Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$297,070
-$86,755 QoQ
Shares Held
1,099
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,787
of 3,448 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $381,710 across 2 Restaurants names. MCD ranks #1 (77.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,099 | $297,070 | |
| 2 | WEN |
Wendy's Co
|
10,210 | $84,640 |
All Filings in MCD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,070 | 1,099 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $383,825 | 1,235 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $482,895 | 1,580 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $479,538 | 1,578 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $508,083 | 1,739 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $569,138 | 1,822 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $673,414 | 2,323 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $625,159 | 2,053 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $264,523 | 1,038 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $332,701 | 1,180 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||