J. Safra Sarasin 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 | $57M | Sell |
195,215
-6,917
| -3% | -$2.02M | 0.98% | 33 |
|
2025
Q1 | $63.1M | Buy |
202,132
+119
| +0.1% | +$37.2K | 1.14% | 28 |
|
2024
Q4 | $58.6M | Buy |
202,013
+1,481
| +0.7% | +$429K | 0.99% | 33 |
|
2024
Q3 | $61.1M | Sell |
200,532
-7,922
| -4% | -$2.41M | 1.06% | 32 |
|
2024
Q2 | $53.1M | Buy |
+208,454
| New | +$53.1M | 0.97% | 32 |
|