Janus Henderson Group
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Janus Henderson Group’s McDonald's MCD Stock Holding History

Janus Henderson Group’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218M Buy
701,199
+382,280
+120% +$122M 0.1% 186
2025
Q4 		$97.5M Sell
318,919
-3,626
-1% -$1.11M 0.04% 292
2025
Q3 		$98M Buy
322,545
+36,825
+13% +$11.2M 0.04% 281
2025
Q2 		$83.5M Sell
285,720
-674,029
-70% -$208M 0.04% 295
2025
Q1 		$295M Sell
959,749
-573,720
-37% -$172M 0.16% 145
2024
Q4 		$445M Sell
1,533,469
-1,231,580
-45% -$367M 0.23% 104
2024
Q3 		$842M Buy
2,765,049
+19,867
+0.7% +$5.48M 0.43% 48
2024
Q2 		$700M Sell
2,745,182
-12,977
-0.5% -$3.44M 0.37% 53
2024
Q1 		$778M Sell
2,758,159
-56,577
-2% -$16.5M 0.42% 46
2023
Q4 		$835M Buy
2,814,736
+67,934
+2% +$18.5M 0.5% 39
2023
Q3 		$724M Sell
2,746,802
-69,964
-2% -$20M 0.47% 40
2023
Q2 		$841M Sell
2,816,766
-56,049
-2% -$16.3M 0.52% 42
2023
Q1 		$803M Buy
2,872,815
+34,677
+1% +$9.29M 0.53% 36
2022
Q4 		$748M Sell
2,838,138
-2,599,120
-48% -$686M 0.53% 41
2022
Q3 		$1.25B Buy
5,437,258
+2,582,343
+90% +$660M 0.47% 41
2022
Q2 		$705M Sell
2,854,915
-858,847
-23% -$212M 0.49% 41
2022
Q1 		$918M Sell
3,713,762
-221,366
-6% -$55.1M 0.44% 49
2021
Q4 		$1.05B Sell
3,935,128
-75,794
-2% -$19.1M 0.44% 45
2021
Q3 		$967M Sell
4,010,922
-144,525
-3% -$34.5M 0.42% 49
2021
Q2 		$960M Sell
4,155,447
-1,014,055
-20% -$236M 0.41% 49
2021
Q1 		$1.16B Sell
5,169,502
-360,151
-7% -$77M 0.53% 26
2020
Q4 		$1.19B Sell
5,529,653
-671,424
-11% -$146M 0.55% 31
2020
Q3 		$1.36B Buy
6,201,077
+150,106
+2% +$30.8M 0.71% 22
2020
Q2 		$1.12B Sell
6,050,971
-27,236
-0.4% -$4.99M 0.63% 24
2020
Q1 		$1.01B Sell
6,078,207
-323,010
-5% -$63.6M 0.69% 22
2019
Q4 		$1.26B Buy
6,401,217
+625,583
+11% +$124M 0.65% 21
2019
Q3 		$1.24B Buy
5,775,634
+225,779
+4% +$48.4M 0.67% 18
2019
Q2 		$1.15B Buy
5,549,855
+104,026
+2% +$20.6M 0.63% 19
2019
Q1 		$1.03B Buy
5,445,829
+56,336
+1% +$10.2M 0.57% 24
2018
Q4 		$957M Sell
5,389,493
-2,055,804
-28% -$365M 0.61% 19
2018
Q3 		$1.25B Sell
7,445,297
-662,675
-8% -$106M 0.67% 14
2018
Q2 		$1.27B Buy
8,107,972
+412,750
+5% +$66.9M 0.72% 13
2018
Q1 		$1.2B Buy
7,695,222
+1,621,557
+27% +$267M 0.71% 13
2017
Q4 		$1.05B Buy
6,073,665
+271,505
+5% +$45.6M 0.64% 19
2017
Q3 		$909M Buy
5,802,160
+1,379,737
+31% +$216M 0.58% 24
2017
Q2 		$677M Buy
4,422,423
+4,313,253
+3,951% +$623M 0.46% 35
2017
Q1 		$14.2M Sell
109,170
-834
-0.8% -$105K 0.1% 237
2016
Q4 		$13.4M Buy
110,004
+6,085
+6% +$713K 0.1% 243
2016
Q3 		$12M Sell
103,919
-2,456
-2% -$291K 0.09% 260
2016
Q2 		$12.8M Sell
106,375
-10,333
-9% -$1.29M 0.11% 236
2016
Q1 		$14.7M Buy
116,708
+996
+0.9% +$119K 0.12% 204
2015
Q4 		$13.7M Sell
115,712
-5,431
-4% -$607K 0.11% 211
2015
Q3 		$11.9M Sell
121,143
-5,624
-4% -$548K 0.11% 223
2015
Q2 		$12.1M Sell
126,767
-6,447
-5% -$624K 0.09% 239
2015
Q1 		$13M Sell
133,214
-16,599
-11% -$1.57M 0.1% 236
2014
Q4 		$14M Sell
149,813
-1,313
-0.9% -$123K 0.1% 239
2014
Q3 		$14.3M Sell
151,126
-12,241
-7% -$1.17M 0.13% 156
2014
Q2 		$16.5M Hold
163,367
– – 0.15% 148
2014
Q1 		$16M Buy
163,367
+19,210
+13% +$1.84M 0.16% 149
2013
Q4 		$14M Sell
144,157
-294
-0.2% -$28.2K 0.14% 163
2013
Q3 		$13.9M Buy
144,451
+1,044
+0.7% +$102K 0.15% 157
2013
Q2 		$14.3M Buy
+143,407
New +$14.4M 0.17% 151

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Janus Henderson Group's MCD Position: Q1 2026 in Review

Janus Henderson Group increased its McDonald's (MCD) stake by 120% in Q1 2026, buying an estimated $122M and bringing the position to 701,199 shares worth $218M. The position accounts for 0.1% of the portfolio, ranked #186.

Janus Henderson Group first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.36B in Q3 2020. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Janus Henderson Group held 701,199 shares of McDonald's worth $218M as of Q1 2026.
  • Janus Henderson Group bought 382,280 McDonald's shares in Q1 2026, an estimated $122M.
  • McDonald's made up 0.1% of Janus Henderson Group's portfolio in Q1 2026, its #186 holding.
  • Janus Henderson Group first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Janus Henderson Group's McDonald's position peaked at $1.36B in Q3 2020.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.