Institutions / McDaniel Terry & Co / Activity
Activity — McDaniel Terry & Co
63 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Sysco Corp Common stock | $214 | +3 +0.03% | 9,249 0.06% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $236 | +1 +0.05% | 2,187 0.04% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $2.0K | +15 +0.24% | 6,168 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-2.2K | -18 -0.69% | 2,586 0.03% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-5.5K | -6 -0.79% | 749 0.06% of portfolio | low |
| Q1 2026 as of | Trim | United Parcel Service Inc Common stock | $-9.4K | -96 -0.59% | 16,314 0.14% of portfolio | low |
| Q1 2026 as of | Add | 92204A702 Common stock | $14.0K | +20 +5.88% | 360 0.02% of portfolio | low |
| Q1 2026 as of | Add | 66987V109 Common stock | $23.8K | +156 +4.92% | 3,325 0.04% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-25.3K | -145 -0.92% | 15,610 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-29.0K | -58 -2.03% | 2,794 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-29.0K | -200 -7.56% | 2,445 0.03% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $29.6K | +224 +5.54% | 4,264 0.05% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $30.3K | +92 +9.39% | 1,072 0.03% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $35.4K | +408 +7.04% | 6,203 0.05% of portfolio | low |
| Q1 2026 as of | Add | Amgen Inc Common stock | $39.1K | +111 +16.42% | 787 0.02% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $47.6K | +153 +12.43% | 1,384 0.04% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $48.5K | +200 +11.19% | 1,988 0.04% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $57.8K | +101 +23.71% | 527 0.03% of portfolio | low |
| Q1 2026 as of | Add | Cintas Corp Common stock | $60.2K | +356 +0.20% | 177,415 2.55% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $68.7K | +239 +3.21% | 7,675 0.19% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $103.9K | +1K +8.17% | 13,400 0.12% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $106.8K | +516 +5.32% | 10,211 0.18% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $123.2K | +398 +24.58% | 2,017 0.05% of portfolio | low |
| Q1 2026 as of | New | Nextera Energy Inc Common stock | $209.3K | +2K | 2,254 0.02% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $219.4K | +1K +9.13% | 12,059 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-221.4K | -1K -8.38% | 15,588 0.21% of portfolio | low |
| Q1 2026 as of | New | JPMorgan Chase & Co Common stock | $250.0K | +850 | 850 0.02% of portfolio | low |
| Q1 2026 as of | New | Solstice Advanced Materials Inc. Common stock | $326.2K | +4K | 4,283 0.03% of portfolio | low |
| Q1 2026 as of | Add | Texas Instruments Inc Common stock | $367.5K | +2K +2.10% | 92,111 1.52% of portfolio | low |
| Q1 2026 as of | Trim | FedEx Corp Common stock | $-448.1K | -1K -20.62% | 4,842 0.15% of portfolio | low |
| Q1 2026 as of | New | Waters Corp Common stock | $517.2K | +2K | 1,737 0.04% of portfolio | low |
| Q1 2026 as of | Add | 785688102 Common stock | $527.4K | +7K +100.00% | 14,000 0.09% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $534.2K | +3K +2.26% | 115,912 2.05% of portfolio | low |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $564.0K | +2K +3.18% | 51,191 1.56% of portfolio | low |
| Q1 2026 as of | Add | Zebra Technologies Corp Common stock | $637.7K | +3K +5.86% | 55,094 0.98% of portfolio | low |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $650.0K | +1K +2.10% | 68,414 2.68% of portfolio | low |
| Q1 2026 as of | Add | San Juan Basin Royalty Trust Common stock | $710.9K | +148K +86.79% | 318,076 0.13% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $729.5K | +2K +3.48% | 66,042 1.84% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $806.0K | +2K +4.84% | 40,387 1.48% of portfolio | low |
| Q1 2026 as of | Add | Air Products & Chemicals, Inc. Common stock | $838.1K | +3K +4.62% | 65,377 1.61% of portfolio | low |
| Q1 2026 as of | Add | Becton Dickinson & Co Common stock | $838.8K | +5K +72.68% | 12,675 0.17% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $868.5K | +2K +5.71% | 32,692 1.37% of portfolio | low |
| Q1 2026 as of | Add | Accenture plc Common stock | $974.2K | +5K +10.92% | 49,921 0.84% of portfolio | low |
| Q1 2026 as of | Add | H01301128 Common stock | $1.04M | +14K +6.03% | 243,992 1.56% of portfolio | low |
| Q1 2026 as of | Add | Paccar Inc Common stock | $1.11M | +10K +2.55% | 384,926 3.78% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $1.42M | +10K +4.73% | 217,322 2.67% of portfolio | low |
| Q1 2026 as of | Add | DOVER Corp Common stock | $1.52M | +7K +3.51% | 215,174 3.81% of portfolio | low |
| Q1 2026 as of | Add | Emerson Electric Co Common stock | $1.80M | +14K +5.10% | 283,074 3.15% of portfolio | low |
| Q1 2026 as of | Add | Honeywell International Inc Common stock | $1.94M | +9K +6.79% | 134,795 2.59% of portfolio | low |
| Q1 2026 as of | Add | Amphenol Corp /De Common stock | $1.94M | +15K +3.96% | 402,891 4.32% of portfolio | low |