MP
SW

McDonald Partners’s Smurfit Westrock SW Stock Holding History

McDonald Partners’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,500
Closed -$324K – 260
2025
Q2 		$324K Sell
7,500
-2,500
-25% -$107K 0.08% 207
2025
Q1 		$451K Hold
10,000
– – 0.12% 173
2024
Q4 		$539K Hold
10,000
– – 0.14% 157
2024
Q3 		$494K Buy
+10,000
New +$455K 0.12% 164

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McDonald Partners's SW Position: Q3 2025 in Review

McDonald Partners sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 7,500 shares — an estimated $324K sold.

McDonald Partners first reported a position in SW in Q3 2024 and held it in 4 quarters. The position peaked at $539K in Q4 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • McDonald Partners reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • McDonald Partners sold 7,500 Smurfit Westrock shares in Q3 2025, an estimated $324K.
  • McDonald Partners first reported a position in Smurfit Westrock in Q3 2024 and held it in 4 quarters.
  • McDonald Partners's Smurfit Westrock position peaked at $539K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on McDonald Partners's 13F filing for Q3 2025, filed 12 Nov 2025.