Phillips Wealth Planners LLC

Position in MCD — Mcdonalds Corp

CIK 1962628 STARKVILLE, MS

Position in MCD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,237,479

-$146,468 QoQ

Shares Held

4,578

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#1,633

of 3,443 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,970,766 across 5 Restaurants names. MCD ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	4,578	$1,237,479
2	SBUX	Starbucks Corp	8,345	$852,775
3	DRI	Darden Restaurants Inc	1,704	$351,041
4	QSR	Restaurant Brands International Inc.	4,423	$320,711
5	CMG	Chipotle Mexican Grill Inc	6,140	$208,760

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,237,479	4,578	+2.8%	Shares	Sole	2026-08-07
2026-03-31	$1,383,947	4,453	+6.8%	Shares	Sole	2026-05-14
2025-12-31	$1,274,782	4,171	-3.1%	Shares	Defined	2026-02-10
2025-09-30	$1,307,638	4,303	+8.4%	Shares	Defined	2025-11-07
2025-06-30	$1,159,914	3,970	+2.9%	Shares	Defined	2025-07-11
2025-03-31	$1,205,435	3,859	+9.4%	Shares	Defined	2025-04-23
2024-12-31	$1,022,152	3,526	+5.3%	Shares	Defined	2025-01-17
2024-09-30	$1,019,194	3,347	-4.6%	Shares	Defined	2024-10-29
2024-06-30	$893,723	3,507	+3.8%	Shares	Sole	2024-08-02
2024-03-31	$952,709	3,379	-13.7%	Shares	Defined	2024-04-29
2023-12-31	$1,161,133	3,916	+0.3%	Shares	Defined	2024-02-12
2023-09-30	$1,028,206	3,903	+0.4%	Shares	Defined	2023-10-30
2023-06-30	$1,159,621	3,886	+1.7%	Shares	Defined	2023-07-26
2023-03-31	$1,068,389	3,821	-1.5%	Shares	Defined	2023-05-15
2022-12-31	$1,022,232	3,879	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.