Lee Ainslie's MCD Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 294,100 shares of McDonald's Corporation (MCD) worth $91.4 M, representing 1.05% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 26 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 2026, adding 281,647 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 2026 | +281,647 | Add 2261.68% | 294,100 | $310.79 |
| Q4 2025 | +12,453 | New Buy | 12,453 | $305.63 |
| Q1 2025 | -4,639 | Sold Out | 0 | $0.00 |
| Q4 2024 | -16,336 | Reduce 77.88% | 4,639 | $289.89 |
| Q3 2024 | +20,975 | New Buy | 20,975 | $304.51 |
| Q3 2023 | -19,517 | Sold Out | 0 | $0.00 |
| Q2 2023 | +19,517 | New Buy | 19,517 | $298.41 |
| Q2 2022 | -8,283 | Sold Out | 0 | $0.00 |
| Q1 2022 | +8,283 | New Buy | 8,283 | $247.25 |
| Q3 2021 | -16,434 | Sold Out | 0 | $0.00 |
| Q2 2021 | -1,646 | Reduce 9.10% | 16,434 | $230.98 |
| Q1 2021 | -8,547 | Reduce 32.10% | 18,080 | $224.12 |
| Q4 2020 | -27,596 | Reduce 50.89% | 26,627 | $214.59 |
| Q3 2020 | +54,223 | New Buy | 54,223 | $219.48 |
| Q2 2020 | -3,186 | Sold Out | 0 | $0.00 |
| Q1 2020 | -994 | Reduce 23.78% | 3,186 | $165.41 |
| Q4 2019 | +4,180 | New Buy | 4,180 | $197.61 |
| Q2 2019 | -182,430 | Sold Out | 0 | $0.00 |
| Q1 2019 | +182,430 | New Buy | 182,430 | $189.90 |
| Q3 2017 | -43,230 | Sold Out | 0 | $0.00 |
| Q2 2017 | +21,180 | Add 96.05% | 43,230 | $153.16 |
| Q1 2017 | -4,220 | Reduce 16.06% | 22,050 | $129.61 |
| Q3 2016 | -60 | Reduce 0.23% | 26,270 | $115.38 |
| Q2 2016 | +6,750 | Add 34.47% | 26,330 | $120.36 |
| Q1 2016 | +19,580 | New Buy | 19,580 | $125.69 |
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 26 quarters since Q1 2016.
Lee Ainslie's largest addition to McDonald's Corporation (MCD) was in Q1 2026, adding 294,100 shares worth $91.4 M.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 294,100 shares of McDonald's Corporation (MCD), valued at approximately $91.4 M.
As of the Q1 2026 filing, McDonald's Corporation (MCD) represents approximately 1.05% 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 294,100 shares, as reported at the end of Q1 2026.