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Essex Savings Bank’s McDonald's MCD Stock Holding History

Essex Savings Bank’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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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. 1,684 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.
  • 1,684 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.