Edmond de Rothschild Holding’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 | $8.24M | Buy |
28,199
+11,063
| +65% | +$3.23M | 0.13% | 135 |
|
|
2025
Q1 | $5.35M | Sell |
17,136
-671
| -4% | -$210K | 0.09% | 156 |
|
|
2024
Q4 | $5.16M | Sell |
17,807
-23,978
| -57% | -$6.95M | 0.09% | 165 |
|
|
2024
Q3 | $12.7M | Buy |
41,785
+327
| +0.8% | +$99.6K | 0.2% | 112 |
|
|
2024
Q2 | $10.6M | Sell |
41,458
-103,361
| -71% | -$26.3M | 0.18% | 114 |
|
|
2024
Q1 | $40.8M | Sell |
144,819
-6,386
| -4% | -$1.8M | 0.68% | 40 |
|
|
2023
Q4 | $44.8M | Buy |
151,205
+2,118
| +1% | +$628K | 0.8% | 35 |
|
|
2023
Q3 | $39.3M | Buy |
149,087
+63,100
| +73% | +$16.6M | 0.79% | 37 |
|
|
2023
Q2 | $25.7M | Sell |
85,987
-687
| -0.8% | -$205K | 0.51% | 54 |
|
|
2023
Q1 | $24.2M | Buy |
86,674
+4,371
| +5% | +$1.22M | 0.55% | 50 |
|
|
2022
Q4 | $21.7M | Sell |
82,303
-1,665
| -2% | -$439K | 0.5% | 59 |
|
|
2022
Q3 | $19.4M | Sell |
83,968
-4,889
| -6% | -$1.13M | 0.51% | 57 |
|
|
2022
Q2 | $21.9M | Buy |
88,857
+1,822
| +2% | +$450K | 0.53% | 54 |
|
|
2022
Q1 | $21.5M | Buy |
87,035
+2,745
| +3% | +$679K | 0.47% | 65 |
|
|
2021
Q4 | $22.6M | Sell |
84,290
-8,218
| -9% | -$2.2M | 0.49% | 57 |
|
|
2021
Q3 | $22.3M | Buy |
92,508
+2,829
| +3% | +$682K | 0.52% | 56 |
|
|
2021
Q2 | $20.7M | Buy |
89,679
+41,046
| +84% | +$9.48M | 0.48% | 64 |
|
|
2021
Q1 | $10.9M | Buy |
48,633
+33,178
| +215% | +$7.44M | 0.3% | 100 |
|
|
2020
Q4 | $3.32M | Buy |
15,455
+1,468
| +10% | +$315K | 0.11% | 178 |
|
|
2020
Q3 | $3.07M | Buy |
13,987
+1,218
| +10% | +$267K | 0.12% | 165 |
|
|
2020
Q2 | $2.36M | Sell |
12,769
-1,828
| -13% | -$337K | 0.1% | 185 |
|
|
2020
Q1 | $2.41M | Sell |
14,597
-204
| -1% | -$33.7K | 0.13% | 155 |
|
|
2019
Q4 | $2.93M | Buy |
14,801
+1,290
| +10% | +$255K | 0.12% | 153 |
|
|
2019
Q3 | $2.9M | Buy |
13,511
+3,908
| +41% | +$838K | 0.12% | 147 |
|
|
2019
Q2 | $1.99M | Sell |
9,603
-1,862
| -16% | -$387K | 0.08% | 180 |
|
|
2019
Q1 | $2.18M | Sell |
11,465
-2,139
| -16% | -$406K | 0.08% | 172 |
|
|
2018
Q4 | $2.42M | Buy |
13,604
+392
| +3% | +$69.6K | 0.08% | 162 |
|
|
2018
Q3 | $2.21M | Sell |
13,212
-5,629
| -30% | -$942K | 0.06% | 193 |
|
|
2018
Q2 | $2.95M | Sell |
18,841
-5,916
| -24% | -$927K | 0.08% | 179 |
|
|
2018
Q1 | $3.87M | Buy |
24,757
+4,950
| +25% | +$774K | 0.11% | 155 |
|
|
2017
Q4 | $3.41M | Sell |
19,807
-2,697
| -12% | -$464K | 0.1% | 161 |
|
|
2017
Q3 | $3.53M | Sell |
22,504
-316
| -1% | -$49.5K | 0.1% | 154 |
|
|
2017
Q2 | $3.5M | Buy |
22,820
+2,256
| +11% | +$346K | 0.1% | 160 |
|
|
2017
Q1 | $2.67M | Buy |
20,564
+11,839
| +136% | +$1.53M | 0.07% | 181 |
|
|
2016
Q4 | $1.06M | Buy |
8,725
+3,260
| +60% | +$397K | 0.03% | 260 |
|
|
2016
Q3 | $630K | Buy |
5,465
+357
| +7% | +$41.2K | 0.02% | 329 |
|
|
2016
Q2 | $615K | Buy |
5,108
+180
| +4% | +$21.7K | 0.02% | 328 |
|
|
2016
Q1 | $619K | Sell |
4,928
-6,265
| -56% | -$787K | 0.02% | 329 |
|
|
2015
Q4 | $1.32M | Sell |
11,193
-335
| -3% | -$39.6K | 0.04% | 243 |
|
|
2015
Q3 | $1.14M | Sell |
11,528
-1,594
| -12% | -$157K | 0.03% | 263 |
|
|
2015
Q2 | $1.25M | Buy |
+13,122
| New | +$1.25M | 0.03% | 265 |
|