SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / MCD

Nicholson Wealth Management Group, LLC’s Mcdonalds Corp Position

Does Nicholson Wealth Management Group, LLC own Mcdonalds Corp (MCD)? Yes — 7.0K shares worth $2M (+1.27% of its 13F portfolio) as of Q1 2026, down from 7.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.0K
% of Portfolio
+1.27%
Quarters Held
7
currently held

Position History MCD

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$2M+1.27%
Q4 20257.1K$2M+1.28%
Q3 20256.7K$2M+1.19%
Q2 20256.5K$2M+1.17%
Q1 20256.4K$2M+1.30%
Q4 20246.4K$2M+1.24%
Q3 20243.9K$1M+0.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of MCD.