Charter Research & Investment Group’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	$818K	Sell	2,800 -107	-4%	-$31.3K	0.61%	45
2025 Q1	$908K	Buy	2,907 +107	+4%	+$33.4K	0.69%	40
2024 Q4	$812K	Hold	2,800	–	–	0.62%	40
2024 Q3	$853K	Hold	2,800	–	–	0.63%	40
2024 Q2	$714K	Hold	2,800	–	–	0.56%	42
2024 Q1	$789K	Hold	2,800	–	–	0.63%	39
2023 Q4	$830K	Hold	2,800	–	–	0.69%	37
2023 Q3	$738K	Hold	2,800	–	–	0.66%	40
2023 Q2	$836K	Hold	2,800	–	–	0.69%	37
2023 Q1	$783K	Buy	2,800 +1,000	+56%	+$280K	0.69%	37
2022 Q4	$474K	Hold	1,800	–	–	0.46%	51
2022 Q3	$415K	Sell	1,800 -22	-1%	-$5.07K	0.42%	54
2022 Q2	$450K	Hold	1,822	–	–	0.41%	52
2022 Q1	$451K	Hold	1,822	–	–	0.37%	58
2021 Q4	$488K	Buy	1,822 +22	+1%	+$5.89K	0.38%	54
2021 Q3	$434K	Hold	1,800	–	–	0.36%	56
2021 Q2	$416K	Hold	1,800	–	–	0.34%	58
2021 Q1	$403K	Hold	1,800	–	–	0.35%	60
2020 Q4	$386K	Hold	1,800	–	–	0.37%	58
2020 Q3	$395K	Hold	1,800	–	–	0.43%	52
2020 Q2	$332K	Hold	1,800	–	–	0.38%	60
2020 Q1	$298K	Sell	1,800 -46	-2%	-$7.62K	0.39%	61
2019 Q4	$365K	Buy	1,846 +225	+14%	+$44.5K	0.37%	61
2019 Q3	$348K	Buy	1,621 +46	+3%	+$9.88K	0.38%	63
2019 Q2	$327K	Hold	1,575	–	–	0.36%	61
2019 Q1	$299K	Hold	1,575	–	–	0.33%	64
2018 Q4	$280K	Hold	1,575	–	–	0.35%	62
2018 Q3	$263K	Hold	1,575	–	–	0.29%	65
2018 Q2	$247K	Hold	1,575	–	–	0.28%	66
2018 Q1	$246K	Hold	1,575	–	–	0.29%	65
2017 Q4	$271K	Buy	+1,575	New	+$271K	0.3%	63
2016 Q3	–	Sell	-1,675	Closed	-$202K	–	72
2016 Q2	$202K	Hold	1,675	–	–	0.23%	72
2016 Q1	$211K	Sell	1,675 -200	-11%	-$25.2K	0.24%	67
2015 Q4	$222K	Buy	+1,875	New	+$222K	0.26%	65