Cornerstone Advisors’s McDonald's MCD Stock Holding History

Cornerstone Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-75,600	Closed	-$23M	–	221
2025 Q3	$23M	Hold	75,600	–	–	0.76%	31
2025 Q2	$22.1M	Buy	75,600 +44,000	+139%	+$13.6M	0.76%	30
2025 Q1	$9.87M	Hold	31,600	–	–	0.43%	54
2024 Q4	$9.16M	Buy	31,600 +1,600	+5%	+$477K	0.37%	61
2024 Q3	$9.14M	Buy	30,000 +600	+2%	+$165K	0.36%	64
2024 Q2	$7.49M	Sell	29,400 -200	-0.7%	-$53.1K	0.3%	82
2024 Q1	$8.35M	Hold	29,600	–	–	0.35%	70
2023 Q4	$8.78M	Sell	29,600 -2,400	-8%	-$653K	0.39%	64
2023 Q3	$8.43M	Buy	32,000 +1,900	+6%	+$542K	0.39%	62
2023 Q2	$8.98M	Buy	30,100 +28,000	+1,333%	+$8.13M	0.43%	65
2023 Q1	$587K	Hold	2,100	–	–	0.03%	168
2022 Q4	$553K	Hold	2,100	–	–	0.03%	171
2022 Q3	$485K	Buy	+2,100	New	+$537K	0.02%	187
2022 Q1	–	Sell	-22,000	Closed	-$5.9M	–	173
2021 Q4	$5.9M	Hold	22,000	–	–	0.32%	78
2021 Q3	$5.3M	Hold	22,000	–	–	0.31%	87
2021 Q2	$5.08M	Buy	+22,000	New	+$5.12M	0.3%	97
2020 Q3	–	Sell	-8,000	Closed	-$1.48M	–	193
2020 Q2	$1.48M	Sell	8,000 -14,000	-64%	-$2.57M	0.14%	144
2020 Q1	$3.64M	Hold	22,000	–	–	0.4%	62
2019 Q4	$4.35M	Buy	+22,000	New	+$4.36M	0.36%	83
2019 Q1	$6.59M	Sell	34,700 -3,600	-9%	-$653K	0.53%	54
2018 Q4	$6.8M	Hold	38,300	–	–	0.6%	47
2018 Q3	$6.41M	Sell	38,300 -7,000	-15%	-$1.12M	0.46%	58
2018 Q2	$7.1M	Hold	45,300	–	–	0.86%	30
2018 Q1	$7.08M	Hold	45,300	–	–	0.84%	32
2017 Q4	$7.8M	Hold	45,300	–	–	0.89%	32
2017 Q3	$7.1M	Buy	45,300 +14,000	+45%	+$2.19M	0.82%	33
2017 Q2	$4.79M	Hold	31,300	–	–	0.88%	29
2017 Q1	$4.06M	Hold	31,300	–	–	0.73%	41
2016 Q4	$3.81M	Buy	31,300 +18,000	+135%	+$2.11M	0.7%	43
2016 Q3	$1.53M	Buy	+13,300	New	+$1.58M	0.39%	69
2015 Q1	–	Sell	-9,000	Closed	-$843K	–	257
2014 Q4	$843K	Sell	9,000 -12,000	-57%	-$1.12M	0.17%	162
2014 Q3	$1.99M	Hold	21,000	–	–	0.39%	74
2014 Q2	$2.12M	Hold	21,000	–	–	0.42%	72
2014 Q1	$2.06M	Hold	21,000	–	–	0.48%	61
2013 Q4	$2.04M	Buy	21,000 +16,000	+320%	+$1.54M	0.5%	59
2013 Q3	$481K	Buy	+5,000	New	+$488K	0.16%	151

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Cornerstone Advisors's MCD Position: Q4 2025 in Review

Cornerstone Advisors sold out of McDonald's (MCD) in Q4 2025, closing a stake of 75,600 shares — an estimated $23M sold.

Cornerstone Advisors first reported a position in MCD in Q3 2013 and held it in 36 quarters. The position peaked at $23M in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Cornerstone Advisors reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 75,600 McDonald's shares in Q4 2025, an estimated $23M.
Cornerstone Advisors first reported a position in McDonald's in Q3 2013 and held it in 36 quarters.
Cornerstone Advisors's McDonald's position peaked at $23M in Q3 2025.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.