Checchi Capital Advisers’s Donaldson DCI Stock Holding History

Checchi Capital Advisers’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	$206K	Buy	+2,295	New	+$197K	0.01%	584
2026 Q1	–	Sell	-2,348	Closed	-$208K	–	610
2025 Q4	$208K	Sell	2,348 -125	-5%	-$10.9K	0.01%	520
2025 Q3	$202K	Buy	+2,473	New	+$186K	0.01%	540
2024 Q2	–	Sell	-2,694	Closed	-$201K	–	575
2024 Q1	$201K	Buy	+2,694	New	+$183K	0.02%	560
2016 Q3	–	Sell	-930	Closed	-$32K	–	604
2016 Q2	$32K	Sell	930 -28	-3%	-$935	﹤0.01%	1024
2016 Q1	$31K	Buy	+958	New	+$28.1K	0.01%	983

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Checchi Capital Advisers's DCI Position: Q2 2026 in Review

Checchi Capital Advisers opened a new position in Donaldson (DCI) in Q2 2026: 2,295 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Checchi Capital Advisers previously reported a position in DCI as recently as Q4 2025.

Checchi Capital Advisers first reported a position in DCI in Q1 2016 and has held it in 6 quarters since. The position peaked at $208K in Q4 2025. 322 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Checchi Capital Advisers held 2,295 shares of Donaldson worth $206K as of Q2 2026.
Donaldson was a new Checchi Capital Advisers position in Q2 2026.
Donaldson made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #584 holding.
Checchi Capital Advisers first reported a position in Donaldson in Q1 2016 and has held it in 6 quarters since.
Checchi Capital Advisers's Donaldson position peaked at $208K in Q4 2025.
322 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.