Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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
2015   Q4 0 0.00 Sell 100.00% 0.48 $97.13–120.23 · VW $111.83i SEC
2015   Q3 181,000 0.48 $98.53 $17,834,000 SEC
2015   Q2 181,000 0.44 $95.07 $17,208,000 SEC
2015   Q1 181,000 0.46 $97.44 $17,637,000 SEC
2014   Q4 181,000 0.43 $93.70 $16,960,000 SEC
2014   Q3 181,000 0.50 $94.81 $17,161,000 SEC
2014   Q2 181,000 0.54 $100.74 $18,234,000 SEC
2014   Q1 181,000 0.56 Reduce 2.00% 0.01 $92.22–99.07 · VW $96.44i $17,743,000 SEC
2013   Q4 184,700 0.59 Reduce 0.22% <0.01 $93.14–99.27 · VW $96.48i $17,921,000 SEC
2013   Q3 185,113 0.63 Reduce 2.30% 0.02 $94.01–101.81 · VW $97.34i $17,810,000 SEC
2013   Q2 189,462 0.70 Reduce 0.21% <0.01 $95.16–103.70 · VW $99.29i $18,757,000 SEC
2013   Q1 189,861 0.74 Add 0.13% <0.01 $89.25–99.78 · VW $96.24i $18,927,000 SEC
2012   Q4 189,611 0.74 Reduce 0.10% <0.01 $83.31–94.16 · VW $88.56i $16,726,000 SEC
2012   Q3 189,810 0.82 Reduce 0.42% <0.01 $86.15–94.00 · VW $90.63i $17,415,000 SEC
2012   Q2 190,609 0.84 Add 2.03% 0.02 $85.92–99.50 · VW $91.32i $16,875,000 SEC
2012   Q1 186,808 0.91 Reduce 2.66% 0.03 $95.13–102.22 · VW $98.48i $18,326,000 SEC
2011   Q4 191,907 1.11 Add 0.24% <0.01 $83.74–101.00 · VW $95.02i $19,254,000 SEC
2011   Q3 191,456 1.09 Reduce 0.36% <0.01 $82.01–91.22 · VW $87.02i $16,814,000 SEC
2011   Q2 192,156 0.91 Reduce 0.10% <0.01 $75.66–84.91 · VW $81.63i $16,203,000 SEC
2011   Q1 192,355 0.85 Reduce 0.16% <0.01 $72.14–77.59 · VW $75.27i $14,636,000 SEC
2010   Q4 192,654 0.88 Reduce 0.05% <0.01 $74.40–80.94 · VW $77.37i $14,788,000 SEC
2010   Q3 192,753 0.93 Reduce 0.08% <0.01 $65.31–76.26 · VW $72.03i $14,362,000 SEC
2010   Q2 192,903 0.92 Add 5.47% 0.05 $65.55–71.84 · VW $67.75i $12,706,000 SEC
2010   Q1 182,902 0.82 Add 49.18% 0.27 $61.06–67.49 · VW $65.09i $12,203,000 SEC
2009   Q4 122,601 0.56 Add 296.77% 0.42 $56.03–64.75 · VW $61.07i $7,655,000 SEC
2009   Q3 30,900 0.14 Add 24.10% 0.03 $53.88–59.59 · VW $56.85i $1,763,000 SEC
2009   Q2 24,900 0.14 Buy 0.14 $51.76–61.01 · VW $56.75i $1,432,000 SEC
Price snapshot:
Current price$272.61
52-week low$264.53
52-week high$337.56