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 $1.34 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MCD, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | +157 | Add 3.73% | 4,369 | $303.89 |
| Q2 2025 | +192 | Add 4.78% | 4,212 | $292.17 |
| Q1 2025 | -181 | Reduce 4.31% | 4,020 | $312.37 |
| Q4 2024 | +254 | Add 6.44% | 4,201 | $289.86 |
| Q3 2024 | +3,947 | New Buy | 3,947 | $304.51 |
| Q2 2021 | -14,945 | Sold Out | 0 | $0.00 |
| Q1 2021 | +14,945 | New Buy | 14,945 | $224.16 |
| Q3 2018 | -11,400 | Sold Out | 0 | $0.00 |
| Q2 2018 | -224,600 | Reduce 95.17% | 11,400 | $156.67 |
| Q1 2018 | -18,300 | Reduce 7.20% | 236,000 | $156.38 |
| Q4 2017 | +116,600 | Add 84.68% | 254,300 | $172.12 |
| Q3 2017 | +137,700 | New Buy | 137,700 | $156.68 |
| Q2 2017 | -1.21 M | Sold Out | 0 | $0.00 |
| Q1 2017 | -151,772 | Reduce 11.15% | 1.21 M | $129.61 |
| Q4 2016 | -192,425 | Reduce 12.38% | 1.36 M | $121.72 |
| Q3 2016 | +101,395 | Add 6.98% | 1.55 M | $115.36 |
| Q2 2016 | +261,556 | Add 21.96% | 1.45 M | $120.34 |
| Q1 2016 | -290,534 | Reduce 19.61% | 1.19 M | $125.68 |
| Q4 2015 | -337,421 | Reduce 18.55% | 1.48 M | $118.14 |
| Q3 2015 | -273,041 | Reduce 13.05% | 1.82 M | $98.53 |
| Q2 2015 | -206,634 | Reduce 8.99% | 2.09 M | $95.07 |
| Q1 2015 | -2.52 M | Reduce 52.27% | 2.3 M | $97.44 |
| Q4 2014 | -261,859 | Reduce 5.16% | 4.82 M | $93.70 |
| Q3 2014 | +611,900 | Add 13.70% | 5.08 M | $94.81 |
| Q2 2014 | +514,909 | Add 13.03% | 4.47 M | $100.74 |
| Q1 2014 | -1.91 M | Reduce 32.57% | 3.95 M | $98.03 |
| Q4 2013 | -1.9 M | Reduce 24.51% | 5.86 M | $97.03 |
| Q3 2013 | -10,608 | Reduce 0.14% | 7.76 M | $96.21 |
| Q2 2013 | +7.77 M | Add 0.00% | 7.77 M | $99.00 |
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 30 quarters since Q2 2013.
Jeremy Grantham's largest addition to McDonald's Corporation (MCD) was in Q2 2013, adding 7,773,519 shares worth $769.58 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,369 shares of McDonald's Corporation (MCD), valued at approximately $1.34 M.
As of the Q4 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.
Jeremy Grantham's peak holding in McDonald's Corporation (MCD) was 7,773,519 shares, as reported at the end of Q2 2013.