# McDonald’s (MCD): value investors who own it | moatshark

7 value investors held McDonald’s in their Q3 2026 13F, led by Jensen Investment Management, Matrix Asset Advisors, Gates Foundation Trust, Mairs &…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Jensen Investment Management | 1.5% | $61.0m | Trimmed -18% | 10 |
| Matrix Asset Advisors | 1.2% | $14.6m | Added +411% | 15 |
| Gates Foundation Trust | 0.3% | $90.5m | Unchanged | 7 |
| Mairs & Power | 0.0% | $3.8m | Trimmed -1.7% | 53 |
| Horizon Kinetics | 0.0% | $930k | Unchanged | 30 |
| Dodge & Cox | 0.0% | $1.7m | Unchanged | 53 |
| First Pacific Advisors (FPA) | 0.0% | $0k | Sold out | 1 |
| Gardner Russo & Quinn | 0.0% | $256k | Unchanged | 53 |
| Troy Asset Management | 0.0% | $0k | Sold out | 35 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Jensen Quality Growth Fund | Jensen Investment Management | 1.7% | $50.1m | 2026-05-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/mcd). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.