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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

W.H. Cornerstone Investments's MCD Position: Q1 2026 in Review

W.H. Cornerstone Investments opened a new position in McDonald's (MCD) in Q1 2026: 1,028 shares worth $320K. The stake represents 0.2% of the portfolio and ranks #88 among its holdings. This is a return to the name: W.H. Cornerstone Investments previously reported a position in MCD as recently as Q2 2025.

W.H. Cornerstone Investments first reported a position in MCD in Q3 2022 and has held it in 11 quarters since. The position peaked at $448K in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

W.H. Cornerstone Investments held 1,028 shares of McDonald's worth $320K as of Q1 2026.
McDonald's was a new W.H. Cornerstone Investments position in Q1 2026.
McDonald's made up 0.2% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #88 holding.
W.H. Cornerstone Investments first reported a position in McDonald's in Q3 2022 and has held it in 11 quarters since.
W.H. Cornerstone Investments's McDonald's position peaked at $448K in Q4 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.