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Childress Capital Advisors’s Donaldson DCI Stock Holding History

Childress Capital Advisors’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 		$410K Buy
4,567
+852
+23% +$73.3K 0.07% 209
2026
Q1 		$315K Buy
3,715
+204
+6% +$19.7K 0.06% 243
2025
Q4 		$311K Buy
+3,511
New +$305K 0.05% 271
2021
Q1 		– Sell
-93
Closed -$5K – 365
2020
Q4 		$5K Buy
+93
New +$4.91K ﹤0.01% 742

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 $3.37T AUM 44.26% 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

Childress Capital Advisors's DCI Position: Q2 2026 in Review

Childress Capital Advisors increased its Donaldson (DCI) stake by 23% in Q2 2026, buying an estimated $73.3K and bringing the position to 4,567 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #209.

Childress Capital Advisors first reported a position in DCI in Q4 2020 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Childress Capital Advisors held 4,567 shares of Donaldson worth $410K as of Q2 2026.
  • Childress Capital Advisors bought 852 Donaldson shares in Q2 2026, an estimated $73.3K.
  • Donaldson made up 0.07% of Childress Capital Advisors's portfolio in Q2 2026, its #209 holding.
  • Childress Capital Advisors first reported a position in Donaldson in Q4 2020 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.