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Cornerstone Planning Group’s McDonald's MCD Stock Holding History

Cornerstone Planning Group’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 		$128K Sell
485
-64
-12% -$18.4K 0.02% 211
2026
Q1 		$156K Buy
549
+129
+31% +$41.1K 0.02% 191
2025
Q4 		$131K Sell
420
-33
-7% -$10.1K 0.02% 182
2025
Q3 		$137K Buy
453
+146
+48% +$44.4K 0.02% 180
2025
Q2 		$91.6K Sell
307
-60
-16% -$18.5K 0.02% 150
2025
Q1 		$117K Buy
367
+84
+30% +$25.1K 0.03% 131
2024
Q4 		$83K Buy
283
+11
+4% +$3.28K 0.02% 127
2024
Q3 		$80.4K Buy
272
+5
+2% +$1.38K 0.02% 132
2024
Q2 		$71.6K Sell
267
-217
-45% -$57.6K 0.02% 161
2024
Q1 		$131K Sell
484
-26
-5% -$7.56K 0.04% 97
2023
Q4 		$151K Buy
510
+219
+75% +$59.6K 0.05% 93
2023
Q3 		$76.7K Sell
291
-7
-2% -$2K 0.03% 133
2023
Q2 		$88.9K Buy
+298
New +$86.6K 0.04% 149
2022
Q4 		$94.1K Buy
+357
New +$94.2K 0.04% 165

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Planning Group's MCD Position: Q2 2026 in Review

Cornerstone Planning Group reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $18.4K and leaving 485 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #211.

Cornerstone Planning Group first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $156K in Q1 2026. 2,293 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cornerstone Planning Group held 485 shares of McDonald's worth $128K as of Q2 2026.
  • Cornerstone Planning Group sold 64 McDonald's shares in Q2 2026, an estimated $18.4K.
  • McDonald's made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #211 holding.
  • Cornerstone Planning Group first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's McDonald's position peaked at $156K in Q1 2026.
  • 2,293 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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