Edmond de Rothschild Holding’s McDonald's MCD Stock Holding History

Edmond de Rothschild Holding’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
2026 Q1	$14.3M	Buy	45,994 +3,976	+9%	+$1.27M	0.21%	102
2025 Q4	$12.8M	Buy	42,018 +13,139	+45%	+$4.02M	0.18%	110
2025 Q3	$8.78M	Buy	28,879 +680	+2%	+$207K	0.14%	137
2025 Q2	$8.24M	Buy	28,199 +11,063	+65%	+$3.41M	0.13%	135
2025 Q1	$5.35M	Sell	17,136 -671	-4%	-$201K	0.09%	156
2024 Q4	$5.16M	Sell	17,807 -23,978	-57%	-$7.15M	0.09%	165
2024 Q3	$12.7M	Buy	41,785 +327	+0.8%	+$90.1K	0.2%	112
2024 Q2	$10.6M	Sell	41,458 -103,361	-71%	-$27.4M	0.18%	114
2024 Q1	$40.8M	Sell	144,819 -6,386	-4%	-$1.86M	0.68%	40
2023 Q4	$44.8M	Buy	151,205 +2,118	+1%	+$576K	0.8%	35
2023 Q3	$39.3M	Buy	149,087 +63,100	+73%	+$18M	0.79%	37
2023 Q2	$25.7M	Sell	85,987 -687	-0.8%	-$200K	0.51%	54
2023 Q1	$24.2M	Buy	86,674 +4,371	+5%	+$1.17M	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%	-$1.25M	0.51%	57
2022 Q2	$21.9M	Buy	88,857 +1,822	+2%	+$449K	0.53%	54
2022 Q1	$21.5M	Buy	87,035 +2,745	+3%	+$684K	0.47%	65
2021 Q4	$22.6M	Sell	84,290 -8,218	-9%	-$2.07M	0.49%	57
2021 Q3	$22.3M	Buy	92,508 +2,829	+3%	+$675K	0.52%	56
2021 Q2	$20.7M	Buy	89,679 +41,046	+84%	+$9.55M	0.48%	64
2021 Q1	$10.9M	Buy	48,633 +33,178	+215%	+$7.1M	0.3%	100
2020 Q4	$3.32M	Buy	15,455 +1,468	+10%	+$319K	0.11%	178
2020 Q3	$3.07M	Buy	13,987 +1,218	+10%	+$250K	0.12%	165
2020 Q2	$2.35M	Sell	12,769 -1,828	-13%	-$335K	0.1%	185
2020 Q1	$2.41M	Sell	14,597 -204	-1%	-$40.2K	0.13%	155
2019 Q4	$2.92M	Buy	14,801 +1,290	+10%	+$256K	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%	-$369K	0.08%	180
2019 Q1	$2.18M	Sell	11,465 -2,139	-16%	-$388K	0.08%	172
2018 Q4	$2.42M	Buy	13,604 +392	+3%	+$69.5K	0.08%	162
2018 Q3	$2.21M	Sell	13,212 -5,629	-30%	-$902K	0.06%	193
2018 Q2	$2.95M	Sell	18,841 -5,916	-24%	-$959K	0.08%	179
2018 Q1	$3.87M	Buy	24,757 +4,950	+25%	+$814K	0.11%	156
2017 Q4	$3.41M	Sell	19,807 -2,697	-12%	-$453K	0.1%	162
2017 Q3	$3.53M	Sell	22,504 -316	-1%	-$49.5K	0.1%	155
2017 Q2	$3.5M	Buy	22,820 +2,256	+11%	+$326K	0.1%	160
2017 Q1	$2.67M	Buy	20,564 +11,839	+136%	+$1.49M	0.07%	182
2016 Q4	$1.06M	Buy	8,725 +3,260	+60%	+$382K	0.03%	262
2016 Q3	$630K	Buy	5,465 +357	+7%	+$42.3K	0.02%	332
2016 Q2	$615K	Buy	5,108 +180	+4%	+$22.5K	0.02%	329
2016 Q1	$619K	Sell	4,928 -6,265	-56%	-$749K	0.02%	329
2015 Q4	$1.32M	Sell	11,193 -335	-3%	-$37.5K	0.04%	245
2015 Q3	$1.14M	Sell	11,528 -1,594	-12%	-$155K	0.03%	266
2015 Q2	$1.25M	Buy	+13,122	New	+$1.27M	0.03%	265