Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,314,123
-$713,282 QoQ
Shares Held
8,561
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,206
of 3,448 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026AMG National Trust Bank holds $2,979,123 across 2 Restaurants names. MCD ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
8,561 | $2,314,123 | |
| 2 | DRI |
Darden Restaurants Inc
|
3,228 | $665,000 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,314,123 | 8,561 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,027,405 | 9,741 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,659,286 | 8,701 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $2,641,411 | 8,692 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,519,089 | 8,622 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,710,122 | 8,676 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,589,877 | 8,934 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $2,792,965 | 9,172 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,647,277 | 10,388 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $2,697,697 | 9,568 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,795,496 | 9,428 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,542,722 | 9,652 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,027,667 | 10,146 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,863,486 | 10,241 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,402,866 | 9,118 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $2,299,324 | 9,965 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,855,303 | 7,515 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,192,384 | 8,866 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,065,479 | 7,705 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,983,853 | 8,228 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,923,453 | 8,327 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,014,122 | 8,986 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,501,945 | 16,320 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,667,238 | 16,708 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $3,106,659 | 16,841 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||