Synergy Investment Management, LLC
Position in MCD — Mcdonalds Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$396,272
+$105,685 QoQ
Shares Held
1,466
+56.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,515
of 3,443 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Synergy Investment Management, LLC holds $903,689 across 5 Restaurants names. MCD ranks #2 (43.9% of the industry book) .
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,272 | 1,466 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $290,587 | 935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $293,710 | 961 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $278,971 | 918 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $271,133 | 928 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $289,879 | 928 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $269,017 | 928 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||