Mcdonald Partners LLC Incresed Positions in Q2 2025

Mcdonald Partners LLC

  • $404 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
56
+ 0.77%
$203.96 - $228.19 $11.4K - $12.8K
7.3K $1.61M
CRM
Salesforce, Inc.

Technology
103
+ 6.27%
$236.26 - $291.15 $24.3K - $30K
1.75K $475K
HY
Hyster Yale Materials Handling, Inc.

Industrials
2.54K
+ 5.91%
$36.24 - $43.32 $92K - $110K
45.5K $1.81M
USA
Liberty All Star Equity Fund

Financial Services
1.17K
+ 2.23%
$5.9 - $6.81 $6.91K - $7.98K
53.7K $365K
ADP
Automatic Data Processing Inc

Industrials
17
+ 0.39%
$276.76 - $326.81 $4.7K - $5.56K
4.35K $1.34M
MDLZ
Mondelez International, Inc.

Consumer Defensive
329
+ 1.91%
$63.54 - $68.5 $20.9K - $22.5K
17.5K $1.18M
FDS
Factset Research Systems Inc

Financial Services
71
+ 2.82%
$398.85 - $473.32 $28.3K - $33.6K
2.59K $1.16M
UNP
Union Pacific Corp

Industrials
129
+ 3.7%
$208.27 - $238.46 $26.9K - $30.8K
3.61K $830K
CNHI
Cnh Industrial N.V.

Industrials
400
+ 0.72%
N/A
55.8K $581K
GFF
Griffon Corp

Industrials
9
+ 0.27%
$64.73 - $74.97 $583 - $675
3.31K $239K
Calamos ETF Tr
735
+ 6.23%
N/A
12.5K $0
Ferguson Enterprises Inc
3.23K
+ 188.6%
N/A
4.94K $0
Linde PLC
58
+ 1.61%
N/A
3.65K $0
CMCSA
Comcast Corp

Communication Services
586
+ 3.25%
$32.84 - $36.72 $19.2K - $21.5K
18.6K $665K
ARCC
Ares Capital Corp

Financial Services
45
+ 0.15%
$18.91 - $22.43 $851 - $1.01K
29.9K $656K
NOC
Northrop Grumman Corp

Industrials
3
+ 0.36%
$456.3 - $540.39 $1.37K - $1.62K
833 $416K
SHEL
Shell PLC

Energy
4
+ 0.12%
$59.75 - $73.05 $239 - $292
3.29K $231K
WM
Waste Management Inc

Industrials
1
+ 0.02%
$216.47 - $242.1 $216 - $242
4.12K $941K
CMS
Cms Energy Corp

Utilities
33
+ 0.86%
$68.57 - $75.51 $2.26K - $2.49K
3.86K $267K
CL
Colgate Palmolive CO

Consumer Defensive
101
+ 0.97%
$87.57 - $96.0 $8.84K - $9.7K
10.5K $958K
LOW
Lowes Companies Inc

Consumer Cyclical
276
+ 3.67%
$210.83 - $235.28 $58.2K - $64.9K
7.79K $1.73M
PGR
Progressive Corp

Financial Services
424
+ 4.97%
$255.27 - $288.74 $108K - $122K
8.95K $2.39M
SBUX
Starbucks Corp

Consumer Cyclical
107
+ 2.0%
$79.69 - $99.41 $8.53K - $10.6K
5.46K $500K
APD
Air Products & Chemicals, Inc.

Basic Materials
129
+ 2.67%
$248.61 - $294.96 $32.1K - $38K
4.97K $1.4M
NEE
Nextera Energy Inc

Utilities
373
+ 1.06%
$64.11 - $75.0 $23.9K - $28K
35.6K $2.47M
MPLX
Mplx LP

Energy
58
+ 0.36%
$46.68 - $53.89 $2.71K - $3.13K
16.2K $836K
AWK
American Water Works Company, Inc.

Utilities
113
+ 2.08%
$133.82 - $151.96 $15.1K - $17.2K
5.56K $773K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
136
+ 0.75%
$45.07 - $52.57 $6.13K - $7.15K
18.2K $888K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
976
+ 11.24%
$99.37 - $134.05 $97K - $131K
9.66K $1.1M
PAYX
Paychex Inc

Industrials
43
+ 0.58%
$137.01 - $159.78 $5.89K - $6.87K
7.5K $1.09M
CB
Chubb LTD

Financial Services
110
+ 1.36%
$274.32 - $302.46 $30.2K - $33.3K
8.19K $2.37M
SUN
Sunoco LP

Energy
4
+ 0.03%
$50.38 - $59.13 $202 - $237
15.5K $830K
CLX
Clorox CO

Consumer Defensive
256
+ 5.73%
$118.01 - $148.69 $30.2K - $38.1K
4.72K $567K
PFE
Pfizer Inc

Healthcare
1.1K
+ 0.95%
$21.59 - $24.84 $23.8K - $27.4K
117K $2.83M
ACN
Accenture PLC

Technology
127
+ 1.2%
$279.23 - $323.21 $35.5K - $41K
10.7K $3.2M
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 0.53%
$285.55 - $321.23 $8.85K - $9.96K
5.83K $1.7M
AFL
Aflac Inc

Financial Services
79
+ 0.34%
$99.77 - $112.45 $7.88K - $8.88K
23.3K $2.45M
SJM
J M Smucker CO

Consumer Defensive
3.46K
+ 10.11%
$94.41 - $118.52 $327K - $410K
37.7K $3.7M
UNH
Unitedhealth Group Inc

Healthcare
787
+ 27.04%
$274.35 - $599.47 $216K - $472K
3.7K $1.15M
ABBV
Abb Vie Inc.

Healthcare
295
+ 1.3%
$170.16 - $206.27 $50.2K - $60.8K
22.9K $4.25M
AMGN
Amgen Inc

Healthcare
85
+ 0.4%
$262.28 - $309.85 $22.3K - $26.3K
21.1K $5.9M
Activity Summary
Buys All Purchases 107 New Holdings 15 Increased Positions 92 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 1 Puts 0
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