Jeremy Grantham's MCD Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4,369 shares of McDonald's Corporation (MCD) worth $1.33 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in MCD, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 611,900 shares. Largest reduction occurred in Q1 2015, reducing 2.52 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's McDonald's Corporation (MCD) Holding Value Over Time
Track share changes against reported price movement
Quarterly McDonald's Corporation (MCD) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +7.77 M | Add 0.00% | 7.77 M | $99.00 |
| Q3 2013 | -10,608 | Reduce 0.14% | 7.76 M | $96.21 |
| Q4 2013 | -1.9 M | Reduce 24.51% | 5.86 M | $97.03 |
| Q1 2014 | -1.91 M | Reduce 32.57% | 3.95 M | $98.03 |
| Q2 2014 | +514,909 | Add 13.03% | 4.47 M | $100.74 |
| Q3 2014 | +611,900 | Add 13.70% | 5.08 M | $94.81 |
| Q4 2014 | -261,859 | Reduce 5.16% | 4.82 M | $93.70 |
| Q1 2015 | -2.52 M | Reduce 52.27% | 2.3 M | $97.44 |
| Q2 2015 | -206,634 | Reduce 8.99% | 2.09 M | $95.07 |
| Q3 2015 | -273,041 | Reduce 13.05% | 1.82 M | $98.53 |
| Q4 2015 | -337,421 | Reduce 18.55% | 1.48 M | $118.14 |
| Q1 2016 | -290,534 | Reduce 19.61% | 1.19 M | $125.68 |
| Q2 2016 | +261,556 | Add 21.96% | 1.45 M | $120.34 |
| Q3 2016 | +101,395 | Add 6.98% | 1.55 M | $115.36 |
| Q4 2016 | -192,425 | Reduce 12.38% | 1.36 M | $121.72 |
| Q1 2017 | -151,772 | Reduce 11.15% | 1.21 M | $129.61 |
| Q2 2017 | -1.21 M | Sold Out | 1.21 M | $0.00 |
| Q3 2017 | +137,700 | New Buy | 137,700 | $156.68 |
| Q4 2017 | +116,600 | Add 84.68% | 254,300 | $172.12 |
| Q1 2018 | -18,300 | Reduce 7.20% | 236,000 | $156.38 |
| Q2 2018 | -224,600 | Reduce 95.17% | 11,400 | $156.67 |
| Q3 2018 | -11,400 | Sold Out | 11,400 | $0.00 |
| Q1 2021 | +14,945 | New Buy | 14,945 | $224.16 |
| Q2 2021 | -14,945 | Sold Out | 14,945 | $0.00 |
| Q3 2024 | +3,947 | New Buy | 3,947 | $304.51 |
| Q4 2024 | +254 | Add 6.44% | 4,201 | $289.86 |
| Q1 2025 | -181 | Reduce 4.31% | 4,020 | $312.37 |
| Q2 2025 | +192 | Add 4.78% | 4,212 | $292.17 |
| Q3 2025 | +157 | Add 3.73% | 4,369 | $303.89 |
Jeremy Grantham's McDonald's Corporation Investment FAQs
Jeremy Grantham first purchased McDonald's Corporation (MCD) in Q2 2013, acquiring 7,773,519 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held McDonald's Corporation (MCD) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to McDonald's Corporation (MCD) was in Q2 2013, adding 7,773,519 shares worth $769.58 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,369 shares of McDonald's Corporation (MCD), valued at approximately $1.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, McDonald's Corporation (MCD) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in McDonald's Corporation (MCD) was 7,773,519 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.