Cornerstone Wealth Advisors’s McDonald's MCD Stock Holding History

Cornerstone Wealth 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
2026 Q2	–	Sell	-738	Closed	-$229K	–	56
2026 Q1	$229K	Hold	738	–	–	0.05%	45
2025 Q4	$226K	Hold	738	–	–	0.05%	49
2025 Q3	$224K	Hold	738	–	–	0.05%	45
2025 Q2	$216K	Hold	738	–	–	0.06%	44
2025 Q1	$231K	Hold	738	–	–	0.06%	45
2024 Q4	$214K	Hold	738	–	–	0.06%	49
2024 Q3	$225K	Buy	+738	New	+$203K	0.06%	48
2024 Q2	–	Sell	-738	Closed	-$208K	–	50
2024 Q1	$208K	Hold	738	–	–	0.06%	43
2023 Q4	$219K	Buy	+738	New	+$201K	0.07%	43
2023 Q3	–	Sell	-738	Closed	-$220K	–	45
2023 Q2	$220K	Hold	738	–	–	0.08%	42
2023 Q1	$206K	Buy	+738	New	+$198K	0.08%	42

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cornerstone Wealth Advisors's MCD Position: Q2 2026 in Review

Cornerstone Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 738 shares — an estimated $229K sold.

Cornerstone Wealth Advisors first reported a position in MCD in Q1 2023 and held it in 11 quarters. The position peaked at $231K in Q1 2025. 742 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cornerstone Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Cornerstone Wealth Advisors sold 738 McDonald's shares in Q2 2026, an estimated $229K.
Cornerstone Wealth Advisors first reported a position in McDonald's in Q1 2023 and held it in 11 quarters.
Cornerstone Wealth Advisors's McDonald's position peaked at $231K in Q1 2025.
742 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.