CA
DCI icon

CoreCap Advisors’s Donaldson DCI Stock Holding History

CoreCap 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 		$2.42K Sell
27
-3
-10% -$258 ﹤0.01% 2491
2026
Q1 		$2.55K Buy
30
+3
+11% +$290 ﹤0.01% 2350
2025
Q4 		$2.39K Buy
+27
New +$2.35K ﹤0.01% 2434
2025
Q2 		– Sell
-3
Closed -$201 – 2885
2025
Q1 		$201 Buy
+3
New +$208 ﹤0.01% 2975

Other funds holding DCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

CoreCap Advisors's DCI Position: Q2 2026 in Review

CoreCap Advisors reduced its Donaldson (DCI) stake by 10% in Q2 2026, selling an estimated $258 and leaving 27 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

CoreCap Advisors first reported a position in DCI in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.55K in Q1 2026. 88 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • CoreCap Advisors held 27 shares of Donaldson worth $2.42K as of Q2 2026.
  • CoreCap Advisors sold 3 Donaldson shares in Q2 2026, an estimated $258.
  • Donaldson made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2491 holding.
  • CoreCap Advisors first reported a position in Donaldson in Q1 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Donaldson position peaked at $2.55K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.