HCM
MCD icon

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

Horan 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
2019
Q4 		– Sell
-624
Closed -$133K – 51
2019
Q3 		$133K Buy
624
+125
+25% +$26.8K 0.02% 52
2019
Q2 		$103K Buy
+499
New +$98.8K 0.02% 59
2018
Q4 		– Sell
-799
Closed -$133K – 63
2018
Q3 		$133K Buy
799
+25
+3% +$4.01K 0.02% 60
2018
Q2 		$121K Buy
+774
New +$125K 0.02% 63
2018
Q1 		– Sell
-639
Closed -$110K – 62
2017
Q4 		$110K Buy
+639
New +$107K 0.02% 71
2017
Q3 		– Sell
-8,124
Closed -$1.24M – 75
2017
Q2 		$1.24M Sell
8,124
-788
-9% -$114K 0.27% 46
2017
Q1 		$1.16M Sell
8,912
-10,064
-53% -$1.26M 0.26% 47
2016
Q4 		$2.31M Sell
18,976
-853
-4% -$100K 0.6% 36
2016
Q3 		$2.29M Sell
19,829
-454
-2% -$53.8K 0.61% 37
2016
Q2 		$2.44M Sell
20,283
-29,350
-59% -$3.68M 0.68% 38
2016
Q1 		$6.24M Sell
49,633
-16,391
-25% -$1.96M 1.73% 23
2015
Q4 		$7.8M Sell
66,024
-1,947
-3% -$218K 2.16% 17
2015
Q3 		$6.7M Sell
67,971
-2,787
-4% -$271K 1.96% 20
2015
Q2 		$6.73M Sell
70,758
-1,300
-2% -$126K 1.9% 24
2015
Q1 		$7.02M Buy
72,058
+35,918
+99% +$3.41M 1.98% 23
2014
Q4 		$3.39M Buy
36,140
+16,634
+85% +$1.56M 1.17% 26
2014
Q3 		$1.85M Buy
19,506
+1,975
+11% +$188K 0.62% 31
2014
Q2 		$1.77M Buy
17,531
+3,135
+22% +$316K 0.6% 32
2014
Q1 		$1.41M Buy
+14,396
New +$1.38M 0.49% 31

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horan Capital Management's MCD Position: Q4 2019 in Review

Horan Capital Management sold out of McDonald's (MCD) in Q4 2019, closing a stake of 624 shares — an estimated $133K sold.

Horan Capital Management first reported a position in MCD in Q1 2014 and held it in 19 quarters. The position peaked at $7.8M in Q4 2015. 2,259 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Horan Capital Management reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Horan Capital Management sold 624 McDonald's shares in Q4 2019, an estimated $133K.
  • Horan Capital Management first reported a position in McDonald's in Q1 2014 and held it in 19 quarters.
  • Horan Capital Management's McDonald's position peaked at $7.8M in Q4 2015.
  • 2,259 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Horan Capital Management's 13F filing for Q4 2019, filed 7 Jan 2020.