PW Nova Financial Services
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PW Nova Financial Services’s McDonald's MCD Stock Holding History

PW Nova 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
Q3 		$1.23M Sell
5,320
-361
-6% -$95K 0.25% 87
2026
Q2 		$1.54M Sell
5,681
-27
-0.5% -$7.74K 0.33% 71
2026
Q1 		$1.77M Buy
5,708
+263
+5% +$83.8K 0.45% 60
2025
Q4 		$1.65M Buy
+5,445
New +$1.67M 0.63% 40

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PW Nova Financial Services's MCD Position: Q3 2026 in Review

PW Nova Financial Services reduced its McDonald's (MCD) stake by 6.4% in Q3 2026, selling an estimated $95K and leaving 5,320 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #87.

PW Nova Financial Services first reported a position in MCD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.77M in Q1 2026. 873 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • PW Nova Financial Services held 5,320 shares of McDonald's worth $1.23M as of Q3 2026.
  • PW Nova Financial Services sold 361 McDonald's shares in Q3 2026, an estimated $95K.
  • McDonald's made up 0.25% of PW Nova Financial Services's portfolio in Q3 2026, its #87 holding.
  • PW Nova Financial Services first reported a position in McDonald's in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's McDonald's position peaked at $1.77M in Q1 2026.
  • 873 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.