SEC 13F Intelligence

Mcdonald Partners LLC / JT5

Mcdonald Partners LLC’s Mueller Wtr Prods Inc Position

Does Mcdonald Partners LLC own Mueller Wtr Prods Inc (JT5)? Yes178.4K shares worth $5M (+1.16% of its 13F portfolio) as of Q1 2026, up from 152.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
178.4K
% of Portfolio
+1.16%
Quarters Held
19
currently held

Position History JT5

Reported value by quarter
Q4 ’20: $319,000Q4 ’20Q1 ’21: $392,000Q2 ’21: $350,000Q3 ’21: $400,000Q3 ’21Q1 ’22: $286,000Q2 ’22: $301,000Q1 ’23: $665,635Q1 ’23Q2 ’23: $2MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $4MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026178.4K$5M+1.16%
Q4 2025152.2K$4M+1.14%
Q3 2025126.1K$3M+0.96%
Q2 2025111.0K$3M+0.64%
Q1 2025102.2K$3M+0.68%
Q4 2024108.2K$2M+0.62%
Q3 2024115.5K$3M+0.63%
Q2 2024112.5K$2M+0.54%
Q1 2024114.0K$2M+0.50%
Q4 202383.3K$1M+0.36%
Q3 2023102.8K$1M+0.42%
Q2 202399.3K$2M+0.49%
Q1 202347.8K$665,635+0.22%
Q2 202225.6K$301,000+0.08%
Q1 202222.1K$286,000+0.06%
Q3 202126.3K$400,000+0.09%
Q2 202124.3K$350,000+0.06%
Q1 202128.3K$392,000+0.08%
Q4 202025.8K$319,000+0.09%

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 JT5.