Charles Schwab Trust’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Sell |
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|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $538K | Sell |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $739K | Sell |
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|
2023
Q3 | $899K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $542K | Buy |
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|
2022
Q2 | $574K | Buy |
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|
2022
Q1 | $523K | Hold |
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|
2021
Q4 | $567K | Sell |
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|
2021
Q3 | $602K | Sell |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $535K | Buy |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $690K | Buy |
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|
2019
Q4 | $598K | Buy |
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