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MCDONALD PARTNERS LLC: JCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCDONALD PARTNERS LLC on JCI, newest first. How the timeline and the estimate are built.

MCDONALD PARTNERS LLC held 9,894 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,894 shares
    Change vs previous 13F -3,300 shares

    0.35% of the 13F portfolio, value $1,445,612.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,194 shares
    Change vs previous 13F +246 shares

    0.41% of the 13F portfolio, value $1,727,754.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,948 shares
    Change vs previous 13F -279 shares

    0.49% of the 13F portfolio, value $1,550,528.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,227 shares
    Change vs previous 13F -4,985 shares

    0.43% of the 13F portfolio, value $1,454,314.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,212 shares
    Change vs previous 13F -3,768 shares

    0.46% of the 13F portfolio, value $1,923,553.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,980 shares
    Change vs previous 13F -2,000 shares

    0.46% of the 13F portfolio, value $1,760,818.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,980 shares
    Change vs previous 13F -1,355 shares

    0.48% of the 13F portfolio, value $1,892,741.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,335 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,966,326.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).