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Kentucky Trust Company’s McDonald's MCD Stock Holding History

Kentucky Trust Company’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 		$716K Buy
2,648
+2
+0.1% +$573 0.34% 66
2026
Q1 		$822K Buy
2,646
+51
+2% +$16.2K 0.43% 60
2025
Q4 		$793K Hold
2,595
– – 0.42% 60
2025
Q3 		$789K Hold
2,595
– – 0.43% 62
2025
Q2 		$758K Hold
2,595
– – 0.43% 62
2025
Q1 		$811K Sell
2,595
-127
-5% -$38K 0.48% 61
2024
Q4 		$789K Buy
+2,722
New +$812K 0.46% 59

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Kentucky Trust Company's MCD Position: Q2 2026 in Review

Kentucky Trust Company increased its McDonald's (MCD) stake by 0.08% in Q2 2026, buying an estimated $573 and bringing the position to 2,648 shares worth $716K. The position accounts for 0.34% of the portfolio, ranked #66.

Kentucky Trust Company first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $822K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kentucky Trust Company held 2,648 shares of McDonald's worth $716K as of Q2 2026.
  • Kentucky Trust Company bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.34% of Kentucky Trust Company's portfolio in Q2 2026, its #66 holding.
  • Kentucky Trust Company first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Kentucky Trust Company's McDonald's position peaked at $822K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.