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Livermore
Livermore
ZHEN

McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

WM holding history

Waste Management Inc 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.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
3,915
Value
$872.5K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of WM by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,915$872.5K0.2%−24−0.6%ReducedHolders
Q1 20263,939$905.2K0.2%−78−1.9%ReducedHolders
Q4 20254,017$883.0K0.3%−20.0%ReducedHolders
Q3 20254,019$887.4K0.3%−97−2.4%ReducedHolders
Q2 20254,116$942.2K0.2%+10.0%AddedHolders
Q1 20254,115$953.1K0.2%−10.0%ReducedHolders
Q4 20244,116$830.6K0.2%+10.0%AddedHolders
Q3 20244,115$854.4K0.2%−99−2.3%ReducedHolders
Q2 20244,214$899.2K0.2%00.0%UnchangedHolders
Q1 20244,214$898.2K0.2%+10.0%AddedHolders
Q4 20234,213$754.6K0.2%+10.0%AddedHolders
Q3 20234,212$642.1K0.2%−709−14.4%ReducedHolders
Q2 20234,921$853.5K0.3%−612−11.1%ReducedHolders
Q1 20235,533$902.9K0.3%−812−12.8%ReducedHolders
Q4 20226,345$995.5K0.3%−100−1.6%ReducedHolders
Q3 20226,445$1.03M0.4%−1,294−16.7%ReducedHolders
Q2 20227,739$1.18M0.3%−1,119−12.6%ReducedHolders
Q1 20228,858$1.40M0.3%+8,858NewHolders
Q4 20210$00.0%−11,573−100.0%Sold outHolders
Q3 202111,573$1.73M0.4%−450−3.7%ReducedHolders
Q2 202112,023$1.69M0.4%+870+7.8%AddedHolders
Q1 202111,153$1.44M0.4%––Holders

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