JENSEN INVESTMENT MANAGEMENT INC MCD — McDonald's Common

Ownership history in JENSEN INVESTMENT MANAGEMENT INC  ·  56 quarters on record

AI Ownership Summary

JENSEN INVESTMENT MANAGEMENT INC reported McDonald's Common (MCD) in 56 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.13% in 2025 Q4. The latest visible filing shows MCD at 1.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JENSEN INVESTMENT MANAGEMENT INC's position in McDonald's Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCD was reported at 1.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCD stock page JENSEN INVESTMENT MANAGEMENT INC fund profile JENSEN INVESTMENT MANAGEMENT INC full holdings
How JENSEN INVESTMENT MANAGEMENT INC held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 276,262 -167,016 -37.7% 1.69% $85.9M 2026-05-05 $283.25
2025 Q4 REDUCED 11.5% +2.3% ❌ 443,278 -57,705 -11.5% 2.13% $135.5M 2026-02-11 $319.25
2025 Q3 ADDED — — — 500,983 +1,969 +0.4% 1.89% $152.2M 2025-11-06 $292.99
2025 Q2 REDUCED — — — 499,014 -21,268 -4.1% 1.71% $145.8M 2025-08-08 $298.21
2025 Q1 REDUCED 14.6% -5.9% ✅ 520,282 -88,827 -14.6% 1.80% $162.5M 2025-05-09 $304.52
2024 Q4 REDUCED — — — 609,109 -8,073 -1.3% 1.60% $176.6M 2025-02-10 $297.70
2024 Q3 REDUCED 5.8% -4.3% ✅ 617,182 -37,743 -5.8% 1.57% $187.9M 2024-11-04 $280.98
2024 Q2 ADDED — — — 654,925 +223,563 +51.8% 1.37% $166.9M 2024-08-05 $256.08
2024 Q1 ADDED — — — 431,362 +426,782 +9318.4% 0.93% $121.6M 2024-05-07 $253.52
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCD

As of 2026 Q1 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 52.19% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.61% Stonehage Fleming Financial Services Holdings Ltd 3Y 5.59% RBO & CO LLC 3Y 7Y 5.38% PICTET BANK & TRUST Ltd 3Y 7Y 4.66% Ilex Capital Partners (UK) LLP 4.61% ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 4.54% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.48% CKW FINANCIAL GROUP 3Y 7Y 4.27% Patrick Mauro Investment Advisor, INC. 3Y 4.17%

FAQ About JENSEN INVESTMENT MANAGEMENT INC and MCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has JENSEN INVESTMENT MANAGEMENT INC reported owning MCD?

JENSEN INVESTMENT MANAGEMENT INC reported MCD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MCD position in JENSEN INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MCD was 2.13% in 2025 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2026 Q1, when JENSEN INVESTMENT MANAGEMENT INC reported 276,262 shares, equal to 1.69% of portfolio, with an estimated market value of $85.9M.

What does the chart on this MCD ownership page compare?

The chart compares JENSEN INVESTMENT MANAGEMENT INC's quarterly MCD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JENSEN INVESTMENT MANAGEMENT INC time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, JENSEN INVESTMENT MANAGEMENT INC correctly timed 17 out of 40 reported position changes (42%). The annualised alpha on MCD relative to SPY over the holding period was +3.7%.

← Back to JENSEN INVESTMENT MANAGEMENT INC Holdings