Cornerstone Planning Group LLC

Position in MCD — Mcdonalds Corp

CIK 1822587 FAIRFIELD, NJ

Position in MCD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$131,100

-$39,523 QoQ

Shares Held

485

-11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#3,240

of 3,461 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $396,208 across 14 Restaurants names. MCD ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	485	$131,100
2	SBUX	Starbucks Corp	605	$61,824
3	CMG	Chipotle Mexican Grill Inc	1,800	$61,200
4	CAVA	Cava Group, Inc.	477	$37,434
5	DPZ	Dominos Pizza Inc	103	$30,492
6	YUM	Yum Brands Inc	179	$28,614
7	DRI	Darden Restaurants Inc	78	$16,068
8	WING	Wingstop Inc.	83	$14,393

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$131,100	485	-11.7%	Shares	Sole	2026-07-29
2026-03-31	$170,623	549	+30.7%	Shares	Sole	2026-05-06
2025-12-31	$128,364	420	-7.3%	Shares	Sole	2026-02-02
2025-09-30	$137,662	453	+47.6%	Shares	Sole	2025-11-04
2025-06-30	$89,696	307	-16.3%	Shares	Sole	2025-08-11
2025-03-31	$114,639	367	+29.7%	Shares	Sole	2025-04-30
2024-12-31	$82,038	283	+4.0%	Shares	Sole	2025-01-29
2024-09-30	$82,826	272	+1.9%	Shares	Sole	2024-11-05
2024-06-30	$68,042	267	-44.8%	Shares	Sole	2024-08-13
2024-03-31	$136,463	484	-5.1%	Shares	Sole	2024-05-07
2023-12-31	$151,220	510	+75.3%	Shares	Sole	2024-02-12
2023-09-30	$76,661	291	-2.3%	Shares	Sole	2023-11-08
2023-06-30	$88,926	298	-16.5%	Shares	Sole	2023-08-15
2022-12-31	$94,080	357	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.