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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
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 $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

Childress Capital Advisors's DCI Position: Q1 2026 in Review

Childress Capital Advisors increased its Donaldson (DCI) stake by 5.8% in Q1 2026, buying an estimated $19.7K and bringing the position to 3,715 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #243.

Childress Capital Advisors first reported a position in DCI in Q4 2020 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Childress Capital Advisors held 3,715 shares of Donaldson worth $315K as of Q1 2026.
  • Childress Capital Advisors bought 204 Donaldson shares in Q1 2026, an estimated $19.7K.
  • Donaldson made up 0.06% of Childress Capital Advisors's portfolio in Q1 2026, its #243 holding.
  • Childress Capital Advisors first reported a position in Donaldson in Q4 2020 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.