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

Synergy Investment 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
Q2 		$397K Buy
1,466
+531
+57% +$152K 0.1% 115
2026
Q1 		$291K Sell
935
-26
-3% -$8.28K 0.1% 110
2025
Q4 		$294K Buy
961
+43
+5% +$13.2K 0.1% 107
2025
Q3 		$279K Sell
918
-10
-1% -$3.04K 0.11% 109
2025
Q2 		$271K Hold
928
– – 0.16% 71
2025
Q1 		$290K Hold
928
– – 0.12% 99
2024
Q4 		$269K Buy
+928
New +$277K 0.12% 98

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Synergy Investment Management's MCD Position: Q2 2026 in Review

Synergy Investment Management increased its McDonald's (MCD) stake by 57% in Q2 2026, buying an estimated $152K and bringing the position to 1,466 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #115.

Synergy Investment Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Synergy Investment Management held 1,466 shares of McDonald's worth $397K as of Q2 2026.
  • Synergy Investment Management bought 531 McDonald's shares in Q2 2026, an estimated $152K.
  • McDonald's made up 0.1% of Synergy Investment Management's portfolio in Q2 2026, its #115 holding.
  • Synergy Investment Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.