W.H. Cornerstone Investments’s McDonald's MCD Stock Holding History

W.H. Cornerstone Investments’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	$372K	Buy	1,375 +347	+34%	+$99.5K	0.21%	98
2026 Q1	$320K	Buy	+1,028	New	+$328K	0.2%	88
2025 Q3	–	Sell	-1,427	Closed	-$417K	–	119
2025 Q2	$417K	Buy	1,427 +250	+21%	+$77.1K	0.26%	77
2025 Q1	$368K	Buy	+1,177	New	+$352K	0.25%	85
2024 Q3	–	Sell	-996	Closed	-$254K	–	127
2024 Q2	$254K	Sell	996 -215	-18%	-$57K	0.18%	107
2024 Q1	$342K	Sell	1,211 -301	-20%	-$87.5K	0.25%	95
2023 Q4	$448K	Buy	1,512 +47	+3%	+$12.8K	0.36%	78
2023 Q3	$386K	Buy	1,465 +414	+39%	+$118K	0.34%	78
2023 Q2	$314K	Buy	1,051 +66	+7%	+$19.2K	0.28%	89
2023 Q1	$276K	Buy	985 +5	+0.5%	+$1.34K	0.25%	94
2022 Q4	$263K	Sell	980 -23	-2%	-$6.07K	0.25%	101
2022 Q3	$238K	Buy	+1,003	New	+$256K	0.25%	96

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

W.H. Cornerstone Investments's MCD Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its McDonald's (MCD) stake by 34% in Q2 2026, buying an estimated $99.5K and bringing the position to 1,375 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #98.

W.H. Cornerstone Investments first reported a position in MCD in Q3 2022 and has held it in 12 quarters since. The position peaked at $448K in Q4 2023. 3,469 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

W.H. Cornerstone Investments held 1,375 shares of McDonald's worth $372K as of Q2 2026.
W.H. Cornerstone Investments bought 347 McDonald's shares in Q2 2026, an estimated $99.5K.
McDonald's made up 0.21% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #98 holding.
W.H. Cornerstone Investments first reported a position in McDonald's in Q3 2022 and has held it in 12 quarters since.
W.H. Cornerstone Investments's McDonald's position peaked at $448K in Q4 2023.
3,469 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.