McDonald Partners’s Shell SHEL Stock Holding History

McDonald Partners’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Sell	1,695 -774	-31%	-$66.8K	0.03%	248
2026 Q1	$230K	Buy	+2,469	New	+$200K	0.05%	203
2025 Q3	–	Sell	-3,293	Closed	-$232K	–	251
2025 Q2	$232K	Buy	3,293 +4	+0.1%	+$268	0.06%	235
2025 Q1	$241K	Buy	3,289 +2	+0.1%	+$135	0.06%	223
2024 Q4	$206K	Buy	+3,287	New	+$215K	0.05%	227
2024 Q3	–	Sell	-2,987	Closed	-$216K	–	245
2024 Q2	$216K	Hold	2,987	–	–	0.06%	228
2024 Q1	$200K	Buy	+2,987	New	+$191K	0.06%	230
2023 Q1	–	Sell	-4,293	Closed	-$244K	–	239
2022 Q4	$244K	Hold	4,293	–	–	0.08%	199
2022 Q3	$214K	Sell	4,293 -18,313	-81%	-$944K	0.08%	200
2022 Q2	$1.18M	Buy	22,606 +7,590	+51%	+$426K	0.3%	100
2022 Q1	$825K	Buy	+15,016	New	+$797K	0.18%	148

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

McDonald Partners's SHEL Position: Q2 2026 in Review

McDonald Partners reduced its Shell (SHEL) stake by 31% in Q2 2026, selling an estimated $66.8K and leaving 1,695 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #248.

McDonald Partners first reported a position in SHEL in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.18M in Q2 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

McDonald Partners held 1,695 shares of Shell worth $131K as of Q2 2026.
McDonald Partners sold 774 Shell shares in Q2 2026, an estimated $66.8K.
Shell made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #248 holding.
McDonald Partners first reported a position in Shell in Q1 2022 and has held it in 11 quarters since.
McDonald Partners's Shell position peaked at $1.18M in Q2 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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