JIM
MCD icon

Jensen Investment Management’s McDonald's MCD Stock Holding History

Jensen Investment Management’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
Q2 		$61M Sell
225,570
-50,692
-18% -$14.5M 1.48% 23
2026
Q1 		$85.9M Sell
276,262
-167,016
-38% -$53.2M 1.69% 22
2025
Q4 		$135M Sell
443,278
-57,705
-12% -$17.7M 2.13% 21
2025
Q3 		$152M Buy
500,983
+1,969
+0.4% +$599K 1.89% 21
2025
Q2 		$146M Sell
499,014
-21,268
-4% -$6.56M 1.71% 24
2025
Q1 		$163M Sell
520,282
-88,827
-15% -$26.6M 1.8% 22
2024
Q4 		$177M Sell
609,109
-8,073
-1% -$2.41M 1.6% 24
2024
Q3 		$188M Sell
617,182
-37,743
-6% -$10.4M 1.57% 24
2024
Q2 		$167M Buy
654,925
+223,563
+52% +$59.3M 1.37% 26
2024
Q1 		$122M Buy
+431,362
New +$125M 0.93% 26
2015
Q4 		– Sell
-4,580
Closed -$451K – 106
2015
Q3 		$451K Sell
4,580
-490
-10% -$47.7K 0.01% 47
2015
Q2 		$482K Sell
5,070
-750
-13% -$72.5K 0.01% 74
2015
Q1 		$567K Buy
5,820
+360
+7% +$34.2K 0.01% 43
2014
Q4 		$512K Buy
+5,460
New +$511K 0.01% 78

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jensen Investment Management's MCD Position: Q2 2026 in Review

Jensen Investment Management reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $14.5M and leaving 225,570 shares worth $61M. The position accounts for 1.48% of the portfolio, ranked #23.

Jensen Investment Management first reported a position in MCD in Q4 2014 and has held it in 14 quarters since. The position peaked at $188M in Q3 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Jensen Investment Management held 225,570 shares of McDonald's worth $61M as of Q2 2026.
  • Jensen Investment Management sold 50,692 McDonald's shares in Q2 2026, an estimated $14.5M.
  • McDonald's made up 1.48% of Jensen Investment Management's portfolio in Q2 2026, its #23 holding.
  • Jensen Investment Management first reported a position in McDonald's in Q4 2014 and has held it in 14 quarters since.
  • Jensen Investment Management's McDonald's position peaked at $188M in Q3 2024.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.