McDonald Partners
FERG icon

McDonald Partners’s Ferguson FERG Stock Holding History

McDonald Partners’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.83M Buy
12,705
+2,275
+22% +$527K 0.67% 43
2026
Q2 		$2.48M Buy
10,430
+2,735
+36% +$660K 0.6% 50
2026
Q1 		$1.78M Buy
7,695
+10
+0.1% +$2.43K 0.42% 67
2025
Q4 		$1.71M Sell
7,685
-1,400
-15% -$334K 0.54% 55
2025
Q3 		$2.04M Buy
9,085
+4,150
+84% +$940K 0.61% 43
2025
Q2 		$1.07M Buy
4,935
+3,225
+189% +$594K 0.26% 111
2025
Q1 		$274K Sell
1,710
-70
-4% -$12.1K 0.07% 208
2024
Q4 		$309K Buy
+1,780
New +$354K 0.08% 197

Other funds holding FERG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

McDonald Partners's FERG Position: Q3 2026 in Review

McDonald Partners increased its Ferguson (FERG) stake by 22% in Q3 2026, buying an estimated $527K and bringing the position to 12,705 shares worth $2.83M. The position accounts for 0.67% of the portfolio, ranked #43.

McDonald Partners first reported a position in FERG in Q4 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • McDonald Partners held 12,705 shares of Ferguson worth $2.83M as of Q3 2026.
  • McDonald Partners bought 2,275 Ferguson shares in Q3 2026, an estimated $527K.
  • Ferguson made up 0.67% of McDonald Partners's portfolio in Q3 2026, its #43 holding.
  • McDonald Partners first reported a position in Ferguson in Q4 2024 and has held it in 8 quarters since.
  • 562 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.