Essex Savings Bank’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.24M | Sell |
4,573
-37
| -0.8% | -$10.6K | 0.27% | 84 |
|
|
2026
Q1 | $1.43M | Sell |
4,610
-191
| -4% | -$60.8K | 0.32% | 70 |
|
|
2025
Q4 | $1.47M | Buy |
4,801
+212
| +5% | +$64.9K | 0.32% | 68 |
|
|
2025
Q3 | $1.39M | Sell |
4,589
-1,963
| -30% | -$597K | 0.31% | 70 |
|
|
2025
Q2 | $1.91M | Sell |
6,552
-629
| -9% | -$194K | 0.46% | 49 |
|
|
2025
Q1 | $2.24M | Sell |
7,181
-149
| -2% | -$44.6K | 0.55% | 35 |
|
|
2024
Q4 | $2.12M | Buy |
7,330
+49
| +0.7% | +$14.6K | 0.53% | 37 |
|
|
2024
Q3 | $2.22M | Buy |
7,281
+712
| +11% | +$196K | 0.55% | 34 |
|
|
2024
Q2 | $1.67M | Buy |
6,569
+11
| +0.2% | +$2.92K | 0.45% | 48 |
|
|
2024
Q1 | $1.94M | Hold |
6,558
| – | – | 0.57% | 36 |
|
|
2023
Q4 | $1.94M | Buy |
6,558
+443
| +7% | +$121K | 0.57% | 36 |
|
|
2023
Q3 | $1.61M | Buy |
6,115
+39
| +0.6% | +$11.1K | 0.54% | 38 |
|
|
2023
Q2 | $1.81M | Sell |
6,076
-923
| -13% | -$268K | 0.61% | 34 |
|
|
2023
Q1 | $1.96M | Buy |
6,999
+41
| +0.6% | +$11K | 0.68% | 31 |
|
|
2022
Q4 | $1.83M | Buy |
6,958
+232
| +3% | +$61.2K | 0.65% | 32 |
|
|
2022
Q3 | $1.55M | Sell |
6,726
-16
| -0.2% | -$4.09K | 0.62% | 34 |
|
|
2022
Q2 | $1.66M | Sell |
6,742
-16
| -0.2% | -$3.94K | 0.64% | 32 |
|
|
2022
Q1 | $1.67M | Sell |
6,758
-137
| -2% | -$34.1K | 0.55% | 41 |
|
|
2021
Q4 | $1.85M | Sell |
6,895
-41
| -0.6% | -$10.4K | 0.63% | 34 |
|
|
2021
Q3 | $1.65M | Sell |
6,936
-2
| -0% | -$477 | 0.6% | 40 |
|
|
2021
Q2 | $1.62M | Sell |
6,938
-36
| -0.5% | -$8.38K | 0.63% | 38 |
|
|
2021
Q1 | $1.44M | Buy |
6,974
+16
| +0.2% | +$3.42K | 0.63% | 37 |
|
|
2020
Q4 | $1.49M | Sell |
6,958
-86
| -1% | -$18.7K | 0.67% | 36 |
|
|
2020
Q3 | $1.55M | Buy |
7,044
+864
| +14% | +$177K | 0.76% | 29 |
|
|
2020
Q2 | $1.14M | Sell |
6,180
-348
| -5% | -$63.8K | 0.68% | 37 |
|
|
2020
Q1 | $1.08M | Sell |
6,528
-548
| -8% | -$108K | 0.77% | 34 |
|
|
2019
Q4 | $1.4M | Sell |
7,076
-173
| -2% | -$34.3K | 0.71% | 36 |
|
|
2019
Q3 | $1.56M | Sell |
7,249
-3,665
| -34% | -$786K | 0.82% | 32 |
|
|
2019
Q2 | $2.27M | Buy |
10,914
+5,125
| +89% | +$1.02M | 0.8% | 26 |
|
|
2019
Q1 | $1.1M | Sell |
5,789
-18
| -0.3% | -$3.27K | 0.62% | 36 |
|
|
2018
Q4 | $1.03M | Buy |
+5,807
| New | +$1.03M | 0.65% | 34 |
|
Other funds holding MCD
Essex Savings Bank's MCD Position: Q2 2026 in Review
Essex Savings Bank reduced its McDonald's (MCD) stake by 0.8% in Q2 2026, selling an estimated $10.6K and leaving 4,573 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #84.
Essex Savings Bank first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.27M in Q2 2019. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Essex Savings Bank held 4,573 shares of McDonald's worth $1.24M as of Q2 2026.
- Essex Savings Bank sold 37 McDonald's shares in Q2 2026, an estimated $10.6K.
- McDonald's made up 0.27% of Essex Savings Bank's portfolio in Q2 2026, its #84 holding.
- Essex Savings Bank first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
- Essex Savings Bank's McDonald's position peaked at $2.27M in Q2 2019.
- 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.