Back to SUN

MCDONALD PARTNERS LLC → SUN

MCDONALD PARTNERS LLC SUN Position History

Sunoco LP • Energy

Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$760K
Q4 2025$802K
Q1 2026$981K
Q2 2026$1M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M15.1K——
Q2 2026$1M15.1K——
Q1 2026$981K15.1K——
Q4 2025$802K15.3K——
Q3 2025$760K15.2K——

Other funds holding SUN

Other MCDONALD PARTNERS LLC positions

MSFT

MICROSOFT CORP

$16.5M
ETN

EATON CORP PLC

$16.1M
ETN

EATON CORP PLC

$16M
MSFT

MICROSOFT CORP

$15.6M
AAPL

APPLE INC

$15.3M
AAPL

APPLE INC

$15.3M
LITE

LUMENTUM HLDGS INC

$15.2M
ETN

EATON CORP PLC

$14.5M
MCDONALD PARTNERS LLC SUN Holdings: 13F Position History | Track13F