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MCDONALD PARTNERS LLC: SJM position timeline

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

MCDONALD PARTNERS LLC held 26,076 SJM 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 26,076 shares
    Change vs previous 13F -8,675 shares

    0.71% of the 13F portfolio, value $2,933,550.

    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 34,751 shares
    Change vs previous 13F +9,914 shares

    0.79% of the 13F portfolio, value $3,351,386.

    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 24,837 shares
    Change vs previous 13F -2,118 shares

    0.77% of the 13F portfolio, value $2,429,331.

    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 26,955 shares
    Change vs previous 13F -10,757 shares

    0.87% of the 13F portfolio, value $2,927,314.

    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 37,712 shares
    Change vs previous 13F +3,463 shares

    0.89% of the 13F portfolio, value $3,708,684.

    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 34,249 shares
    Change vs previous 13F -2,373 shares

    1.06% of the 13F portfolio, value $4,061,290.

    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 36,622 shares
    Change vs previous 13F -3,102 shares

    1.03% of the 13F portfolio, value $4,032,882.

    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 39,724 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,810,625.

    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).