Jensen Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146M | Sell |
499,014
-21,268
| -4% | -$6.21M | 1.71% | 24 |
|
|
2025
Q1 | $163M | Sell |
520,282
-88,827
| -15% | -$27.7M | 1.8% | 22 |
|
|
2024
Q4 | $177M | Sell |
609,109
-8,073
| -1% | -$2.34M | 1.6% | 24 |
|
|
2024
Q3 | $188M | Sell |
617,182
-37,743
| -6% | -$11.5M | 1.57% | 24 |
|
|
2024
Q2 | $167M | Buy |
654,925
+223,563
| +52% | +$57M | 1.37% | 26 |
|
|
2024
Q1 | $122M | Buy |
+431,362
| New | +$122M | 0.93% | 26 |
|
|
2015
Q4 | – | Sell |
-4,580
| Closed | -$451K | – | 106 |
|
|
2015
Q3 | $451K | Sell |
4,580
-490
| -10% | -$48.3K | 0.01% | 47 |
|
|
2015
Q2 | $482K | Sell |
5,070
-750
| -13% | -$71.3K | 0.01% | 74 |
|
|
2015
Q1 | $567K | Buy |
5,820
+360
| +7% | +$35.1K | 0.01% | 43 |
|
|
2014
Q4 | $512K | Buy |
+5,460
| New | +$512K | 0.01% | 78 |
|