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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Innova Wealth Partners's MCD Position: Q2 2026 in Review

Innova Wealth Partners increased its McDonald's (MCD) stake by 0.23% in Q2 2026, buying an estimated $573 and bringing the position to 856 shares worth $231K. 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 16 quarters since. The position peaked at $265K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Innova Wealth Partners held 856 shares of McDonald's worth $231K as of Q2 2026.
Innova Wealth Partners bought 2 McDonald's shares in Q2 2026, an estimated $573.
McDonald's made up 0.09% of Innova Wealth Partners's portfolio in Q2 2026, its #157 holding.
Innova Wealth Partners first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
Innova Wealth Partners's McDonald's position peaked at $265K in Q1 2026.
1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.