MCD

PQUS · Weight decrease · 2d

Pictet's AI ranking system, managing PQUS's US large-cap universe with sector-balance and concentration rules for its ~165 holdings, initiated a consecutive weight decrease for McDonald's based on evolving quantitative signals. Given the fund’s periodic, not daily, rebalancing cadence and measured turnover, the AI system sequentially lowered MCD's allocation, moving from 0.78% to 0.73% over eight days. This methodical reduction suggests that McDonald's recent price performance, particularly its 90-day return of -17.3%, likely triggered a lower ranking within the AI's selection process. The system's assessment, which led to MCD being de-emphasized while trading at 80% of its 52-week high, indicates a re-evaluation of its attractiveness relative to other US large caps.

weight 0.760% → 0.730% (-0.030 pp)·stock down 7.0% in the 30 days before

Jul 17·entry $267.71·now $267.64

PQUS · Weight decrease · 2d

MCD’s PER of 22.59 and PBR of 15.3, alongside its 95.13% ROE, likely position it within PQUS's US large-cap universe as a company with considerable profitability, aligning with a style favoring established companies rather than volatile growth plays. However, MCD's 90-day return of -17.3% and its current price of $274.60, sitting at 81% of its 52-week high, indicate a sustained period of underperformance leading up to early July 2026. This price movement, observed by Pictet Asset Management's AI ranking system, appears to have triggered a re-evaluation, resulting in a subtle but consecutive weight decrease from 0.77% on July 11th to 0.76% on July 12th. The AI's decision, consistent with PQUS's "measured turnover" style and sector-balance rules, reflects a controlled adjustment rather than an abrupt exit, potentially downgrading MCD's rank within the large-cap universe without violating concentration constraints.

weight 0.780% → 0.760% (-0.020 pp)·stock down 2.7% in the 30 days before

Jul 12·entry $272.61·now $267.64

PQUS · Weight decrease · 2d

weight 0.770% → 0.750% (-0.020 pp)·stock down 4.4% in the 30 days before

Jun 4·entry $272.72·now $267.64

AIEQ · Weight decrease · 2d

The weight for McDonald's Corp. within AIEQ exhibited a gradual decline over several days, moving from 0.41% to 0.39% by June 30th, which was then followed by a very sharp reduction to 0.05% on July 1st. This two-phase pattern indicates IBM Watson NLP detected an accumulating negative sentiment or shifting fundamental outlook for MCD, despite its high ROE of 95.13%, before a more definitive bearish signal triggered the drastic cut. Given that McDonald's stock, a Consumer Discretionary holding, was trading at $269.43—near the lower boundary of its 52-week range and showing sustained negative returns across 30, 90, and 365 days—the AI's assessment likely identified heightened risk. AIEQ’s strategy, driven by daily rebalancing and high turnover, enables EquBot to swiftly reduce exposure to companies where both sentiment and fundamental analysis indicate a deteriorating outlook or a drop in ranking.

weight 0.400% → 0.050% (-0.350 pp)·stock down 2.4% in the 30 days before

Jul 1·entry $269.43·now $267.64

AIEQ · Weight decrease · 2d

The AI ETF likely initiated consecutive weight decreases for MCD due to its high valuation (PBR 15.3, PER 23.79) disproportionate to its modest 3.73% revenue growth, suggesting overpricing despite strong ROE. The significant final reduction indicates a strong negative sentiment. Retail investors should learn that high valuation multiples, even with robust profitability, can trigger AI divestment if growth doesn't justify the price, emphasizing the need for a balanced view beyond single metrics.

weight 0.550% → 0.140% (-0.410 pp)·stock down 6.7% in the 30 days before

May 3·entry $284.10·now $267.64

BUZZ · Exit · 1d

MCD’s portfolio allocation in BUZZ showed a subtle reduction from 0.22% to 0.21% over several days, culminating in its complete removal to 0.00% on July 16, 2026. This gradual diminution and subsequent exclusion reflect the algorithmic sentiment tracker’s response to a likely erosion of positive public perception surrounding McDonald’s. With MCD experiencing a 90-day return of -18.4% and trading near its 52-week low of $264.54, the positive sentiment intensity, as captured by BUZZ’s NLP analysis of social media, blogs, and news, likely fell below the threshold required for inclusion. Consequently, during its monthly index reconstitution, the ETF, which tracks collective retail-crowd signals, removed the stock, aligning its holdings with the detected shift in market sentiment.

weight 0.210% → 0 (exited)·stock down 4.4% in the 30 days before

Jul 16·entry $273.46·now $267.64

BUZZ · Weight decrease · 2d

MCD’s financial profile, with a P/E of 22.75, P/B of 15.3, revenue growth of 6.77%, and an ROE of 95.13%, primarily shapes the public discourse that the BUZZ ETF monitors, as its selection criteria focus on positive sentiment intensity rather than direct fundamental analysis. The algorithmic sentiment tracker’s NLP engine detected sufficient positive social media and news discussion for MCD to enter the portfolio on May 21st at 0.43% after days of 0% weighting. However, the subsequent consecutive weight decrease to 0.42% and then 0.41% by May 26th indicates a detected reduction in positive sentiment. This cooling of retail-crowd interest coincided with MCD's recent price trajectory, including a -8.3% 30-day return, leaving its current price of $280.92 at 82% of its 52-week high.

weight 0.430% → 0.410% (-0.020 pp)·stock down 6.7% in the 30 days before

May 26·entry $279.26·now $267.64

QRFT · Exit · 1d

The AI ETF likely divested from McDonald's because its high valuation metrics, such as a PER of 23.63 and PBR of 15.3, were deemed disproportionate to its moderate 3.73% revenue growth. For retail investors, this highlights the importance of scrutinizing a stock's valuation relative to its growth potential, even for well-known companies, to avoid holding overvalued assets.

weight 0.450% → 0 (exited)·stock down 7.5% in the 30 days before

May 4·entry $284.10·now $267.64

QRFT · Weight decrease · 2d

The AI ETF likely decreased MCD's weight because its high valuation multiples (PER 24.45, PBR 15.3) coupled with modest 3.73% revenue growth may signal a perceived overvaluation despite its exceptional ROE. For retail investors, this suggests reviewing whether MCD's current price adequately reflects its future growth potential. It highlights the importance of balancing strong profitability with reasonable valuation.

weight 0.490% → 0.460% (-0.030 pp)·stock down 6.1% in the 30 days before

Apr 27·entry $290.21·now $267.64

QRFT · Weight decrease · 2d

weight 0.500% → 0.480% (-0.020 pp)·stock down 2.7% in the 30 days before

Apr 22·entry $300.07·now $267.64

QRFT · Weight decrease · 2d

weight 0.520% → 0.500% (-0.020 pp)·stock down 6.2% in the 30 days before

Apr 15·entry $306.26·now $267.64

QRFT · Weight decrease · 2d

weight 0.540% → 0.520% (-0.020 pp)·stock down 7.2% in the 30 days before

Apr 8·entry $307.01·now $267.64

QRFT · Weight decrease · 2d

weight 0.530% → 0.510% (-0.020 pp)·stock down 7.5% in the 30 days before

Apr 1·entry $307.29·now $267.64