Jefferies Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,000
| Closed | -$4.02M | – | 1786 |
|
|
2021
Q4 | $4.02M | Hold |
15,000
| – | – | 0.02% | 542 |
|
|
2021
Q3 | $3.62M | Hold |
15,000
| – | – | 0.03% | 530 |
|
|
2021
Q2 | $3.46M | Hold |
15,000
| – | – | 0.02% | 568 |
|
|
2021
Q1 | $3.36M | Buy |
+15,000
| New | +$3.21M | 0.03% | 514 |
|
|
2020
Q2 | – | Sell |
-2,500
| Closed | -$413K | – | 1763 |
|
|
2020
Q1 | $413K | Sell |
2,500
-24,400
| -91% | -$4.81M | ﹤0.01% | 1385 |
|
|
2019
Q4 | $5.32M | Buy |
26,900
+16,600
| +161% | +$3.29M | 0.04% | 490 |
|
|
2019
Q3 | $2.21M | Sell |
10,300
-62,600
| -86% | -$13.4M | 0.02% | 1014 |
|
|
2019
Q2 | $15.1M | Buy |
72,900
+69,600
| +2,109% | +$13.8M | 0.11% | 135 |
|
|
2019
Q1 | $627K | Sell |
3,300
-5,800
| -64% | -$1.05M | 0.01% | 1485 |
|
|
2018
Q4 | $1.62M | Sell |
9,100
-67,500
| -88% | -$12M | 0.01% | 925 |
|
|
2018
Q3 | $12.8M | Buy |
76,600
+50,800
| +197% | +$8.14M | 0.08% | 206 |
|
|
2018
Q2 | $4.04M | Sell |
25,800
-51,600
| -67% | -$8.37M | 0.02% | 579 |
|
|
2018
Q1 | $12.1M | Buy |
77,400
+40,400
| +109% | +$6.65M | 0.07% | 211 |
|
|
2017
Q4 | $6.37M | Sell |
37,000
-65,800
| -64% | -$11M | 0.03% | 472 |
|
|
2017
Q3 | $16.1M | Sell |
102,800
-112,500
| -52% | -$17.6M | 0.11% | 170 |
|
|
2017
Q2 | $33M | Buy |
215,300
+93,800
| +77% | +$13.6M | 0.22% | 73 |
|
|
2017
Q1 | $15.7M | Sell |
121,500
-497,800
| -80% | -$62.5M | 0.12% | 151 |
|
|
2016
Q4 | $75.4M | Buy |
619,300
+275,000
| +80% | +$32.2M | 0.42% | 28 |
|
|
2016
Q3 | $39.7M | Buy |
344,300
+69,900
| +25% | +$8.28M | 0.2% | 75 |
|
|
2016
Q2 | $33M | Buy |
274,400
+270,000
| +6,136% | +$33.8M | 0.15% | 81 |
|
|
2016
Q1 | $553K | Sell |
4,400
-86,400
| -95% | -$10.3M | ﹤0.01% | 1416 |
|
|
2015
Q4 | $10.7M | Buy |
90,800
+30,700
| +51% | +$3.43M | 0.06% | 248 |
|
|
2015
Q3 | $5.92M | Sell |
60,100
-5,000
| -8% | -$487K | 0.03% | 420 |
|
|
2015
Q2 | $6.19M | Buy |
65,100
+15,100
| +30% | +$1.46M | 0.03% | 433 |
|
|
2015
Q1 | $4.87M | Sell |
50,000
-8,800
| -15% | -$835K | 0.03% | 440 |
|
|
2014
Q4 | $5.51M | Buy |
58,800
+55,000
| +1,447% | +$5.15M | 0.03% | 397 |
|
|
2014
Q3 | $360K | Buy |
+3,800
| New | +$362K | ﹤0.01% | 1498 |
|
|
2014
Q2 | – | Sell |
-43,400
| Closed | -$4.25M | – | 2255 |
|
|
2014
Q1 | $4.25M | Sell |
43,400
-36,800
| -46% | -$3.52M | 0.04% | 354 |
|
|
2013
Q4 | $7.78M | Hold |
80,200
| – | – | 0.05% | 216 |
|
|
2013
Q3 | $7.72M | Buy |
+80,200
| New | +$7.83M | 0.08% | 233 |
|
Other funds holding MCD
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.