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Jefferies Group’s McDonald's MCD Stock Holding History

Jefferies 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
2020
Q2 		– Sell
-4,600
Closed -$761K – 1762
2020
Q1 		$761K Sell
4,600
-17,400
-79% -$3.43M 0.01% 1144
2019
Q4 		$4.35M Buy
22,000
+8,100
+58% +$1.61M 0.03% 594
2019
Q3 		$2.98M Sell
13,900
-32,700
-70% -$7.01M 0.02% 811
2019
Q2 		$9.68M Sell
46,600
-8,300
-15% -$1.64M 0.07% 235
2019
Q1 		$10.4M Buy
54,900
+50,500
+1,148% +$9.16M 0.09% 198
2018
Q4 		$781K Sell
4,400
-40,200
-90% -$7.13M 0.01% 1275
2018
Q3 		$7.46M Sell
44,600
-24,200
-35% -$3.88M 0.05% 372
2018
Q2 		$10.8M Buy
68,800
+17,600
+34% +$2.85M 0.06% 242
2018
Q1 		$8.01M Buy
51,200
+10,600
+26% +$1.74M 0.04% 304
2017
Q4 		$6.99M Sell
40,600
-22,700
-36% -$3.81M 0.03% 435
2017
Q3 		$9.92M Sell
63,300
-24,800
-28% -$3.89M 0.07% 274
2017
Q2 		$13.5M Sell
88,100
-42,700
-33% -$6.17M 0.09% 205
2017
Q1 		$17M Sell
130,800
-604,200
-82% -$75.8M 0.13% 139
2016
Q4 		$89.5M Sell
735,000
-81,000
-10% -$9.5M 0.5% 19
2016
Q3 		$94.1M Buy
816,000
+120,700
+17% +$14.3M 0.49% 26
2016
Q2 		$83.7M Buy
695,300
+135,500
+24% +$17M 0.38% 28
2016
Q1 		$70.4M Buy
559,800
+1,400
+0.3% +$167K 0.4% 29
2015
Q4 		$66M Buy
558,400
+530,500
+1,901% +$59.3M 0.37% 46
2015
Q3 		$2.75M Buy
27,900
+3,800
+16% +$370K 0.02% 751
2015
Q2 		$2.29M Buy
24,100
+9,200
+62% +$890K 0.01% 851
2015
Q1 		$1.45M Buy
+14,900
New +$1.41M 0.01% 891
2014
Q4 		– Sell
-200,000
Closed -$19M – 2192
2014
Q3 		$19M Buy
+200,000
New +$19.1M 0.13% 143

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jefferies Group's MCD Position: Q3 2022 in Review

Jefferies Group increased its McDonald's (MCD) stake by 82% in Q3 2022, buying an estimated $313K and bringing the position to 2,724 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #956.

Jefferies Group first reported a position in MCD in Q2 2013 and has held it in 38 quarters since. The position peaked at $23.3M in Q4 2016. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Jefferies Group held 2,724 shares of McDonald's worth $629K as of Q3 2022.
  • Jefferies Group bought 1,224 McDonald's shares in Q3 2022, an estimated $313K.
  • McDonald's made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #956 holding.
  • Jefferies Group first reported a position in McDonald's in Q2 2013 and has held it in 38 quarters since.
  • Jefferies Group's McDonald's position peaked at $23.3M in Q4 2016.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.