UBS O'Connor’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,500
| Closed | -$2.17M | – | 356 |
|
|
2024
Q4 | $2.17M | Buy |
+7,500
| New | +$2.17M | 0.06% | 144 |
|
|
2024
Q2 | – | Sell |
-7,500
| Closed | -$2.11M | – | 508 |
|
|
2024
Q1 | $2.11M | Buy |
+7,500
| New | +$2.11M | 0.06% | 163 |
|
|
2018
Q1 | – | Sell |
-89,241
| Closed | -$15.4M | – | 317 |
|
|
2017
Q4 | $15.4M | Buy |
+89,241
| New | +$15.4M | 0.27% | 67 |
|
|
2017
Q3 | – | Sell |
-129,205
| Closed | -$19.8M | – | 368 |
|
|
2017
Q2 | $19.8M | Sell |
129,205
-26,826
| -17% | -$4.11M | 0.32% | 79 |
|
|
2017
Q1 | $20.2M | Buy |
+156,031
| New | +$20.2M | 0.34% | 76 |
|
|
2016
Q4 | – | Sell |
-311,913
| Closed | -$36M | – | 408 |
|
|
2016
Q3 | $36M | Buy |
+311,913
| New | +$36M | 0.54% | 39 |
|
|
2016
Q1 | – | Sell |
-153,606
| Closed | -$18.1M | – | 445 |
|
|
2015
Q4 | $18.1M | Buy |
153,606
+123,911
| +417% | +$14.6M | 0.31% | 71 |
|
|
2015
Q3 | $2.93M | Sell |
29,695
-23,305
| -44% | -$2.3M | 0.06% | 256 |
|
|
2015
Q2 | $5.04M | Sell |
53,000
-221,013
| -81% | -$21M | 0.09% | 245 |
|
|
2015
Q1 | $26.7M | Buy |
+274,013
| New | +$26.7M | 0.57% | 41 |
|
|
2014
Q4 | – | Sell |
-2,266
| Closed | -$215K | – | 654 |
|
|
2014
Q3 | $215K | Buy |
+2,266
| New | +$215K | ﹤0.01% | 397 |
|