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Phillip James Consulting’s McDonald's MCD Stock Holding History

Phillip James Consulting’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 		$1.89K Hold
7
– – ﹤0.01% 221
2026
Q1 		$2K Buy
7
+5
+250% +$1.59K ﹤0.01% 238
2025
Q4 		$1K Buy
+2
New +$613 0.02% 90

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Phillip James Consulting's MCD Position: Q2 2026 in Review

Phillip James Consulting held its McDonald's (MCD) position steady in Q2 2026 at 7 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Phillip James Consulting first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2K in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Phillip James Consulting held 7 shares of McDonald's worth $1.89K as of Q2 2026.
  • Phillip James Consulting left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #221 holding.
  • Phillip James Consulting first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Phillip James Consulting's McDonald's position peaked at $2K in Q1 2026.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.