McDonald Partners LLC

SEC CIK: 0001331074
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

USB holding history

US Bancorp DE 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.

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

Shares (Q2 2026): 27,386
Value: $1.65M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of USB by McDonald Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,386	$1.65M	0.4%	−3,060−10.1%	Reduced	Holders
Q1 2026	30,446	$1.58M	0.4%	−2,287−7.0%	Reduced	Holders
Q4 2025	32,733	$1.75M	0.6%	−5,708−14.8%	Reduced	Holders
Q3 2025	38,441	$1.86M	0.6%	−16,293−29.8%	Reduced	Holders
Q2 2025	54,734	$2.48M	0.6%	+329+0.6%	Added	Holders
Q1 2025	54,405	$2.30M	0.6%	+886+1.7%	Added	Holders
Q4 2024	53,519	$2.56M	0.7%	+1,005+1.9%	Added	Holders
Q3 2024	52,514	$2.40M	0.6%	+3,385+6.9%	Added	Holders
Q2 2024	49,129	$1.95M	0.5%	−2,564−5.0%	Reduced	Holders
Q1 2024	51,693	$2.31M	0.6%	−11,673−18.4%	Reduced	Holders
Q4 2023	63,366	$2.74M	0.8%	−5,732−8.3%	Reduced	Holders
Q3 2023	69,098	$2.28M	0.7%	+955+1.4%	Added	Holders
Q2 2023	68,143	$2.25M	0.7%	+765+1.1%	Added	Holders
Q1 2023	67,378	$2.43M	0.8%	+27,356+68.4%	Added	Holders
Q4 2022	40,022	$1.75M	0.6%	−1,849−4.4%	Reduced	Holders
Q3 2022	41,871	$1.69M	0.6%	−7,903−15.9%	Reduced	Holders
Q2 2022	49,774	$2.29M	0.6%	+3,812+8.3%	Added	Holders
Q1 2022	45,962	$2.44M	0.5%	+45,911+90,021.6%	Added	Holders
Q4 2021	51	$2.89K	<0.1%	−35,870−99.9%	Reduced	Holders
Q3 2021	35,921	$2.13M	0.5%	+2,813+8.5%	Added	Holders
Q2 2021	33,108	$1.89M	0.4%	−986−2.9%	Reduced	Holders
Q1 2021	34,094	$1.89M	0.5%	–	–	Holders

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