Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MCD holding history

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

MCD overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 61,202
Value: $16.5M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	61,202	$16.5M	0.2%	−1,970−3.1%	Reduced	Holders
Q1 2026	63,172	$17.9M	0.2%	−5,057−7.4%	Reduced	Holders
Q4 2025	68,229	$20.9M	0.3%	−6,242−8.4%	Reduced	Holders
Q3 2025	74,471	$22.6M	0.3%	−6,336−7.8%	Reduced	Holders
Q2 2025	80,807	$23.6M	0.3%	−10,445−11.4%	Reduced	Holders
Q1 2025	91,252	$28.5M	0.4%	−54,333−37.3%	Reduced	Holders
Q4 2024	145,585	$42.2M	0.6%	−97−0.1%	Reduced	Holders
Q3 2024	145,682	$44.4M	0.6%	−4,085−2.7%	Reduced	Holders
Q2 2024	149,767	$38.2M	0.6%	−8,169−5.2%	Reduced	Holders
Q1 2024	157,936	$44.5M	0.7%	−5,129−3.1%	Reduced	Holders
Q4 2023	163,065	$48.2M	0.8%	+377+0.2%	Added	Holders
Q3 2023	162,688	$42.9M	0.8%	−1,374−0.8%	Reduced	Holders
Q2 2023	164,062	$49.0M	0.8%	−8,062−4.7%	Reduced	Holders
Q1 2023	172,124	$48.1M	0.9%	−440.0%	Reduced	Holders
Q4 2022	172,168	$45.4M	0.9%	+850.0%	Added	Holders
Q3 2022	172,083	$39.7M	0.9%	+486+0.3%	Added	Holders
Q2 2022	171,597	$42.4M	0.9%	−2,519−1.4%	Reduced	Holders
Q1 2022	174,116	$43.1M	0.8%	+2,233+1.3%	Added	Holders
Q4 2021	171,883	$46.1M	0.8%	−3,271−1.9%	Reduced	Holders
Q3 2021	175,154	$42.2M	0.8%	−1,762−1.0%	Reduced	Holders
Q2 2021	176,916	$40.9M	0.8%	−6,848−3.7%	Reduced	Holders
Q1 2021	183,764	$41.2M	0.8%	–	–	Holders

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