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Cornerstone Financial Management’s McDonald's MCD Stock Holding History

Cornerstone Financial Management’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 		$63K Buy
233
+24
+11% +$6.88K 0.05% 145
2026
Q1 		$65K Buy
209
+15
+8% +$4.78K 0.06% 125
2025
Q4 		$59.3K Buy
+194
New +$59.4K 0.06% 126

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cornerstone Financial Management's MCD Position: Q2 2026 in Review

Cornerstone Financial Management increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $6.88K and bringing the position to 233 shares worth $63K. The position accounts for 0.05% of the portfolio, ranked #145.

Cornerstone Financial Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $65K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cornerstone Financial Management held 233 shares of McDonald's worth $63K as of Q2 2026.
  • Cornerstone Financial Management bought 24 McDonald's shares in Q2 2026, an estimated $6.88K.
  • McDonald's made up 0.05% of Cornerstone Financial Management's portfolio in Q2 2026, its #145 holding.
  • Cornerstone Financial Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's McDonald's position peaked at $65K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.