EFG Asset Management (Americas)’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 | $6.98M | Sell |
23,886
-4,420
| -16% | -$1.29M | 1.29% | 21 |
|
|
2025
Q1 | $8.84M | Sell |
28,306
-191
| -0.7% | -$59.7K | 1.79% | 12 |
|
|
2024
Q4 | $8.26M | Sell |
28,497
-390
| -1% | -$113K | 1.61% | 14 |
|
|
2024
Q3 | $8.8M | Buy |
28,887
+23,226
| +410% | +$7.07M | 1.72% | 13 |
|
|
2024
Q2 | $1.44M | Buy |
5,661
+1,684
| +42% | +$429K | 0.28% | 92 |
|
|
2024
Q1 | $1.12M | Sell |
3,977
-1,256
| -24% | -$354K | 0.34% | 78 |
|
|
2023
Q4 | $1.55M | Sell |
5,233
-149
| -3% | -$44.2K | 0.33% | 85 |
|
|
2023
Q3 | $1.42M | Buy |
5,382
+64
| +1% | +$16.9K | 0.34% | 86 |
|
|
2023
Q2 | $1.59M | Sell |
5,318
-71
| -1% | -$21.2K | 0.37% | 79 |
|
|
2023
Q1 | $1.51M | Buy |
5,389
+4
| +0.1% | +$1.12K | 0.36% | 82 |
|
|
2022
Q4 | $1.42M | Buy |
5,385
+264
| +5% | +$69.6K | 0.35% | 79 |
|
|
2022
Q3 | $1.18M | Buy |
5,121
+149
| +3% | +$34.4K | 0.3% | 82 |
|
|
2022
Q2 | $1.23M | Buy |
4,972
+550
| +12% | +$136K | 0.29% | 81 |
|
|
2022
Q1 | $1.09M | Sell |
4,422
-496
| -10% | -$123K | 0.2% | 86 |
|
|
2021
Q4 | $1.32M | Sell |
4,918
-761
| -13% | -$204K | 0.22% | 84 |
|
|
2021
Q3 | $1.37M | Buy |
5,679
+239
| +4% | +$57.6K | 0.24% | 82 |
|
|
2021
Q2 | $1.26M | Buy |
5,440
+117
| +2% | +$27K | 0.23% | 87 |
|
|
2021
Q1 | $1.19M | Sell |
5,323
-486
| -8% | -$109K | 0.24% | 87 |
|
|
2020
Q4 | $1.25M | Buy |
5,809
+55
| +1% | +$11.8K | 0.25% | 86 |
|
|
2020
Q3 | $1.26M | Buy |
+5,754
| New | +$1.26M | 0.28% | 83 |
|
|
2016
Q3 | – | Sell |
-7,034
| Closed | -$875K | – | 123 |
|
|
2016
Q2 | $875K | Buy |
7,034
+2,796
| +66% | +$348K | 0.41% | 52 |
|
|
2016
Q1 | $552K | Buy |
4,238
+1,804
| +74% | +$235K | 0.28% | 60 |
|
|
2015
Q4 | $288K | Buy |
+2,434
| New | +$288K | 0.18% | 71 |
|
|
2015
Q1 | – | Sell |
-259
| Closed | -$24K | – | 199 |
|
|
2014
Q4 | $24K | Buy |
+259
| New | +$24K | 0.01% | 170 |
|
|
2014
Q3 | – | Sell |
-267
| Closed | -$27K | – | 120 |
|
|
2014
Q2 | $27K | Buy |
+267
| New | +$27K | 0.02% | 99 |
|