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Howard Capital Management (New York)’s McDonald's MCD Stock Holding History

Howard Capital Management (New York)’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
Q4 		$844K Hold
3,935
– – 0.09% 52
2020
Q3 		$864K Sell
3,935
-13,225
-77% -$2.72M 0.11% 50
2020
Q2 		$3.17M Sell
17,160
-225
-1% -$41.3K 0.42% 37
2020
Q1 		$2.88M Sell
17,385
-76,282
-81% -$15M 0.49% 37
2019
Q4 		$18.5M Buy
93,667
+76,322
+440% +$15.1M 2.32% 14
2019
Q3 		$3.72M Sell
17,345
-55
-0.3% -$11.8K 0.53% 41
2019
Q2 		$3.61M Sell
17,400
-359
-2% -$71.1K 0.49% 43
2019
Q1 		$3.37M Sell
17,759
-346
-2% -$62.8K 0.48% 45
2018
Q4 		$3.21M Sell
18,105
-22
-0.1% -$3.9K 0.53% 47
2018
Q3 		$3.03M Buy
18,127
+300
+2% +$48.1K 0.4% 48
2018
Q2 		$2.79M Sell
17,827
-15
-0.1% -$2.43K 0.4% 47
2018
Q1 		$2.79M Hold
17,842
– – 0.41% 48
2017
Q4 		$3.07M Hold
17,842
– – 0.45% 48
2017
Q3 		$2.79M Hold
17,842
– – 0.43% 49
2017
Q2 		$2.73M Sell
17,842
-127
-0.7% -$18.4K 0.43% 51
2017
Q1 		$2.33M Sell
17,969
-373
-2% -$46.8K 0.39% 48
2016
Q4 		$2.23M Hold
18,342
– – 0.4% 49
2016
Q3 		$2.12M Hold
18,342
– – 0.38% 49
2016
Q2 		$2.21M Buy
18,342
+36
+0.2% +$4.51K 0.42% 47
2016
Q1 		$2.3M Buy
18,306
+449
+3% +$53.7K 0.45% 47
2015
Q4 		$2.11M Hold
17,857
– – 0.41% 49
2015
Q3 		$1.76M Hold
17,857
– – 0.36% 52
2015
Q2 		$1.7M Hold
17,857
– – 0.32% 53
2015
Q1 		$1.74M Hold
17,857
– – 0.34% 53
2014
Q4 		$1.67M Hold
17,857
– – 0.32% 53
2014
Q3 		$1.69M Sell
17,857
-1,103
-6% -$105K 0.34% 53
2014
Q2 		$1.91M Hold
18,960
– – 0.38% 50
2014
Q1 		$1.86M Buy
18,960
+37
+0.2% +$3.54K 0.37% 52
2013
Q4 		$1.84M Buy
18,923
+57
+0.3% +$5.48K 0.38% 51
2013
Q3 		$1.81M Sell
18,866
-100
-0.5% -$9.76K 0.44% 49
2013
Q2 		$1.88M Buy
+18,966
New +$1.9M 0.49% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howard Capital Management (New York)'s MCD Position: Q4 2020 in Review

Howard Capital Management (New York) held its McDonald's (MCD) position steady in Q4 2020 at 3,935 shares worth $844K. The position accounts for 0.09% of the portfolio, ranked #52.

Howard Capital Management (New York) first reported a position in MCD in Q2 2013 and has held it in 31 quarters since. The position peaked at $18.5M in Q4 2019. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • Howard Capital Management (New York) held 3,935 shares of McDonald's worth $844K as of Q4 2020.
  • Howard Capital Management (New York) left its McDonald's share count unchanged in Q4 2020.
  • McDonald's made up 0.09% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #52 holding.
  • Howard Capital Management (New York) first reported a position in McDonald's in Q2 2013 and has held it in 31 quarters since.
  • Howard Capital Management (New York)'s McDonald's position peaked at $18.5M in Q4 2019.
  • 2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.