Bank Julius Baer & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9M | Buy |
150,378
+10,449
| +7% | +$3.05M | 0.13% | 111 |
|
|
2025
Q1 | $43.7M | Buy |
139,929
+14,136
| +11% | +$4.42M | 0.14% | 109 |
|
|
2024
Q4 | $40M | Buy |
125,793
+1,099
| +0.9% | +$350K | 0.12% | 115 |
|
|
2024
Q3 | $44.5M | Sell |
124,694
-47,083
| -27% | -$16.8M | 0.15% | 94 |
|
|
2024
Q2 | $48.5M | Sell |
171,777
-19,304
| -10% | -$5.44M | 0.19% | 81 |
|
|
2024
Q1 | $53.7M | Sell |
191,081
-318,212
| -62% | -$89.5M | 0.21% | 88 |
|
|
2023
Q4 | $151M | Buy |
509,293
+38,092
| +8% | +$11.3M | 0.64% | 38 |
|
|
2023
Q3 | $124M | Buy |
471,201
+14,130
| +3% | +$3.72M | 0.72% | 34 |
|
|
2023
Q2 | $136M | Buy |
457,071
+24,200
| +6% | +$7.22M | 0.81% | 30 |
|
|
2023
Q1 | $121M | Buy |
432,871
+12,663
| +3% | +$3.54M | 0.77% | 32 |
|
|
2022
Q4 | $111M | Sell |
420,208
-8,912
| -2% | -$2.35M | 0.76% | 33 |
|
|
2022
Q3 | $99M | Sell |
429,120
-15,659
| -4% | -$3.61M | 0.75% | 36 |
|
|
2022
Q2 | $110M | Sell |
444,779
-20,744
| -4% | -$5.12M | 0.77% | 34 |
|
|
2022
Q1 | $115M | Buy |
465,523
+7,346
| +2% | +$1.82M | 0.69% | 39 |
|
|
2021
Q4 | $123M | Buy |
458,177
+11,108
| +2% | +$2.98M | 0.66% | 36 |
|
|
2021
Q3 | $108M | Buy |
447,069
+20,531
| +5% | +$4.95M | 0.67% | 36 |
|
|
2021
Q2 | $98.5M | Buy |
426,538
+246,195
| +137% | +$56.9M | 0.63% | 39 |
|
|
2021
Q1 | $40.4M | Buy |
180,343
+3,038
| +2% | +$681K | 0.3% | 73 |
|
|
2020
Q4 | $38M | Buy |
177,305
+4,478
| +3% | +$961K | 0.31% | 64 |
|
|
2020
Q3 | $37.9M | Buy |
172,827
+4,453
| +3% | +$977K | 0.37% | 59 |
|
|
2020
Q2 | $31.1M | Buy |
168,374
+2,207
| +1% | +$407K | 0.36% | 64 |
|
|
2020
Q1 | $27.5M | Buy |
+166,167
| New | +$27.5M | 0.64% | 46 |
|