Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,543,512
-$3,089,713 QoQ
Shares Held
61,202
-3.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#427
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MCD 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. MCD ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
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 MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,543,512 | 61,202 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,633,225 | 63,172 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,852,829 | 68,229 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $22,630,992 | 74,471 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $23,609,381 | 80,807 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $28,504,387 | 91,252 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $42,203,635 | 145,585 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $44,361,625 | 145,682 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $38,166,622 | 149,767 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $44,530,055 | 157,936 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $48,350,403 | 163,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $42,858,526 | 162,688 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $48,957,741 | 164,062 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $48,127,591 | 172,124 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $45,371,433 | 172,168 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $39,706,431 | 172,083 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $42,363,867 | 171,597 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $43,055,404 | 174,116 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $46,076,675 | 171,883 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $42,231,380 | 175,154 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $40,865,826 | 176,916 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $41,188,862 | 183,764 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $38,964,723 | 181,586 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $39,739,981 | 181,056 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $33,248,134 | 180,236 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $30,331,638 | 183,439 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||