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Livermore
Livermore
ZHEN

McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

SUN holding history

Sunoco LP 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.

SUN overviewAll 13F holders of SUNFull Q2 2026 holdings

Shares (Q2 2026)
15,100
Value
$1.02M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of SUN by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,100$1.02M0.2%00.0%UnchangedHolders
Q1 202615,100$981.0K0.2%−200−1.3%ReducedHolders
Q4 202515,300$801.9K0.3%+94+0.6%AddedHolders
Q3 202515,206$760.5K0.2%−300−1.9%ReducedHolders
Q2 202515,506$831.0K0.2%+40.0%AddedHolders
Q1 202515,502$900.1K0.2%+105+0.7%AddedHolders
Q4 202415,397$792.1K0.2%+40.0%AddedHolders
Q3 202415,393$826.3K0.2%+50.0%AddedHolders
Q2 202415,388$870.1K0.2%+388+2.6%AddedHolders
Q1 202415,000$904.4K0.2%00.0%UnchangedHolders
Q4 202315,000$899.0K0.3%00.0%UnchangedHolders
Q3 202315,000$734.3K0.2%00.0%UnchangedHolders
Q2 202315,000$653.4K0.2%00.0%UnchangedHolders
Q1 202315,000$658.4K0.2%00.0%UnchangedHolders
Q4 202215,000$646.5K0.2%00.0%UnchangedHolders
Q3 202215,000$585.0K0.2%00.0%UnchangedHolders
Q2 202215,000$559.0K0.1%00.0%UnchangedHolders
Q1 202215,000$613.0K0.1%+15,000NewHolders
Q4 20210$00.0%−15,000−100.0%Sold outHolders
Q3 202115,000$560.0K0.1%00.0%UnchangedHolders
Q2 202115,000$566.0K0.1%00.0%UnchangedHolders
Q1 202115,000$478.0K0.1%––Holders

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