Position in MCD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$312,748
-$46,836 QoQ
Shares Held
1,157
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,738
of 3,448 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Phoenix Wealth Advisors holds $2,665,382 across 2 Restaurants names. MCD ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
11,420 | $2,352,634 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
1,157 | $312,748 |
All Filings in MCD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,748 | 1,157 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $359,584 | 1,157 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $353,613 | 1,157 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $352,208 | 1,159 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $338,625 | 1,159 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $350,791 | 1,123 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $331,344 | 1,143 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $348,054 | 1,143 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $291,282 | 1,143 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $316,629 | 1,123 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $332,980 | 1,123 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $302,429 | 1,148 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $338,695 | 1,135 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $317,357 | 1,135 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $299,106 | 1,135 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $268,581 | 1,164 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $303,662 | 1,230 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $295,499 | 1,195 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $320,343 | 1,195 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $288,126 | 1,195 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $281,807 | 1,220 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $270,761 | 1,208 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $244,835 | 1,141 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||