Charter Oak Capital Management’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 | $817K | Sell |
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|
2025
Q2 | $793K | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $986K | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $738K | Sell |
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|
2024
Q1 | $903K | Buy |
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|
2023
Q4 | $915K | Sell |
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|
2023
Q3 | $816K | Sell |
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|
2023
Q2 | $975K | Sell |
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|
2023
Q1 | $914K | Buy |
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|
2022
Q4 | $843K | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $890K | Buy |
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|
2022
Q1 | $890K | Buy |
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|
2021
Q4 | $963K | Buy |
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|
2021
Q3 | $840K | Sell |
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|
2021
Q2 | $808K | Sell |
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|
2021
Q1 | $785K | Sell |
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|
2020
Q4 | $767K | Buy |
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