Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s McDonald's MCD Stock Holding History

Jacobs Levy Equity Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,239
Closed -$3.51M – 1113
2025
Q1 		$3.51M Buy
+11,239
New +$3.36M 0.01% 541
2017
Q4 		– Sell
-23,559
Closed -$3.69M – 1035
2017
Q3 		$3.69M Buy
23,559
+7,709
+49% +$1.21M 0.07% 302
2017
Q2 		$2.43M Buy
15,850
+2,020
+15% +$292K 0.05% 388
2017
Q1 		$1.79M Sell
13,830
-15,970
-54% -$2M 0.04% 446
2016
Q4 		$3.63M Sell
29,800
-12,040
-29% -$1.41M 0.07% 307
2016
Q3 		$4.83M Sell
41,840
-82,750
-66% -$9.81M 0.09% 273
2016
Q2 		$15M Sell
124,590
-42,430
-25% -$5.31M 0.31% 85
2016
Q1 		$21M Buy
167,020
+136,180
+442% +$16.3M 0.44% 51
2015
Q4 		$3.64M Buy
+30,840
New +$3.45M 0.07% 252

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management's MCD Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 11,239 shares — an estimated $3.51M sold.

Jacobs Levy Equity Management first reported a position in MCD in Q4 2015 and held it in 9 quarters. The position peaked at $21M in Q1 2016. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 11,239 McDonald's shares in Q2 2025, an estimated $3.51M.
  • Jacobs Levy Equity Management first reported a position in McDonald's in Q4 2015 and held it in 9 quarters.
  • Jacobs Levy Equity Management's McDonald's position peaked at $21M in Q1 2016.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.