Joel Greenblatt's MCD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 21,875 shares of McDonald's Corporation (MCD) worth $6.65 M, representing 0.03% 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, Joel Greenblatt has maintained a long-term strategic position in MCD, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 401,483 shares. Largest reduction occurred in Q1 2015, reducing 386,832 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's McDonald's Corporation (MCD) Holding Value Over Time
Track share changes against reported price movement
Quarterly McDonald's Corporation (MCD) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2,837 | Add 0.00% | 2,836 | $99.08 |
| Q3 2013 | +6,033 | Add 212.73% | 8,869 | $96.18 |
| Q4 2013 | +44,011 | Add 496.23% | 52,880 | $97.03 |
| Q1 2014 | +91,062 | Add 172.20% | 143,942 | $98.03 |
| Q2 2014 | -91,405 | Reduce 63.50% | 52,537 | $100.75 |
| Q3 2014 | -11,408 | Reduce 21.71% | 41,129 | $94.80 |
| Q4 2014 | +401,483 | Add 976.16% | 442,612 | $93.70 |
| Q1 2015 | -386,832 | Reduce 87.40% | 55,780 | $97.44 |
| Q2 2015 | -12,046 | Reduce 21.60% | 43,734 | $95.07 |
| Q3 2015 | -29,071 | Reduce 66.47% | 14,663 | $98.55 |
| Q4 2015 | -10,943 | Reduce 74.63% | 3,720 | $118.01 |
| Q1 2016 | +59,612 | Add 1602.47% | 63,332 | $125.69 |
| Q2 2016 | -32,796 | Reduce 51.78% | 30,536 | $120.35 |
| Q3 2016 | +156,167 | Add 511.42% | 186,703 | $115.36 |
| Q4 2016 | -29,865 | Reduce 16.00% | 156,838 | $121.72 |
| Q1 2017 | +204,335 | Add 130.28% | 361,173 | $129.61 |
| Q2 2017 | -202,597 | Reduce 56.09% | 158,576 | $153.16 |
| Q3 2017 | -70,450 | Reduce 44.43% | 88,126 | $156.68 |
| Q4 2017 | -27,831 | Reduce 31.58% | 60,295 | $172.12 |
| Q1 2018 | +143,562 | Add 238.10% | 203,857 | $156.38 |
| Q2 2018 | -141,025 | Reduce 69.18% | 62,832 | $156.69 |
| Q3 2018 | +142,285 | Add 226.45% | 205,117 | $167.29 |
| Q4 2018 | -49,134 | Reduce 23.95% | 155,983 | $177.57 |
| Q1 2019 | -23,504 | Reduce 15.07% | 132,479 | $189.90 |
| Q2 2019 | -15,418 | Reduce 11.64% | 117,061 | $207.66 |
| Q3 2019 | -79,349 | Reduce 67.78% | 37,712 | $214.71 |
| Q4 2019 | +44,653 | Add 118.41% | 82,365 | $197.61 |
| Q1 2020 | +11,807 | Add 14.33% | 94,172 | $165.35 |
| Q2 2020 | -14,577 | Reduce 15.48% | 79,595 | $184.47 |
| Q3 2020 | -28,268 | Reduce 35.51% | 51,327 | $219.49 |
| Q4 2020 | -181 | Reduce 0.35% | 51,146 | $214.58 |
| Q1 2021 | -18,511 | Reduce 36.19% | 32,635 | $224.15 |
| Q2 2021 | -12,366 | Reduce 37.89% | 20,269 | $230.99 |
| Q3 2021 | +10,699 | Add 52.79% | 30,968 | $241.12 |
| Q4 2021 | +16,982 | Add 54.84% | 47,950 | $268.07 |
| Q1 2022 | -4,086 | Reduce 8.52% | 43,864 | $247.29 |
| Q2 2022 | -15,162 | Reduce 34.57% | 28,702 | $246.88 |
| Q3 2022 | +21,789 | Add 75.91% | 50,491 | $230.73 |
| Q4 2022 | -1,244 | Reduce 2.46% | 49,247 | $263.53 |
| Q1 2023 | -20,823 | Reduce 42.28% | 28,424 | $279.61 |
| Q2 2023 | -4,245 | Reduce 14.93% | 24,179 | $298.41 |
| Q3 2023 | +10,583 | Add 43.77% | 34,762 | $263.44 |
| Q4 2023 | +6,711 | Add 19.31% | 41,473 | $296.51 |
| Q1 2024 | +6,538 | Add 15.76% | 48,011 | $281.95 |
| Q2 2024 | +115 | Add 0.24% | 48,126 | $254.84 |
| Q3 2024 | -14,074 | Reduce 29.24% | 34,052 | $304.51 |
| Q4 2024 | -3,337 | Reduce 9.80% | 30,715 | $289.89 |
| Q1 2025 | -4,123 | Reduce 13.42% | 26,592 | $312.37 |
| Q2 2025 | +15,072 | Add 56.68% | 41,664 | $292.17 |
| Q3 2025 | -19,789 | Reduce 47.50% | 21,875 | $303.89 |
Joel Greenblatt's McDonald's Corporation Investment FAQs
Joel Greenblatt first purchased McDonald's Corporation (MCD) in Q2 2013, acquiring 2,836 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt 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.
Joel Greenblatt's largest addition to McDonald's Corporation (MCD) was in Q4 2014, adding 442,612 shares worth $41.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 21,875 shares of McDonald's Corporation (MCD), valued at approximately $6.65 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 0.03% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in McDonald's Corporation (MCD) was 442,612 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.