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Phillips Wealth Planners’s McDonald's MCD Stock Holding History

Phillips Wealth Planners’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 		$1.29M Buy
4,578
+125
+3% +$35.8K 0.95% 25
2026
Q1 		$1.22M Buy
4,453
+282
+7% +$89.8K 0.92% 25
2025
Q4 		$1.28M Sell
4,171
-132
-3% -$40.4K 1.02% 21
2025
Q3 		$1.27M Buy
4,303
+333
+8% +$101K 1.06% 20
2025
Q2 		$1.16M Buy
3,970
+111
+3% +$34.2K 1.05% 23
2025
Q1 		$1.2M Buy
3,859
+333
+9% +$99.6K 1.26% 16
2024
Q4 		$995K Buy
3,526
+179
+5% +$53.4K 0.99% 24
2024
Q3 		$1.05M Sell
3,347
-160
-5% -$44.1K 1% 21
2024
Q2 		$878K Buy
3,507
+128
+4% +$34K 0.93% 27
2024
Q1 		$897K Sell
3,379
-537
-14% -$156K 1.03% 19
2023
Q4 		$1.15M Buy
3,916
+13
+0.3% +$3.54K 1.39% 15
2023
Q3 		$1.01M Buy
3,903
+17
+0.4% +$4.85K 1.37% 15
2023
Q2 		$1.16M Buy
3,886
+65
+2% +$18.9K 1.52% 11
2023
Q1 		$1.14M Sell
3,821
-58
-1% -$15.5K 1.5% 10
2022
Q4 		$1.03M Buy
+3,879
New +$1.02M 1.8% 13

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

Phillips Wealth Planners's MCD Position: Q2 2026 in Review

Phillips Wealth Planners increased its McDonald's (MCD) stake by 2.8% in Q2 2026, buying an estimated $35.8K and bringing the position to 4,578 shares worth $1.29M. The position accounts for 0.95% of the portfolio, ranked #25.

Phillips Wealth Planners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Phillips Wealth Planners held 4,578 shares of McDonald's worth $1.29M as of Q2 2026.
  • Phillips Wealth Planners bought 125 McDonald's shares in Q2 2026, an estimated $35.8K.
  • McDonald's made up 0.95% of Phillips Wealth Planners's portfolio in Q2 2026, its #25 holding.
  • Phillips Wealth Planners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.