Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  McDonald's Corp. (MCD)
← All MCD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 276,262 1.69 Reduce 37.68% 0.80 $298.33–341.75 · VW $316.96i $85,859,467 SEC
2025   Q4 443,278 2.13 Reduce 11.52% 0.22 $292.04–321.79 · VW $306.49i $135,479,055 SEC
2025   Q3 500,983 1.89 Add 0.39% <0.01 $290.26–319.43 · VW $304.53i $152,243,724 SEC
2025   Q2 499,014 1.71 Reduce 4.09% 0.07 $283.47–321.78 · VW $299.14i $145,796,920 SEC
2025   Q1 520,282 1.80 Reduce 14.58% 0.23 $276.53–326.32 · VW $305.07i $162,520,488 SEC
2024   Q4 609,109 1.60 Reduce 1.31% 0.02 $283.46–317.90 · VW $297.08i $176,574,608 SEC
2024   Q3 617,182 1.57 Reduce 5.76% 0.08 $243.53–306.96 · VW $285.00i $187,938,091 SEC
2024   Q2 654,925 1.37 Add 51.83% 0.47 $249.16–281.55 · VW $261.85i $166,901,087 SEC
2024   Q1 431,362 0.93 Buy 0.93 $277.17–302.39 · VW $287.17i $121,622,516 SEC
2015   Q4 0 0.00 Sell 100.00% 0.01 $97.13–120.23 · VW $111.83i SEC
2015   Q3 4,580 0.01 Reduce 9.66% <0.01 $87.50–101.88 · VW $95.97i $451,000 SEC
2015   Q2 5,070 0.01 Reduce 12.89% <0.01 $94.02–101.08 · VW $96.72i $482,000 SEC
2015   Q1 5,820 0.01 Add 6.59% <0.01 $88.77–101.09 · VW $95.77i $567,000 SEC
2014   Q4 5,460 0.01 Buy 0.01 $87.62–97.50 · VW $92.94i $512,000 SEC
2009   Q4 0 0.00 Sell 100.00% <0.01 $56.03–64.75 · VW $61.07i SEC
2009   Q3 3,089 <0.01 $56.98 $176,000 SEC
2009   Q2 3,089 <0.01 Reduce 11.46% <0.01 $51.76–61.01 · VW $56.75i $178,000 SEC
2009   Q1 3,489 <0.01 Reduce 11.45% <0.01 $50.44–64.46 · VW $56.49i $190,000 SEC
2008   Q4 3,940 <0.01 Add 3.99% <0.01 $45.79–64.02 · VW $57.33i $245,000 SEC
2008   Q3 3,789 <0.01 Reduce 8.46% <0.01 $55.70–67.00 · VW $61.47i $234,000 SEC
2008   Q2 4,139 <0.01 $56.29 $233,000 SEC
2008   Q1 4,139 <0.01 Reduce 4.61% <0.01 $49.36–59.48 · VW $54.87i $231,000 SEC
2007   Q4 4,339 <0.01 $59.00 $256,000 SEC
2007   Q3 4,339 <0.01 $54.39 $236,000 SEC
2007   Q2 4,339 <0.01 Reduce 5.45% <0.01 $44.26–52.88 · VW $49.30i $220,000 SEC
2007   Q1 4,589 <0.01 Reduce 4.18% <0.01 $42.31–46.21 · VW $44.52i $207,000 SEC
2006   Q4 4,789 <0.01 Reduce 4.66% <0.01 $38.95–44.68 · VW $42.65i $212,000 SEC
2006   Q3 5,023 <0.01 $39.02 $196,000 SEC
2006   Q2 5,023 <0.01 Reduce 7.38% <0.01 $31.73–35.99 · VW $33.77i $169,000 SEC
2006   Q1 5,423 <0.01 $34.30 $186,000 SEC
2005   Q4 5,423 <0.01 Reduce 0.37% $31.48–35.69 · VW $33.63i $183,000 SEC
2005   Q3 5,443 <0.01 Reduce 25.20% <0.01 $27.36–35.03 · VW $31.96i $182,000 SEC
2005   Q2 7,277 <0.01 $27.76 $202,000 SEC
2005   Q1 7,277 <0.01 $31.19 $227,000 SEC
2004   Q4 7,277 <0.01 Reduce 11.87% <0.01 $27.31–32.96 · VW $30.78i $233,000 SEC
2004   Q3 8,257 <0.01 $27.98 $231,000 SEC
2004   Q2 8,257 <0.01 $26.04 $215,000 SEC
2004   Q1 8,257 0.01 $28.58 $236,000 SEC
2003   Q4 8,257 0.01 Reduce 5.09% <0.01 $23.10–27.01 · VW $24.98i $205,000 SEC
2003   Q3 8,700 0.01 Reduce 23.59% <0.01 $20.40–24.37 · VW $22.77i $205,000 SEC
2003   Q2 11,386 0.02 Reduce 14.94% <0.01 $13.88–22.95 · VW $19.63i $251,000 SEC
2003   Q1 13,386 0.02 Reduce 14.93% <0.01 $12.12–17.38 · VW $14.65i $193,562 SEC
2002   Q4 15,736 0.02 Reduce 1.26% <0.01 $15.17–19.95 · VW $17.07i $253,000 SEC
2002   Q3 15,936 0.05 $17,660.02 $281,430,000 SEC
2002   Q2 15,936 0.09 Reduce 0.62% <0.01 $27.00–30.72 · VW $28.72i $453,379,000 SEC
2002   Q1 16,036 0.12 Reduce 21.43% 0.05 $25.38–29.06 · VW $27.40i $444,999,000 SEC
2001   Q4 20,411 0.25 Reduce 3.80% 0.02 $25.00–30.10 · VW $27.19i $540,279,000 SEC
2001   Q3 21,217 0.40 Add 8.91% 0.03 $26.00–31.00 · VW $28.05i $575,829,000 SEC
2001   Q2 19,481 0.35 Reduce 6.11% 0.03 $25.39–30.96 · VW $27.80i $527,156,000 SEC
2001   Q1 20,748 0.42 Reduce 9.98% 0.05 $24.75–35.06 · VW $28.79i $550,859,000 SEC
2000   Q4 23,048 0.54 Add 2.49% 0.01 $27.56–34.50 · VW $32.02i $783,632,000 SEC
2000   Q3 22,488 0.49 Buy 0.49 $26.38–34.25 · VW $30.27i $678,913,000 SEC
Price snapshot:
Current price$272.61
Avg. buy price$272.82
+/- since buy-0.08%
52-week low$264.53
52-week high$337.56