Position in MCD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,873,124
+$67,002 QoQ
Shares Held
10,629
+17.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,079
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Independence Bank of Kentucky holds $4,752,291 across 8 Restaurants names. MCD ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
10,629 | $2,873,124 | |
| 2 | SBUX |
Starbucks Corp
|
8,524 | $871,067 | |
| 3 | YUM |
Yum Brands Inc
|
5,029 | $803,935 | |
| 4 | DRI |
Darden Restaurants Inc
|
555 | $114,335 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,160 | $47,409 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
648 | $22,032 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
100 | $19,323 | |
| 8 | CBRL |
Cracker Barrel Old Country Store, Inc
|
20 | $1,066 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,873,124 | 10,629 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,806,122 | 9,029 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,758,616 | 9,026 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,695,808 | 8,871 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,434,652 | 8,333 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,681,384 | 8,584 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,569,874 | 8,865 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,229,317 | 7,321 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $982,663 | 3,856 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $821,320 | 2,913 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $852,466 | 2,875 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $702,067 | 2,665 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $730,806 | 2,449 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $683,366 | 2,444 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $654,608 | 2,484 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $552,622 | 2,395 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $784,831 | 3,179 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $981,454 | 3,969 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $995,611 | 3,714 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $994,337 | 4,124 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $965,307 | 4,179 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $944,750 | 4,215 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,028,911 | 4,795 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,115,009 | 5,080 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,062,547 | 5,760 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $955,723 | 5,780 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||