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McDonald Partners’s Mueller Water Products MWA Stock Holding History

McDonald Partners’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5M Sell
174,205
-4,190
-2% -$112K 1.09% 18
2026
Q1 		$4.9M Buy
178,395
+26,150
+17% +$725K 1.16% 26
2025
Q4 		$3.63M Buy
152,245
+26,145
+21% +$648K 1.14% 22
2025
Q3 		$3.22M Buy
126,100
+15,130
+14% +$386K 0.96% 26
2025
Q2 		$2.67M Buy
110,970
+8,730
+9% +$216K 0.64% 40
2025
Q1 		$2.6M Sell
102,240
-6,000
-6% -$150K 0.68% 42
2024
Q4 		$2.44M Sell
108,240
-7,250
-6% -$170K 0.62% 44
2024
Q3 		$2.51M Buy
115,490
+3,000
+3% +$60.4K 0.63% 45
2024
Q2 		$2.02M Sell
112,490
-1,500
-1% -$25.8K 0.54% 51
2024
Q1 		$1.83M Buy
113,990
+30,700
+37% +$457K 0.5% 57
2023
Q4 		$1.2M Sell
83,290
-19,500
-19% -$258K 0.36% 86
2023
Q3 		$1.3M Buy
102,790
+3,525
+4% +$50.8K 0.42% 74
2023
Q2 		$1.61M Buy
99,265
+51,515
+108% +$733K 0.49% 61
2023
Q1 		$666K Buy
+47,750
New +$622K 0.22% 127
2022
Q3 		– Sell
-25,650
Closed -$301K – 265
2022
Q2 		$301K Buy
25,650
+3,500
+16% +$42.1K 0.08% 237
2022
Q1 		$286K Buy
+22,150
New +$286K 0.06% 259
2021
Q4 		– Sell
-26,250
Closed -$400K – 662
2021
Q3 		$400K Buy
26,250
+2,000
+8% +$30.8K 0.09% 215
2021
Q2 		$350K Sell
24,250
-4,000
-14% -$57.4K 0.08% 230
2021
Q1 		$392K Buy
28,250
+2,500
+10% +$32.4K 0.1% 200
2020
Q4 		$319K Buy
+25,750
New +$296K 0.09% 218

Other funds holding MWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

McDonald Partners's MWA Position: Q2 2026 in Review

McDonald Partners reduced its Mueller Water Products (MWA) stake by 2.3% in Q2 2026, selling an estimated $112K and leaving 174,205 shares worth $4.5M. The position accounts for 1.09% of the portfolio, ranked #18.

McDonald Partners first reported a position in MWA in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.9M in Q1 2026. 428 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • McDonald Partners held 174,205 shares of Mueller Water Products worth $4.5M as of Q2 2026.
  • McDonald Partners sold 4,190 Mueller Water Products shares in Q2 2026, an estimated $112K.
  • Mueller Water Products made up 1.09% of McDonald Partners's portfolio in Q2 2026, its #18 holding.
  • McDonald Partners first reported a position in Mueller Water Products in Q4 2020 and has held it in 20 quarters since.
  • McDonald Partners's Mueller Water Products position peaked at $4.9M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.