Bogart Wealth LLC’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 | $527K | Buy |
1,694
+27
| +2% | +$8.6K | 0.02% | 169 |
|
|
2025
Q4 | $509K | Buy |
1,667
+47
| +3% | +$14.4K | 0.02% | 168 |
|
|
2025
Q3 | $492K | Buy |
1,620
+8
| +0.5% | +$2.44K | 0.02% | 165 |
|
|
2025
Q2 | $471K | Buy |
1,612
+67
| +4% | +$20.7K | 0.02% | 167 |
|
|
2025
Q1 | $482K | Sell |
1,545
-187
| -11% | -$55.9K | 0.02% | 159 |
|
|
2024
Q4 | $502K | Sell |
1,732
-22,087
| -93% | -$6.59M | 0.02% | 154 |
|
|
2024
Q3 | $7.25M | Sell |
23,819
-5,111
| -18% | -$1.41M | 0.34% | 67 |
|
|
2024
Q2 | $7.37M | Buy |
28,930
+1,503
| +5% | +$399K | 0.38% | 59 |
|
|
2024
Q1 | $7.73M | Buy |
27,427
+1,512
| +6% | +$440K | 0.4% | 63 |
|
|
2023
Q4 | $7.68M | Buy |
25,915
+291
| +1% | +$79.2K | 0.43% | 56 |
|
|
2023
Q3 | $6.75M | Buy |
25,624
+626
| +3% | +$179K | 0.42% | 58 |
|
|
2023
Q2 | $7.46M | Sell |
24,998
-1,388
| -5% | -$403K | 0.47% | 50 |
|
|
2023
Q1 | $7.38M | Buy |
26,386
+1,923
| +8% | +$515K | 0.49% | 46 |
|
|
2022
Q4 | $6.45M | Buy |
24,463
+3,223
| +15% | +$850K | 0.45% | 46 |
|
|
2022
Q3 | $4.9M | Buy |
21,240
+2,853
| +16% | +$729K | 0.41% | 47 |
|
|
2022
Q2 | $4.54M | Buy |
18,387
+3,055
| +20% | +$752K | 0.4% | 50 |
|
|
2022
Q1 | $3.79M | Buy |
15,332
+2,178
| +17% | +$543K | 0.32% | 64 |
|
|
2021
Q4 | $3.53M | Buy |
13,154
+1,475
| +13% | +$372K | 0.32% | 64 |
|
|
2021
Q3 | $2.82M | Buy |
11,679
+1,441
| +14% | +$344K | 0.29% | 60 |
|
|
2021
Q2 | $2.37M | Buy |
10,238
+1,635
| +19% | +$380K | 0.26% | 61 |
|
|
2021
Q1 | $1.93M | Buy |
8,603
+6,972
| +427% | +$1.49M | 0.27% | 65 |
|
|
2020
Q4 | $349K | Hold |
1,631
| – | – | 0.06% | 110 |
|
|
2020
Q3 | $357K | Hold |
1,631
| – | – | 0.08% | 109 |
|
|
2020
Q2 | $301K | Buy |
1,631
+103
| +7% | +$18.9K | 0.07% | 109 |
|
|
2020
Q1 | $253K | Sell |
1,528
-74
| -5% | -$14.6K | 0.07% | 111 |
|
|
2019
Q4 | $317K | Buy |
1,602
+105
| +7% | +$20.8K | 0.1% | 99 |
|
|
2019
Q3 | $321K | Sell |
1,497
-81
| -5% | -$17.4K | 0.16% | 78 |
|
|
2019
Q2 | $327K | Sell |
1,578
-3,386
| -68% | -$671K | 0.2% | 72 |
|
|
2019
Q1 | $942K | Buy |
4,964
+96
| +2% | +$17.4K | 0.45% | 38 |
|
|
2018
Q4 | $864K | Sell |
4,868
-713
| -13% | -$126K | 0.43% | 36 |
|
|
2018
Q3 | $934K | Buy |
5,581
+575
| +11% | +$92.2K | 0.54% | 37 |
|
|
2018
Q2 | $784K | Buy |
5,006
+720
| +17% | +$117K | 0.48% | 39 |
|
|
2018
Q1 | $703K | Buy |
4,286
+783
| +22% | +$129K | 0.41% | 41 |
|
|
2017
Q4 | $603K | Buy |
3,503
+1,902
| +119% | +$319K | 0.39% | 40 |
|
|
2017
Q3 | $256K | Buy |
1,601
+191
| +14% | +$29.9K | 0.19% | 59 |
|
|
2017
Q2 | $216K | Sell |
1,410
-476
| -25% | -$68.8K | 0.14% | 61 |
|
|
2017
Q1 | $244K | Sell |
1,886
-44
| -2% | -$5.52K | 0.16% | 61 |
|
|
2016
Q4 | $235K | Buy |
+1,930
| New | +$226K | 0.16% | 65 |
|
Other funds holding MCD
VCM
VPM
DAM
Bogart Wealth LLC's MCD Position: Q1 2026 in Review
Bogart Wealth LLC increased its McDonald's (MCD) stake by 1.6% in Q1 2026, buying an estimated $8.6K and bringing the position to 1,694 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #169.
Bogart Wealth LLC first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.73M in Q1 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Bogart Wealth LLC held 1,694 shares of McDonald's worth $527K as of Q1 2026.
- Bogart Wealth LLC bought 27 McDonald's shares in Q1 2026, an estimated $8.6K.
- McDonald's made up 0.02% of Bogart Wealth LLC's portfolio in Q1 2026, its #169 holding.
- Bogart Wealth LLC first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
- Bogart Wealth LLC's McDonald's position peaked at $7.73M in Q1 2024.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.