Jefferies Financial Group’s McDonald's MCD Stock Holding History

Jefferies Financial Group’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
2026 Q1	$2.34M	Sell	7,541 -110,406	-94%	-$35.2M	0.02%	585
2025 Q4	$36M	Buy	+117,947	New	+$36.1M	0.18%	99
2025 Q3	–	Sell	-28,720	Closed	-$8.39M	–	1587
2025 Q2	$8.39M	Buy	28,720 +21,925	+323%	+$6.76M	0.07%	203
2025 Q1	$2.12M	Sell	6,795 -223,458	-97%	-$66.8M	0.02%	566
2024 Q4	$66.7M	Buy	230,253 +223,404	+3,262%	+$66.6M	0.4%	45
2024 Q3	$2.09M	Buy	6,849 +590	+9%	+$163K	0.01%	587
2024 Q2	$1.6M	Sell	6,259 -8,967	-59%	-$2.38M	0.02%	601
2024 Q1	$4.29M	Buy	15,226 +5,126	+51%	+$1.49M	0.04%	342
2023 Q4	$2.99M	Buy	10,100 +8,318	+467%	+$2.26M	0.02%	561
2023 Q3	$469K	Sell	1,782 -4,429	-71%	-$1.26M	﹤0.01%	1089
2023 Q2	$1.85M	Buy	6,211 +2,214	+55%	+$643K	0.02%	682
2023 Q1	$1.12M	Sell	3,997 -1,886	-32%	-$505K	0.01%	858
2022 Q4	$1.55M	Buy	+5,883	New	+$1.55M	0.01%	745

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Jefferies Financial Group's MCD Position: Q1 2026 in Review

Jefferies Financial Group reduced its McDonald's (MCD) stake by 94% in Q1 2026, selling an estimated $35.2M and leaving 7,541 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #585.

Jefferies Financial Group first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $66.7M in Q4 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Jefferies Financial Group held 7,541 shares of McDonald's worth $2.34M as of Q1 2026.
Jefferies Financial Group sold 110,406 McDonald's shares in Q1 2026, an estimated $35.2M.
McDonald's made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #585 holding.
Jefferies Financial Group first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
Jefferies Financial Group's McDonald's position peaked at $66.7M in Q4 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.