Bartlett & Co Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.9M | Sell |
63,172
-5,057
| -7% | -$1.61M | 0.23% | 77 |
|
|
2025
Q4 | $20.9M | Sell |
68,229
-6,242
| -8% | -$1.91M | 0.27% | 70 |
|
|
2025
Q3 | $22.6M | Sell |
74,471
-6,336
| -8% | -$1.93M | 0.3% | 71 |
|
|
2025
Q2 | $23.6M | Sell |
80,807
-10,445
| -11% | -$3.22M | 0.33% | 65 |
|
|
2025
Q1 | $28.5M | Sell |
91,252
-54,333
| -37% | -$16.3M | 0.42% | 59 |
|
|
2024
Q4 | $42.2M | Sell |
145,585
-97
| -0.1% | -$28.9K | 0.61% | 48 |
|
|
2024
Q3 | $44.4M | Sell |
145,682
-4,085
| -3% | -$1.13M | 0.64% | 48 |
|
|
2024
Q2 | $38.2M | Sell |
149,767
-8,169
| -5% | -$2.17M | 0.58% | 50 |
|
|
2024
Q1 | $44.5M | Sell |
157,936
-5,129
| -3% | -$1.49M | 0.69% | 45 |
|
|
2023
Q4 | $48.2M | Buy |
163,065
+377
| +0.2% | +$103K | 0.78% | 44 |
|
|
2023
Q3 | $42.9M | Sell |
162,688
-1,374
| -0.8% | -$392K | 0.77% | 44 |
|
|
2023
Q2 | $49M | Sell |
164,062
-8,062
| -5% | -$2.34M | 0.85% | 39 |
|
|
2023
Q1 | $48.1M | Sell |
172,124
-44
| -0% | -$11.8K | 0.93% | 34 |
|
|
2022
Q4 | $45.4M | Buy |
172,168
+85
| +0% | +$22.4K | 0.91% | 36 |
|
|
2022
Q3 | $39.7M | Buy |
172,083
+486
| +0.3% | +$124K | 0.85% | 38 |
|
|
2022
Q2 | $42.4M | Sell |
171,597
-2,519
| -1% | -$620K | 0.86% | 42 |
|
|
2022
Q1 | $43.1M | Buy |
174,116
+2,233
| +1% | +$556K | 0.75% | 45 |
|
|
2021
Q4 | $46.1M | Sell |
171,883
-3,271
| -2% | -$826K | 0.78% | 44 |
|
|
2021
Q3 | $42.2M | Sell |
175,154
-1,762
| -1% | -$421K | 0.8% | 44 |
|
|
2021
Q2 | $40.9M | Sell |
176,916
-6,848
| -4% | -$1.59M | 0.78% | 47 |
|
|
2021
Q1 | $41.2M | Buy |
183,764
+2,178
| +1% | +$466K | 0.83% | 44 |
|
|
2020
Q4 | $39M | Buy |
181,586
+530
| +0.3% | +$115K | 0.83% | 42 |
|
|
2020
Q3 | $39.7M | Buy |
181,056
+820
| +0.5% | +$168K | 0.93% | 38 |
|
|
2020
Q2 | $33.2M | Sell |
180,236
-3,203
| -2% | -$587K | 0.87% | 41 |
|
|
2020
Q1 | $30.3M | Buy |
183,439
+5,244
| +3% | +$1.03M | 0.92% | 35 |
|
|
2019
Q4 | $35.2M | Buy |
178,195
+9,372
| +6% | +$1.86M | 0.86% | 36 |
|
|
2019
Q3 | $36.2M | Buy |
168,823
+9,638
| +6% | +$2.07M | 0.95% | 33 |
|
|
2019
Q2 | $33.1M | Buy |
159,185
+24,540
| +18% | +$4.86M | 1.23% | 29 |
|
|
2019
Q1 | $25.6M | Buy |
134,645
+40,176
| +43% | +$7.29M | 0.98% | 39 |
|
|
2018
Q4 | $16.8M | Sell |
94,469
-35
| -0% | -$6.21K | 0.71% | 48 |
|
|
2018
Q3 | $15.8M | Buy |
94,504
+1,433
| +2% | +$230K | 0.59% | 57 |
|
|
2018
Q2 | $14.6M | Sell |
93,071
-514
| -0.5% | -$83.3K | 0.59% | 56 |
|
|
2018
Q1 | $14.6M | Buy |
+93,585
| New | +$15.4M | 0.6% | 56 |
|
Other funds holding MCD
VCM
VPM
DAM
Bartlett & Co Wealth Management's MCD Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its McDonald's (MCD) stake by 7.4% in Q1 2026, selling an estimated $1.61M and leaving 63,172 shares worth $17.9M. The position accounts for 0.23% of the portfolio, ranked #77.
Bartlett & Co Wealth Management first reported a position in MCD in Q1 2018 and has held it in 33 quarters since. The position peaked at $49M in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Bartlett & Co Wealth Management held 63,172 shares of McDonald's worth $17.9M as of Q1 2026.
- Bartlett & Co Wealth Management sold 5,057 McDonald's shares in Q1 2026, an estimated $1.61M.
- McDonald's made up 0.23% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #77 holding.
- Bartlett & Co Wealth Management first reported a position in McDonald's in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's McDonald's position peaked at $49M in Q2 2023.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.