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McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

WMT holding history

Walmart Inc. in every 13F filed by McDaniel Terry & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
2,587
Value
$293.0K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of WMT by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,587$293.0K<0.1%+10.0%AddedHolders
Q1 20262,586$321.4K<0.1%−18−0.7%ReducedHolders
Q4 20252,604$290.1K<0.1%−2,658−50.5%ReducedHolders
Q3 20255,262$542.3K<0.1%00.0%UnchangedHolders
Q2 20255,262$514.5K<0.1%−230−4.2%ReducedHolders
Q1 20255,492$482.0K<0.1%00.0%UnchangedHolders
Q4 20245,492$496.0K<0.1%00.0%UnchangedHolders
Q3 20245,492$443.0K<0.1%00.0%UnchangedHolders
Q2 20245,492$372.0K<0.1%−355−6.1%ReducedHolders
Q1 20245,847$352.0K<0.1%+621+11.9%AddedConverted for a 3-for-1 splitHolders
Q4 20231,742$275.0K<0.1%−300−14.7%ReducedHolders
Q3 20232,042$327.0K<0.1%00.0%UnchangedHolders
Q2 20232,042$321.0K<0.1%+600+41.6%AddedHolders
Q1 20231,442$213.0K<0.1%+1,442NewHolders