Phillips Financial Management’s McDonald's MCD Stock Holding History

Phillips Financial Management’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
2025 Q4	–	Sell	-954	Closed	-$290K	–	324
2025 Q3	$290K	Buy	+954	New	+$290K	0.02%	177

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Phillips Financial Management's MCD Position: Q4 2025 in Review

Phillips Financial Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 954 shares — an estimated $290K sold.

Phillips Financial Management first reported a position in MCD in Q3 2025 and held it in 1 quarter. The position peaked at $290K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Phillips Financial Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Phillips Financial Management sold 954 McDonald's shares in Q4 2025, an estimated $290K.
Phillips Financial Management first reported a position in McDonald's in Q3 2025 and held it in 1 quarter.
Phillips Financial Management's McDonald's position peaked at $290K in Q3 2025.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.