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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
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|
2025
Q1 | $908K | Buy |
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|
2024
Q4 | $812K | Hold |
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|
2024
Q3 | $853K | Hold |
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|
2024
Q2 | $714K | Hold |
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|
2024
Q1 | $789K | Hold |
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|
2023
Q4 | $830K | Hold |
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|
2023
Q3 | $738K | Hold |
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|
2023
Q2 | $836K | Hold |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $450K | Hold |
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|
2022
Q1 | $451K | Hold |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $434K | Hold |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $332K | Hold |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $348K | Buy |
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|
2019
Q2 | $327K | Hold |
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|
2019
Q1 | $299K | Hold |
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|
2018
Q4 | $280K | Hold |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $271K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $202K | Hold |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $222K | Buy |
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