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McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

MSFT holding history

Microsoft 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.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
30,962
Value
$11.5M
% of portfolio
2.8%
Quarters held
22
Since Q1 2021
Holdings of MSFT by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,962$11.5M2.8%−5,632−15.4%ReducedHolders
Q1 202636,594$13.5M3.2%+6,853+23.0%AddedHolders
Q4 202529,741$14.4M4.5%−2,176−6.8%ReducedHolders
Q3 202531,917$16.5M4.9%−13,300−29.4%ReducedHolders
Q2 202545,217$22.5M5.4%−67−0.1%ReducedHolders
Q1 202545,284$17.0M4.4%−664−1.4%ReducedHolders
Q4 202445,948$19.4M4.9%−1,237−2.6%ReducedHolders
Q3 202447,185$20.3M5.1%+150.0%AddedHolders
Q2 202447,170$21.1M5.6%+94+0.2%AddedHolders
Q1 202447,076$19.8M5.4%−750−1.6%ReducedHolders
Q4 202347,826$18.0M5.3%+241+0.5%AddedHolders
Q3 202347,585$15.0M4.9%+265+0.6%AddedHolders
Q2 202347,320$16.1M4.9%−1,063−2.2%ReducedHolders
Q1 202348,383$13.9M4.5%−282−0.6%ReducedHolders
Q4 202248,665$11.7M4.0%+368+0.8%AddedHolders
Q3 202248,297$11.2M4.3%−15,156−23.9%ReducedHolders
Q2 202263,453$16.3M4.2%−127−0.2%ReducedHolders
Q1 202263,580$19.6M4.3%+63,557+276,334.8%AddedHolders
Q4 202123$7.74K<0.1%−62,061−100.0%ReducedHolders
Q3 202162,084$17.5M4.1%+111+0.2%AddedHolders
Q2 202161,973$16.8M4.0%+1,547+2.6%AddedHolders
Q1 202160,426$14.2M3.7%––Holders

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