Mcdonald Partners LLC Reduced Holdings in Q1 2025

Mcdonald Partners LLC

  • $374 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-82
- 0.47%
N/A
17.5K $3.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-82
- 0.64%
$49.78 - $53.19 $4.08K - $4.36K
12.7K $646K
DRI
Darden Restaurants Inc

Consumer Cyclical
-225
- 11.25%
$180.02 - $208.56 $40.5K - $46.9K
1.78K $368K
Sila Realty Trust Inc
-10.2K
- 17.36%
N/A
48.5K $0
BFB
Brown Forman Corp Cl B
-11.7K
- 46.74%
N/A
13.4K $0
Ferguson Enterprises Inc
-70
- 3.93%
N/A
1.71K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-200
- 5.3%
N/A
3.58K $0
Jacobs Solutions Inc
-75
- 1.15%
N/A
6.45K $0
F
Ford Motor CO

Consumer Cyclical
-100
- 0.68%
$9.12 - $10.43 $912 - $1.04K
14.6K $146K
SYK
Stryker Corp

Healthcare
-19
- 2.82%
$355.18 - $399.9 $6.75K - $7.6K
655 $243K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.48K
- 6.06%
$8.05 - $9.86 $11.9K - $14.6K
23K $215K
ADP
Automatic Data Processing Inc

Industrials
-138
- 3.09%
$286.85 - $318.64 $39.6K - $44K
4.33K $1.32M
TMUS
T Mobile Us, Inc.

Communication Services
-225
- 13.2%
$211.3 - $272.83 $47.5K - $61.4K
1.48K $394K
KO
Coca Cola CO

Consumer Defensive
-978
- 9.89%
$60.81 - $72.32 $59.5K - $70.7K
8.91K $638K
SJM
J M Smucker CO

Consumer Defensive
-2.37K
- 6.48%
$100.41 - $118.41 $238K - $281K
34.2K $4.06M
PARA
Paramount Global

Communication Services
-296
- 1.71%
$10.16 - $12.14 $3.01K - $3.59K
17K $203K
BMY
Bristol Myers Squibb CO

Healthcare
-133
- 1.9%
$53.9 - $63.11 $7.17K - $8.39K
6.87K $419K
SBUX
Starbucks Corp

Consumer Cyclical
-119
- 2.17%
$91.75 - $115.81 $10.9K - $13.8K
5.35K $525K
OTIS
Otis Worldwide Corp

Industrials
-25
- 0.84%
$90.77 - $104.01 $2.27K - $2.6K
2.95K $304K
XYL
Xylem Inc.

Industrials
-137
- 0.81%
$114.02 - $132.04 $15.6K - $18.1K
16.8K $2.01M
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 0.96%
$890.62 - $1076.86 $18.7K - $22.6K
2.18K $2.06M
LLY
Eli Lilly & CO

Healthcare
-10
- 0.93%
$725.72 - $929.72 $7.26K - $9.3K
1.07K $883K
SAN
Banco Santander, S.A.

Financial Services
-3
- 0.01%
$4.46 - $7.14 $13.4 - $21.4
25.9K $173K
AEP
American Electric Power CO Inc

Utilities
-25
- 0.71%
$90.32 - $109.27 $2.26K - $2.73K
3.52K $384K
COP
Conocophillips

Energy
-593
- 2.75%
$88.6 - $105.85 $52.5K - $62.8K
20.9K $2.2M
JPM
Jpmorgan Chase & CO

Financial Services
-621
- 1.6%
$225.19 - $279.95 $140K - $174K
38.3K $9.39M
PAYX
Paychex Inc

Industrials
-186
- 2.43%
$136.06 - $154.52 $25.3K - $28.7K
7.45K $1.15M
HSBC
Hsbc Holdings PLC

Financial Services
-1.01K
- 5.4%
$48.68 - $61.58 $49.2K - $62.2K
17.7K $1.02M
MDT
Medtronic PLC

Healthcare
-265
- 1.96%
$79.84 - $94.5 $21.2K - $25K
13.2K $1.19M
WM
Waste Management Inc

Industrials
-1
- 0.02%
$200.54 - $233.78 $201 - $234
4.12K $952K
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 0.31%
$279.74 - $321.29 $5.04K - $5.78K
5.8K $1.81M
TSCO
Tractor Supply CO

Consumer Cyclical
-39
- 0.06%
$51.66 - $57.94 $2.01K - $2.26K
63.3K $3.49M
AFL
Aflac Inc

Financial Services
-227
- 0.97%
$100.99 - $111.19 $22.9K - $25.2K
23.2K $2.58M
MWA
Mueller Water Products, Inc.

Industrials
-6K
- 5.54%
$21.65 - $28.24 $130K - $169K
102K $2.6M
GILD
Gilead Sciences, Inc.

Healthcare
-3.11K
- 11.17%
$89.14 - $117.41 $277K - $365K
24.7K $2.77M
PM
Philip Morris International Inc.

Consumer Defensive
-300
- 4.16%
$117.15 - $158.79 $35.1K - $47.6K
6.9K $1.1M
PSX
Phillips 66

Energy
-174
- 0.54%
$113.93 - $131.55 $19.8K - $22.9K
32.3K $3.99M
ABT
Abbott Laboratories

Healthcare
-11
- 0.07%
$111.1 - $140.22 $1.22K - $1.54K
16.1K $2.14M
IBM
International Business Machines Corp

Technology
-695
- 3.71%
$217.4 - $264.74 $151K - $184K
18K $4.48M
ABBV
Abb Vie Inc.

Healthcare
-1.33K
- 5.56%
$169.2 - $216.66 $225K - $288K
22.6K $4.74M
RTX
Raytheon Technologies Corp

Industrials
-920
- 1.91%
$114.1 - $135.66 $105K - $125K
47.1K $6.24M
CVX
Chevron Corp

Energy
-112
- 0.33%
$146.71 - $167.97 $16.4K - $18.8K
34.1K $5.7M
AMGN
Amgen Inc

Healthcare
-215
- 1.01%
$258.59 - $327.36 $55.6K - $70.4K
21.1K $6.56M
Activity Summary
Buys All Purchases 104 New Holdings 9 Increased Positions 95 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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