Number of Shares
80,807.00
Current Holdings Value*
$23.61 Mil
% of Portfolio
0.33%
Total Estimate Gain
$19.27 Mil
% of Total Estimate Gain
53.83%

BARTLETT & CO. WEALTH MANAGEMENT LLC's McDonald's Corp Holding Summary

As of 2025-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC held 80,807.00 shares of McDonald's Corp(MCD), totaling $23.61 Mil. This investment constitutes 0.33% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 8 purchases of MCD, at an average price of $188.32, for a total of 190,148.00 shares. In addition, there have been 17 sales at an average price of $284.22 for 109,341.00 shares. Based on historical transaction data and MCD's current price of $297.07, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his MCD holdings is $19.27 Mil, reflecting a 53.83% gain to date.

BARTLETT & CO. WEALTH MANAGEMENT LLC MCD ($297.07) Holding Chart

BARTLETT & CO. WEALTH MANAGEMENT LLC MCD ($297.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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