MCD β€” MCDONALDS CORP

Ownership history in Phillips Wealth Planners LLC  Β·  13 quarters on record

This page tracks every 13F SEC filing in which Phillips Wealth Planners LLC reported a position in MCDONALDS CORP (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.8% (2022 Q4)
πŸ“Š Avg. % of fund
1.23%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
13

Position Intelligence

Phillips Wealth Planners LLC Γ— MCD AI Analytics

πŸ“‰ Phillips Wealth Planners LLC underperformed the S&P 500 by –13.6% annually on this MCD position. Timing score: 64% (7/11 decisions correct). Average cost basis: $289.57. Maximum drawdown during holding period: –13.0%.

πŸ“ˆ Position Alpha vs SPY
-13.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 13.6% ann.
11 quarters analyzed

⏱️ Timing Score
64%

βœ… Decent timing β€” more right than wrong on entries and exits.
7 of 11 add/trim decisions correct

πŸ’° Entry Quality
$289.57
+5.0% vs current ($303.93)

Best entry: $244.74 (2024 Q2)  Β·  Worst: $305.31 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–13.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
69%
buy-side decisions

9 adds Β· 4 trims. Bought during 4 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MCD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,171 -132 -3.1% 1.02% $1.3M $303.93
2025 Q3 ADDED 4,303 +333 +8.4% 1.06% $1.3M $300.40
2025 Q2 ADDED 3,970 +111 +2.9% 1.05% $1.2M $287.18
2025 Q1 ADDED 3,859 +333 +9.4% 1.26% $1.2M $305.31
2024 Q4 ADDED 3,526 +179 +5.3% 0.99% $995K $281.71
2024 Q3 REDUCED 3,347 -160 -4.6% 1.00% $1.0M $294.15
2024 Q2 ADDED 3,507 +128 +3.8% 0.93% $878K $244.74
2024 Q1 REDUCED 3,379 -537 -13.7% 1.03% $897K $269.03
2023 Q4 ADDED 3,916 +13 +0.3% 1.39% $1.2M $281.32
2023 Q3 ADDED 3,903 +17 +0.4% 1.37% $1.0M $248.46
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MCD

As of 2025 Q4 β€” sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15%
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