Charter Oak Capital Management’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 | $793K | Sell |
2,715
-718
| -21% | -$210K | 0.07% | 90 |
|
|
2025
Q1 | $1.07M | Buy |
3,433
+31
| +0.9% | +$9.68K | 0.1% | 68 |
|
|
2024
Q4 | $986K | Sell |
3,402
-9
| -0.3% | -$2.61K | 0.09% | 72 |
|
|
2024
Q3 | $1.04M | Buy |
3,411
+516
| +18% | +$157K | 0.1% | 74 |
|
|
2024
Q2 | $738K | Sell |
2,895
-307
| -10% | -$78.2K | 0.08% | 78 |
|
|
2024
Q1 | $903K | Buy |
3,202
+118
| +4% | +$33.3K | 0.1% | 76 |
|
|
2023
Q4 | $915K | Sell |
3,084
-14
| -0.5% | -$4.15K | 0.11% | 68 |
|
|
2023
Q3 | $816K | Sell |
3,098
-168
| -5% | -$44.3K | 0.11% | 71 |
|
|
2023
Q2 | $975K | Sell |
3,266
-3
| -0.1% | -$895 | 0.13% | 69 |
|
|
2023
Q1 | $914K | Buy |
3,269
+70
| +2% | +$19.6K | 0.13% | 70 |
|
|
2022
Q4 | $843K | Buy |
3,199
+145
| +5% | +$38.2K | 0.13% | 69 |
|
|
2022
Q3 | $705K | Sell |
3,054
-552
| -15% | -$127K | 0.11% | 73 |
|
|
2022
Q2 | $890K | Buy |
3,606
+7
| +0.2% | +$1.73K | 0.12% | 73 |
|
|
2022
Q1 | $890K | Buy |
3,599
+8
| +0.2% | +$1.98K | 0.11% | 81 |
|
|
2021
Q4 | $963K | Buy |
3,591
+106
| +3% | +$28.4K | 0.11% | 80 |
|
|
2021
Q3 | $840K | Sell |
3,485
-13
| -0.4% | -$3.13K | 0.11% | 82 |
|
|
2021
Q2 | $808K | Sell |
3,498
-6
| -0.2% | -$1.39K | 0.1% | 83 |
|
|
2021
Q1 | $785K | Sell |
3,504
-72
| -2% | -$16.1K | 0.11% | 86 |
|
|
2020
Q4 | $767K | Buy |
+3,576
| New | +$767K | 0.12% | 84 |
|