SEC 13F Intelligence

Mcdonald Partners LLC / CG

Mcdonald Partners LLC’s Carlyle Group Inc Position

Does Mcdonald Partners LLC own Carlyle Group Inc (CG)? Not currently — the last reported position was 10.6K shares worth $582M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$582M
Q4 2021
Shares
10.6K
% of Portfolio
+0.54%
Quarters Held
1
position exited

Position History CG

Reported value by quarter
Q4 ’21: $582MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202110.6K$582M+0.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcdonald Partners LLC’s full portfolio or all institutional holders of CG.