PNAA
Pictet North America Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
39,924
-3,208
| -7% | -$937K | 1.17% | 26 |
|
|
2025
Q1 | $13.5M | Sell |
43,132
-527
| -1% | -$165K | 1.35% | 21 |
|
|
2024
Q4 | $12.7M | Sell |
43,659
-4,462
| -9% | -$1.29M | 1.2% | 24 |
|
|
2024
Q3 | $14.7M | Buy |
48,121
+435
| +0.9% | +$132K | 1.45% | 22 |
|
|
2024
Q2 | $12.2M | Buy |
47,686
+21,338
| +81% | +$5.44M | 1.32% | 23 |
|
|
2024
Q1 | $7.43M | Buy |
26,348
+901
| +4% | +$254K | 0.83% | 30 |
|
|
2023
Q4 | $7.55M | Sell |
25,447
-146
| -0.6% | -$43.3K | 0.98% | 27 |
|
|
2023
Q3 | $6.74M | Buy |
25,593
+2,804
| +12% | +$739K | 0.96% | 30 |
|
|
2023
Q2 | $6.8M | Buy |
22,789
+273
| +1% | +$81.5K | 0.94% | 23 |
|
|
2023
Q1 | $6.3M | Buy |
22,516
+3,203
| +17% | +$896K | 1.02% | 24 |
|
|
2022
Q4 | $5.09M | Sell |
19,313
-958
| -5% | -$252K | 0.88% | 24 |
|
|
2022
Q3 | $4.68M | Sell |
20,271
-1,415
| -7% | -$326K | 0.75% | 30 |
|
|
2022
Q2 | $5.35M | Buy |
21,686
+2,465
| +13% | +$609K | 0.71% | 31 |
|
|
2022
Q1 | $4.75M | Sell |
19,221
-1,571
| -8% | -$388K | 0.55% | 38 |
|
|
2021
Q4 | $5.57M | Buy |
20,792
+809
| +4% | +$217K | 0.55% | 39 |
|
|
2021
Q3 | $4.82M | Buy |
19,983
+194
| +1% | +$46.8K | 0.48% | 42 |
|
|
2021
Q2 | $4.57M | Buy |
19,789
+290
| +1% | +$67K | 0.47% | 38 |
|
|
2021
Q1 | $4.37M | Buy |
19,499
+3,614
| +23% | +$810K | 0.51% | 37 |
|
|
2020
Q4 | $3.41M | Sell |
15,885
-177
| -1% | -$38K | 0.43% | 39 |
|
|
2020
Q3 | $3.53M | Buy |
16,062
+636
| +4% | +$140K | 0.5% | 38 |
|
|
2020
Q2 | $2.85M | Buy |
15,426
+41
| +0.3% | +$7.56K | 0.41% | 44 |
|
|
2020
Q1 | $2.54M | Buy |
15,385
+2,657
| +21% | +$439K | 0.44% | 45 |
|
|
2019
Q4 | $2.52M | Buy |
12,728
+1,836
| +17% | +$363K | 0.31% | 53 |
|
|
2019
Q3 | $2.34M | Buy |
10,892
+1,788
| +20% | +$384K | 0.32% | 52 |
|
|
2019
Q2 | $1.89M | Buy |
9,104
+85
| +0.9% | +$17.7K | 0.27% | 60 |
|
|
2019
Q1 | $1.71M | Buy |
9,019
+162
| +2% | +$30.8K | 0.26% | 59 |
|
|
2018
Q4 | $1.57M | Sell |
8,857
-3,000
| -25% | -$533K | 0.14% | 57 |
|
|
2018
Q3 | $1.98M | Buy |
11,857
+4,540
| +62% | +$760K | 0.26% | 58 |
|
|
2018
Q2 | $1.15M | Hold |
7,317
| – | – | 0.17% | 67 |
|
|
2018
Q1 | $1.14M | Sell |
7,317
-3,000
| -29% | -$469K | 0.17% | 69 |
|
|
2017
Q4 | $1.78M | Sell |
10,317
-229
| -2% | -$39.4K | 0.27% | 59 |
|
|
2017
Q3 | $1.65M | Sell |
10,546
-504
| -5% | -$79K | 0.26% | 62 |
|
|
2017
Q2 | $1.69M | Sell |
11,050
-100
| -0.9% | -$15.3K | 0.28% | 63 |
|
|
2017
Q1 | $1.45M | Buy |
11,150
+608
| +6% | +$78.8K | 0.24% | 66 |
|
|
2016
Q4 | $1.28M | Buy |
10,542
+2,072
| +24% | +$252K | 0.28% | 63 |
|
|
2016
Q3 | $977K | Sell |
8,470
-74,170
| -90% | -$8.56M | 0.23% | 61 |
|
|
2016
Q2 | $9.95M | Sell |
82,640
-8,357
| -9% | -$1.01M | 2.32% | 16 |
|
|
2016
Q1 | $11.4M | Buy |
90,997
+2,107
| +2% | +$265K | 2.4% | 14 |
|
|
2015
Q4 | $10.5M | Buy |
88,890
+81,434
| +1,092% | +$9.62M | 2.45% | 12 |
|
|
2015
Q3 | $735K | Buy |
7,456
+235
| +3% | +$23.2K | 0.2% | 40 |
|
|
2015
Q2 | $687K | Sell |
7,221
-3,825
| -35% | -$364K | 0.25% | 24 |
|
|
2015
Q1 | $1.08M | Sell |
11,046
-130
| -1% | -$12.7K | 0.2% | 40 |
|
|
2014
Q4 | $1.05M | Buy |
11,176
+6,280
| +128% | +$588K | 0.21% | 37 |
|
|
2014
Q3 | $464K | Buy |
4,896
+1,600
| +49% | +$152K | 0.11% | 37 |
|
|
2014
Q2 | $332K | Sell |
3,296
-4,585
| -58% | -$462K | 0.09% | 36 |
|
|
2014
Q1 | $773K | Buy |
7,881
+2,800
| +55% | +$275K | 0.21% | 30 |
|
|
2013
Q4 | $493K | Buy |
+5,081
| New | +$493K | 0.11% | 44 |
|