Innova Wealth Partners
MCD icon

Innova Wealth Partners’s McDonald's MCD Stock Holding History

Innova Wealth Partners’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
2026
Q3 		$241K Buy
1,042
+186
+22% +$49K 0.09% 157
2026
Q2 		$231K Buy
856
+2
+0.2% +$573 0.09% 157
2026
Q1 		$265K Buy
854
+8
+0.9% +$2.55K 0.13% 130
2025
Q4 		$259K Buy
846
+10
+1% +$3.06K 0.13% 118
2025
Q3 		$254K Hold
836
– – 0.14% 102
2025
Q2 		$244K Buy
836
+2
+0.2% +$617 0.14% 89
2025
Q1 		$261K Hold
834
– – 0.16% 79
2024
Q4 		$242K Buy
+834
New +$249K 0.15% 78
2024
Q3 		– Sell
-834
Closed -$213K – 113
2024
Q2 		$213K Hold
834
– – 0.15% 75
2024
Q1 		$235K Hold
834
– – 0.18% 68
2023
Q4 		$247K Sell
834
-52
-6% -$14.2K 0.21% 58
2023
Q3 		$233K Buy
886
+26
+3% +$7.42K 0.21% 47
2023
Q2 		$257K Buy
860
+50
+6% +$14.5K 0.22% 48
2023
Q1 		$226K Hold
810
– – 0.2% 45
2022
Q4 		$213K Buy
+810
New +$214K 0.19% 53
2022
Q2 		– Sell
-810
Closed -$200K – 62
2022
Q1 		$200K Hold
810
– – 0.14% 71
2021
Q4 		$217K Buy
+810
New +$205K 0.15% 70

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Innova Wealth Partners's MCD Position: Q3 2026 in Review

Innova Wealth Partners increased its McDonald's (MCD) stake by 22% in Q3 2026, buying an estimated $49K and bringing the position to 1,042 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #157.

Innova Wealth Partners first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $265K in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Innova Wealth Partners held 1,042 shares of McDonald's worth $241K as of Q3 2026.
  • Innova Wealth Partners bought 186 McDonald's shares in Q3 2026, an estimated $49K.
  • McDonald's made up 0.09% of Innova Wealth Partners's portfolio in Q3 2026, its #157 holding.
  • Innova Wealth Partners first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
  • Innova Wealth Partners's McDonald's position peaked at $265K in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.