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McDonald Capital Investors’s Union Pacific UNP Stock Holding History

McDonald Capital Investors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.1M Sell
209,822
-20,427
-9% -$5.36M 4.17% 12
2026
Q1 		$55.9M Sell
230,249
-2,500
-1% -$612K 3.82% 13
2025
Q4 		$53.8M Sell
232,749
-10,128
-4% -$2.31M 3.3% 15
2025
Q3 		$57.4M Sell
242,877
-3,127
-1% -$705K 3.57% 14
2025
Q2 		$56.6M Buy
246,004
+70,185
+40% +$15.6M 3.55% 13
2025
Q1 		$41.5M Sell
175,819
-5,581
-3% -$1.34M 2.62% 16
2024
Q4 		$41.4M Sell
181,400
-1,864
-1% -$441K 2.6% 16
2024
Q3 		$45.2M Sell
183,264
-3,998
-2% -$969K 2.77% 16
2024
Q2 		$42.4M Buy
187,262
+2,000
+1% +$469K 2.65% 17
2024
Q1 		$45.6M Sell
185,262
-2,800
-1% -$689K 2.85% 15
2023
Q4 		$46.2M Sell
188,062
-3,675
-2% -$808K 3.22% 14
2023
Q3 		$39M Sell
191,737
-4,510
-2% -$982K 3.05% 15
2023
Q2 		$40.2M Sell
196,247
-4,658
-2% -$926K 3% 15
2023
Q1 		$40.4M Sell
200,905
-2,635
-1% -$534K 3.08% 14
2022
Q4 		$42.1M Sell
203,540
-5,090
-2% -$1.04M 3.5% 13
2022
Q3 		$40.6M Sell
208,630
-2,313
-1% -$512K 3.61% 12
2022
Q2 		$45M Sell
210,943
-461
-0.2% -$105K 3.76% 13
2022
Q1 		$57.8M Sell
211,404
-827
-0.4% -$209K 4.12% 12
2021
Q4 		$53.5M Sell
212,231
-6,349
-3% -$1.5M 3.75% 13
2021
Q3 		$42.8M Sell
218,580
-8,410
-4% -$1.82M 3.32% 14
2021
Q2 		$49.9M Sell
226,990
-4,405
-2% -$981K 3.75% 12
2021
Q1 		$51M Sell
231,395
-1,240
-0.5% -$260K 4.07% 12
2020
Q4 		$48.4M Sell
232,635
-5,265
-2% -$1.05M 4.03% 11
2020
Q3 		$46.8M Sell
237,900
-2,755
-1% -$512K 4.17% 11
2020
Q2 		$40.7M Sell
240,655
-13,665
-5% -$2.19M 3.82% 11
2020
Q1 		$35.9M Sell
254,320
-218,935
-46% -$36.2M 3.49% 12
2019
Q4 		$85.6M Sell
473,255
-26,465
-5% -$4.53M 7.28% 7
2019
Q3 		$80.9M Sell
499,720
-24,541
-5% -$4.13M 6.85% 8
2019
Q2 		$88.7M Sell
524,261
-9,794
-2% -$1.68M 7.21% 7
2019
Q1 		$89.3M Sell
534,055
-24,635
-4% -$3.96M 7.42% 6
2018
Q4 		$77.2M Buy
558,690
+245
+0% +$36.3K 7.23% 8
2018
Q3 		$90.9M Sell
558,445
-46,840
-8% -$7.05M 7.54% 7
2018
Q2 		$85.8M Sell
605,285
-19,275
-3% -$2.69M 6.95% 8
2018
Q1 		$84M Sell
624,560
-12,895
-2% -$1.74M 6.79% 8
2017
Q4 		$85.5M Sell
637,455
-8,225
-1% -$992K 6.82% 8
2017
Q3 		$74.9M Buy
645,680
+2,975
+0.5% +$319K 6.39% 8
2017
Q2 		$70M Sell
642,705
-455
-0.1% -$49.6K 6.1% 9
2017
Q1 		$68.1M Sell
643,160
-18,307
-3% -$1.95M 6.02% 9
2016
Q4 		$68.6M Sell
661,467
-11,973
-2% -$1.18M 6.29% 8
2016
Q3 		$65.7M Buy
673,440
+34,965
+5% +$3.27M 6.24% 9
2016
Q2 		$55.7M Buy
638,475
+2,290
+0.4% +$194K 5.67% 10
2016
Q1 		$50.6M Buy
636,185
+11,870
+2% +$918K 5.23% 10
2015
Q4 		$48.8M Buy
624,315
+94,190
+18% +$8.08M 5.08% 10
2015
Q3 		$46.9M Buy
530,125
+113,760
+27% +$10.4M 5.04% 10
2015
Q2 		$39.7M Buy
+416,365
New +$43.4M 3.88% 11

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

McDonald Capital Investors's UNP Position: Q2 2026 in Review

McDonald Capital Investors reduced its Union Pacific (UNP) stake by 8.9% in Q2 2026, selling an estimated $5.36M and leaving 209,822 shares worth $57.1M. The position accounts for 4.17% of the portfolio, ranked #12.

McDonald Capital Investors first reported a position in UNP in Q2 2015 and has held it in 45 quarters since. The position peaked at $90.9M in Q3 2018. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • McDonald Capital Investors held 209,822 shares of Union Pacific worth $57.1M as of Q2 2026.
  • McDonald Capital Investors sold 20,427 Union Pacific shares in Q2 2026, an estimated $5.36M.
  • Union Pacific made up 4.17% of McDonald Capital Investors's portfolio in Q2 2026, its #12 holding.
  • McDonald Capital Investors first reported a position in Union Pacific in Q2 2015 and has held it in 45 quarters since.
  • McDonald Capital Investors's Union Pacific position peaked at $90.9M in Q3 2018.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on McDonald Capital Investors's 13F filing for Q2 2026, filed 29 Jul 2026.