Bridgewater Associates (Ray Dalio) — MCD Trade History
Quarter-by-quarter changes in the MCDONALDS CORP position · CUSIP 580135101
Currently held · 6 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 56,643 | 5,954 | +11.7% | $15.3M | 0.06% |
| 2026 Q1 | 2026-05-15 | Add | 50,689 | 2,787 | +5.8% | $15.8M | 0.07% |
| 2025 Q4 | 2026-02-13 | Reduce | 47,902 | -13,357 | -21.8% | $14.6M | 0.05% |
| 2025 Q3 | 2025-11-13 | Add | 61,259 | 20,811 | +51.5% | $18.6M | 0.07% |
| 2025 Q2 | 2025-08-13 | Reduce | 40,448 | -13,468 | -25.0% | $11.8M | 0.05% |
| 2025 Q1 | 2025-05-14 | Reduce | 53,916 | -75,418 | -58.3% | $16.8M | 0.08% |
| 2024 Q4 | 2025-02-13 | Reduce | 129,334 | -107,299 | -45.3% | $37.5M | 0.17% |
| 2024 Q3 | 2024-11-13 | Reduce | 236,633 | -837,803 | -78.0% | $72.1M | 0.41% |
| 2024 Q2 | 2024-08-14 | Reduce | 1,074,436 | -143,603 | -11.8% | $273.8M | 1.43% |
| 2024 Q1 | 2024-05-14 | Reduce | 1,218,039 | -137,625 | -10.2% | $343.4M | 1.74% |
| 2023 Q4 | 2024-02-14 | Reduce | 1,355,664 | -126,344 | -8.5% | $402.0M | 2.25% |
| 2023 Q3 | 2023-11-13 | Add | 1,482,008 | 63,016 | +4.4% | $390.4M | 2.36% |
| 2023 Q2 | 2023-08-11 | Reduce | 1,418,992 | -119,385 | -7.8% | $423.4M | 2.62% |
| 2023 Q1 | 2023-05-12 | Reduce | 1,538,377 | -40,642 | -2.6% | $430.1M | 2.63% |
| 2022 Q4 | 2023-02-13 | Reduce | 1,579,019 | -534,744 | -25.3% | $416.1M | 2.27% |
| 2022 Q3 | 2022-11-10 | Add | 2,113,763 | 42,179 | +2.0% | $487.7M | 2.47% |
| 2022 Q2 | 2022-08-11 | Reduce | 2,071,584 | -237,719 | -10.3% | $511.4M | 2.17% |
| 2022 Q1 | 2022-05-13 | Add | 2,309,303 | 631,903 | +37.7% | $571.0M | 2.30% |
| 2021 Q4 | 2022-02-14 | Add | 1,677,400 | 219,020 | +15.0% | $449.7M | 2.61% |
| 2021 Q3 | 2021-11-12 | Add | 1,458,380 | 61,713 | +4.4% | $351.6M | 1.93% |
| 2021 Q2 | 2021-08-13 | Add | 1,396,667 | 456,274 | +48.5% | $322.6M | 2.07% |
| 2021 Q1 | 2021-05-14 | Add | 940,393 | 170,216 | +22.1% | $210.8M | 1.86% |
| 2020 Q4 | 2021-02-12 | Add | 770,177 | 419,269 | +119.5% | $165.3M | 1.43% |
| 2020 Q3 | 2020-11-13 | New | 350,908 | 350,908 | — | $77.0M | 0.93% |
| 2020 Q2 | 2020-08-12 | Sold out | — | -32,541 | -100.0% | — | — |
| 2020 Q1 | 2020-05-14 | New | 32,541 | 32,541 | — | $5.4M | 0.11% |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | Sold out | — | -40,436 | -100.0% | — | — |
| 2018 Q3 | 2018-11-13 | New | 40,436 | 40,436 | — | $6.8M | 0.07% |
| 2018 Q1 | 2018-08-13 | Sold out | — | -162,333 | -100.0% | — | — |
| 2018 Q2 | 2018-08-13 | New | 162,333 | 162,333 | — | $25.4M | 0.25% |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | Sold out | — | -14,886 | -100.0% | — | — |
| 2017 Q1 | 2017-05-11 | Reduce | 14,886 | -8,144 | -35.4% | $1.9M | 0.02% |
| 2016 Q4 | 2017-02-10 | Reduce | 23,030 | -86,257 | -78.9% | $2.8M | 0.03% |
| 2016 Q3 | 2016-11-09 | New | 109,287 | 109,287 | — | $12.6M | 0.12% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.