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Charter Oak Capital Management’s McDonald's MCD Stock Holding History

Charter Oak Capital Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$818K Sell
2,633
-36
-1% -$11.5K 0.06% 97
2025
Q4 		$816K Sell
2,669
-20
-0.7% -$6.13K 0.06% 97
2025
Q3 		$817K Sell
2,689
-26
-1% -$7.91K 0.06% 95
2025
Q2 		$793K Sell
2,715
-718
-21% -$221K 0.07% 90
2025
Q1 		$1.07M Buy
3,433
+31
+0.9% +$9.27K 0.1% 68
2024
Q4 		$986K Sell
3,402
-9
-0.3% -$2.68K 0.09% 72
2024
Q3 		$1.04M Buy
3,411
+516
+18% +$142K 0.1% 74
2024
Q2 		$738K Sell
2,895
-307
-10% -$81.4K 0.08% 78
2024
Q1 		$903K Buy
3,202
+118
+4% +$34.3K 0.1% 76
2023
Q4 		$915K Sell
3,084
-14
-0.5% -$3.81K 0.11% 68
2023
Q3 		$816K Sell
3,098
-168
-5% -$47.9K 0.11% 71
2023
Q2 		$975K Sell
3,266
-3
-0.1% -$872 0.13% 69
2023
Q1 		$914K Buy
3,269
+70
+2% +$18.8K 0.13% 70
2022
Q4 		$843K Buy
3,199
+145
+5% +$38.3K 0.13% 69
2022
Q3 		$705K Sell
3,054
-552
-15% -$141K 0.11% 73
2022
Q2 		$890K Buy
3,606
+7
+0.2% +$1.72K 0.12% 73
2022
Q1 		$890K Buy
3,599
+8
+0.2% +$1.99K 0.11% 81
2021
Q4 		$963K Buy
3,591
+106
+3% +$26.8K 0.11% 80
2021
Q3 		$840K Sell
3,485
-13
-0.4% -$3.1K 0.11% 82
2021
Q2 		$808K Sell
3,498
-6
-0.2% -$1.4K 0.1% 83
2021
Q1 		$785K Sell
3,504
-72
-2% -$15.4K 0.11% 86
2020
Q4 		$767K Buy
+3,576
New +$778K 0.12% 84

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Charter Oak Capital Management's MCD Position: Q1 2026 in Review

Charter Oak Capital Management reduced its McDonald's (MCD) stake by 1.3% in Q1 2026, selling an estimated $11.5K and leaving 2,633 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #97.

Charter Oak Capital Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Charter Oak Capital Management held 2,633 shares of McDonald's worth $818K as of Q1 2026.
  • Charter Oak Capital Management sold 36 McDonald's shares in Q1 2026, an estimated $11.5K.
  • McDonald's made up 0.06% of Charter Oak Capital Management's portfolio in Q1 2026, its #97 holding.
  • Charter Oak Capital Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's McDonald's position peaked at $1.07M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.