Phoenix Wealth Advisors’s McDonald's MCD Stock Holding History

Phoenix Wealth Advisors’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	$313K	Hold	1,157	–	–	0.11%	107
2026 Q1	$360K	Hold	1,157	–	–	0.14%	99
2025 Q4	$354K	Sell	1,157 -2	-0.2%	-$613	0.14%	100
2025 Q3	$352K	Hold	1,159	–	–	0.14%	98
2025 Q2	$339K	Buy	1,159 +36	+3%	+$11.1K	0.14%	95
2025 Q1	$351K	Sell	1,123 -20	-2%	-$5.98K	0.15%	90
2024 Q4	$331K	Hold	1,143	–	–	0.14%	93
2024 Q3	$348K	Hold	1,143	–	–	0.16%	92
2024 Q2	$291K	Buy	1,143 +20	+2%	+$5.31K	0.15%	103
2024 Q1	$317K	Hold	1,123	–	–	0.19%	92
2023 Q4	$334K	Sell	1,123 -25	-2%	-$6.8K	0.23%	83
2023 Q3	$302K	Buy	1,148 +13	+1%	+$3.71K	0.18%	82
2023 Q2	$339K	Hold	1,135	–	–	0.2%	74
2023 Q1	$317K	Hold	1,135	–	–	0.2%	71
2022 Q4	$299K	Sell	1,135 -29	-2%	-$7.65K	0.18%	79
2022 Q3	$269K	Sell	1,164 -66	-5%	-$16.9K	0.27%	80
2022 Q2	$304K	Buy	1,230 +35	+3%	+$8.62K	0.3%	80
2022 Q1	$300K	Hold	1,195	–	–	0.31%	71
2021 Q4	$320K	Hold	1,195	–	–	0.24%	85
2021 Q3	$288K	Sell	1,195 -25	-2%	-$5.97K	0.22%	92
2021 Q2	$284K	Buy	1,220 +12	+1%	+$2.79K	0.2%	98
2021 Q1	$272K	Buy	1,208 +67	+6%	+$14.3K	0.21%	93
2020 Q4	$245K	Buy	+1,141	New	+$248K	0.19%	93

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

Phoenix Wealth Advisors's MCD Position: Q2 2026 in Review

Phoenix Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,157 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #107.

Phoenix Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $360K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Phoenix Wealth Advisors held 1,157 shares of McDonald's worth $313K as of Q2 2026.
Phoenix Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.11% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Phoenix Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Phoenix Wealth Advisors's McDonald's position peaked at $360K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.