MP
WRK

McDonald Partners’s WestRock Company WRK Stock Holding History

McDonald Partners’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,262
Closed -$667K – 251
2024
Q2 		$667K Hold
13,262
– – 0.18% 138
2024
Q1 		$656K Hold
13,262
– – 0.18% 140
2023
Q4 		$551K Hold
13,262
– – 0.16% 154
2023
Q3 		$475K Sell
13,262
-2,000
-13% -$65.6K 0.15% 153
2023
Q2 		$444K Hold
15,262
– – 0.14% 163
2023
Q1 		$465K Hold
15,262
– – 0.15% 155
2022
Q4 		$537K Hold
15,262
– – 0.18% 136
2022
Q3 		$471K Hold
15,262
– – 0.18% 142
2022
Q2 		$608K Sell
15,262
-2,000
-12% -$94.1K 0.16% 163
2022
Q1 		$812K Buy
+17,262
New +$789K 0.18% 152
2021
Q4 		– Sell
-17,264
Closed -$860K – 734
2021
Q3 		$860K Hold
17,264
– – 0.2% 136
2021
Q2 		$919K Hold
17,264
– – 0.22% 126
2021
Q1 		$899K Hold
17,264
– – 0.23% 122
2020
Q4 		$752K Buy
+17,264
New +$712K 0.21% 129

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

McDonald Partners's WRK Position: Q3 2024 in Review

McDonald Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 13,262 shares — an estimated $667K sold.

McDonald Partners first reported a position in WRK in Q4 2020 and held it in 14 quarters. The position peaked at $919K in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • McDonald Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • McDonald Partners sold 13,262 WestRock Company shares in Q3 2024, an estimated $667K.
  • McDonald Partners first reported a position in WestRock Company in Q4 2020 and held it in 14 quarters.
  • McDonald Partners's WestRock Company position peaked at $919K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on McDonald Partners's 13F filing for Q3 2024, filed 15 Oct 2024.