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MCDONALD PARTNERS LLC: UPS position timeline

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

MCDONALD PARTNERS LLC held 14,207 UPS 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 14,207 shares
    Change vs previous 13F -119 shares

    0.37% of the 13F portfolio, value $1,527,253.

    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 14,326 shares
    Change vs previous 13F -193 shares

    0.33% of the 13F portfolio, value $1,409,392.

    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 14,519 shares
    Change vs previous 13F -689 shares

    0.45% of the 13F portfolio, value $1,440,159.

    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 15,208 shares
    Change vs previous 13F -5,186 shares

    0.38% of the 13F portfolio, value $1,270,339.

    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 20,394 shares
    Change vs previous 13F -5,606 shares

    0.5% of the 13F portfolio, value $2,062,907.

    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 26,000 shares
    Change vs previous 13F +1,588 shares

    0.75% of the 13F portfolio, value $2,864,097.

    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 24,412 shares
    Change vs previous 13F +669 shares

    0.79% of the 13F portfolio, value $3,078,375.

    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 23,743 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,237,127.

    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).