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Cornerstone Planning’s McDonald's MCD Stock Holding History

Cornerstone Planning’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 		$1.92M Buy
7,105
+100
+1% +$28.7K 0.44% 72
2026
Q1 		$2.18M Buy
7,005
+972
+16% +$310K 0.49% 79
2025
Q4 		$1.85M Buy
+6,033
New +$1.85M 0.43% 75
2024
Q4 		$1.67M Buy
+5,747
New +$1.71M 0.64% 57

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 Planning's MCD Position: Q2 2026 in Review

Cornerstone Planning increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $28.7K and bringing the position to 7,105 shares worth $1.92M. The position accounts for 0.44% of the portfolio, ranked #72.

Cornerstone Planning first reported a position in MCD in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.18M in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cornerstone Planning held 7,105 shares of McDonald's worth $1.92M as of Q2 2026.
  • Cornerstone Planning bought 100 McDonald's shares in Q2 2026, an estimated $28.7K.
  • McDonald's made up 0.44% of Cornerstone Planning's portfolio in Q2 2026, its #72 holding.
  • Cornerstone Planning first reported a position in McDonald's in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's McDonald's position peaked at $2.18M in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.