Mcdonald Partners LLC Purchases and Sells in Q3 2025

Mcdonald Partners LLC

$320 Million
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	297 + 2.36%	$567.77 - $614.76 $169K - $183K	12.9K $7.88M
C	2.1K + 9.07%	$85.57 - $103.49 $180K - $217K	25.3K $2.56M
MWA	15.1K + 13.63%	$23.94 - $27.39 $362K - $414K	126K $3.22M
GILD	3.78K + 16.31%	$108.22 - $120.47 $409K - $455K	26.9K $2.99M
SPY	42 + 0.54%	$617.65 - $666.84 $25.9K - $28K	7.82K $5.21M
SPYG	1.62K + 7.21%	$94.33 - $105.31 $152K - $170K	24K $2.51M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAH	2.71K New	$146.04 - $167.63 $396K - $455K	2.71K $425K
PANW	1.69K New	$167.06 - $208.19 $282K - $351K	1.69K $343K
O	5.16K New	$56.13 - $60.79 $289K - $313K	5.16K $313K
INTU	386 New	$646.03 - $807.39 $249K - $312K	386 $263K
SCHP	8.39K New	$26.44 - $27.1 $222K - $227K	8.39K $226K
CEG	664 New	$298.82 - $354.89 $198K - $236K	664 $218K

Top Sells

Reduced Positions

127 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-13.3K - 29.41%	$491.09 - $535.64 $6.53M - $7.12M	31.9K $16.5M
META	-4.56K - 73.46%	$695.21 - $791.73 $3.17M - $3.61M	1.65K $1.21M
SHW	-9.13K - 87.83%	$330.88 - $375.23 $3.02M - $3.42M	1.27K $438K
AMZN	-12.2K - 46.82%	$211.65 - $238.24 $2.57M - $2.9M	13.8K $3.03M
XOM	-24.7K - 53.82%	$105.83 - $117.22 $2.62M - $2.9M	21.2K $2.39M
AAPL	-21.4K - 31.3%	$202.38 - $256.87 $4.33M - $5.49M	46.9K $12M

Activity Summary All Purchases 49 New Holdings 11 Increased Positions 38 All Sells 127 Reductions 127 Sold out 0 Calls 0 Puts 0

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