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McDonald Partners’s Carrier Global CARR Stock Holding History

McDonald Partners’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Sell
4,814
-565
-11% -$33.4K 0.06% 194
2025
Q4 		$284K Sell
5,379
-175
-3% -$9.73K 0.09% 179
2025
Q3 		$332K Sell
5,554
-300
-5% -$20.4K 0.1% 181
2025
Q2 		$428K Hold
5,854
– – 0.1% 184
2025
Q1 		$371K Sell
5,854
-150
-2% -$9.97K 0.1% 188
2024
Q4 		$410K Sell
6,004
-300
-5% -$22.6K 0.1% 177
2024
Q3 		$507K Sell
6,304
-300
-5% -$20.9K 0.13% 161
2024
Q2 		$417K Hold
6,604
– – 0.11% 179
2024
Q1 		$384K Sell
6,604
-270
-4% -$15.2K 0.11% 186
2023
Q4 		$395K Sell
6,874
-150
-2% -$7.94K 0.12% 179
2023
Q3 		$388K Hold
7,024
– – 0.13% 172
2023
Q2 		$349K Sell
7,024
-570
-8% -$25.1K 0.11% 189
2023
Q1 		$347K Buy
7,594
+57
+0.8% +$2.55K 0.11% 182
2022
Q4 		$311K Sell
7,537
-142
-2% -$5.76K 0.11% 183
2022
Q3 		$273K Sell
7,679
-800
-9% -$31.5K 0.1% 186
2022
Q2 		$302K Hold
8,479
– – 0.08% 236
2022
Q1 		$389K Buy
8,479
+8,369
+7,608% +$394K 0.08% 227
2021
Q4 		$5.98K Sell
110
-8,599
-99% -$464K 0.01% 232
2021
Q3 		$451K Buy
8,709
+450
+5% +$24.2K 0.11% 199
2021
Q2 		$401K Sell
8,259
-48
-0.6% -$2.15K 0.09% 212
2021
Q1 		$351K Sell
8,307
-1,279
-13% -$49.7K 0.09% 219
2020
Q4 		$362K Buy
+9,586
New +$347K 0.1% 201

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

McDonald Partners's CARR Position: Q1 2026 in Review

McDonald Partners reduced its Carrier Global (CARR) stake by 11% in Q1 2026, selling an estimated $33.4K and leaving 4,814 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #194.

McDonald Partners first reported a position in CARR in Q4 2020 and has held it in 22 quarters since. The position peaked at $507K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • McDonald Partners held 4,814 shares of Carrier Global worth $271K as of Q1 2026.
  • McDonald Partners sold 565 Carrier Global shares in Q1 2026, an estimated $33.4K.
  • Carrier Global made up 0.06% of McDonald Partners's portfolio in Q1 2026, its #194 holding.
  • McDonald Partners first reported a position in Carrier Global in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Carrier Global position peaked at $507K in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

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