Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  McDonald's Corp. (MCD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 276,262 1.69 Reduce 37.68% 0.80 $310.79 $85,859,467 SEC
2025   Q4 443,278 2.13 Reduce 11.52% 0.22 $305.63 $135,479,055 SEC
2025   Q3 500,983 1.89 Add 0.39% <0.01 $303.89 $152,243,724 SEC
2025   Q2 499,014 1.71 Reduce 4.09% 0.07 $292.17 $145,796,920 SEC
2025   Q1 520,282 1.80 Reduce 14.58% 0.23 $312.37 $162,520,488 SEC
2024   Q4 609,109 1.60 Reduce 1.31% 0.02 $289.89 $176,574,608 SEC
2024   Q3 617,182 1.57 Reduce 5.76% 0.08 $304.51 $187,938,091 SEC
2024   Q2 654,925 1.37 Add 51.83% 0.47 $254.84 $166,901,087 SEC
2024   Q1 431,362 0.93 Buy 0.93 $281.95 $121,622,516 SEC
2015   Q4 0 0.00 Sell 100.00% 0.01 SEC
2015   Q3 4,580 0.01 Reduce 9.66% <0.01 $98.47 $451,000 SEC
2015   Q2 5,070 0.01 Reduce 12.89% <0.01 $95.07 $482,000 SEC
2015   Q1 5,820 0.01 Add 6.59% <0.01 $97.42 $567,000 SEC
2014   Q4 5,460 0.01 Buy 0.01 $93.77 $512,000 SEC
2009   Q4 0 0.00 Sell 100.00% <0.01 SEC
2009   Q3 3,089 <0.01 $56.98 $176,000 SEC
2009   Q2 3,089 <0.01 Reduce 11.46% <0.01 $57.62 $178,000 SEC
2009   Q1 3,489 <0.01 Reduce 11.45% <0.01 $54.46 $190,000 SEC
2008   Q4 3,940 0.01 Add 3.99% <0.01 $62.18 $245,000 SEC
2008   Q3 3,789 <0.01 Reduce 8.46% <0.01 $61.76 $234,000 SEC
2008   Q2 4,139 <0.01 $56.29 $233,000 SEC
2008   Q1 4,139 <0.01 Reduce 4.61% <0.01 $55.81 $231,000 SEC
2007   Q4 4,339 <0.01 $59.00 $256,000 SEC
2007   Q3 4,339 <0.01 $54.39 $236,000 SEC
2007   Q2 4,339 <0.01 Reduce 5.45% <0.01 $50.70 $220,000 SEC
2007   Q1 4,589 <0.01 Reduce 4.18% <0.01 $45.11 $207,000 SEC
2006   Q4 4,789 0.01 Reduce 4.66% <0.01 $44.27 $212,000 SEC
2006   Q3 5,023 0.01 $39.02 $196,000 SEC
2006   Q2 5,023 0.01 Reduce 7.38% <0.01 $33.65 $169,000 SEC
2006   Q1 5,423 0.01 $34.30 $186,000 SEC
2005   Q4 5,423 0.01 Reduce 0.37% $33.75 $183,000 SEC
2005   Q3 5,443 0.01 Reduce 25.20% <0.01 $33.44 $182,000 SEC
2005   Q2 7,277 0.01 $27.76 $202,000 SEC
2005   Q1 7,277 0.01 $31.19 $227,000 SEC
2004   Q4 7,277 0.01 Reduce 11.87% <0.01 $32.02 $233,000 SEC
2004   Q3 8,257 0.01 $27.98 $231,000 SEC
2004   Q2 8,257 0.01 $26.04 $215,000 SEC
2004   Q1 8,257 0.01 $28.58 $236,000 SEC
2003   Q4 8,257 0.01 Reduce 5.09% <0.01 $24.83 $205,000 SEC
2003   Q3 8,700 0.01 Reduce 23.59% <0.01 $23.56 $205,000 SEC
2003   Q2 11,386 0.02 Reduce 14.94% <0.01 $22.04 $251,000 SEC
2003   Q1 13,386 0.02 Reduce 14.93% <0.01 $14,460.03 $193,562,000 SEC
2002   Q4 15,736 0.02 Reduce 1.26% <0.01 $16.08 $253,000 SEC
2002   Q3 15,936 0.05 $17,660.02 $281,430,000 SEC
2002   Q2 15,936 0.09 Reduce 0.62% <0.01 $28,449.99 $453,379,000 SEC
2002   Q1 16,036 0.12 Reduce 21.43% 0.05 $27,750.00 $444,999,000 SEC
2001   Q4 20,411 0.25 Reduce 3.80% 0.02 $26,469.99 $540,279,000 SEC
2001   Q3 21,217 0.40 Add 8.91% 0.03 $27,139.98 $575,829,000 SEC
2001   Q2 19,481 0.35 Reduce 6.11% 0.03 $27,060.01 $527,156,000 SEC
2001   Q1 20,748 0.42 Reduce 9.98% 0.05 $26,549.98 $550,859,000 SEC
2000   Q4 23,048 0.54 Add 2.49% 0.01 $34,000.00 $783,632,000 SEC
2000   Q3 22,488 0.49 Buy 0.49 $30,190.01 $678,913,000 SEC