Charter Research & Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $870K | Hold |
2,800
| – | – | 0.58% | 43 |
|
|
2025
Q4 | $856K | Hold |
2,800
| – | – | 0.57% | 43 |
|
|
2025
Q3 | $851K | Hold |
2,800
| – | – | 0.59% | 47 |
|
|
2025
Q2 | $818K | Sell |
2,800
-107
| -4% | -$33K | 0.61% | 45 |
|
|
2025
Q1 | $908K | Buy |
2,907
+107
| +4% | +$32K | 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% | +$268K | 0.69% | 37 |
|
|
2022
Q4 | $474K | Hold |
1,800
| – | – | 0.46% | 51 |
|
|
2022
Q3 | $415K | Sell |
1,800
-22
| -1% | -$5.62K | 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% | +$5.55K | 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% | -$9.06K | 0.39% | 61 |
|
|
2019
Q4 | $365K | Buy |
1,846
+225
| +14% | +$44.6K | 0.37% | 61 |
|
|
2019
Q3 | $348K | Buy |
1,621
+46
| +3% | +$9.86K | 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 | +$264K | 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% | -$23.9K | 0.24% | 67 |
|
|
2015
Q4 | $222K | Buy |
+1,875
| New | +$210K | 0.26% | 65 |
|
Other funds holding MCD
VCM
VPM
DAM
Charter Research & Investment Group's MCD Position: Q1 2026 in Review
Charter Research & Investment Group held its McDonald's (MCD) position steady in Q1 2026 at 2,800 shares worth $870K. The position accounts for 0.58% of the portfolio, ranked #43.
Charter Research & Investment Group first reported a position in MCD in Q4 2015 and has held it in 37 quarters since. The position peaked at $908K in Q1 2025. 3,569 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Charter Research & Investment Group held 2,800 shares of McDonald's worth $870K as of Q1 2026.
- Charter Research & Investment Group left its McDonald's share count unchanged in Q1 2026.
- McDonald's made up 0.58% of Charter Research & Investment Group's portfolio in Q1 2026, its #43 holding.
- Charter Research & Investment Group first reported a position in McDonald's in Q4 2015 and has held it in 37 quarters since.
- Charter Research & Investment Group's McDonald's position peaked at $908K in Q1 2025.
- 3,569 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.