Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,982
-$1,973 QoQ
Shares Held
233
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,299
of 3,443 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cornerstone Financial Management LLC holds $460,848 across 9 Restaurants names. MCD ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
1,634 | $336,620 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
233 | $62,982 | |
| 3 | SBUX |
Starbucks Corp
|
342 | $34,948 | |
| 4 | YUM |
Yum Brands Inc
|
98 | $15,666 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
239 | $8,126 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
11 | $797 | |
| 7 | WEN |
Wendy's Co
|
74 | $613 | |
| 8 | DPZ |
Dominos Pizza Inc
|
2 | $592 |
All Filings in MCD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,982 | 233 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $64,955 | 209 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $59,292 | 194 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||