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Synergy Asset Management’s McDonald's MCD Stock Holding History

Synergy Asset Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,371
Closed -$1.03M – 288
2025
Q4 		$1.03M Sell
3,371
-15,708
-82% -$4.81M 0.11% 98
2025
Q3 		$5.69M Buy
19,079
+14,506
+317% +$4.42M 0.21% 74
2025
Q2 		$1.34M Buy
4,573
+1,312
+40% +$404K 0.15% 82
2025
Q1 		$1.02M Buy
3,261
+964
+42% +$288K 0.13% 87
2024
Q4 		$699K Hold
2,297
– – 0.05% 134
2024
Q3 		$699K Sell
2,297
-12,461
-84% -$3.43M 0.11% 91
2024
Q2 		$3.76M Buy
14,758
+152
+1% +$40.3K 0.59% 44
2024
Q1 		$4.12M Buy
14,606
+4,177
+40% +$1.21M 0.7% 40
2023
Q4 		$3.09M Buy
10,429
+1,844
+21% +$502K 0.55% 57
2023
Q3 		$2.26M Buy
8,585
+7,537
+719% +$2.15M 0.45% 54
2023
Q2 		$313K Buy
1,048
+91
+10% +$26.4K 0.08% 74
2023
Q1 		$268K Sell
957
-95
-9% -$25.5K 0.06% 98
2022
Q4 		$277K Buy
1,052
+27
+3% +$7.12K 0.07% 86
2022
Q3 		$237K Sell
1,025
-1,140
-53% -$291K 0.06% 93
2022
Q2 		$535K Buy
+2,165
New +$533K 0.14% 71
2021
Q2 		– Sell
-5,087
Closed -$1.14M – 121
2021
Q1 		$1.14M Buy
+5,087
New +$1.09M 0.34% 61

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Synergy Asset Management's MCD Position: Q1 2026 in Review

Synergy Asset Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 3,371 shares — an estimated $1.03M sold.

Synergy Asset Management first reported a position in MCD in Q1 2021 and held it in 16 quarters. The position peaked at $5.69M in Q3 2025. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Synergy Asset Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 3,371 McDonald's shares in Q1 2026, an estimated $1.03M.
  • Synergy Asset Management first reported a position in McDonald's in Q1 2021 and held it in 16 quarters.
  • Synergy Asset Management's McDonald's position peaked at $5.69M in Q3 2025.
  • 3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.