MCDONALD PARTNERS LLC

Position in AXP — American Express Co

CIK 1331074 Cleveland, OH

Position in AXP

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

Position Value

$20,971

New position

Shares Held

62

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,899

of 2,990 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $479,730 across 6 Credit Services names. AXP ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	762	$261,434
2	COF	Capital One Financial Corp	740	$148,458
3	MA	Mastercard Inc	87	$44,683
4	AXP	American Express Co This page	62	$20,971
5	PYPL	PayPal Holdings, Inc.	92	$3,972
6	UPST	Upstart Holdings, Inc.	6	$212

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,971	62	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.