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Livermore
Livermore
ZHEN

Nova R Wealth, Inc.

SEC CIK
0001729457
Latest filing
Jul 17, 2026

MCD holding history

McDonalds Corp in every 13F filed by Nova R Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
1,035
Value
$279.8K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MCD by Nova R Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,035$279.8K0.1%−23−2.2%ReducedHolders
Q1 20261,058$328.9K0.1%+24+2.3%AddedHolders
Q4 20251,034$316.1K0.1%+266+34.6%AddedHolders
Q3 2025768$233.3K0.1%−390−33.7%ReducedHolders
Q2 20251,158$338.2K0.2%−97−7.7%ReducedHolders
Q1 20251,255$391.9K0.2%+100+8.7%AddedHolders
Q4 20241,155$334.7K0.2%00.0%UnchangedHolders
Q3 20241,155$351.6K0.2%00.0%UnchangedHolders
Q2 20241,155$294.3K0.2%00.0%UnchangedHolders
Q1 20241,155$325.6K0.2%00.0%UnchangedHolders
Q4 20231,155$342.4K0.2%00.0%UnchangedHolders
Q3 20231,155$304.2K0.2%00.0%UnchangedHolders
Q2 20231,155$344.6K0.2%00.0%UnchangedHolders
Q1 20231,155$322.9K0.2%00.0%UnchangedHolders
Q4 20221,155$304.3K0.2%00.0%UnchangedHolders
Q3 20221,155$266.0K0.2%00.0%UnchangedHolders
Q2 20221,155$285.0K0.2%00.0%UnchangedHolders
Q1 20221,155$286.0K0.2%00.0%UnchangedHolders
Q4 20211,155$310.0K0.3%–No prior filingHolders