Novak & Powell Financial Services’s McDonald's MCD Stock Holding History

Novak & Powell Financial Services’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 Q1	$614K	Sell	1,974 -102	-5%	-$32.5K	0.33%	67
2025 Q4	$634K	Sell	2,076 -324	-14%	-$99.2K	0.33%	66
2025 Q3	$729K	Buy	2,400 +630	+36%	+$192K	0.38%	56
2025 Q2	$517K	Sell	1,770 -20	-1%	-$6.17K	0.36%	67
2025 Q1	$559K	Sell	1,790 -82	-4%	-$24.5K	0.35%	70
2024 Q4	$593K	Buy	1,872 +161	+9%	+$48K	0.35%	66
2024 Q3	$521K	Sell	1,711 -767	-31%	-$211K	0.3%	78
2024 Q2	$632K	Buy	2,478 +31	+1%	+$8.22K	0.39%	58
2024 Q1	$690K	Sell	2,447 -17	-0.7%	-$4.94K	0.52%	50
2023 Q4	$731K	Buy	+2,464	New	+$671K	0.49%	53

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Novak & Powell Financial Services's MCD Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its McDonald's (MCD) stake by 4.9% in Q1 2026, selling an estimated $32.5K and leaving 1,974 shares worth $614K. The position accounts for 0.33% of the portfolio, ranked #67.

Novak & Powell Financial Services first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $731K in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Novak & Powell Financial Services held 1,974 shares of McDonald's worth $614K as of Q1 2026.
Novak & Powell Financial Services sold 102 McDonald's shares in Q1 2026, an estimated $32.5K.
McDonald's made up 0.33% of Novak & Powell Financial Services's portfolio in Q1 2026, its #67 holding.
Novak & Powell Financial Services first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's McDonald's position peaked at $731K in Q4 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.