MCDONALD PARTNERS LLC

Position in AFL — Aflac Inc

CIK 1331074 Cleveland, OH

Position in AFL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$586,132

+$37,692 QoQ

Shares Held

4,999

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#893

of 1,687 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $660,641 across 4 Insurance - Life names. AFL ranks #1 (88.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	4,999	$586,132
2	PRU	Prudential Financial Inc	385	$41,553
3	PRI	Primerica, Inc.	85	$24,157
4	MET	Metlife Inc	104	$8,799

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,132	4,999	0.0%	Shares	Sole	2026-07-28
2026-03-31	$548,440	4,999	0.0%	Shares	Sole	2026-05-15
2025-12-31	$551,239	4,999	-46.5%	Shares	Sole	2026-02-02
2025-09-30	$1,043,724	9,344	-59.8%	Shares	Sole	2025-11-12
2025-06-30	$2,452,472	23,255	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$2,576,939	23,176	-1.0%	Shares	Sole	2025-05-15
2024-12-31	$2,420,806	23,403	+0.7%	Shares	Sole	2025-01-31
2024-09-30	$2,598,343	23,241	+0.4%	Shares	Sole	2024-10-15
2024-06-30	$2,066,812	23,142	+1.0%	Shares	Sole	2024-07-17
2024-03-31	$1,966,709	22,906	+0.4%	Shares	Sole	2024-04-15
2023-12-31	$1,882,732	22,821	-1.2%	Shares	Sole	2024-02-12
2023-09-30	$1,772,541	23,095	-0.3%	Shares	Sole	2023-10-30
2023-06-30	$1,617,126	23,168	-0.3%	Shares	Sole	2023-07-17
2023-03-31	$1,498,864	23,231	+0.3%	Shares	Sole	2023-04-19
2022-12-31	$1,665,626	23,153	+0.4%	Shares	Sole	2023-01-18
2022-09-30	$1,296,140	23,063	+3.0%	Shares	Sole	2022-10-21
2022-06-30	$1,238,451	22,383	+1.3%	Shares	Sole	2022-07-25
2022-03-31	$1,422,825	22,097	+2.2%	Shares	Sole	2022-04-29
2021-09-30	$1,127,050	21,620	+2.6%	Shares	Sole	2021-11-24
2021-06-30	$1,130,884	21,075	+1.2%	Shares	Sole	2021-11-24
2021-03-31	$1,065,618	20,821	+5.8%	Shares	Sole	2021-11-24
2020-12-31	$875,214	19,681	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.