NJBEST

New Jersey Better Educational Savings Trust’s McDonald's MCD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-713	Closed	-$223K	–	25
2025 Q1	$223K	Hold	713	–	–	0.43%	27
2024 Q4	$207K	Hold	713	–	–	0.4%	30
2024 Q3	$217K	Buy	+713	New	+$217K	0.41%	28
2024 Q2	–	Sell	-1,428	Closed	-$403K	–	65
2024 Q1	$403K	Hold	1,428	–	–	0.76%	34
2023 Q4	$423K	Hold	1,428	–	–	0.89%	29
2023 Q3	$376K	Hold	1,428	–	–	0.92%	33
2023 Q2	$426K	Hold	1,428	–	–	1%	27
2023 Q1	$399K	Hold	1,428	–	–	1.08%	29
2022 Q4	$376K	Hold	1,428	–	–	1.11%	29
2022 Q3	$329K	Hold	1,428	–	–	1.1%	33
2022 Q2	$353K	Hold	1,428	–	–	1.11%	33
2022 Q1	$353K	Hold	1,428	–	–	0.86%	41
2021 Q4	$383K	Sell	1,428 -400	-22%	-$107K	0.85%	35
2021 Q3	$441K	Hold	1,828	–	–	0.87%	33
2021 Q2	$422K	Hold	1,828	–	–	0.84%	35
2021 Q1	$410K	Hold	1,828	–	–	0.9%	33
2020 Q4	$392K	Sell	1,828 -572	-24%	-$123K	0.73%	46
2020 Q3	$527K	Hold	2,400	–	–	0.87%	39
2020 Q2	$443K	Hold	2,400	–	–	0.81%	42
2020 Q1	$397K	Sell	2,400 -500	-17%	-$82.7K	0.94%	40
2019 Q4	$573K	Buy	+2,900	New	+$573K	0.98%	31
2019 Q2	–	Sell	-2,000	Closed	-$380K	–	190
2019 Q1	$380K	Buy	+2,000	New	+$380K	0.51%	50
2018 Q4	–	Sell	-2,000	Closed	-$335K	–	190
2018 Q3	$335K	Hold	2,000	–	–	0.34%	117
2018 Q2	$313K	Sell	2,000 -1,000	-33%	-$157K	0.34%	111
2018 Q1	$469K	Buy	+3,000	New	+$469K	0.52%	65
2015 Q2	–	Sell	-14,000	Closed	-$1.36M	–	179
2015 Q1	$1.36M	Buy	14,000 +4,000	+40%	+$390K	0.6%	41
2014 Q4	$937K	Buy	+10,000	New	+$937K	0.42%	106