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Essex LLC’s McDonald's MCD Stock Holding History

Essex LLC’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
2025
Q2 		– Sell
-665
Closed -$208K – 182
2025
Q1 		$208K Buy
+665
New +$199K 0.05% 161
2024
Q4 		– Sell
-715
Closed -$218K – 176
2024
Q3 		$218K Buy
+715
New +$197K 0.04% 158
2024
Q2 		– Sell
-1,022
Closed -$288K – 160
2024
Q1 		$288K Sell
1,022
-53
-5% -$15.4K 0.07% 125
2023
Q4 		$319K Sell
1,075
-5
-0.5% -$1.36K 0.08% 122
2023
Q3 		$285K Sell
1,080
-11
-1% -$3.14K 0.08% 131
2023
Q2 		$326K Sell
1,091
-338
-24% -$98.2K 0.09% 115
2023
Q1 		$377K Hold
1,429
– – 0.11% 112
2022
Q4 		$377K Sell
1,429
-34
-2% -$8.97K 0.11% 112
2022
Q3 		$338K Sell
1,463
-81
-5% -$20.7K 0.11% 110
2022
Q2 		$381K Sell
1,544
-173
-10% -$42.6K 0.12% 111
2022
Q1 		$425K Hold
1,717
– – 0.12% 123
2021
Q4 		$460K Buy
1,717
+35
+2% +$8.84K 0.12% 122
2021
Q3 		$406K Buy
+1,682
New +$401K 0.11% 130

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essex LLC's MCD Position: Q2 2025 in Review

Essex LLC sold out of McDonald's (MCD) in Q2 2025, closing a stake of 665 shares — an estimated $208K sold.

Essex LLC first reported a position in MCD in Q3 2021 and held it in 13 quarters. The position peaked at $460K in Q4 2021. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Essex LLC reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Essex LLC sold 665 McDonald's shares in Q2 2025, an estimated $208K.
  • Essex LLC first reported a position in McDonald's in Q3 2021 and held it in 13 quarters.
  • Essex LLC's McDonald's position peaked at $460K in Q4 2021.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Essex LLC's 13F filing for Q2 2025, filed 28 Jul 2025.