World Equity Group’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$632K Buy
114,407
+479
+0.4% +$2.79K 0.14% 169
2026
Q1
$664K Buy
113,928
+2,698
+2% +$16.2K 0.17% 145
2025
Q4
$667K Buy
111,230
+7,057
+7% +$42.3K 0.19% 132
2025
Q3
$643K Buy
104,173
+4,910
+5% +$30.6K 0.15% 141
2025
Q2
$620K Buy
99,263
+7,682
+8% +$45.1K 0.17% 131
2025
Q1
$652K Sell
91,581
-99,035
-52% -$637K 0.19% 116
2024
Q4
$1.28M Buy
190,616
+99,035
+108% +$690K 0.27% 82
2024
Q3
$652K Buy
91,581
+835
+0.9% +$6.05K 0.24% 101
2024
Q2
$690K Buy
90,746
+1,755
+2% +$12.6K 0.21% 130
2024
Q1
$651K Buy
88,991
+4,324
+5% +$31.4K 0.13% 160
2023
Q4
$638K Buy
84,667
+985
+1% +$6.94K 0.13% 165
2023
Q3
$592K Buy
83,682
+1,791
+2% +$13.2K 0.12% 181
2023
Q2
$606K Buy
+81,891
New +$641K 0.18% 146
2023
Q1
Sell
-79,321
Closed -$615K 560
2022
Q4
$615K Buy
79,321
+923
+1% +$6.86K 0.15% 158
2022
Q3
$506K Buy
78,398
+1,082
+1% +$7.79K 0.13% 161
2022
Q2
$524K Buy
77,316
+8,717
+13% +$62.9K 0.13% 175
2022
Q1
$543K Buy
+68,599
New +$539K 0.12% 196

Other funds holding MCN

World Equity Group's MCN Position: Q2 2026 in Review

World Equity Group increased its Madison Covered Call & Equity Strategy Fund (MCN) stake by 0.42% in Q2 2026, buying an estimated $2.79K and bringing the position to 114,407 shares worth $632K. The position accounts for 0.14% of the portfolio, ranked #169.

World Equity Group first reported a position in MCN in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2024. 47 funds tracked by Wall St. Rank hold MCN as of Q2 2026.

  • World Equity Group held 114,407 shares of Madison Covered Call & Equity Strategy Fund worth $632K as of Q2 2026.
  • World Equity Group bought 479 Madison Covered Call & Equity Strategy Fund shares in Q2 2026, an estimated $2.79K.
  • Madison Covered Call & Equity Strategy Fund made up 0.14% of World Equity Group's portfolio in Q2 2026, its #169 holding.
  • World Equity Group first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's Madison Covered Call & Equity Strategy Fund position peaked at $1.28M in Q4 2024.
  • 47 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.