Eric H. Schoenstein's Jensen Investment Management reduced its McDonalds Corp (MCD) position by 97% in 2026 Q3, according to the 13F-HR filed with the SEC on November 10, 2026. The stake went from 226K to 6.18K shares, worth about $1.43M, and from 1.48% to 0.04% of the reported portfolio.
What did the 2026 Q3 filing report for MCD?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 226K | 6.18K |
| Shares sold | -219K (97%) | |
| Reported value | $61M | $1.43M |
| Portfolio weight | 1.48% | 0.04% |
| Rank in portfolio | 73rd of 85 |
How much did Eric H. Schoenstein cut MCD?
Eric H. Schoenstein sold 219K shares of MCD during 2026 Q3, cutting the stake from 226K to 6.18K. The reported value of the position fell by about $59.5M, from about $61M to about $1.43M.
Where does MCD sit in the Eric H. Schoenstein portfolio?
MCD ranks 73rd of 85 stock positions in the Eric H. Schoenstein portfolio at 0.04%, below the fund's average stock position of 1%. The largest stock position is MSFT at 8.36%. Next come GOOGL at 7.02% and AMZN at 6.67%. The three largest stocks together are 22.05% of the book. The MCD cut was the 9th largest of the quarter's 77 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Eric H. Schoenstein reported 85 stock positions, with 4 opened and 2 closed. The total portfolio value is about $3.19B, down 23% from the prior quarter.
How long has Eric H. Schoenstein held MCD?
Eric H. Schoenstein first reported MCD in the quarter ended December 31, 2014. The fund sold out of the name in 2015 Q4 and came back in 2024 Q1. The weight peaked at 2.13% in 2025 Q4. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 18%. Every reported trade is on the Eric H. Schoenstein MCD trade history page.
FAQ
How many MCD shares did Eric H. Schoenstein sell in 2026 Q3?
Eric H. Schoenstein sold 219K shares of MCD, 97% of the position, leaving 6.18K shares.
What remains of the MCD position of Eric H. Schoenstein?
Eric H. Schoenstein still holds 6.18K shares of MCD, worth about $1.43M at September 30, 2026 prices.
How much of the Eric H. Schoenstein portfolio is MCD now?
MCD is 0.04% of the Eric H. Schoenstein portfolio, down from 1.48% a quarter earlier.