MP
AFL icon

McDonald Partners’s Aflac AFL Stock Holding History

McDonald Partners’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$548K Hold
4,999
– – 0.13% 132
2025
Q4 		$551K Sell
4,999
-4,345
-47% -$479K 0.17% 124
2025
Q3 		$1.04M Sell
9,344
-13,911
-60% -$1.46M 0.31% 84
2025
Q2 		$2.46M Buy
23,255
+79
+0.3% +$8.3K 0.59% 45
2025
Q1 		$2.58M Sell
23,176
-227
-1% -$24.1K 0.67% 43
2024
Q4 		$2.42M Buy
23,403
+162
+0.7% +$17.7K 0.62% 45
2024
Q3 		$2.6M Buy
23,241
+99
+0.4% +$10.1K 0.65% 43
2024
Q2 		$2.07M Buy
23,142
+236
+1% +$20.3K 0.55% 49
2024
Q1 		$1.97M Buy
22,906
+85
+0.4% +$6.97K 0.54% 51
2023
Q4 		$1.88M Sell
22,821
-274
-1% -$22.1K 0.56% 48
2023
Q3 		$1.77M Sell
23,095
-73
-0.3% -$5.42K 0.58% 46
2023
Q2 		$1.62M Sell
23,168
-63
-0.3% -$4.22K 0.49% 59
2023
Q1 		$1.5M Buy
23,231
+78
+0.3% +$5.34K 0.49% 61
2022
Q4 		$1.67M Buy
23,153
+90
+0.4% +$6.03K 0.57% 48
2022
Q3 		$1.3M Buy
23,063
+680
+3% +$40K 0.49% 62
2022
Q2 		$1.24M Buy
22,383
+286
+1% +$16.9K 0.32% 93
2022
Q1 		$1.42M Buy
+22,097
New +$1.38M 0.31% 96
2021
Q4 		– Sell
-21,620
Closed -$1.13M – 553
2021
Q3 		$1.13M Buy
21,620
+545
+3% +$29.8K 0.26% 111
2021
Q2 		$1.13M Buy
21,075
+254
+1% +$13.8K 0.27% 108
2021
Q1 		$1.07M Buy
20,821
+1,140
+6% +$54.7K 0.27% 105
2020
Q4 		$875K Buy
+19,681
New +$806K 0.25% 110

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

McDonald Partners's AFL Position: Q1 2026 in Review

McDonald Partners held its Aflac (AFL) position steady in Q1 2026 at 4,999 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #132.

McDonald Partners first reported a position in AFL in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.6M in Q3 2024. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • McDonald Partners held 4,999 shares of Aflac worth $548K as of Q1 2026.
  • McDonald Partners left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.13% of McDonald Partners's portfolio in Q1 2026, its #132 holding.
  • McDonald Partners first reported a position in Aflac in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Aflac position peaked at $2.6M in Q3 2024.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.