Nova R Wealth’s McDonald's MCD Stock Holding History

Nova R Wealth’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	$280K	Sell	1,035 -23	-2%	-$6.59K	0.08%	74
2026 Q1	$329K	Buy	1,058 +24	+2%	+$7.65K	0.1%	69
2025 Q4	$316K	Buy	1,034 +266	+35%	+$81.5K	0.12%	70
2025 Q3	$233K	Sell	768 -390	-34%	-$119K	0.1%	76
2025 Q2	$338K	Sell	1,158 -97	-8%	-$29.9K	0.16%	65
2025 Q1	$392K	Buy	1,255 +100	+9%	+$29.9K	0.19%	59
2024 Q4	$335K	Hold	1,155	–	–	0.17%	61
2024 Q3	$352K	Hold	1,155	–	–	0.17%	62
2024 Q2	$294K	Hold	1,155	–	–	0.15%	65
2024 Q1	$326K	Hold	1,155	–	–	0.17%	65
2023 Q4	$342K	Hold	1,155	–	–	0.22%	51
2023 Q3	$304K	Hold	1,155	–	–	0.21%	50
2023 Q2	$345K	Hold	1,155	–	–	0.23%	50
2023 Q1	$323K	Hold	1,155	–	–	0.22%	56
2022 Q4	$304K	Hold	1,155	–	–	0.22%	58
2022 Q3	$266K	Hold	1,155	–	–	0.22%	55
2022 Q2	$285K	Hold	1,155	–	–	0.23%	59
2022 Q1	$286K	Hold	1,155	–	–	0.24%	55
2021 Q4	$310K	Buy	+1,155	New	+$292K	0.25%	56

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Nova R Wealth's MCD Position: Q2 2026 in Review

Nova R Wealth reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $6.59K and leaving 1,035 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #74.

Nova R Wealth first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $392K in Q1 2025. 715 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Nova R Wealth held 1,035 shares of McDonald's worth $280K as of Q2 2026.
Nova R Wealth sold 23 McDonald's shares in Q2 2026, an estimated $6.59K.
McDonald's made up 0.08% of Nova R Wealth's portfolio in Q2 2026, its #74 holding.
Nova R Wealth first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Nova R Wealth's McDonald's position peaked at $392K in Q1 2025.
715 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.