MCDONALD PARTNERS LLC

Position in AWK — American Water Works Company, Inc.

CIK 1331074 Cleveland, OH

Position in AWK

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

Position Value

$24,868

-$263,951 QoQ

Shares Held

189

-90.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#955

of 1,121 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $24,868 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc. This page	189	$24,868

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,868	189	-90.9%	Shares	Sole	2026-07-28
2025-09-30	$288,819	2,075	-62.7%	Shares	Sole	2025-11-12
2025-06-30	$773,034	5,557	+2.1%	Shares	Sole	2025-08-12
2025-03-31	$803,098	5,444	+6.2%	Shares	Sole	2025-05-15
2024-12-31	$637,886	5,124	+14.3%	Shares	Sole	2025-01-31
2024-09-30	$655,301	4,481	-3.4%	Shares	Sole	2024-10-15
2024-06-30	$598,914	4,637	+2.5%	Shares	Sole	2024-07-17
2024-03-31	$552,633	4,522	+23.1%	Shares	Sole	2024-04-15
2023-12-31	$484,931	3,674	+30.4%	Shares	Sole	2024-02-12
2023-09-30	$348,829	2,817	+2.5%	Shares	Sole	2023-10-30
2023-06-30	$392,277	2,748	+5.7%	Shares	Sole	2023-07-17
2023-03-31	$380,727	2,599	+2.2%	Shares	Sole	2023-04-19
2022-12-31	$387,451	2,542	+6.4%	Shares	Sole	2023-01-18
2022-09-30	$310,952	2,389	+9.1%	Shares	Sole	2022-10-21
2022-06-30	$325,657	2,189	+3.8%	Shares	Sole	2022-07-25
2022-03-31	$348,937	2,108	+18.8%	Shares	Sole	2022-04-29
2021-09-30	$300,046	1,775	-2.6%	Shares	Sole	2021-11-24
2021-06-30	$280,978	1,823	+5.0%	Shares	Sole	2021-11-24
2021-03-31	$260,411	1,737	+0.3%	Shares	Sole	2021-11-24
2020-12-31	$265,656	1,731	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.