Independence Bank of Kentucky’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 | $2.87M | Buy |
10,629
+1,600
| +18% | +$459K | 0.32% | 64 |
|
|
2026
Q1 | $2.81M | Buy |
9,029
+3
| +0% | +$956 | 0.36% | 61 |
|
|
2025
Q4 | $2.76M | Buy |
9,026
+155
| +2% | +$47.5K | 0.34% | 64 |
|
|
2025
Q3 | $2.7M | Buy |
8,871
+538
| +6% | +$164K | 0.35% | 63 |
|
|
2025
Q2 | $2.43M | Sell |
8,333
-251
| -3% | -$77.4K | 0.35% | 61 |
|
|
2025
Q1 | $2.68M | Sell |
8,584
-281
| -3% | -$84K | 0.42% | 53 |
|
|
2024
Q4 | $2.57M | Buy |
8,865
+1,544
| +21% | +$460K | 0.4% | 58 |
|
|
2024
Q3 | $2.23M | Buy |
7,321
+3,465
| +90% | +$955K | 0.48% | 48 |
|
|
2024
Q2 | $983K | Buy |
3,856
+943
| +32% | +$250K | 0.26% | 97 |
|
|
2024
Q1 | $821K | Buy |
2,913
+38
| +1% | +$11.1K | 0.25% | 101 |
|
|
2023
Q4 | $852K | Buy |
2,875
+210
| +8% | +$57.2K | 0.3% | 89 |
|
|
2023
Q3 | $702K | Buy |
2,665
+216
| +9% | +$61.6K | 0.3% | 80 |
|
|
2023
Q2 | $731K | Buy |
2,449
+5
| +0.2% | +$1.45K | 0.3% | 83 |
|
|
2023
Q1 | $683K | Sell |
2,444
-40
| -2% | -$10.7K | 0.3% | 89 |
|
|
2022
Q4 | $655K | Buy |
2,484
+89
| +4% | +$23.5K | 0.29% | 92 |
|
|
2022
Q3 | $553K | Sell |
2,395
-784
| -25% | -$200K | 0.27% | 96 |
|
|
2022
Q2 | $785K | Sell |
3,179
-790
| -20% | -$195K | 0.35% | 80 |
|
|
2022
Q1 | $981K | Buy |
3,969
+255
| +7% | +$63.5K | 0.39% | 74 |
|
|
2021
Q4 | $996K | Sell |
3,714
-410
| -10% | -$104K | 0.41% | 71 |
|
|
2021
Q3 | $994K | Sell |
4,124
-55
| -1% | -$13.1K | 0.43% | 67 |
|
|
2021
Q2 | $965K | Sell |
4,179
-36
| -0.9% | -$8.38K | 0.43% | 66 |
|
|
2021
Q1 | $945K | Sell |
4,215
-580
| -12% | -$124K | 0.46% | 65 |
|
|
2020
Q4 | $1.03M | Sell |
4,795
-285
| -6% | -$62K | 0.53% | 61 |
|
|
2020
Q3 | $1.11M | Sell |
5,080
-680
| -12% | -$140K | 0.63% | 53 |
|
|
2020
Q2 | $1.06M | Sell |
5,760
-20
| -0.3% | -$3.67K | 0.69% | 51 |
|
|
2020
Q1 | $956K | Buy |
5,780
+2,330
| +68% | +$459K | 0.75% | 44 |
|
|
2019
Q4 | $682K | Buy |
3,450
+1,775
| +106% | +$352K | 0.44% | 65 |
|
|
2019
Q3 | $360K | Buy |
1,675
+376
| +29% | +$80.6K | 0.26% | 87 |
|
|
2019
Q2 | $270K | Sell |
1,299
-420
| -24% | -$83.2K | 0.21% | 94 |
|
|
2019
Q1 | $326K | Buy |
1,719
+161
| +10% | +$29.2K | 0.27% | 78 |
|
|
2018
Q4 | $277K | Sell |
1,558
-40
| -3% | -$7.09K | 0.25% | 82 |
|
|
2018
Q3 | $267K | Buy |
1,598
+335
| +27% | +$53.7K | 0.21% | 99 |
|
|
2018
Q2 | $198K | Hold |
1,263
| – | – | 0.17% | 101 |
|
|
2018
Q1 | $198K | Hold |
1,263
| – | – | 0.17% | 106 |
|
|
2017
Q4 | $217K | Buy |
+1,263
| New | +$212K | 0.19% | 106 |
|
Other funds holding MCD
BPC
ECSS
Independence Bank of Kentucky's MCD Position: Q2 2026 in Review
Independence Bank of Kentucky increased its McDonald's (MCD) stake by 18% in Q2 2026, buying an estimated $459K and bringing the position to 10,629 shares worth $2.87M. The position accounts for 0.32% of the portfolio, ranked #64.
Independence Bank of Kentucky first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Independence Bank of Kentucky held 10,629 shares of McDonald's worth $2.87M as of Q2 2026.
- Independence Bank of Kentucky bought 1,600 McDonald's shares in Q2 2026, an estimated $459K.
- McDonald's made up 0.32% of Independence Bank of Kentucky's portfolio in Q2 2026, its #64 holding.
- Independence Bank of Kentucky first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
- 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.