AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionMcdonald Partners Llc
Latest Disclosed Ownership57,775 shares
Latest Disclosed Value $ 1,674,902
Mcdonald Partners Llc reports 21.73% increase in ownership of T / AT&T Inc.

On May 15, 2026 - Mcdonald Partners Llc filed a 13F-HR form disclosing ownership of 57,775 shares of AT&T Inc. (MX:T) valued at $1,674,902 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 47,460 shares of AT&T Inc.. This represents a change in shares of 21.73% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AT&T COM 00206R102 57,775 10,315 21.73 1,675 42.11 0.3950
2026-02-02 2025-12-31 13F AT&T COM 00206R102 47,460 -16,798 -26.14 1,179 -35.06 0.3714
2025-11-12 2025-09-30 13F AT&T COM 00206R102 64,258 1,281 2.03 1,815 -0.44 0.5417
2025-08-12 2025-06-30 13F AT&T COM 00206R102 62,977 -13,799 -17.97 1,823 -16.08 0.4370
2025-05-15 2025-03-31 13F AT&T COM 00206R102 76,776 8,489 12.43 2,171 39.70 0.5655
2025-01-31 2024-12-31 13F AT&T COM 00206R102 68,287 5,625 8.98 1,555 12.77 0.3974
2024-10-15 2024-09-30 13F AT&T COM 00206R102 62,662 17,984 40.25 1,379 61.55 0.3449
2024-07-17 2024-06-30 13F AT&T COM 00206R102 44,678 10,851 32.08 854 43.36 0.2287
2024-04-15 2024-03-31 13F AT&T COM 00206R102 33,827 12,400 57.87 595 65.74 0.1637
2024-02-12 2023-12-31 13F AT&T COM 00206R102 21,427 -100 -0.46 360 11.15 0.1067
2023-10-30 2023-09-30 13F AT&T COM 00206R102 21,527 -22,684 -51.31 323 -54.18 0.1052
2023-07-17 2023-06-30 13F AT&T COM 00206R102 44,211 -13,102 -22.86 705 -36.08 0.2155
2023-04-19 2023-03-31 13F AT&T COM 00206R102 57,313 13,677 31.34 1,103 37.36 0.3574
2023-01-18 2022-12-31 13F AT&T COM 00206R102 43,636 -7,567 -14.78 803 2.29 0.2744
2022-10-21 2022-09-30 13F AT&T COM 00206R102 51,203 -32,779 -39.03 785 -55.40 0.2996
2022-07-25 2022-06-30 13F AT&T COM 00206R102 83,982 31,664 60.52 1,760 42.39 0.4493
2022-04-29 2022-03-31 13F AT&T COM 00206R102 52,318 52,231 60,035.63 1,236 -42.24 0.2696
2022-01-31 2021-12-31 13F AT&T COM 00206R102 87 -62,321 -99.86 2,140 26.93 0.0020
2021-11-24 2021-09-30 13F/A-1 AT&T COM 00206R102 62,408 -6,520 -9.46 1,686 -15.02 0.3958
2021-10-28 2021-09-30 13F AT&T COM 00206R102 81,277 -7,056 2,195 0.4030
2021-11-24 2021-06-30 13F/A-1 AT&T COM 00206R102 68,928 4,861 7.59 1,984 2.32 0.4688
2021-07-23 2021-06-30 13F AT&T COM 00206R102 88,333 4,886 2,542 0.4700
2021-11-24 2021-03-31 13F/A-1 AT&T COM 00206R102 64,067 -3,132 -4.66 1,939 0.31 0.4982
2021-04-15 2021-03-31 13F AT&T COM 00206R102 83,447 16,248 2,526 0.5048
2021-02-16 2020-12-31 13F AT&T COM 00206R102 67,199 67,199 1,933 0.5442
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.