Mcdonald Partners LLC Reduced Holdings in Q2 2025

Mcdonald Partners LLC

  • $404 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.66K
- 8.88%
$172.42 - $223.89 $1.15M - $1.49M
68.3K $14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-548
- 2.81%
$483.48 - $539.8 $265K - $296K
19K $9.21M
XOM
Exxon Mobil Corp

Energy
-4.23K
- 8.43%
$99.93 - $119.04 $423K - $504K
46K $4.95M
CVX
Chevron Corp

Energy
-1.22K
- 3.59%
$133.73 - $168.51 $164K - $206K
32.8K $4.7M
UPS
United Parcel Service Inc

Industrials
-5.61K
- 21.56%
$91.92 - $110.2 $515K - $618K
20.4K $2.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-20
- 0.3%
$390.26 - $489.06 $7.81K - $9.78K
6.74K $2.73M
BDX
Becton Dickinson & CO

Healthcare
-1.15K
- 16.53%
$165.15 - $226.42 $191K - $261K
5.83K $1M
TGT
Target Corp

Consumer Defensive
-3.95K
- 44.63%
$88.76 - $105.77 $350K - $418K
4.9K $483K
DD
Du Pont De Nemours, Inc.

Basic Materials
-4K
- 19.22%
$55.13 - $75.25 $220K - $301K
16.8K $1.15M
PEP
Pepsico Inc

Consumer Defensive
-426
- 2.26%
$128.02 - $151.37 $54.5K - $64.5K
18.4K $2.43M
JNJ
Johnson & Johnson

Healthcare
-142
- 0.52%
$146.36 - $159.82 $20.8K - $22.7K
27.3K $4.17M
T
At&T Inc.

Communication Services
-13.8K
- 17.97%
$26.33 - $28.94 $363K - $399K
63K $1.82M
LLY
Eli Lilly & CO

Healthcare
-381
- 35.61%
$713.71 - $898.95 $272K - $342K
689 $537K
MRK
Merck & Co., Inc.

Healthcare
-1.44K
- 8.92%
$73.47 - $87.12 $106K - $126K
14.7K $1.16M
TGNA
Tegna Inc

Communication Services
-11K
- 32.31%
$15.42 - $18.98 $170K - $209K
23.1K $386K
STZ
Constellation Brands, Inc.

Consumer Defensive
-521
- 7.59%
$160.0 - $195.62 $83.4K - $102K
6.34K $1.03M
VZ
Verizon Communications Inc

Communication Services
-1.26K
- 1.56%
$41.67 - $45.62 $52.4K - $57.3K
79.4K $3.43M
GILD
Gilead Sciences, Inc.

Healthcare
-1.54K
- 6.24%
$96.91 - $113.0 $149K - $174K
23.2K $2.57M
SHW
Sherwin Williams CO

Basic Materials
-390
- 3.62%
$313.51 - $363.51 $122K - $142K
10.4K $3.57M
TSCO
Tractor Supply CO

Consumer Cyclical
-825
- 1.3%
$47.86 - $55.77 $39.5K - $46K
62.5K $3.3M
WEN
Wendy'S CO

Consumer Cyclical
-1.51K
- 3.2%
$11.11 - $14.72 $16.8K - $22.2K
45.7K $521K
PSX
Phillips 66

Energy
-239
- 0.74%
$92.87 - $125.73 $22.2K - $30K
32.1K $3.83M
PG
Procter & Gamble CO

Consumer Defensive
-169
- 1.49%
$157.66 - $172.39 $26.6K - $29.1K
11.2K $1.78M
IT
Gartner Inc

Technology
-100
- 2.03%
$377.5 - $449.52 $37.8K - $45K
4.83K $1.95M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.04K
- 12.74%
$149.76 - $186.42 $156K - $194K
7.13K $1.33M
CLF
Cleveland Cliffs Inc.

Basic Materials
-10.6K
- 34.71%
$5.83 - $8.88 $61.8K - $94.2K
20K $151K
PKG
Packaging Corp Of America

Consumer Cyclical
-340
- 10.7%
$175.97 - $201.36 $59.8K - $68.5K
2.84K $534K
KO
Coca Cola CO

Consumer Defensive
-1.23K
- 13.74%
$68.37 - $73.9 $83.8K - $90.5K
7.69K $543K
APO
Apollo Global Management, Inc.

Financial Services
-873
- 11.06%
$108.68 - $145.07 $94.9K - $127K
7.02K $996K
BIDU
Baidu, Inc.

Communication Services
-577
- 12.37%
$76.86 - $92.5 $44.3K - $53.4K
4.09K $350K
UHAL
Amerco

Industrials
-100
- 0.67%
$58.65 - $67.88 $5.87K - $6.79K
14.8K $897K
VFC
V F Corp

Consumer Cyclical
-1.43K
- 10.16%
$9.74 - $16.39 $13.9K - $23.5K
12.7K $148K
WEC
Wec Energy Group, Inc.

Utilities
-224
- 2.55%
$102.24 - $109.76 $22.9K - $24.6K
8.57K $893K
ZTS
Zoetis Inc.

Healthcare
-100
- 1.78%
$144.41 - $170.3 $14.4K - $17K
5.52K $861K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.3K
- 16.67%
$61.08 - $74.04 $79.4K - $96.3K
6.5K $481K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-950
- 4.36%
$20.82 - $25.94 $19.8K - $24.6K
20.8K $491K
VOD
Vodafone Group Public LTD CO

Communication Services
-8.1K
- 35.26%
$8.19 - $10.66 $66.4K - $86.4K
14.9K $158K
ET
Energy Transfer LP

Energy
-2.07K
- 5.57%
$15.65 - $18.93 $32.5K - $39.3K
35.2K $638K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1K
- 29.87%
$82.96 - $110.1 $83K - $110K
2.35K $258K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-500
- 6.6%
$105.23 - $109.61 $52.6K - $54.8K
7.08K $775K
PARA
Paramount Global

Communication Services
-4.84K
- 28.5%
$10.65 - $12.9 $51.5K - $62.4K
12.1K $156K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-2K
- 4.4%
$20.01 - $20.15 $40K - $40.3K
43.5K $874K
STE
Steris PLC

Healthcare
-208
- 16.67%
$208.55 - $252.55 $43.4K - $52.5K
1.04K $249K
MPC
Marathon Petroleum Corp

Energy
-983
- 14.7%
$118.55 - $170.08 $117K - $167K
5.71K $947K
AEP
American Electric Power CO Inc

Utilities
-40
- 1.14%
$98.59 - $109.11 $3.94K - $4.36K
3.48K $360K
V
Visa Inc.

Financial Services
-77
- 8.73%
$308.27 - $373.31 $23.7K - $28.7K
805 $285K
DGRO
Ishares Core Dividend Growth E

ETFs
-500
- 11.3%
$55.22 - $63.94 $27.6K - $32K
3.93K $251K
OTIS
Otis Worldwide Corp

Industrials
-5
- 0.17%
$90.88 - $104.3 $454 - $522
2.95K $291K
MTBC
Care Cloud, Inc.

Healthcare
-3.49K
- 2.8%
N/A
121K $368K
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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