McDonald Partners
SMG icon

McDonald Partners’s ScottsMiracle-Gro SMG Stock Holding History

McDonald Partners’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.3K Sell
345
-160
-32% -$9.9K ﹤0.01% 414
2026
Q2 		$34.4K Buy
+505
New +$31.3K 0.01% 351
2021
Q4 		– Sell
-1,389
Closed -$203K – 698
2021
Q3 		$203K Buy
1,389
+80
+6% +$13.1K 0.05% 284
2021
Q2 		$251K Buy
1,309
+100
+8% +$22.1K 0.06% 266
2021
Q1 		$296K Buy
+1,209
New +$274K 0.08% 238

Other funds holding SMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

McDonald Partners's SMG Position: Q3 2026 in Review

McDonald Partners reduced its ScottsMiracle-Gro (SMG) stake by 32% in Q3 2026, selling an estimated $9.9K and leaving 345 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

McDonald Partners first reported a position in SMG in Q1 2021 and has held it in 5 quarters since. The position peaked at $296K in Q1 2021. 247 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

  • McDonald Partners held 345 shares of ScottsMiracle-Gro worth $17.3K as of Q3 2026.
  • McDonald Partners sold 160 ScottsMiracle-Gro shares in Q3 2026, an estimated $9.9K.
  • ScottsMiracle-Gro made up ﹤0.01% of McDonald Partners's portfolio in Q3 2026, its #414 holding.
  • McDonald Partners first reported a position in ScottsMiracle-Gro in Q1 2021 and has held it in 5 quarters since.
  • McDonald Partners's ScottsMiracle-Gro position peaked at $296K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

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