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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
2025
Q2 		– Sell
-42,000
Closed -$13.1M – 1616
2025
Q1 		$13.1M Sell
42,000
-188,000
-82% -$56.2M 0.12% 118
2024
Q4 		$66.7M Buy
+230,000
New +$68.6M 0.4% 46

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
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
T. Rowe Price Associates
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.