BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in BH-A — Biglari Holdings Inc.
CIK 2010186
CINCINNATI, OH
Position in BH-A
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$129,199
-$38,013 QoQ
Shares Held
392
-22.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BH-A Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $30,260,616 across 16 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
61,202 | $16,543,512 | |
| 2 | YUM |
Yum Brands Inc
|
39,886 | $6,376,175 | |
| 3 | SBUX |
Starbucks Corp
|
45,062 | $4,604,885 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
38,025 | $1,554,081 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
23,227 | $789,718 | |
| 6 | DRI |
Darden Restaurants Inc
|
821 | $169,134 | |
| 7 | WING |
Wingstop Inc.
|
500 | $86,705 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
635 | $46,043 |
All Filings in BH-A
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BH | $129,199 | 392 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BH | $167,212 | 503 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 BH | $162,795 | 503 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 BH | $146,981 | 503 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 BH | $108,919 | 503 | Shares | Sole | 2025-04-24 | |
| 2023-03-31 BH | $4,230 | 25 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,664 | 2 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 BH | $3,470 | 25 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,375 | 2 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 BH | $2,890 | 25 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,234 | 2 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 BH | $3,067 | 25 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,175 | 2 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 BH | $3,615 | 25 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,460 | 2 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 BH | $4,295 | 25 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,640 | 2 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 BH | $3,986 | 25 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,558 | 2 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 BH | $3,319 | 25 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,351 | 2 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 BH | $2,780 | 25 | Shares | Sole | 2024-02-13 | |
| 2020-12-31 | $1,170 | 2 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 BH | $2,225 | 25 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $975 | 2 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 BH | $1,724 | 25 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $670 | 2 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 BH | $1,285 | 25 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $594 | 2 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||