Bartlett & Co Wealth Management’s McDonald's MCD Stock Holding History

Bartlett & Co Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.6M	Sell	80,807 -10,445	-11%	-$3.05M	0.33%	65
2025 Q1	$28.5M	Sell	91,252 -54,333	-37%	-$17M	0.42%	59
2024 Q4	$42.2M	Sell	145,585 -97	-0.1%	-$28.1K	0.61%	48
2024 Q3	$44.4M	Sell	145,682 -4,085	-3%	-$1.24M	0.64%	48
2024 Q2	$38.2M	Sell	149,767 -8,169	-5%	-$2.08M	0.58%	50
2024 Q1	$44.5M	Sell	157,936 -5,129	-3%	-$1.45M	0.69%	45
2023 Q4	$48.2M	Buy	163,065 +377	+0.2%	+$112K	0.78%	44
2023 Q3	$42.9M	Sell	162,688 -1,374	-0.8%	-$362K	0.77%	44
2023 Q2	$49M	Sell	164,062 -8,062	-5%	-$2.41M	0.85%	39
2023 Q1	$48.1M	Sell	172,124 -44	-0%	-$12.3K	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%	+$112K	0.85%	38
2022 Q2	$42.4M	Sell	171,597 -2,519	-1%	-$622K	0.86%	42
2022 Q1	$43.1M	Buy	174,116 +2,233	+1%	+$552K	0.75%	45
2021 Q4	$46.1M	Sell	171,883 -3,271	-2%	-$877K	0.78%	44
2021 Q3	$42.2M	Sell	175,154 -1,762	-1%	-$425K	0.8%	44
2021 Q2	$40.9M	Sell	176,916 -6,848	-4%	-$1.58M	0.78%	47
2021 Q1	$41.2M	Buy	183,764 +2,178	+1%	+$488K	0.83%	44
2020 Q4	$39M	Buy	181,586 +530	+0.3%	+$114K	0.83%	42
2020 Q3	$39.7M	Buy	181,056 +820	+0.5%	+$180K	0.93%	38
2020 Q2	$33.2M	Sell	180,236 -3,203	-2%	-$591K	0.87%	41
2020 Q1	$30.3M	Buy	183,439 +5,244	+3%	+$867K	0.92%	35
2019 Q4	$35.2M	Buy	178,195 +9,372	+6%	+$1.85M	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%	+$5.1M	1.23%	29
2019 Q1	$25.6M	Buy	134,645 +40,176	+43%	+$7.63M	0.98%	39
2018 Q4	$16.8M	Sell	94,469 -35	-0%	-$6.22K	0.71%	48
2018 Q3	$15.8M	Buy	94,504 +1,433	+2%	+$240K	0.59%	57
2018 Q2	$14.6M	Sell	93,071 -514	-0.5%	-$80.5K	0.59%	56
2018 Q1	$14.6M	Buy	+93,585	New	+$14.6M	0.6%	56