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 Q2	$297K	Sell	1,099 -136	-11%	-$39K	0.03%	131
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Philip James Wealth Mangement's MCD Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $39K and leaving 1,099 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #131.

Philip James Wealth Mangement first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $673K in Q4 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Philip James Wealth Mangement held 1,099 shares of McDonald's worth $297K as of Q2 2026.
Philip James Wealth Mangement sold 136 McDonald's shares in Q2 2026, an estimated $39K.
McDonald's made up 0.03% of Philip James Wealth Mangement's portfolio in Q2 2026, its #131 holding.
Philip James Wealth Mangement first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
Philip James Wealth Mangement's McDonald's position peaked at $673K in Q4 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.