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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

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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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
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