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

Nova Wealth Management’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 		$12.2K Sell
45
-17
-27% -$4.88K 0.01% 381
2026
Q1 		$19.2K Sell
62
-8
-11% -$2.55K 0.01% 307
2025
Q4 		$21.3K Sell
70
-10
-13% -$3.06K 0.01% 286
2025
Q3 		$24.2K Sell
80
-11
-12% -$3.35K 0.02% 280
2025
Q2 		$26.5K Buy
91
+9
+11% +$2.77K 0.02% 280
2025
Q1 		$25.6K Buy
+82
New +$24.5K 0.02% 263

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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 Wealth Management's MCD Position: Q2 2026 in Review

Nova Wealth Management reduced its McDonald's (MCD) stake by 27% in Q2 2026, selling an estimated $4.88K and leaving 45 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #381.

Nova Wealth Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.5K in Q2 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Nova Wealth Management held 45 shares of McDonald's worth $12.2K as of Q2 2026.
  • Nova Wealth Management sold 17 McDonald's shares in Q2 2026, an estimated $4.88K.
  • McDonald's made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Nova Wealth Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Nova Wealth Management's McDonald's position peaked at $26.5K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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