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Philip James Wealth Mangement’s McDonald's MCD Stock Holding History

Philip James Wealth Mangement’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
Q1 		$384K Sell
1,235
-345
-22% -$110K 0.04% 127
2025
Q4 		$483K Buy
1,580
+2
+0.1% +$613 0.06% 122
2025
Q3 		$479K Sell
1,578
-161
-9% -$49K 0.06% 118
2025
Q2 		$508K Sell
1,739
-83
-5% -$25.6K 0.06% 108
2025
Q1 		$569K Sell
1,822
-501
-22% -$150K 0.07% 104
2024
Q4 		$673K Buy
2,323
+270
+13% +$80.5K 0.09% 94
2024
Q3 		$625K Buy
2,053
+1,015
+98% +$280K 0.08% 91
2024
Q2 		$265K Sell
1,038
-142
-12% -$37.7K 0.18% 54
2024
Q1 		$333K Buy
+1,180
New +$343K 0.24% 46

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Philip James Wealth Mangement's MCD Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its McDonald's (MCD) stake by 22% in Q1 2026, selling an estimated $110K and leaving 1,235 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #127.

Philip James Wealth Mangement first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $673K in Q4 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Philip James Wealth Mangement held 1,235 shares of McDonald's worth $384K as of Q1 2026.
  • Philip James Wealth Mangement sold 345 McDonald's shares in Q1 2026, an estimated $110K.
  • McDonald's made up 0.04% of Philip James Wealth Mangement's portfolio in Q1 2026, its #127 holding.
  • Philip James Wealth Mangement first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
  • Philip James Wealth Mangement's McDonald's position peaked at $673K in Q4 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.