PNFS
MCD icon

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
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

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PW Nova Financial Services's MCD Position: Q2 2026 in Review

PW Nova Financial Services reduced its McDonald's (MCD) stake by 0.47% in Q2 2026, selling an estimated $7.74K and leaving 5,681 shares worth $1.54M. The position accounts for 0.33% of the portfolio, ranked #71.

PW Nova Financial Services first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • PW Nova Financial Services held 5,681 shares of McDonald's worth $1.54M as of Q2 2026.
  • PW Nova Financial Services sold 27 McDonald's shares in Q2 2026, an estimated $7.74K.
  • McDonald's made up 0.33% of PW Nova Financial Services's portfolio in Q2 2026, its #71 holding.
  • PW Nova Financial Services first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • PW Nova Financial Services's McDonald's position peaked at $1.77M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.