Lombard Odier Asset Management (Switzerland)’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 | $12.3M | Buy |
41,984
+2,458
| +6% | +$718K | 0.62% | 29 |
|
2025
Q1 | $12.3M | Buy |
39,526
+16,964
| +75% | +$5.3M | 0.71% | 30 |
|
2024
Q4 | $6.54M | Buy |
22,562
+877
| +4% | +$254K | 0.49% | 38 |
|
2024
Q3 | $6.6M | Sell |
21,685
-4,390
| -17% | -$1.34M | 0.55% | 40 |
|
2024
Q2 | $6.64M | Buy |
26,075
+1,505
| +6% | +$384K | 0.68% | 32 |
|
2024
Q1 | $6.93M | Buy |
+24,570
| New | +$6.93M | 0.49% | 58 |
|
2023
Q2 | – | Sell |
-5,120
| Closed | -$1.43M | – | 285 |
|
2023
Q1 | $1.43M | Buy |
5,120
+473
| +10% | +$132K | 0.12% | 149 |
|
2022
Q4 | $1.22M | Buy |
4,647
+1,611
| +53% | +$425K | 0.1% | 158 |
|
2022
Q3 | $701K | Sell |
3,036
-1,466
| -33% | -$338K | 0.06% | 178 |
|
2022
Q2 | $1.11M | Buy |
+4,502
| New | +$1.11M | 0.09% | 143 |
|
2022
Q1 | – | Sell |
-5,192
| Closed | -$1.39M | – | 298 |
|
2021
Q4 | $1.39M | Buy |
+5,192
| New | +$1.39M | 0.09% | 116 |
|
2021
Q3 | – | Sell |
-5,995
| Closed | -$1.39M | – | 371 |
|
2021
Q2 | $1.39M | Buy |
5,995
+1,598
| +36% | +$369K | 0.07% | 162 |
|
2021
Q1 | $986K | Buy |
+4,397
| New | +$986K | 0.07% | 156 |
|
2020
Q4 | – | Sell |
-5,878
| Closed | -$1.29M | – | 258 |
|
2020
Q3 | $1.29M | Buy |
+5,878
| New | +$1.29M | 0.14% | 111 |
|
2020
Q2 | – | Sell |
-6,230
| Closed | -$1.03M | – | 253 |
|
2020
Q1 | $1.03M | Buy |
6,230
+483
| +8% | +$79.9K | 0.14% | 116 |
|
2019
Q4 | $1.14M | Buy |
5,747
+3,150
| +121% | +$623K | 0.11% | 162 |
|
2019
Q3 | $558K | Buy |
2,597
+696
| +37% | +$150K | 0.06% | 218 |
|
2019
Q2 | $395K | Hold |
1,901
| – | – | 0.04% | 254 |
|
2019
Q1 | $361K | Hold |
1,901
| – | – | 0.04% | 281 |
|
2018
Q4 | $338K | Hold |
1,901
| – | – | 0.04% | 264 |
|
2018
Q3 | $318K | Hold |
1,901
| – | – | 0.03% | 277 |
|
2018
Q2 | $298K | Sell |
1,901
-949
| -33% | -$149K | 0.03% | 252 |
|
2018
Q1 | $446K | Buy |
2,850
+271
| +11% | +$42.4K | 0.05% | 256 |
|
2017
Q4 | $444K | Hold |
2,579
| – | – | 0.04% | 238 |
|
2017
Q3 | $404K | Hold |
2,579
| – | – | 0.04% | 256 |
|
2017
Q2 | $395K | Hold |
2,579
| – | – | 0.05% | 270 |
|
2017
Q1 | $334K | Buy |
+2,579
| New | +$334K | 0.04% | 289 |
|
2016
Q3 | – | Sell |
-2,579
| Closed | -$310K | – | 208 |
|
2016
Q2 | $310K | Hold |
2,579
| – | – | 0.04% | 227 |
|
2016
Q1 | $324K | Hold |
2,579
| – | – | 0.04% | 212 |
|
2015
Q4 | $308K | Hold |
2,579
| – | – | 0.04% | 219 |
|
2015
Q3 | $255K | Sell |
2,579
-5,809
| -69% | -$574K | 0.02% | 236 |
|
2015
Q2 | $797K | Sell |
8,388
-5,579
| -40% | -$530K | 0.06% | 178 |
|
2015
Q1 | $1.37M | Buy |
13,967
+10,445
| +297% | +$1.02M | 0.15% | 98 |
|
2014
Q4 | $332K | Sell |
3,522
-122,045
| -97% | -$11.5M | 0.04% | 309 |
|
2014
Q3 | $12M | Buy |
125,567
+116,084
| +1,224% | +$11.1M | 0.31% | 86 |
|
2014
Q2 | $951K | Buy |
+9,483
| New | +$951K | 0.11% | 111 |
|