MCDONALDS CORP

Ticker: MCD CUSIP: 580135101 Class: Common Stock

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 4,171 Value ($000) $1,275 Avg Close $305.09 Range $290.30 - $321.79

Q3 2025

Shares 4,303 Value ($000) $1,274 Avg Close $301.40 Range $286.90 - $317.52

Q2 2025

Shares 3,970 Value ($000) $1,158 Avg Close $303.54 Range $280.19 - $316.26

Q1 2025

Shares 3,859 Value ($000) $1,196 Avg Close $292.89 Range $270.23 - $320.72

Q4 2024

Shares 3,526 Value ($000) $995 Avg Close $290.22 Range $275.34 - $308.80

Q3 2024

Shares 3,347 Value ($000) $1,047 Avg Close $266.70 Range $235.19 - $298.17

Q2 2024

Shares 3,507 Value ($000) $878 Avg Close $255.04 Range $239.07 - $270.15

Q1 2024

Shares 3,379 Value ($000) $897 Avg Close $278.01 Range $265.95 - $288.51

Q4 2023

Shares 3,916 Value ($000) $1,153 Avg Close $258.68 Range $233.05 - $283.22

Q3 2023

Shares 3,903 Value ($000) $1,008 Avg Close $269.51 Range $248.24 - $282.39

Q2 2023

Shares 3,886 Value ($000) $1,160 Avg Close $273.09 Range $262.44 - $282.15

Q1 2023

Shares 3,821 Value ($000) $1,137 Avg Close $250.51 Range $242.11 - $263.34

Q4 2022

Shares 3,879 Value ($000) $1,033 Avg Close $245.25 Range $214.97 - $261.32

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,171	$1,275	$305.09	$290.30 - $321.79
Q3 2025	4,303	$1,274	$301.40	$286.90 - $317.52
Q2 2025	3,970	$1,158	$303.54	$280.19 - $316.26
Q1 2025	3,859	$1,196	$292.89	$270.23 - $320.72
Q4 2024	3,526	$995	$290.22	$275.34 - $308.80
Q3 2024	3,347	$1,047	$266.70	$235.19 - $298.17
Q2 2024	3,507	$878	$255.04	$239.07 - $270.15
Q1 2024	3,379	$897	$278.01	$265.95 - $288.51
Q4 2023	3,916	$1,153	$258.68	$233.05 - $283.22
Q3 2023	3,903	$1,008	$269.51	$248.24 - $282.39
Q2 2023	3,886	$1,160	$273.09	$262.44 - $282.15
Q1 2023	3,821	$1,137	$250.51	$242.11 - $263.34
Q4 2022	3,879	$1,033	$245.25	$214.97 - $261.32