JSAM
J. Safra Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,436
+109
| +8% | +$31.8K | 0.03% | 91 |
|
|
2025
Q1 | $415K | Buy |
1,327
+229
| +21% | +$71.5K | 0.03% | 72 |
|
|
2024
Q4 | $318K | Buy |
1,098
+486
| +79% | +$141K | 0.03% | 88 |
|
|
2024
Q3 | $186K | Buy |
612
+141
| +30% | +$42.8K | 0.02% | 79 |
|
|
2024
Q2 | $120K | Buy |
471
+309
| +191% | +$78.7K | 0.01% | 84 |
|
|
2024
Q1 | $45.7K | Sell |
162
-204
| -56% | -$57.5K | 0.01% | 92 |
|
|
2023
Q4 | $109K | Sell |
366
-75
| -17% | -$22.2K | 0.02% | 69 |
|
|
2023
Q3 | $116K | Hold |
441
| – | – | 0.02% | 64 |
|
|
2023
Q2 | $132K | Hold |
441
| – | – | 0.02% | 67 |
|
|
2023
Q1 | $123K | Buy |
+441
| New | +$123K | 0.02% | 69 |
|
|
2022
Q3 | – | Sell |
-64
| Closed | – | – | 74 |
|
|
2022
Q2 | $0 | Sell |
64
-1
| -2% | – | ﹤0.01% | 94 |
|
|
2022
Q1 | $0 | Buy |
+65
| New | – | ﹤0.01% | 98 |
|
|
2016
Q3 | – | Sell |
-293
| Closed | -$35K | – | 205 |
|
|
2016
Q2 | $35K | Sell |
293
-6,090
| -95% | -$727K | 0.06% | 124 |
|
|
2016
Q1 | $802K | Sell |
6,383
-623
| -9% | -$78.3K | 0.65% | 36 |
|
|
2015
Q4 | $828K | Buy |
+7,006
| New | +$828K | 0.64% | 33 |
|