McDonald Partners
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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
Q3 		$3.96M Buy
186,405
+12,200
+7% +$298K 0.94% 25
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Swiss Life Asset Management
Swiss Life Asset Management Zurich $23.2B AUM 31.8% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

McDonald Partners's MWA Position: Q3 2026 in Review

McDonald Partners increased its Mueller Water Products (MWA) stake by 7% in Q3 2026, buying an estimated $298K and bringing the position to 186,405 shares worth $3.96M. The position accounts for 0.94% of the portfolio, ranked #25.

McDonald Partners first reported a position in MWA in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.9M in Q1 2026. 121 funds tracked by Wall St. Rank hold MWA as of Q3 2026.

  • McDonald Partners held 186,405 shares of Mueller Water Products worth $3.96M as of Q3 2026.
  • McDonald Partners bought 12,200 Mueller Water Products shares in Q3 2026, an estimated $298K.
  • Mueller Water Products made up 0.94% of McDonald Partners's portfolio in Q3 2026, its #25 holding.
  • McDonald Partners first reported a position in Mueller Water Products in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Mueller Water Products position peaked at $4.9M in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2026.

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