Lee Ainslie's MCD Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 12,453 shares of McDonald's Corporation (MCD) worth $3.81 M, representing 0.04% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in MCD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 182,430 shares. Largest reduction occurred in Q2 2019, reducing 182,430 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's McDonald's Corporation (MCD) Holding Value Over Time
Track share changes against reported price movement
Quarterly McDonald's Corporation (MCD) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2016 | +19,580 | New Buy | 19,580 | $125.69 |
| Q2 2016 | +6,750 | Add 34.47% | 26,330 | $120.36 |
| Q3 2016 | -60 | Reduce 0.23% | 26,270 | $115.38 |
| Q1 2017 | -4,220 | Reduce 16.06% | 22,050 | $129.61 |
| Q2 2017 | +21,180 | Add 96.05% | 43,230 | $153.16 |
| Q3 2017 | -43,230 | Sold Out | 0 | $0.00 |
| Q1 2019 | +182,430 | New Buy | 182,430 | $189.90 |
| Q2 2019 | -182,430 | Sold Out | 0 | $0.00 |
| Q4 2019 | +4,180 | New Buy | 4,180 | $197.61 |
| Q1 2020 | -994 | Reduce 23.78% | 3,186 | $165.41 |
| Q2 2020 | -3,186 | Sold Out | 0 | $0.00 |
| Q3 2020 | +54,223 | New Buy | 54,223 | $219.48 |
| Q4 2020 | -27,596 | Reduce 50.89% | 26,627 | $214.59 |
| Q1 2021 | -8,547 | Reduce 32.10% | 18,080 | $224.12 |
| Q2 2021 | -1,646 | Reduce 9.10% | 16,434 | $230.98 |
| Q3 2021 | -16,434 | Sold Out | 0 | $0.00 |
| Q1 2022 | +8,283 | New Buy | 8,283 | $247.25 |
| Q2 2022 | -8,283 | Sold Out | 0 | $0.00 |
| Q2 2023 | +19,517 | New Buy | 19,517 | $298.41 |
| Q3 2023 | -19,517 | Sold Out | 0 | $0.00 |
| Q3 2024 | +20,975 | New Buy | 20,975 | $304.51 |
| Q4 2024 | -16,336 | Reduce 77.88% | 4,639 | $289.89 |
| Q1 2025 | -4,639 | Sold Out | 0 | $0.00 |
| Q4 2025 | +12,453 | New Buy | 12,453 | $305.63 |
Lee Ainslie's McDonald's Corporation Investment FAQs
Lee Ainslie first purchased McDonald's Corporation (MCD) in Q1 2016, acquiring 19,580 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held McDonald's Corporation (MCD) for 25 quarters since Q1 2016.
Lee Ainslie's largest addition to McDonald's Corporation (MCD) was in Q1 2019, adding 182,430 shares worth $34.64 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 12,453 shares of McDonald's Corporation (MCD), valued at approximately $3.81 M.
As of the Q4 2025 filing, McDonald's Corporation (MCD) represents approximately 0.04% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in McDonald's Corporation (MCD) was 182,430 shares, as reported at the end of Q1 2019.