 2024-09-30 13F MCDONALDS COMMON STOCK 580135101 55,705 515 0.93 16,963 20.61 1.9740
2024-08-14 2024-06-30 13F MCDONALDS COMMON STOCK 580135101 55,190 -2,889 -4.97 14,065 -14.11 1.7453
2024-05-13 2024-03-31 13F MCDONALDS COMMON STOCK 580135101 58,079 -3,647 -5.91 16,375 -10.53 1.9545
2024-02-07 2023-12-31 13F MCDONALDS COMMON STOCK 580135101 61,726 -905 -1.44 18,302 10.93 2.2976
2023-11-08 2023-09-30 13F MCDONALDS COMMON STOCK 580135101 62,631 -1,047 -1.64 16,500 -13.17 2.1675
2023-08-03 2023-06-30 13F MCDONALDS COMMON STOCK 580135101 63,678 -3,005 -4.51 19,002 1.91 2.3362
2023-05-01 2023-03-31 13F MCDONALDS COMMON STOCK 580135101 66,683 -4,380 -6.16 18,645 -0.44 2.3822
2023-02-14 2022-12-31 13F MCDONALDS COMMON STOCK 580135101 71,063 1,126 1.61 18,727 16.05 2.6247
2022-11-14 2022-09-30 13F MCDONALDS COMMON STOCK 580135101 69,937 -350 -0.50 16,137 -7.00 2.4841
2022-08-12 2022-06-30 13F MCDONALDS COMMON STOCK 580135101 70,287 330 0.47 17,352 0.31 2.6017
2022-05-16 2022-03-31 13F MCDONALDS COMMON STOCK 580135101 69,957 -1,063 -1.50 17,299 -9.13 2.2753
2022-02-11 2021-12-31 13F MCDONALDS COMMON STOCK 580135101 71,020 -1,145 -1.59 19,038 9.41 2.3395
2021-10-21 2021-09-30 13F MCDONALDS COMMON STOCK 580135101 72,165 684 0.96 17,400 5.38 2.3298
2021-08-16 2021-06-30 13F MCDONALDS COMMON STOCK 580135101 71,481 -330 -0.46 16,512 2.58 2.2202
2021-04-23 2021-03-31 13F MCDONALDS COMMON STOCK 580135101 71,811 2,591 3.74 16,096 8.37 2.2107
2021-02-18 2020-12-31 13F MCDONALDS COMMON STOCK 580135101 69,220 3,685 5.62 14,853 3.26 2.2215
2020-12-11 2020-09-30 13F MCDONALDS COMMON STOCK 580135101 65,535 1,080 1.68 14,384 20.97 2.5112
2020-09-18 2020-06-30 13F MCDONALDS COMMON STOCK 580135101 64,455 4,271 7.10 11,891 19.48 2.1548
2020-05-14 2020-03-31 13F MCDONALDS COMMON STOCK 580135101 60,184 -880 -1.44 9,952 -17.53 2.1597
2020-02-14 2019-12-31 13F MCDONALDS COMMON STOCK 580135101 61,064 6 0.01 12,067 -7.96 2.0904
2019-11-13 2019-09-30 13F MCDONALDS COMMON STOCK 580135101 61,058 61 0.10 13,110 3.50 2.3965
2019-08-15 2019-06-30 13F MCDONALDS COMMON STOCK 580135101 60,997 1,582 2.66 12,667 12.28 2.1170
2019-05-16 2019-03-31 13F MCDONALDS COMMON STOCK 580135101 59,415 -3,674 -5.82 11,282 0.71 2.0326
2019-02-14 2018-12-31 13F MCDONALDS COMMON STOCK 580135101 63,089 828 1.33 11,203 7.56 2.3264
2018-11-13 2018-09-30 13F MCDONALDS COMMON STOCK 580135101 62,261 540 0.87 10,416 7.70 2.1914
2018-08-20 2018-06-30 13F MCDONALDS COMMON STOCK 580135101 61,721 514 0.84 9,671 1.03 2.2419
2018-05-14 2018-03-31 13F MCDONALDS COMMON STOCK 580135101 61,207 1,453 2.43 9,572 -6.93 2.2122
2018-02-15 2017-12-31 13F MCDONALDS COMMON STOCK 580135101 59,754 30,937 107.36 10,285 127.80 2.5266
2017-10-27 2017-09-30 13F MCDONALDS COMMON STOCK 580135101 28,817 16,987 143.59 4,515 149.17 4.3161
2017-08-23 2017-06-30 13F MCDONALDS COMMON STOCK 580135101 11,830 -5,038 -29.87 1,812 -17.11 1.7621
2017-05-09 2017-03-31 13F MCDONALDS COMMON STOCK 580135101 16,868 -694 -3.95 2,186 2.25 2.2453
2017-01-30 2016-12-31 13F MCDONALDS COMMON STOCK 580135101 17,562 -624 -3.43 2,138 1.91 2.5964
2016-11-10 2016-09-30 13F MCDONALDS COMMON STOCK 580135101 18,186 -2,860 -13.59 2,098 -17.17 2.2443
2016-07-25 2016-06-30 13F MCDONALDS COMMON STOCK 580135101 21,046 -3,940 -15.77 2,533 -19.33 2.4987
2016-04-28 2016-03-31 13F MCDONALDS COMMON STOCK 580135101 24,986 -1,450 -5.48 3,140 0.54 3.1459
2016-01-22 2015-12-31 13F MCDONALDS COMMON STOCK 580135101 26,436 1,521 6.10 3,123 27.21 3.7699
2015-10-30 2015-09-30 13F MCDONALDS COMMON STOCK 580135101 24,915 -1,079 -4.15 2,455 -0.69 3.3606
2015-07-21 2015-06-30 13F MCDONALDS COMMON STOCK 580135101 25,994 232 0.90 2,472 -1.51 3.5873
2015-04-27 2015-03-31 13F MCDONALDS COMMON STOCK 580135101 25,762 5,526 27.31 2,510 32.38 3.9721
2015-02-13 2014-12-31 13F MCDONALDS COMMON STOCK 580135101 20,236 9,841 94.67 1,896 92.29 4.4624
2014-10-31 2014-09-30 13F MCDONALDS COMMON STOCK 580135101 10,395 4,552 77.91 986 67.69 4.6856
2014-07-18 2014-06-30 13F MCDONALDS COMMON STOCK 580135101 5,843 208 3.69 588 6.33 4.8959
2014-05-13 2014-03-31 13F MCDONALDS COMMON STOCK 580135101 5,635 390 7.44 553 8.64 4.8335
2014-01-16 2013-12-31 13F MCDONALDS COMMON STOCK 580135101 5,245 113 2.20 509 3.04 4.3249
2013-10-23 2013-09-30 13F MCDONALDS COMMON STOCK 580135101 5,132 402 8.50 494 5.56 4.9445
2013-08-14 2013-06-30 13F MCDONALDS COMMON STOCK 580135101 4,730 4,730 468 4.7677
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.