CI Investments Inc
DCI icon

CI Investments Inc’s Donaldson DCI Stock Holding History

CI Investments Inc’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 		$531K Buy
5,920
+245
+4% +$21.1K ﹤0.01% 619
2026
Q1 		$482K Sell
5,675
-4
-0.1% -$386 ﹤0.01% 490
2025
Q4 		$504K Buy
5,679
+877
+18% +$76.2K ﹤0.01% 491
2025
Q3 		$393K Sell
4,802
-567
-11% -$42.8K ﹤0.01% 558
2025
Q2 		$372K Sell
5,369
-312
-5% -$21K ﹤0.01% 585
2025
Q1 		$381K Buy
5,681
+524
+10% +$36.2K ﹤0.01% 584
2024
Q4 		$347K Buy
5,157
+2,169
+73% +$160K ﹤0.01% 596
2024
Q3 		$220K Buy
2,988
+332
+13% +$24K ﹤0.01% 637
2024
Q2 		$190K Sell
2,656
-15
-0.6% -$1.1K ﹤0.01% 639
2024
Q1 		$199K Buy
2,671
+415
+18% +$28.2K ﹤0.01% 702
2023
Q4 		$147K Buy
2,256
+110
+5% +$6.7K ﹤0.01% 755
2023
Q3 		$128K Buy
2,146
+36
+2% +$2.23K ﹤0.01% 772
2023
Q2 		$132K Buy
2,110
+139
+7% +$8.7K ﹤0.01% 715
2023
Q1 		$129K Buy
1,971
+32
+2% +$2.01K ﹤0.01% 686
2022
Q4 		$114K Sell
1,939
-375
-16% -$21.5K ﹤0.01% 711
2022
Q3 		$113K Sell
2,314
-60
-3% -$3.13K ﹤0.01% 684
2022
Q2 		$114K Sell
2,374
-1,288
-35% -$64.9K ﹤0.01% 697
2022
Q1 		$190K Sell
3,662
-614
-14% -$33.4K ﹤0.01% 710
2021
Q4 		$253K Sell
4,276
-511
-11% -$30.3K ﹤0.01% 721
2021
Q3 		$275K Buy
4,787
+110
+2% +$7.09K ﹤0.01% 688
2021
Q2 		$297K Buy
4,677
+1,773
+61% +$110K ﹤0.01% 687
2021
Q1 		$169K Sell
2,904
-628
-18% -$37.5K ﹤0.01% 694
2020
Q4 		$197K Buy
3,532
+2,141
+154% +$113K ﹤0.01% 668
2020
Q3 		$65K Buy
+1,391
New +$67.6K ﹤0.01% 709

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

CI Investments Inc's DCI Position: Q2 2026 in Review

CI Investments Inc increased its Donaldson (DCI) stake by 4.3% in Q2 2026, buying an estimated $21.1K and bringing the position to 5,920 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

CI Investments Inc first reported a position in DCI in Q3 2020 and has held it in 24 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • CI Investments Inc held 5,920 shares of Donaldson worth $531K as of Q2 2026.
  • CI Investments Inc bought 245 Donaldson shares in Q2 2026, an estimated $21.1K.
  • Donaldson made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #619 holding.
  • CI Investments Inc first reported a position in Donaldson in Q3 2020 and has held it in 24 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.