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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Hold
928
0.16% 71
2025
Q1
$290K Hold
928
0.12% 99
2024
Q4
$269K Buy
+928
New +$269K 0.12% 98