Cornerstone Advisory’s McDonald's MCD Stock Holding History

Cornerstone Advisory’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
2026 Q2	$877K	Sell	3,245 -35	-1%	-$10K	0.07%	122
2026 Q1	$1.02M	Buy	3,280 +97	+3%	+$30.9K	0.1%	106
2025 Q4	$973K	Sell	3,183 -294	-8%	-$90K	0.09%	98
2025 Q3	$1.06M	Buy	3,477 +259	+8%	+$78.8K	0.1%	93
2025 Q2	$940K	Sell	3,218 -112	-3%	-$34.5K	0.1%	96
2025 Q1	$1.05M	Buy	3,330 +190	+6%	+$56.8K	0.12%	90
2024 Q4	$969K	Buy	3,140 +107	+4%	+$31.9K	0.11%	91
2024 Q3	$923K	Buy	3,033 +100	+3%	+$27.6K	0.12%	87
2024 Q2	$747K	Sell	2,933 -243	-8%	-$64.5K	0.11%	93
2024 Q1	$896K	Buy	3,176 +323	+11%	+$93.9K	0.13%	94
2023 Q4	$846K	Sell	2,853 -52	-2%	-$14.2K	0.13%	96
2023 Q3	$765K	Buy	2,905 +224	+8%	+$63.9K	0.13%	98
2023 Q2	$800K	Sell	2,681 -987	-27%	-$287K	0.14%	95
2023 Q1	$1.03M	Buy	3,668 +611	+20%	+$164K	0.18%	81
2022 Q4	$806K	Sell	3,057 -340	-10%	-$89.7K	0.16%	91
2022 Q3	$784K	Buy	3,397 +504	+17%	+$129K	0.18%	84
2022 Q2	$714K	Sell	2,893 -3,007	-51%	-$741K	0.16%	91
2022 Q1	$1.46M	Buy	5,900 +169	+3%	+$42.1K	0.22%	79
2021 Q4	$1.54M	Sell	5,731 -3	-0.1%	-$757	0.22%	76
2021 Q3	$1.38M	Buy	5,734 +16	+0.3%	+$3.82K	0.23%	79
2021 Q2	$1.32M	Sell	5,718 -865	-13%	-$201K	0.22%	80
2021 Q1	$1.48M	Buy	6,583 +160	+2%	+$34.2K	0.28%	66
2020 Q4	$1.38M	Sell	6,423 -1,097	-15%	-$239K	0.28%	65
2020 Q3	$1.65M	Sell	7,520 -1,146	-13%	-$235K	0.38%	56
2020 Q2	$1.6M	Buy	8,666 +5,198	+150%	+$953K	0.42%	53
2020 Q1	$573K	Sell	3,468 -70	-2%	-$13.8K	0.17%	84
2019 Q4	$699K	Buy	3,538 +53	+2%	+$10.5K	0.14%	91
2019 Q3	$748K	Buy	3,485 +3	+0.1%	+$643	0.16%	84
2019 Q2	$723K	Buy	3,482 +4	+0.1%	+$792	0.16%	84
2019 Q1	$661K	Buy	3,478 +3	+0.1%	+$544	0.15%	90
2018 Q4	$617K	Buy	3,475 +4	+0.1%	+$709	0.16%	86
2018 Q3	$581K	Buy	3,471 +113	+3%	+$18.1K	0.17%	85
2018 Q2	$526K	Sell	3,358 -96	-3%	-$15.6K	0.17%	84
2018 Q1	$540K	Buy	3,454 +3	+0.1%	+$494	0.19%	83
2017 Q4	$594K	Sell	3,451 -9	-0.3%	-$1.51K	0.2%	87
2017 Q3	$542K	Buy	3,460 +4	+0.1%	+$627	0.18%	89
2017 Q2	$529K	Buy	3,456 +3	+0.1%	+$434	0.18%	87
2017 Q1	$448K	Buy	3,453 +74	+2%	+$9.29K	0.23%	65
2016 Q4	$411K	Buy	3,379 +44	+1%	+$5.16K	0.31%	54
2016 Q3	$385K	Sell	3,335 -65	-2%	-$7.7K	0.32%	52
2016 Q2	$409K	Sell	3,400 -21	-0.6%	-$2.63K	0.34%	48
2016 Q1	$430K	Sell	3,421 -353	-9%	-$42.2K	0.37%	41
2015 Q4	$446K	Buy	+3,774	New	+$422K	0.38%	43

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cornerstone Advisory's MCD Position: Q2 2026 in Review

Cornerstone Advisory reduced its McDonald's (MCD) stake by 1.1% in Q2 2026, selling an estimated $10K and leaving 3,245 shares worth $877K. The position accounts for 0.07% of the portfolio, ranked #122.

Cornerstone Advisory first reported a position in MCD in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.65M in Q3 2020. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cornerstone Advisory held 3,245 shares of McDonald's worth $877K as of Q2 2026.
Cornerstone Advisory sold 35 McDonald's shares in Q2 2026, an estimated $10K.
McDonald's made up 0.07% of Cornerstone Advisory's portfolio in Q2 2026, its #122 holding.
Cornerstone Advisory first reported a position in McDonald's in Q4 2015 and has held it in 43 quarters since.
Cornerstone Advisory's McDonald's position peaked at $1.65M in Q3 2020.
1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.