SEC 13F Intelligence

Mcdonald Partners LLC / MSFT

Mcdonald Partners LLC’s Microsoft Corp Position

Does Mcdonald Partners LLC own Microsoft Corp (MSFT)? Yes — 36.6K shares worth $14M (+3.19% of its 13F portfolio) as of Q1 2026, up from 29.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
36.6K
% of Portfolio
+3.19%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $13MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ3 ’21: $18MQ3 ’21Q4 ’21: $8MQ1 ’22: $20MQ2 ’22: $16MQ2 ’22Q3 ’22: $11MQ4 ’22: $12MQ1 ’23: $14MQ1 ’23Q2 ’23: $16MQ3 ’23: $15MQ4 ’23: $18MQ4 ’23Q1 ’24: $20MQ2 ’24: $21MQ3 ’24: $20MQ3 ’24Q4 ’24: $19MQ1 ’25: $17MQ2 ’25: $23MQ2 ’25Q3 ’25: $17MQ4 ’25: $14MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.6K$14M+3.19%
Q4 202529.7K$14M+4.53%
Q3 202531.9K$17M+4.94%
Q2 202545.2K$23M+5.40%
Q1 202545.3K$17M+4.43%
Q4 202445.9K$19M+4.95%
Q3 202447.2K$20M+5.08%
Q2 202447.2K$21M+5.65%
Q1 202447.1K$20M+5.45%
Q4 202347.8K$18M+5.34%
Q3 202347.6K$15M+4.89%
Q2 202347.3K$16M+4.92%
Q1 202348.4K$14M+4.52%
Q4 202248.7K$12M+3.99%
Q3 202248.3K$11M+4.29%
Q2 202263.5K$16M+4.16%
Q1 202263.6K$20M+4.28%
Q4 202123$8M+0.01%
Q3 202162.1K$18M+4.11%
Q2 202166.1K$18M+3.31%
Q1 202166.5K$16M+3.13%
Q4 202060.0K$13M+3.76%

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 MSFT.