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Phoenix Financial’s McDonald's MCD Stock Holding History

Phoenix Financial’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 		$5.25M Buy
19,437
+65
+0.3% +$18.6K 0.04% 136
2026
Q1 		$6.02M Buy
19,372
+1,559
+9% +$497K 0.06% 110
2025
Q4 		$5.44M Sell
17,813
-1,497
-8% -$459K 0.06% 128
2025
Q3 		$5.87M Sell
19,310
-157,912
-89% -$48.1M 0.07% 118
2025
Q2 		$51.8M Sell
177,222
-392,992
-69% -$121M 0.68% 35
2025
Q1 		$178M Buy
570,214
+73,897
+15% +$22.1M 2.73% 8
2024
Q4 		$144M Buy
496,317
+67,259
+16% +$20.1M 1.96% 14
2024
Q3 		$131M Buy
429,058
+408,509
+1,988% +$113M 1.93% 12
2024
Q2 		$5.25M Buy
20,549
+253
+1% +$67.1K 0.08% 131
2024
Q1 		$5.72M Buy
20,296
+6,614
+48% +$1.92M 0.08% 128
2023
Q4 		$4.55M Buy
13,682
+1,850
+16% +$504K 0.08% 124
2023
Q3 		$3.12M Buy
11,832
+1,989
+20% +$567K 0.06% 149
2023
Q2 		$2.94M Buy
9,843
+1,691
+21% +$491K 0.06% 126
2023
Q1 		$2.28M Buy
8,152
+2,066
+34% +$554K 0.05% 136
2022
Q4 		$1.6M Sell
6,086
-1,485
-20% -$392K 0.03% 149
2022
Q3 		$1.77M Buy
7,571
+3,884
+105% +$993K 0.04% 159
2022
Q2 		$911K Sell
3,687
-967
-21% -$238K 0.02% 234
2022
Q1 		$1.15M Buy
+4,654
New +$1.16M 0.02% 251

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 $3.38T AUM 44.17% 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

Phoenix Financial's MCD Position: Q2 2026 in Review

Phoenix Financial increased its McDonald's (MCD) stake by 0.34% in Q2 2026, buying an estimated $18.6K and bringing the position to 19,437 shares worth $5.25M. The position accounts for 0.04% of the portfolio, ranked #136.

Phoenix Financial first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $178M in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Phoenix Financial held 19,437 shares of McDonald's worth $5.25M as of Q2 2026.
  • Phoenix Financial bought 65 McDonald's shares in Q2 2026, an estimated $18.6K.
  • McDonald's made up 0.04% of Phoenix Financial's portfolio in Q2 2026, its #136 holding.
  • Phoenix Financial first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
  • Phoenix Financial's McDonald's position peaked at $178M in Q1 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.