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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

MCD holding history

McDonalds Corp in every 13F filed by Bogart Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
1,839
Value
$497.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,839$497.1K<0.1%+145+8.6%AddedHolders
Q1 20261,694$526.6K<0.1%+27+1.6%AddedHolders
Q4 20251,667$509.5K<0.1%+47+2.9%AddedHolders
Q3 20251,620$492.3K<0.1%+8+0.5%AddedHolders
Q2 20251,612$471.1K<0.1%+67+4.3%AddedHolders
Q1 20251,545$482.5K<0.1%−187−10.8%ReducedHolders
Q4 20241,732$502.2K<0.1%−22,087−92.7%ReducedHolders
Q3 202423,819$7.25M0.3%−5,111−17.7%ReducedHolders
Q2 202428,930$7.37M0.4%+1,503+5.5%AddedHolders
Q1 202427,427$7.73M0.4%+1,512+5.8%AddedHolders
Q4 202325,915$7.68M0.4%+291+1.1%AddedHolders
Q3 202325,624$6.75M0.4%+626+2.5%AddedHolders
Q2 202324,998$7.46M0.5%−1,388−5.3%ReducedHolders
Q1 202326,386$7.38M0.5%+1,923+7.9%AddedHolders
Q4 202224,463$6.45M0.4%+3,223+15.2%AddedHolders
Q3 202221,240$4.90M0.4%+2,853+15.5%AddedHolders
Q2 202218,387$4.54M0.4%+3,055+19.9%AddedHolders
Q1 202215,332$3.79M0.3%+2,178+16.6%AddedHolders
Q4 202113,154$3.53M0.3%+1,475+12.6%AddedHolders
Q3 202111,679$2.82M0.3%+1,441+14.1%AddedHolders
Q2 202110,238$2.37M0.3%+1,635+19.0%AddedHolders
Q1 20218,603$1.93M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.