Nicholson Wealth Management Group’s McDonald's MCD Stock Holding History

Nicholson Wealth Management Group’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	$1.89M	Sell	7,004 -29	-0.4%	-$8.32K	1.12%	40
2026 Q1	$2.19M	Sell	7,033 -93	-1%	-$29.6K	1.27%	16
2025 Q4	$2.18M	Buy	7,126 +432	+6%	+$132K	1.28%	14
2025 Q3	$2.03M	Buy	6,694 +215	+3%	+$65.4K	1.19%	17
2025 Q2	$1.89M	Buy	6,479 +123	+2%	+$37.9K	1.17%	19
2025 Q1	$1.99M	Sell	6,356 -35	-0.5%	-$10.5K	1.3%	11
2024 Q4	$1.85M	Buy	6,391 +2,520	+65%	+$751K	1.24%	11
2024 Q3	$1.18M	Buy	+3,871	New	+$1.07M	0.97%	26

Other funds holding MCD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nicholson Wealth Management Group's MCD Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its McDonald's (MCD) stake by 0.41% in Q2 2026, selling an estimated $8.32K and leaving 7,004 shares worth $1.89M. The position accounts for 1.12% of the portfolio, ranked #40.

Nicholson Wealth Management Group first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Nicholson Wealth Management Group held 7,004 shares of McDonald's worth $1.89M as of Q2 2026.
Nicholson Wealth Management Group sold 29 McDonald's shares in Q2 2026, an estimated $8.32K.
McDonald's made up 1.12% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #40 holding.
Nicholson Wealth Management Group first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's McDonald's position peaked at $2.19M in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.