First Western Capital Management’s McDonald's MCD Stock Holding History

First Western 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	$334K	Sell	1,520 -11	-0.7%	-$2.26K	7.08%	2
2020 Q2	$282K	Sell	1,531 -7	-0.5%	-$1.28K	6.37%	6
2020 Q1	$254K	Hold	1,538	–	–	7.63%	6
2019 Q4	$304K	Hold	1,538	–	–	4.83%	9
2019 Q3	$330K	Sell	1,538 -316	-17%	-$67.7K	5.14%	2
2019 Q2	$385K	Sell	1,854 -32	-2%	-$6.34K	5.11%	2
2019 Q1	$358K	Sell	1,886 -571	-23%	-$104K	5.09%	3
2018 Q4	$436K	Sell	2,457 -1,476	-38%	-$262K	3.96%	7
2018 Q3	$658K	Sell	3,933 -226	-5%	-$36.2K	2.96%	10
2018 Q2	$652K	Buy	4,159 +830	+25%	+$135K	2.95%	11
2018 Q1	$521K	Sell	3,329 -30,949	-90%	-$5.09M	2.47%	14
2017 Q4	$5.9M	Sell	34,278 -168	-0.5%	-$28.2K	3.35%	2
2017 Q3	$5.4M	Sell	34,446 -1,084	-3%	-$170K	3.28%	2
2017 Q2	$5.44M	Sell	35,530 -3,183	-8%	-$460K	3.28%	2
2017 Q1	$5.02M	Sell	38,713 -4,792	-11%	-$601K	3.03%	4
2016 Q4	$5.29M	Sell	43,505 -6,641	-13%	-$779K	2.88%	3
2016 Q3	$5.79M	Sell	50,146 -6,714	-12%	-$796K	2.26%	6
2016 Q2	$6.84M	Buy	56,860 +9,486	+20%	+$1.19M	2.5%	3
2016 Q1	$5.95M	Buy	47,374 +8,993	+23%	+$1.07M	2.11%	7
2015 Q4	$4.53M	Sell	38,381 -171	-0.4%	-$19.1K	1.42%	18
2015 Q3	$3.8M	Buy	38,552 +4,327	+13%	+$422K	1.27%	26
2015 Q2	$3.25M	Sell	34,225 -36,134	-51%	-$3.5M	1.04%	40
2015 Q1	$6.86M	Buy	70,359 +31,156	+79%	+$2.96M	2.06%	7
2014 Q4	$3.67M	Buy	39,203 +1,015	+3%	+$95K	1.08%	33
2014 Q3	$3.62M	Buy	38,188 +267	+0.7%	+$25.5K	1.07%	35
2014 Q2	$3.82M	Buy	37,921 +329	+0.9%	+$33.2K	1.26%	30
2014 Q1	$3.69M	Sell	37,592 -7,042	-16%	-$673K	1.3%	30
2013 Q4	$4.33M	Buy	+44,634	New	+$4.29M	1.5%	15

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Western Capital Management's MCD Position: Q3 2020 in Review

First Western Capital Management reduced its McDonald's (MCD) stake by 0.72% in Q3 2020, selling an estimated $2.26K and leaving 1,520 shares worth $334K. The position accounts for 7.08% of the portfolio, ranked #2.

First Western Capital Management first reported a position in MCD in Q4 2013 and has held it in 28 quarters since. The position peaked at $6.86M in Q1 2015. 2,279 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

First Western Capital Management held 1,520 shares of McDonald's worth $334K as of Q3 2020.
First Western Capital Management sold 11 McDonald's shares in Q3 2020, an estimated $2.26K.
McDonald's made up 7.08% of First Western Capital Management's portfolio in Q3 2020, its #2 holding.
First Western Capital Management first reported a position in McDonald's in Q4 2013 and has held it in 28 quarters since.
First Western Capital Management's McDonald's position peaked at $6.86M in Q1 2015.
2,279 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on First Western Capital Management's 13F filing for Q3 2020, filed 18 Nov 2020.