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McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

WMT holding history

Walmart 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.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
2,795
Value
$316.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of WMT by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,795$316.6K0.1%+45+1.6%AddedHolders
Q1 20262,750$341.8K0.1%+510+22.8%AddedHolders
Q4 20252,240$249.6K0.1%−5,983−72.8%ReducedHolders
Q3 20258,223$847.2K0.3%−20,337−71.2%ReducedHolders
Q2 202528,560$2.80M0.7%−1,186−4.0%ReducedHolders
Q1 202529,746$2.62M0.7%−1,271−4.1%ReducedHolders
Q4 202431,017$2.80M0.7%−329−1.0%ReducedHolders
Q3 202431,346$2.53M0.6%+396+1.3%AddedHolders
Q2 202430,950$2.10M0.6%+292+1.0%AddedHolders
Q1 202430,658$1.84M0.5%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 202310,218$1.61M0.5%+37+0.4%AddedHolders
Q3 202310,181$1.63M0.5%−242−2.3%ReducedHolders
Q2 202310,423$1.64M0.5%+50.0%AddedHolders
Q1 202310,418$1.54M0.5%+110+1.1%AddedHolders
Q4 202210,308$1.46M0.5%+88+0.9%AddedHolders
Q3 202210,220$1.33M0.5%+148+1.5%AddedHolders
Q2 202210,072$1.23M0.3%+105+1.1%AddedHolders
Q1 20229,967$1.48M0.3%+9,967NewHolders
Q4 20210$00.0%−8,875−100.0%Sold outHolders
Q3 20218,875$1.24M0.3%+544+6.5%AddedHolders
Q2 20218,331$1.18M0.3%−158−1.9%ReducedHolders
Q1 20218,489$1.15M0.3%––Holders

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