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Essex LLC’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-665
Closed -$208K 181
2025
Q1
$208K Buy
+665
New +$208K 0.05% 161
2024
Q4
Sell
-715
Closed -$218K 176
2024
Q3
$218K Buy
+715
New +$218K 0.04% 157
2024
Q2
Sell
-1,022
Closed -$288K 160
2024
Q1
$288K Sell
1,022
-53
-5% -$14.9K 0.07% 125
2023
Q4
$319K Sell
1,075
-5
-0.5% -$1.48K 0.08% 122
2023
Q3
$285K Sell
1,080
-11
-1% -$2.9K 0.08% 131
2023
Q2
$326K Sell
1,091
-338
-24% -$101K 0.09% 115
2023
Q1
$377K Hold
1,429
0.11% 112
2022
Q4
$377K Sell
1,429
-34
-2% -$8.96K 0.11% 112
2022
Q3
$338K Sell
1,463
-81
-5% -$18.7K 0.11% 110
2022
Q2
$381K Sell
1,544
-173
-10% -$42.7K 0.12% 111
2022
Q1
$425K Hold
1,717
0.12% 123
2021
Q4
$460K Buy
1,717
+35
+2% +$9.38K 0.12% 122
2021
Q3
$406K Buy
+1,682
New +$406K 0.11% 130