McDonald's Corporation shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $878k | 2.9k | 304.49 |
| 2024-06-30 | $764k | 3.0k | 254.88 |
| 2024-03-31 | $846k | 3.0k | 281.95 |
| 2023-12-31 | $714k | 2.7k | 263.53 |
| 2023-09-30 | $790k | 3.0k | 263.46 |
| 2023-06-30 | $842k | 2.8k | 298.39 |
| 2023-03-31 | $794k | 2.8k | 279.66 |
| 2022-12-31 | $714k | 2.7k | 263.53 |
| 2022-09-30 | $588k | 2.5k | 230.74 |
| 2022-06-30 | $629k | 2.5k | 246.88 |
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