NovaPoint Capital’s McDonald's MCD Stock Holding History

NovaPoint Capital’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	$205K	Buy	+760	New	+$218K	0.04%	160
2025 Q4	–	Sell	-677	Closed	-$206K	–	117
2025 Q3	$206K	Buy	+677	New	+$206K	0.05%	143
2021 Q2	–	Sell	-939	Closed	-$210K	–	120
2021 Q1	$210K	Hold	939	–	–	0.1%	111
2020 Q4	$201K	Buy	+939	New	+$204K	0.1%	108

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

NovaPoint Capital's MCD Position: Q2 2026 in Review

NovaPoint Capital opened a new position in McDonald's (MCD) in Q2 2026: 760 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in MCD as recently as Q3 2025.

NovaPoint Capital first reported a position in MCD in Q4 2020 and has held it in 4 quarters since. The position peaked at $210K in Q1 2021. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

NovaPoint Capital held 760 shares of McDonald's worth $205K as of Q2 2026.
McDonald's was a new NovaPoint Capital position in Q2 2026.
McDonald's made up 0.04% of NovaPoint Capital's portfolio in Q2 2026, its #160 holding.
NovaPoint Capital first reported a position in McDonald's in Q4 2020 and has held it in 4 quarters since.
NovaPoint Capital's McDonald's position peaked at $210K in Q1 2021.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.