UBS AM’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 | $2.02B | Buy |
6,919,656
+1,777,183
| +35% | +$519M | 0.41% | 41 |
|
|
2025
Q1 | $1.61B | Buy |
5,142,473
+123,454
| +2% | +$38.6M | 0.41% | 42 |
|
|
2024
Q4 | $1.45B | Buy |
5,019,019
+504,085
| +11% | +$146M | 0.34% | 44 |
|
|
2024
Q3 | $1.37B | Sell |
4,514,934
-116,985
| -3% | -$35.6M | 0.35% | 48 |
|
|
2024
Q2 | $1.18B | Buy |
4,631,919
+1,528,670
| +49% | +$390M | 0.34% | 55 |
|
|
2024
Q1 | $875M | Sell |
3,103,249
-497,583
| -14% | -$140M | 0.31% | 60 |
|
|
2023
Q4 | $1.07B | Buy |
3,600,832
+370,063
| +11% | +$110M | 0.42% | 37 |
|
|
2023
Q3 | $851M | Buy |
3,230,769
+144,882
| +5% | +$38.2M | 0.38% | 46 |
|
|
2023
Q2 | $863M | Hold |
3,085,887
| – | – | 0.42% | 40 |
|
|
2023
Q1 | $863M | Sell |
3,085,887
-166,949
| -5% | -$46.7M | 0.42% | 40 |
|
|
2022
Q4 | $857M | Buy |
3,252,836
+157,169
| +5% | +$41.4M | 0.45% | 37 |
|
|
2022
Q3 | $714M | Sell |
3,095,667
-110,486
| -3% | -$25.5M | 0.4% | 46 |
|
|
2022
Q2 | $792M | Buy |
3,206,153
+27,432
| +0.9% | +$6.77M | 0.41% | 43 |
|
|
2022
Q1 | $786M | Sell |
3,178,721
-316,278
| -9% | -$78.2M | 0.34% | 56 |
|
|
2021
Q4 | $937M | Buy |
3,494,999
+1,119
| +0% | +$300K | 0.36% | 52 |
|
|
2021
Q3 | $842M | Sell |
3,493,880
-494,180
| -12% | -$119M | 0.35% | 53 |
|
|
2021
Q2 | $921M | Buy |
3,988,060
+544,711
| +16% | +$126M | 0.39% | 44 |
|
|
2021
Q1 | $772M | Buy |
3,443,349
+624,534
| +22% | +$140M | 0.34% | 55 |
|
|
2020
Q4 | $605M | Buy |
2,818,815
+178,856
| +7% | +$38.4M | 0.28% | 67 |
|
|
2020
Q3 | $579M | Buy |
2,639,959
+90,761
| +4% | +$19.9M | 0.31% | 59 |
|
|
2020
Q2 | $470M | Sell |
2,549,198
-856,909
| -25% | -$158M | 0.29% | 69 |
|
|
2020
Q1 | $563M | Buy |
3,406,107
+156,838
| +5% | +$25.9M | 0.41% | 49 |
|
|
2019
Q4 | $642M | Buy |
3,249,269
+110,282
| +4% | +$21.8M | 0.39% | 47 |
|
|
2019
Q3 | $674M | Sell |
3,138,987
-3,971
| -0.1% | -$853K | 0.45% | 41 |
|
|
2019
Q2 | $653M | Sell |
3,142,958
-55,769
| -2% | -$11.6M | 0.47% | 36 |
|
|
2019
Q1 | $607M | Buy |
3,198,727
+115,027
| +4% | +$21.8M | 0.45% | 39 |
|
|
2018
Q4 | $548M | Buy |
3,083,700
+173,996
| +6% | +$30.9M | 0.47% | 38 |
|
|
2018
Q3 | $487M | Buy |
2,909,704
+70,249
| +2% | +$11.8M | 0.36% | 54 |
|
|
2018
Q2 | $445M | Sell |
2,839,455
-71,562
| -2% | -$11.2M | 0.34% | 52 |
|
|
2018
Q1 | $455M | Buy |
2,911,017
+89,779
| +3% | +$14M | 0.36% | 53 |
|
|
2017
Q4 | $486M | Sell |
2,821,238
-10,270
| -0.4% | -$1.77M | 0.41% | 46 |
|
|
2017
Q3 | $444M | Buy |
2,831,508
+32,671
| +1% | +$5.12M | 0.4% | 51 |
|
|
2017
Q2 | $429M | Sell |
2,798,837
-170,305
| -6% | -$26.1M | 0.41% | 48 |
|
|
2017
Q1 | $385M | Sell |
2,969,142
-768,543
| -21% | -$99.6M | 0.39% | 50 |
|
|
2016
Q4 | $455M | Sell |
3,737,685
-251,746
| -6% | -$30.6M | 0.51% | 37 |
|
|
2016
Q3 | $460M | Buy |
3,989,431
+36,859
| +0.9% | +$4.25M | 0.5% | 42 |
|
|
2016
Q2 | $476M | Buy |
3,952,572
+519,237
| +15% | +$62.5M | 0.54% | 34 |
|
|
2016
Q1 | $432M | Buy |
3,433,335
+461,750
| +16% | +$58M | 0.5% | 39 |
|
|
2015
Q4 | $351M | Sell |
2,971,585
-807,066
| -21% | -$95.3M | 0.4% | 49 |
|
|
2015
Q3 | $372M | Sell |
3,778,651
-432,181
| -10% | -$42.6M | 0.41% | 47 |
|
|
2015
Q2 | $400M | Buy |
4,210,832
+55,121
| +1% | +$5.24M | 0.38% | 55 |
|
|
2015
Q1 | $405M | Buy |
4,155,711
+31,627
| +0.8% | +$3.08M | 0.39% | 55 |
|
|
2014
Q4 | $386M | Buy |
4,124,084
+80,724
| +2% | +$7.56M | 0.37% | 58 |
|
|
2014
Q3 | $383M | Buy |
4,043,360
+116,221
| +3% | +$11M | 0.38% | 61 |
|
|
2014
Q2 | $396M | Buy |
3,927,139
+52,173
| +1% | +$5.26M | 0.4% | 58 |
|
|
2014
Q1 | $380M | Buy |
3,874,966
+263,210
| +7% | +$25.8M | 0.41% | 56 |
|
|
2013
Q4 | $350M | Buy |
3,611,756
+183,917
| +5% | +$17.8M | 0.4% | 53 |
|
|
2013
Q3 | $330M | Buy |
3,427,839
+38,659
| +1% | +$3.72M | 0.41% | 54 |
|
|
2013
Q2 | $336M | Buy |
+3,389,180
| New | +$336M | 0.43% | 49 |
|