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MCD —
McDonalds Corp
CUSIP: 580135101 · Held by 13 superinvestors · Combined value: $2,210,284,506
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Andreas Halvorsen | 2.9% | $1,106,140,680 | 3,619,215 | ADD | +244,340 |
| 2 | Ken Griffin | 0.1% | $790,888,531 | 2,587,732 | ADD | +171,880 |
| 3 | Jensen Investment Mgmt | 2.1% | $135,479,055 | 443,278 | REDUCE | -57,705 |
| 4 | Bill & Melinda Gates Foundation | 0.3% | $102,355,487 | 334,900 | - | - |
| 5 | Jim Simons | 0.0% | $27,945,978 | 91,437 | REDUCE | -11,891 |
| 6 | FPA Queens Road | 0.7% | $20,948,791 | 68,543 | ADD | +721 |
| 7 | Ray Dalio | 0.1% | $14,640,288 | 47,902 | REDUCE | -13,357 |
| 8 | Mairs & Power | 0.1% | $5,101,800 | 16,693 | REDUCE | -1,248 |
| 9 | Lee Ainslie | 0.0% | $3,806,010 | 12,453 | NEW BUY | +12,453 |
| 10 | Dodge & Cox | 0.0% | $1,978,954 | 6,475 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +12,453 | New |
| Andreas Halvorsen | ADD | +244,340 | +7.2% |
| FPA Queens Road | ADD | +721 | +1.1% |
| Ken Griffin | ADD | +171,880 | +7.1% |
| Thomas Russo | ADD | +200 | +28.4% |
| Jensen Investment Mgmt | REDUCE | -57,705 | -11.5% |
| Jim Simons | REDUCE | -11,891 | -11.5% |
| Mairs & Power | REDUCE | -1,248 | -7.0% |
| Ray Dalio | REDUCE | -13,357 | -21.8% |
| Polen Capital | SOLD | -1,659 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Polen Capital | NEW BUY | +1,659 | New |
| Andreas Halvorsen | ADD | +249,443 | +8.0% |
| David Katz | ADD | +6 | +0.6% |
| FPA Queens Road | ADD | +191 | +0.3% |
| Jensen Investment Mgmt | ADD | +1,969 | +0.4% |
| Jim Simons | ADD | +12,173 | +13.4% |
| Ray Dalio | ADD | +20,811 | +51.5% |
| Bill Nygren | REDUCE | -143 | -10.1% |
| Dodge & Cox | REDUCE | -98 | -1.5% |
| Ken Griffin | REDUCE | -2,270,112 | -48.4% |
| Mairs & Power | REDUCE | -35 | -0.2% |
Who Owns MCD? Superinvestor Holdings
McDonalds Corp is held by 13 tracked superinvestors, with a combined position value of $2.2 billion . The largest positions are held by Andreas Halvorsen (2.9% of portfolio), Ken Griffin (0.1% of portfolio), Jensen Investment Mgmt (2.1% of portfolio).
In the most recent quarter, 5 superinvestors added or initiated positions while 4 reduced or exited.