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Disclosery

Essex Financial Services, Inc.: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on MCD, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 17,077 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,077 shares
    Change vs previous 13F +261 shares

    0.19% of the 13F portfolio, value $4,615,984.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,504 shares
    • Essex Bank: 4,573 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,816 shares
    Change vs previous 13F -441 shares

    0.23% of the 13F portfolio, value $5,226,166.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,206 shares
    • Essex Bank: 4,610 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,257 shares
    Change vs previous 13F +721 shares

    0.24% of the 13F portfolio, value $5,274,169.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,456 shares
    • Essex Bank: 4,801 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,536 shares
    Change vs previous 13F -2,784 shares

    0.24% of the 13F portfolio, value $5,024,944.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 11,947 shares
    • Essex Bank: 4,589 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,320 shares
    Change vs previous 13F -1,094 shares

    0.29% of the 13F portfolio, value $5,644,705.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,768 shares
    • Essex Bank: 6,552 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,414 shares
    Change vs previous 13F -331 shares

    0.36% of the 13F portfolio, value $6,376,582.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,233 shares
    • Essex Bank: 7,181 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,745 shares
    Change vs previous 13F +732 shares

    0.33% of the 13F portfolio, value $6,013,753.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,415 shares
    • Essex Bank: 7,330 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,013 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,223,766.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,732 shares
    • Essex Bank: 7,281 shares

    Acceptance time not in the bulk data set (spec §4.2).