GATES FOUNDATION TRUST MCD — MCDONALDS CORP COM

Ownership history in GATES FOUNDATION TRUST  ·  36 quarters on record

AI Ownership Summary

GATES FOUNDATION TRUST reported MCDONALDS CORP COM (MCD) in 36 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2026 Q1. The latest visible filing shows MCD at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GATES FOUNDATION TRUST's position in MCDONALDS CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCD was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCD stock page GATES FOUNDATION TRUST fund profile GATES FOUNDATION TRUST full holdings
How GATES FOUNDATION TRUST held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 334,900 — 0% 0.33% $104.1M 2026-05-15 $276.39
2025 Q4 UNCHANGED — — — 334,900 — 0% 0.29% $102.4M 2026-02-17 $325.80
2025 Q3 UNCHANGED — — — 334,900 — 0% 0.28% $101.8M 2025-11-14 $303.50
2025 Q2 UNCHANGED — — — 334,900 — 0% 0.20% $97.8M 2025-08-14 $303.68
2025 Q1 UNCHANGED — — — 334,900 — 0% 0.25% $104.6M 2025-05-15 $307.37
2024 Q4 REDUCED 96.9% +8.4% ❌ 334,900 -10,537,600 -96.9% 0.23% $97.1M 2025-02-14 $299.84
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCD

As of 2026 Q1 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 52.19% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.61% Stonehage Fleming Financial Services Holdings Ltd 3Y 5.59% RBO & CO LLC 3Y 7Y 5.38% PICTET BANK & TRUST Ltd 3Y 7Y 4.66% Ilex Capital Partners (UK) LLP 4.61% ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 4.54% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.48% CKW FINANCIAL GROUP 3Y 7Y 4.27% Patrick Mauro Investment Advisor, INC. 3Y 4.17%

FAQ About GATES FOUNDATION TRUST and MCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has GATES FOUNDATION TRUST reported owning MCD?

GATES FOUNDATION TRUST reported MCD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MCD position in GATES FOUNDATION TRUST's portfolio?

The largest reported portfolio weight for MCD was 0.33% in 2026 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2026 Q1, when GATES FOUNDATION TRUST reported 334,900 shares, equal to 0.33% of portfolio, with an estimated market value of $104.1M.

What does the chart on this MCD ownership page compare?

The chart compares GATES FOUNDATION TRUST's quarterly MCD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GATES FOUNDATION TRUST time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, GATES FOUNDATION TRUST correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on MCD relative to SPY over the holding period was -12.7%.

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