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

Cornerstone Wealth 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 		$3.04M Sell
11,231
-283
-2% -$81.1K 0.13% 157
2026
Q1 		$3.58M Buy
11,514
+102
+0.9% +$32.5K 0.18% 122
2025
Q4 		$3.49M Buy
11,412
+1,282
+13% +$393K 0.18% 123
2025
Q3 		$3.08M Sell
10,130
-195
-2% -$59.4K 0.17% 128
2025
Q2 		$3.02M Buy
10,325
+912
+10% +$281K 0.18% 116
2025
Q1 		$2.94M Sell
9,413
-97
-1% -$29K 0.2% 110
2024
Q4 		$2.76M Buy
9,510
+497
+6% +$148K 0.19% 112
2024
Q3 		$2.74M Buy
9,013
+525
+6% +$145K 0.19% 108
2024
Q2 		$2.16M Buy
8,488
+17
+0.2% +$4.51K 0.17% 124
2024
Q1 		$2.39M Buy
8,471
+598
+8% +$174K 0.19% 115
2023
Q4 		$2.33M Sell
7,873
-1,662
-17% -$452K 0.2% 110
2023
Q3 		$2.51M Buy
9,535
+820
+9% +$234K 0.24% 100
2023
Q2 		$2.6M Buy
8,715
+3,486
+67% +$1.01M 0.23% 99
2023
Q1 		$1.46M Buy
+5,229
New +$1.4M 0.14% 134
2022
Q3 		$1.3M Sell
5,641
-61
-1% -$15.6K 0.15% 129
2022
Q2 		$1.41M Buy
5,702
+866
+18% +$213K 0.16% 126
2022
Q1 		$1.2M Buy
4,836
+7
+0.1% +$1.74K 0.12% 153
2021
Q4 		$1.29M Buy
4,829
+972
+25% +$245K 0.12% 157
2021
Q3 		$930K Buy
3,857
+489
+15% +$117K 0.1% 190
2021
Q2 		$778K Buy
3,368
+157
+5% +$36.5K 0.08% 218
2021
Q1 		$720K Sell
3,211
-270
-8% -$57.7K 0.09% 212
2020
Q4 		$747K Buy
3,481
+493
+16% +$107K 0.09% 192
2020
Q3 		$656K Buy
2,988
+58
+2% +$11.9K 0.1% 184
2020
Q2 		$541K Sell
2,930
-25
-0.8% -$4.58K 0.09% 205
2020
Q1 		$489K Buy
2,955
+802
+37% +$158K 0.09% 200
2019
Q4 		$425K Sell
2,153
-378
-15% -$75K 0.07% 229
2019
Q3 		$543K Sell
2,531
-339
-12% -$72.7K 0.1% 194
2019
Q2 		$591K Buy
2,870
+25
+0.9% +$4.95K 0.11% 187
2019
Q1 		$1.24M Buy
2,845
+571
+25% +$104K 0.15% 159
2018
Q4 		$404K Sell
2,274
-301,994
-99% -$53.6M 0.09% 231
2018
Q3 		$1.9M Sell
304,268
-48,816
-14% -$7.82M 0.02% 513
2018
Q2 		$2.25M Buy
353,084
+350,987
+16,738% +$56.9M 0.03% 504
2018
Q1 		$332K Buy
2,097
+96
+5% +$15.8K 0.06% 280
2017
Q4 		$346K Buy
2,001
+101
+5% +$17K 0.06% 283
2017
Q3 		$303K Sell
1,900
-3,995
-68% -$626K 0.06% 282
2017
Q2 		$921K Buy
5,895
+3,441
+140% +$497K 0.21% 103
2017
Q1 		$323K Buy
2,454
+669
+37% +$83.9K 0.08% 245
2016
Q4 		$215K Buy
+1,785
New +$209K 0.07% 258

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

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

Cornerstone Wealth Management reduced its McDonald's (MCD) stake by 2.5% in Q2 2026, selling an estimated $81.1K and leaving 11,231 shares worth $3.04M. The position accounts for 0.13% of the portfolio, ranked #157.

Cornerstone Wealth Management first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.58M in Q1 2026. 922 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cornerstone Wealth Management held 11,231 shares of McDonald's worth $3.04M as of Q2 2026.
  • Cornerstone Wealth Management sold 283 McDonald's shares in Q2 2026, an estimated $81.1K.
  • McDonald's made up 0.13% of Cornerstone Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Cornerstone Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's McDonald's position peaked at $3.58M in Q1 2026.
  • 922 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.