CPC
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Consolidated Planning Corp’s Donaldson DCI Stock Holding History

Consolidated Planning Corp’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
2025
Q1 		– Sell
-7,275
Closed -$490K – 191
2024
Q4 		$490K Buy
7,275
+2,516
+53% +$186K 0.07% 130
2024
Q3 		$351K Buy
+4,759
New +$344K 0.05% 149
2021
Q4 		– Sell
-231
Closed -$13K – 154
2021
Q3 		$13K Buy
+231
New +$14.9K 0.01% 287

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Planning Corp's DCI Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Donaldson (DCI) in Q1 2025, closing a stake of 7,275 shares — an estimated $490K sold.

Consolidated Planning Corp first reported a position in DCI in Q3 2021 and held it in 3 quarters. The position peaked at $490K in Q4 2024. 519 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 7,275 Donaldson shares in Q1 2025, an estimated $490K.
  • Consolidated Planning Corp first reported a position in Donaldson in Q3 2021 and held it in 3 quarters.
  • Consolidated Planning Corp's Donaldson position peaked at $490K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.