Unigestion 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
Q1 | $11.4M | Sell |
36,390
-58,852
| -62% | -$18.4M | 0.67% | 48 |
|
|
2024
Q4 | $27.6M | Sell |
95,242
-31,129
| -25% | -$9.02M | 1.59% | 22 |
|
|
2024
Q3 | $38.5M | Sell |
126,371
-20,341
| -14% | -$6.19M | 1.86% | 15 |
|
|
2024
Q2 | $43.5M | Sell |
146,712
-46,575
| -24% | -$13.8M | 2.39% | 10 |
|
|
2024
Q1 | $54.5M | Buy |
193,287
+46,575
| +32% | +$13.1M | 2.66% | 5 |
|
|
2023
Q4 | $43.5M | Buy |
146,712
+142,768
| +3,620% | +$42.3M | 2.39% | 10 |
|
|
2023
Q3 | $1.05M | Buy |
3,944
+727
| +23% | +$193K | 0.06% | 115 |
|
|
2023
Q2 | $947K | Sell |
3,217
-643
| -17% | -$189K | 0.05% | 128 |
|
|
2023
Q1 | $1.07M | Sell |
3,860
-5,038
| -57% | -$1.4M | 0.06% | 141 |
|
|
2022
Q4 | $2.37M | Sell |
8,898
-430
| -5% | -$114K | 0.13% | 102 |
|
|
2022
Q3 | $2.19M | Hold |
9,328
| – | – | 0.13% | 100 |
|
|
2022
Q2 | $2.3M | Buy |
+9,328
| New | +$2.3M | 0.13% | 91 |
|
|
2021
Q1 | – | Sell |
-4,952
| Closed | -$1.06M | – | 249 |
|
|
2020
Q4 | $1.06M | Hold |
4,952
| – | – | 0.04% | 132 |
|
|
2020
Q3 | $1.09M | Sell |
4,952
-3,230
| -39% | -$709K | 0.04% | 119 |
|
|
2020
Q2 | $1.51M | Sell |
8,182
-52,722
| -87% | -$9.72M | 0.05% | 114 |
|
|
2020
Q1 | $10.1M | Buy |
+60,904
| New | +$10.1M | 0.38% | 57 |
|
|
2019
Q3 | $14.9M | Buy |
69,539
+30,361
| +77% | +$6.52M | 0.41% | 64 |
|
|
2019
Q2 | $8.14M | Buy |
39,178
+4,882
| +14% | +$1.01M | 0.22% | 88 |
|
|
2019
Q1 | $6.51M | Buy |
34,296
+20,037
| +141% | +$3.8M | 0.17% | 102 |
|
|
2018
Q4 | $2.53M | Buy |
+14,259
| New | +$2.53M | 0.06% | 164 |
|