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MCDONALD PARTNERS LLC

Position in UHAL — U-Haul Holding Co /NV/

CIK 1331074 Cleveland, OH

Position in UHAL

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$934,156
+$244,930 QoQ
Shares Held
14,275
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#147
of 330 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $934,156 across 1 Rental & Leasing Services name. UHAL ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UHAL
U-Haul Holding Co /NV/
This page
14,275 $934,156

All Filings in UHAL

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $934,156 14,275
2026-03-31 $689,226 14,425
2025-12-31 $722,123 14,325
2025-09-30 $828,941 14,525
2025-06-30 $897,802 14,825
2025-03-31 $975,498 14,925
2024-12-31 $1,022,532 14,800
2024-09-30 $1,169,948 15,100
2024-06-30 $995,396 16,125
2024-03-31 $1,089,082 16,125
2023-12-31 $1,172,135 16,325
2023-09-30 $890,855 16,325
2023-06-30 $842,247 15,225
2023-03-31 $301,232 5,050