McDonald's Corporation shares owned by Synergy Financial Management
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 19k | 303.89 |
| 2025-06-30 | $1.3M | 4.6k | 292.17 |
| 2025-03-31 | $1.0M | 3.3k | 312.37 |
| 2024-12-31 | $700k | 2.3k | 304.51 |
| 2024-09-30 | $700k | 2.3k | 304.51 |
| 2024-06-30 | $3.8M | 15k | 254.84 |
| 2024-03-31 | $4.1M | 15k | 281.95 |
| 2023-12-31 | $3.1M | 10k | 296.51 |
| 2023-09-30 | $2.3M | 8.6k | 263.44 |
| 2023-06-30 | $313k | 1.0k | 298.41 |
| 2023-03-31 | $268k | 957 | 279.61 |
| 2022-12-31 | $277k | 1.1k | 263.53 |
| 2022-09-30 | $237k | 1.0k | 230.93 |
| 2022-06-30 | $535k | 2.2k | 247.15 |
| 2021-03-31 | $1.1M | 5.1k | 224.08 |
More positions owned by Synergy Financial Management
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