Jefferies Group's MCD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 117,947 shares of McDonald's Corporation (MCD) worth $36.05 M, representing 0.18% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in MCD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 223,404 shares. Largest reduction occurred in Q1 2025, reducing 223,458 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's McDonald's Corporation (MCD) Holding Value Over Time
Track share changes against reported price movement
Quarterly McDonald's Corporation (MCD) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +5,883 | New Buy | 5,883 | $263.53 |
| Q1 2023 | -1,886 | Reduce 32.06% | 3,997 | $279.61 |
| Q2 2023 | +2,214 | Add 55.39% | 6,211 | $298.41 |
| Q3 2023 | -4,429 | Reduce 71.31% | 1,782 | $263.44 |
| Q4 2023 | +8,318 | Add 466.78% | 10,100 | $296.51 |
| Q1 2024 | +5,126 | Add 50.75% | 15,226 | $281.95 |
| Q2 2024 | -8,967 | Reduce 58.89% | 6,259 | $254.84 |
| Q3 2024 | +590 | Add 9.43% | 6,849 | $304.51 |
| Q4 2024 | +223,404 | Add 3261.85% | 230,253 | $289.89 |
| Q1 2025 | -223,458 | Reduce 97.05% | 6,795 | $312.35 |
| Q2 2025 | +21,925 | Add 322.66% | 28,720 | $292.17 |
| Q3 2025 | -28,720 | Sold Out | 0 | $0.00 |
| Q4 2025 | +117,947 | New Buy | 117,947 | $305.63 |
Jefferies Group's McDonald's Corporation Investment FAQs
Jefferies Group first purchased McDonald's Corporation (MCD) in Q4 2022, acquiring 5,883 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held McDonald's Corporation (MCD) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to McDonald's Corporation (MCD) was in Q4 2024, adding 230,253 shares worth $66.75 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 117,947 shares of McDonald's Corporation (MCD), valued at approximately $36.05 M.
As of the Q4 2025 filing, McDonald's Corporation (MCD) represents approximately 0.18% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in McDonald's Corporation (MCD) was 230,253 shares, as reported at the end of Q4 2024.