MCDONALD PARTNERS LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1331074 Cleveland, OH

Position in FERG

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

Position Value

$2,475,351

+$680,416 QoQ

Shares Held

10,430

+35.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#379

of 932 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $2,989,309 across 5 Industrial Distribution names. FERG ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/ This page	10,430	$2,475,351
2	GWW	W.W. Grainger, Inc.	272	$370,028
3	POOL	Pool Corp	429	$92,192
4	FAST	Fastenal Co	600	$28,818
5	WSO	Watsco Inc	55	$22,920

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,475,351	10,430	+35.5%	Shares	Sole	2026-07-28
2026-03-31	$1,794,935	7,695	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,710,911	7,685	-15.4%	Shares	Sole	2026-02-02
2025-09-30	$2,040,309	9,085	+84.1%	Shares	Sole	2025-11-12
2025-06-30	$1,074,596	4,935	+188.6%	Shares	Sole	2025-08-12
2025-03-31	$273,993	1,710	-3.9%	Shares	Sole	2025-05-15
2024-12-31	$308,954	1,780	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.