McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionVeraBank, N.A.
Latest Disclosed Ownership6,975 shares
Latest Disclosed Value $ 2,167,760
VeraBank, N.A. reports 8.31% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - VeraBank, N.A. filed a 13F-HR form disclosing ownership of 6,975 shares of McDonald's Corporation (CH:MCD) valued at $2,167,760 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 7,607 shares of McDonald's Corporation. This represents a change in shares of -8.31% 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 6,975 -632 -8.31 2,168 -6.76 0.2693
2026-02-11 2025-12-31 13F MCDONALDS Common Stock 580135101 7,607 1 0.01 2,325 0.56 0.4229
2025-11-07 2025-09-30 13F MCDONALDS Common Stock 580135101 7,606 -72 -0.94 2,311 3.03 0.4321
2025-08-08 2025-06-30 13F MCDONALDS Common Stock 580135101 7,678 959 14.27 2,243 6.91 0.4500
2025-05-09 2025-03-31 13F MCDONALDS Common Stock 580135101 6,719 -175 -2.54 2,099 5.01 0.5855
2025-01-30 2024-12-31 13F MCDONALDS Common Stock 580135101 6,894 -29 -0.42 1,999 -5.22 0.5635
2024-11-04 2024-09-30 13F MCDONALDS Common Stock 580135101 6,923 -41 -0.59 2,108 18.83 0.6166
2024-07-24 2024-06-30 13F MCDONALDS Common Stock 580135101 6,964 -11 -0.16 1,775 -9.77 0.5512
2024-05-03 2024-03-31 13F MCDONALDS Common Stock 580135101 6,975 -29 -0.41 1,967 -5.30 0.6129
2024-02-06 2023-12-31 13F MCDONALDS Common Stock 580135101 7,004 -596 -7.84 2,077 3.70 0.6991
2023-10-24 2023-09-30 13F MCDONALDS Common Stock 580135101 7,600 569 8.09 2,002 -4.58 0.7688
2023-07-14 2023-06-30 13F MCDONALDS Common Stock 580135101 7,031 0 0.00 2,098 6.77 0.8082
2023-04-20 2023-03-31 13F MCDONALDS Common Stock 580135101 7,031 -417 -5.60 1,966 0.15 0.9158
2023-01-25 2022-12-31 13F MCDONALDS Common Stock 580135101 7,448 -90 -1.19 1,963 12.76 0.9803
2022-10-06 2022-09-30 13F MCDONALDS Common Stock 580135101 7,538 -75 -0.99 1,740 -7.40 1.0962
2022-07-28 2022-06-30 13F MCDONALDS Common Stock 580135101 7,613 -164 -2.11 1,879 -2.29 1.0996
2022-04-27 2022-03-31 13F MCDONALDS Common Stock 580135101 7,777 -100 -1.27 1,923 -8.95 0.9942
2022-02-04 2021-12-31 13F MCDONALD'S Common Stock 580135101 7,877 0 0.00 2,112 11.16 1.0678
2021-10-07 2021-09-30 13F MCDONALD'S Common Stock 580135101 7,877 -1 -0.01 1,900 4.40 1.0762
2021-08-04 2021-06-30 13F MCDONALD'S Common Stock 580135101 7,878 -173 -2.15 1,820 0.89 1.0830
2021-04-13 2021-03-31 13F MCDONALD'S Common Stock 580135101 8,051 100 1.26 1,804 5.74 1.1724
2021-01-29 2020-12-31 13F MCDONALD'S Common Stock 580135101 7,951 -170 -2.09 1,706 -4.26 1.1996
2020-10-16 2020-09-30 13F MCDONALD'S Common Stock 580135101 8,121 0 0.00 1,782 18.96 1.3668
2020-08-10 2020-06-30 13F MCDONALD'S Common Stock 580135101 8,121 0 0.00 1,498 11.54 1.2263
2020-04-21 2020-03-31 13F MCDONALD'S Common Stock 580135101 8,121 125 1.56 1,343 -15.00 1.3029
2020-01-27 2019-12-31 13F MCDONALDS Common Stock 580135101 7,996 334 4.36 1,580 -3.95 1.2760
2019-10-11 2019-09-30 13F MCDONALDS Common Stock 580135101 7,662 0 0.00 1,645 3.39 1.4801
2019-07-24 2019-06-30 13F MCDONALDS Common Stock 580135101 7,662 -198 -2.52 1,591 6.56 1.4893
2019-04-23 2019-03-31 13F MCDONALDS Common Stock 580135101 7,860 -25 -0.32 1,493 6.64 1.4239
2019-02-12 2018-12-31 13F MCDONALDS COMMON STK 580135101 7,885 7,885 1,400 1.5053
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.