McDonald Partners LLC

SEC CIK: 0001331074
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

AFL holding history

Aflac Inc in every 13F filed by McDonald Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFL overview All 13F holders of AFL Full Q2 2026 holdings

Shares (Q2 2026): 4,999
Value: $586.1K
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of AFL by McDonald Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,999	$586.1K	0.1%	00.0%	Unchanged	Holders
Q1 2026	4,999	$548.4K	0.1%	00.0%	Unchanged	Holders
Q4 2025	4,999	$551.2K	0.2%	−4,345−46.5%	Reduced	Holders
Q3 2025	9,344	$1.04M	0.3%	−13,911−59.8%	Reduced	Holders
Q2 2025	23,255	$2.46M	0.6%	+79+0.3%	Added	Holders
Q1 2025	23,176	$2.58M	0.7%	−227−1.0%	Reduced	Holders
Q4 2024	23,403	$2.42M	0.6%	+162+0.7%	Added	Holders
Q3 2024	23,241	$2.60M	0.7%	+99+0.4%	Added	Holders
Q2 2024	23,142	$2.07M	0.6%	+236+1.0%	Added	Holders
Q1 2024	22,906	$1.97M	0.5%	+85+0.4%	Added	Holders
Q4 2023	22,821	$1.88M	0.6%	−274−1.2%	Reduced	Holders
Q3 2023	23,095	$1.77M	0.6%	−73−0.3%	Reduced	Holders
Q2 2023	23,168	$1.62M	0.5%	−63−0.3%	Reduced	Holders
Q1 2023	23,231	$1.50M	0.5%	+78+0.3%	Added	Holders
Q4 2022	23,153	$1.67M	0.6%	+90+0.4%	Added	Holders
Q3 2022	23,063	$1.30M	0.5%	+680+3.0%	Added	Holders
Q2 2022	22,383	$1.24M	0.3%	+286+1.3%	Added	Holders
Q1 2022	22,097	$1.42M	0.3%	+22,097	New	Holders
Q4 2021	0	$0	0.0%	−21,620−100.0%	Sold out	Holders
Q3 2021	21,620	$1.13M	0.3%	+545+2.6%	Added	Holders
Q2 2021	21,075	$1.13M	0.3%	+254+1.2%	Added	Holders
Q1 2021	20,821	$1.07M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.