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McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

BAC holding history

Bank of America Corp 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.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
10,264
Value
$584.9K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,264$584.9K0.1%−75,000−88.0%ReducedHolders
Q1 202685,264$4.16M1.0%+75,200+747.2%AddedHolders
Q4 202510,064$553.5K0.2%−3,632−26.5%ReducedHolders
Q3 202513,696$706.6K0.2%−35,795−72.3%ReducedHolders
Q2 202549,491$2.34M0.6%+984+2.0%AddedHolders
Q1 202548,507$2.03M0.5%−1,194−2.4%ReducedHolders
Q4 202449,701$2.18M0.6%−2,142−4.1%ReducedHolders
Q3 202451,843$2.06M0.5%−3,762−6.8%ReducedHolders
Q2 202455,605$2.21M0.6%+354+0.6%AddedHolders
Q1 202455,251$2.10M0.6%−1,604−2.8%ReducedHolders
Q4 202356,855$1.91M0.6%+3,500+6.6%AddedHolders
Q3 202353,355$1.46M0.5%−7,533−12.4%ReducedHolders
Q2 202360,888$1.75M0.5%+11,078+22.2%AddedHolders
Q1 202349,810$1.42M0.5%+2,947+6.3%AddedHolders
Q4 202246,863$1.55M0.5%+20,458+77.5%AddedHolders
Q3 202226,405$797.0K0.3%−1,582−5.7%ReducedHolders
Q2 202227,987$871.0K0.2%+4,781+20.6%AddedHolders
Q1 202223,206$957.0K0.2%+23,206NewHolders
Q4 20210$00.0%−18,445−100.0%Sold outHolders
Q3 202118,445$783.0K0.2%−271−1.4%ReducedHolders
Q2 202118,716$772.0K0.2%−108−0.6%ReducedHolders
Q1 202118,824$728.0K0.2%––Holders

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