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Livermore
Livermore
ZHEN

McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

CARR holding history

Carrier Global 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.

CARR overviewAll 13F holders of CARRFull Q2 2026 holdings

Shares (Q2 2026)
4,764
Value
$349.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CARR by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,764$349.4K0.1%−50−1.0%ReducedHolders
Q1 20264,814$271.1K0.1%−565−10.5%ReducedHolders
Q4 20255,379$284.2K0.1%−175−3.2%ReducedHolders
Q3 20255,554$331.6K0.1%−300−5.1%ReducedHolders
Q2 20255,854$428.5K0.1%00.0%UnchangedHolders
Q1 20255,854$371.1K0.1%−150−2.5%ReducedHolders
Q4 20246,004$409.8K0.1%−300−4.8%ReducedHolders
Q3 20246,304$507.4K0.1%−300−4.5%ReducedHolders
Q2 20246,604$416.6K0.1%00.0%UnchangedHolders
Q1 20246,604$383.9K0.1%−270−3.9%ReducedHolders
Q4 20236,874$394.9K0.1%−150−2.1%ReducedHolders
Q3 20237,024$387.7K0.1%00.0%UnchangedHolders
Q2 20237,024$349.2K0.1%−570−7.5%ReducedHolders
Q1 20237,594$347.4K0.1%+57+0.8%AddedHolders
Q4 20227,537$310.9K0.1%−142−1.8%ReducedHolders
Q3 20227,679$273.0K0.1%−800−9.4%ReducedHolders
Q2 20228,479$302.0K0.1%00.0%UnchangedHolders
Q1 20228,479$389.0K0.1%+8,369+7,608.2%AddedHolders
Q4 2021110$5.98K<0.1%−8,599−98.7%ReducedHolders
Q3 20218,709$451.0K0.1%+450+5.4%AddedHolders
Q2 20218,259$401.0K0.1%−48−0.6%ReducedHolders
Q1 20218,307$351.0K0.1%––Holders

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