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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jefferies Financial Group's MCD Position: Q2 2026 in Review

Jefferies Financial Group reduced its McDonald's (MCD) stake by 72% in Q2 2026, selling an estimated $1.56M and leaving 2,115 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Jefferies Financial Group first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $66.7M in Q4 2024. 3,478 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Jefferies Financial Group held 2,115 shares of McDonald's worth $572K as of Q2 2026.
  • Jefferies Financial Group sold 5,426 McDonald's shares in Q2 2026, an estimated $1.56M.
  • McDonald's made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1214 holding.
  • Jefferies Financial Group first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's McDonald's position peaked at $66.7M in Q4 2024.
  • 3,478 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.