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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Callan Family Office's DCI Position: Q1 2026 in Review

Callan Family Office reduced its Donaldson (DCI) stake by 0.17% in Q1 2026, selling an estimated $7.24K and leaving 44,183 shares worth $3.75M. The position accounts for 0.09% of the portfolio, ranked #235.

Callan Family Office first reported a position in DCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.92M in Q4 2025. 607 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Callan Family Office held 44,183 shares of Donaldson worth $3.75M as of Q1 2026.
  • Callan Family Office sold 75 Donaldson shares in Q1 2026, an estimated $7.24K.
  • Donaldson made up 0.09% of Callan Family Office's portfolio in Q1 2026, its #235 holding.
  • Callan Family Office first reported a position in Donaldson in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Donaldson position peaked at $3.92M in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.