Callan Family Office
DCI icon

Callan Family Office’s Donaldson DCI Stock Holding History

Callan Family Office’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Sell
43,988
-195
-0.4% -$16.8K 0.08% 234
2026
Q1 		$3.75M Sell
44,183
-75
-0.2% -$7.24K 0.09% 235
2025
Q4 		$3.92M Buy
44,258
+5,677
+15% +$493K 0.08% 224
2025
Q3 		$3.16M Sell
38,581
-1,762
-4% -$133K 0.1% 209
2025
Q2 		$2.8M Buy
40,343
+36,549
+963% +$2.46M 0.09% 230
2025
Q1 		$254K Buy
3,794
+208
+6% +$14.4K 0.02% 468
2024
Q4 		$242K Buy
+3,586
New +$264K 0.02% 552

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Callan Family Office's DCI Position: Q2 2026 in Review

Callan Family Office reduced its Donaldson (DCI) stake by 0.44% in Q2 2026, selling an estimated $16.8K and leaving 43,988 shares worth $3.95M. The position accounts for 0.08% of the portfolio, ranked #234.

Callan Family Office first reported a position in DCI in Q4 2024 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Callan Family Office held 43,988 shares of Donaldson worth $3.95M as of Q2 2026.
  • Callan Family Office sold 195 Donaldson shares in Q2 2026, an estimated $16.8K.
  • Donaldson made up 0.08% of Callan Family Office's portfolio in Q2 2026, its #234 holding.
  • Callan Family Office first reported a position in Donaldson in Q4 2024 and has held it in 7 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.