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McDonald's Corporation shares owned by Synergy Investment Management

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Synergy Investment 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 Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 918 303.89
2025-06-30 $271k 928 292.17
2025-03-31 $290k 928 312.37
2024-12-31 $269k 928 289.89

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Northern Trust
Wells Fargo & Company
Wellington Management Company
Royal Bank of Canada
Capital Research Global Investors
UBS Group
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas
Legal & General Group

View all funds holding McDonald's Corporation