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Bourgeon Capital Management’s McDonald's MCD Stock Holding History

Bourgeon Capital Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-29
Closed -$5K – 310
2020
Q2 		$5K Hold
29
– – ﹤0.01% 221
2020
Q1 		$5K Buy
+29
New +$5.71K ﹤0.01% 215
2015
Q1 		– Sell
-3,600
Closed -$337K – 109
2014
Q4 		$337K Hold
3,600
– – 0.21% 86
2014
Q3 		$341K Sell
3,600
-47
-1% -$4.48K 0.2% 85
2014
Q2 		$367K Buy
+3,647
New +$368K 0.2% 86

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bourgeon Capital Management's MCD Position: Q3 2020 in Review

Bourgeon Capital Management sold out of McDonald's (MCD) in Q3 2020, closing a stake of 29 shares — an estimated $5K sold.

Bourgeon Capital Management first reported a position in MCD in Q2 2014 and held it in 5 quarters. The position peaked at $367K in Q2 2014. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Bourgeon Capital Management reported no remaining McDonald's position as of Q3 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 29 McDonald's shares in Q3 2020, an estimated $5K.
  • Bourgeon Capital Management first reported a position in McDonald's in Q2 2014 and held it in 5 quarters.
  • Bourgeon Capital Management's McDonald's position peaked at $367K in Q2 2014.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Bourgeon Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.