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Essex Financial Services’s McDonald's MCD Stock Holding History

Essex Financial Services’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.79M Sell
12,206
-250
-2% -$79.6K 0.21% 104
2025
Q4 		$3.81M Buy
12,456
+509
+4% +$156K 0.22% 98
2025
Q3 		$3.63M Sell
11,947
-821
-6% -$250K 0.22% 100
2025
Q2 		$3.73M Sell
12,768
-465
-4% -$143K 0.24% 86
2025
Q1 		$4.13M Sell
13,233
-182
-1% -$54.4K 0.3% 77
2024
Q4 		$3.89M Buy
13,415
+683
+5% +$204K 0.27% 82
2024
Q3 		$4.01M Sell
12,732
-3,653
-22% -$1.01M 0.29% 77
2024
Q2 		$4.44M Buy
16,385
+5,052
+45% +$1.34M 0.33% 70
2024
Q1 		$3.2M Buy
11,333
+294
+3% +$85.5K 0.29% 78
2023
Q4 		$3.27M Sell
11,039
-10
-0.1% -$2.72K 0.34% 67
2023
Q3 		$2.91M Buy
11,049
+176
+2% +$50.2K 0.34% 69
2023
Q2 		$3.24M Sell
10,873
-1,038
-9% -$302K 0.37% 63
2023
Q1 		$3.33M Buy
11,911
+316
+3% +$84.7K 0.35% 73
2022
Q4 		$3.06M Sell
11,595
-56
-0.5% -$14.8K 0.32% 77
2022
Q3 		$2.69M Buy
11,651
+22
+0.2% +$5.62K 0.32% 76
2022
Q2 		$2.87M Sell
11,629
-296
-2% -$72.9K 0.32% 79
2022
Q1 		$2.95M Sell
11,925
-93
-0.8% -$23.2K 0.28% 88
2021
Q4 		$3.22M Sell
12,018
-330
-3% -$83.3K 0.32% 74
2021
Q3 		$2.98M Buy
12,348
+2,163
+21% +$516K 0.34% 68
2021
Q2 		$2.28M Hold
10,185
– – 0.33% 67
2021
Q1 		$2.28M Sell
10,185
-1,106
-10% -$237K 0.41% 59
2020
Q4 		$2.42M Buy
11,291
+1,274
+13% +$277K 0.48% 52
2020
Q3 		$2.16M Buy
10,017
+2,145
+27% +$440K 0.53% 47
2020
Q2 		$1.45M Sell
7,872
-1,823
-19% -$334K 0.45% 59
2020
Q1 		$1.6M Sell
9,695
-2,015
-17% -$397K 0.57% 46
2019
Q4 		$2.31M Sell
11,710
-151
-1% -$30K 0.64% 45
2019
Q3 		$2.55M Sell
11,861
-372
-3% -$79.8K 0.82% 33
2019
Q2 		$2.54M Sell
12,233
-96
-0.8% -$19K 0.75% 35
2019
Q1 		$2.34M Sell
12,329
-1,071
-8% -$194K 0.71% 40
2018
Q4 		$2.38M Sell
13,400
-5,051
-27% -$896K 0.73% 37
2018
Q3 		$3.09M Buy
18,451
+4,748
+35% +$761K 0.68% 41
2018
Q2 		$2.15M Buy
13,703
+102
+0.7% +$16.5K 0.52% 51
2018
Q1 		$2.13M Buy
13,601
+1,447
+12% +$238K 0.42% 62
2017
Q4 		$2.09M Sell
12,154
-132
-1% -$22.2K 0.5% 54
2017
Q3 		$1.93M Buy
12,286
+148
+1% +$23.2K 0.47% 55
2017
Q2 		$1.86M Sell
12,138
-3,909
-24% -$565K 0.39% 62
2017
Q1 		$2.08M Sell
16,047
-116
-0.7% -$14.6K 0.48% 55
2016
Q4 		$1.97M Buy
16,163
+395
+3% +$46.3K 0.42% 64
2016
Q3 		$1.82M Buy
15,768
+180
+1% +$21.3K 0.43% 61
2016
Q2 		$1.88M Sell
15,588
-428
-3% -$53.6K 0.45% 59
2016
Q1 		$2.01M Sell
16,016
-942
-6% -$113K 0.5% 51
2015
Q4 		$2M Sell
16,958
-750
-4% -$83.9K 0.48% 55
2015
Q3 		$1.75M Sell
17,708
-1,075
-6% -$105K 0.45% 61
2015
Q2 		$1.79M Sell
18,783
-5,600
-23% -$542K 0.46% 59
2015
Q1 		$2.38M Sell
24,383
-728
-3% -$69.1K 0.61% 45
2014
Q4 		$2.35M Sell
25,111
-326
-1% -$30.5K 0.61% 42
2014
Q3 		$2.41M Sell
25,437
-2,686
-10% -$256K 0.72% 34
2014
Q2 		$2.83M Sell
28,123
-248
-0.9% -$25K 0.85% 27
2014
Q1 		$278K Sell
28,371
-762
-3% -$72.9K 0.09% 226
2013
Q4 		$2.83M Sell
29,133
-1,338
-4% -$129K 0.96% 19
2013
Q3 		$2.93K Sell
30,471
-274
-0.9% -$26.7K 0.92% 18
2013
Q2 		$3.04M Buy
+30,745
New +$3.08M 1.06% 20

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Essex Financial Services's MCD Position: Q1 2026 in Review

Essex Financial Services reduced its McDonald's (MCD) stake by 2% in Q1 2026, selling an estimated $79.6K and leaving 12,206 shares worth $3.79M. The position accounts for 0.21% of the portfolio, ranked #104.

Essex Financial Services first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.44M in Q2 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Essex Financial Services held 12,206 shares of McDonald's worth $3.79M as of Q1 2026.
  • Essex Financial Services sold 250 McDonald's shares in Q1 2026, an estimated $79.6K.
  • McDonald's made up 0.21% of Essex Financial Services's portfolio in Q1 2026, its #104 holding.
  • Essex Financial Services first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's McDonald's position peaked at $4.44M in Q2 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.