MCDONALD PARTNERS LLC SONO — SONOS INC

Ownership history in MCDONALD PARTNERS LLC  ·  19 quarters on record

AI Ownership Summary

MCDONALD PARTNERS LLC reported SONOS INC (SONO) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.19% in 2024 Q1. The latest visible filing shows SONO at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SONO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCDONALD PARTNERS LLC's position in SONOS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SONO was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SONO stock page MCDONALD PARTNERS LLC fund profile MCDONALD PARTNERS LLC full holdings
How MCDONALD PARTNERS LLC held SONO — position size vs. price
% of Fund (quarterly)    SONO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 21,700 -1,600 -6.9% 0.07% $294K 2026-07-28 $16.80
2026 Q1 REDUCED — — — 23,300 -400 -1.7% 0.07% $315K 2026-05-15 $14.83
2025 Q4 REDUCED 9.5% -23.7% ✅ 23,700 -2,500 -9.5% 0.13% $416K 2026-02-02 $14.84
2025 Q3 REDUCED — — — 26,200 -700 -2.6% 0.12% $414K 2025-11-12 $17.11
2025 Q2 REDUCED — — — 26,900 -600 -2.2% 0.07% $291K 2025-08-12 $12.82
2025 Q1 REDUCED 9.2% +1.3% ❌ 27,500 -2,800 -9.2% 0.08% $293K 2025-05-15 $10.83
2024 Q4 REDUCED 5.0% -29.1% ✅ 30,300 -1,600 -5.0% 0.12% $456K 2025-01-31 $13.79
2024 Q3 REDUCED 12.1% +22.6% ❌ 31,900 -4,400 -12.1% 0.10% $392K 2024-10-15 $12.02
2024 Q2 ADDED — — — 36,300 +200 +0.6% 0.14% $536K 2024-07-17 $14.23
2024 Q1 REDUCED — — — 36,100 -300 -0.8% 0.19% $688K 2024-04-15 $16.89
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SONO

As of 2026 Q2 — sorted by position size

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 1.08% OP Asset Management Ltd 0.1% Allegheny Financial Group 3Y 0.07% Y-Intercept (Hong Kong) Ltd 3Y 0.06% Curated Wealth Partners LLC 3Y 0.05% Z3 Capital Partners, LLC 0.04% MIRABELLA FINANCIAL SERVICES LLP 3Y 0.03% Counterpoint Mutual Funds LLC 3Y 0.03% Linden Thomas Advisory Services, LLC 3Y 0.02% Keystone Financial Group 3Y 7Y 0.01%

FAQ About MCDONALD PARTNERS LLC and SONO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCDONALD PARTNERS LLC reported owning SONO?

MCDONALD PARTNERS LLC reported SONO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SONO position in MCDONALD PARTNERS LLC's portfolio?

The largest reported portfolio weight for SONO was 0.19% in 2024 Q1.

What is the latest reported SONO position on this page?

The most recent filing on this page is 2026 Q2, when MCDONALD PARTNERS LLC reported 21,700 shares, equal to 0.07% of portfolio, with an estimated market value of $294K.

What does the chart on this SONO ownership page compare?

The chart compares MCDONALD PARTNERS LLC's quarterly SONO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MCDONALD PARTNERS LLC time their SONO position?

Based on 13F filing dates vs. subsequent SONO price moves, MCDONALD PARTNERS LLC correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on SONO relative to SPY over the holding period was -22.2%.

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