MCDONALD PARTNERS LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1331074 Cleveland, OH

Position in CARR

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

Position Value

$349,439

+$78,363 QoQ

Shares Held

4,764

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,012

of 1,618 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $1,928,394 across 5 Building Products & Equipment names. CARR ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	9,894	$1,445,612
2	CARR	CARRIER GLOBAL Corp This page	4,764	$349,439
3	WMS	Advanced Drainage Systems, Inc.	500	$78,480
4	OC	Owens Corning	322	$51,185
5	AAON	Aaon, Inc.	29	$3,678

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,439	4,764	-1.0%	Shares	Sole	2026-07-28
2026-03-31	$271,076	4,814	-10.5%	Shares	Sole	2026-05-15
2025-12-31	$284,226	5,379	-3.2%	Shares	Sole	2026-02-02
2025-09-30	$331,573	5,554	-5.1%	Shares	Sole	2025-11-12
2025-06-30	$428,454	5,854	0.0%	Shares	Sole	2025-08-12
2025-03-31	$371,143	5,854	-2.5%	Shares	Sole	2025-05-15
2024-12-31	$409,833	6,004	-4.8%	Shares	Sole	2025-01-31
2024-09-30	$507,408	6,304	-4.5%	Shares	Sole	2024-10-15
2024-06-30	$416,580	6,604	0.0%	Shares	Sole	2024-07-17
2024-03-31	$383,890	6,604	-3.9%	Shares	Sole	2024-04-15
2023-12-31	$394,911	6,874	-2.1%	Shares	Sole	2024-02-12
2023-09-30	$387,724	7,024	0.0%	Shares	Sole	2023-10-30
2023-06-30	$349,163	7,024	-7.5%	Shares	Sole	2023-07-17
2023-03-31	$347,425	7,594	+0.8%	Shares	Sole	2023-04-19
2022-12-31	$310,901	7,537	-1.8%	Shares	Sole	2023-01-18
2022-09-30	$273,065	7,679	-9.4%	Shares	Sole	2022-10-21
2022-06-30	$302,361	8,479	0.0%	Shares	Sole	2022-07-25
2022-03-31	$388,931	8,479	+7608.2%	Shares	Sole	2022-04-29
2021-12-31	$5,966	110	-98.7%	Shares	Sole	2022-01-31
2021-09-30	$450,777	8,709	+5.4%	Shares	Sole	2021-11-24
2021-06-30	$401,387	8,259	-0.6%	Shares	Sole	2021-11-24
2021-03-31	$350,721	8,307	-13.3%	Shares	Sole	2021-11-24
2020-12-31	$361,583	9,586	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.