Creative Planning’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.78M | Buy |
56,322
+10,507
| +23% | +$1.01M | ﹤0.01% | 1238 |
|
|
2025
Q4 | $4.06M | Buy |
45,815
+7,616
| +20% | +$661K | ﹤0.01% | 1153 |
|
|
2025
Q3 | $3.13M | Buy |
38,199
+1,929
| +5% | +$145K | ﹤0.01% | 1187 |
|
|
2025
Q2 | $2.52M | Buy |
36,270
+4,179
| +13% | +$281K | ﹤0.01% | 1153 |
|
|
2025
Q1 | $2.15M | Buy |
32,091
+640
| +2% | +$44.3K | ﹤0.01% | 1126 |
|
|
2024
Q4 | $2.12M | Buy |
31,451
+1,434
| +5% | +$106K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $2.21M | Buy |
30,017
+786
| +3% | +$56.8K | ﹤0.01% | 1012 |
|
|
2024
Q2 | $2.09M | Buy |
29,231
+79
| +0.3% | +$5.8K | ﹤0.01% | 959 |
|
|
2024
Q1 | $2.18M | Buy |
29,152
+179
| +0.6% | +$12.2K | ﹤0.01% | 929 |
|
|
2023
Q4 | $1.89M | Sell |
28,973
-279
| -1% | -$17K | ﹤0.01% | 940 |
|
|
2023
Q3 | $1.74M | Buy |
29,252
+19,485
| +199% | +$1.21M | ﹤0.01% | 914 |
|
|
2023
Q2 | $611K | Buy |
9,767
+2,100
| +27% | +$131K | ﹤0.01% | 1430 |
|
|
2023
Q1 | $501K | Buy |
7,667
+44
| +0.6% | +$2.77K | ﹤0.01% | 1465 |
|
|
2022
Q4 | $449K | Sell |
7,623
-138
| -2% | -$7.9K | ﹤0.01% | 1491 |
|
|
2022
Q3 | $380K | Buy |
7,761
+87
| +1% | +$4.54K | ﹤0.01% | 1500 |
|
|
2022
Q2 | $369K | Sell |
7,674
-2,102
| -22% | -$106K | ﹤0.01% | 1474 |
|
|
2022
Q1 | $508K | Buy |
9,776
+2,085
| +27% | +$113K | ﹤0.01% | 1314 |
|
|
2021
Q4 | $456K | Buy |
7,691
+68
| +0.9% | +$4.03K | ﹤0.01% | 1368 |
|
|
2021
Q3 | $438K | Buy |
7,623
+579
| +8% | +$37.3K | ﹤0.01% | 1367 |
|
|
2021
Q2 | $447K | Sell |
7,044
-70,280
| -91% | -$4.34M | ﹤0.01% | 1346 |
|
|
2021
Q1 | $4.5M | Buy |
77,324
+877
| +1% | +$52.4K | 0.01% | 441 |
|
|
2020
Q4 | $4.27M | Buy |
76,447
+48
| +0.1% | +$2.53K | 0.01% | 416 |
|
|
2020
Q3 | $3.55M | Sell |
76,399
-158
| -0.2% | -$7.68K | 0.01% | 387 |
|
|
2020
Q2 | $3.56M | Sell |
76,557
-125
| -0.2% | -$5.53K | 0.01% | 339 |
|
|
2020
Q1 | $2.96M | Sell |
76,682
-139
| -0.2% | -$6.8K | 0.01% | 332 |
|
|
2019
Q4 | $4.43M | Sell |
76,821
-1,380
| -2% | -$75.1K | 0.01% | 320 |
|
|
2019
Q3 | $4.07M | Sell |
78,201
-101
| -0.1% | -$5K | 0.01% | 319 |
|
|
2019
Q2 | $3.98M | Sell |
78,302
-197
| -0.3% | -$10K | 0.01% | 336 |
|
|
2019
Q1 | $3.93M | Sell |
78,499
-40
| -0.1% | -$1.93K | 0.01% | 314 |
|
|
2018
Q4 | $3.41M | Buy |
78,539
+809
| +1% | +$41.8K | 0.01% | 316 |
|
|
2018
Q3 | $4.53M | Buy |
77,730
+727
| +0.9% | +$36.5K | 0.02% | 292 |
|
|
2018
Q2 | $3.47M | Buy |
77,003
+151
| +0.2% | +$6.97K | 0.01% | 341 |
|
|
2018
Q1 | $3.46M | Buy |
76,852
+1,450
| +2% | +$69.4K | 0.01% | 328 |
|
|
2017
Q4 | $3.69M | Buy |
75,402
+56
| +0.1% | +$2.67K | 0.02% | 308 |
|
|
2017
Q3 | $3.46M | Sell |
75,346
-578
| -0.8% | -$26.7K | 0.02% | 310 |
|
|
2017
Q2 | $3.46M | Buy |
75,924
+193
| +0.3% | +$8.89K | 0.02% | 290 |
|
|
2017
Q1 | $3.45M | Sell |
75,731
-6,071
| -7% | -$263K | 0.02% | 286 |
|
|
2016
Q4 | $3.44M | Buy |
81,802
+40
| +0% | +$1.59K | 0.02% | 272 |
|
|
2016
Q3 | $3.05M | Buy |
81,762
+209
| +0.3% | +$7.61K | 0.02% | 289 |
|
|
2016
Q2 | $2.8M | Sell |
81,553
-2,148
| -3% | -$71.7K | 0.02% | 267 |
|
|
2016
Q1 | $2.67M | Sell |
83,701
-19
| -0% | -$558 | 0.02% | 263 |
|
|
2015
Q4 | $2.4M | Sell |
83,720
-22
| -0% | -$647 | 0.02% | 273 |
|
|
2015
Q3 | $2.35M | Buy |
83,742
+65,179
| +351% | +$2.09M | 0.02% | 265 |
|
|
2015
Q2 | $665K | Buy |
18,563
+9
| +0% | +$328 | 0.01% | 585 |
|
|
2015
Q1 | $700K | Sell |
18,554
-300
| -2% | -$11.2K | 0.01% | 598 |
|
|
2014
Q4 | $728K | Buy |
18,854
+1,060
| +6% | +$42.1K | 0.01% | 549 |
|
|
2014
Q3 | $723K | Buy |
17,794
+200
| +1% | +$8.14K | 0.01% | 527 |
|
|
2014
Q2 | $745K | Hold |
17,594
| – | – | 0.01% | 491 |
|
|
2014
Q1 | $746K | Sell |
17,594
-1,742
| -9% | -$73.3K | 0.01% | 467 |
|
|
2013
Q4 | $840K | Buy |
19,336
+800
| +4% | +$32.6K | 0.01% | 356 |
|
|
2013
Q3 | $707K | Hold |
18,536
| – | – | 0.01% | 345 |
|
|
2013
Q2 | $661K | Buy |
+18,536
| New | +$673K | 0.02% | 335 |
|
Other funds holding DCI
VPM
VCM
Creative Planning's DCI Position: Q1 2026 in Review
Creative Planning increased its Donaldson (DCI) stake by 23% in Q1 2026, buying an estimated $1.01M and bringing the position to 56,322 shares worth $4.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1238.
Creative Planning first reported a position in DCI in Q2 2013 and has held it in 52 quarters since. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.
- Creative Planning held 56,322 shares of Donaldson worth $4.78M as of Q1 2026.
- Creative Planning bought 10,507 Donaldson shares in Q1 2026, an estimated $1.01M.
- Donaldson made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1238 holding.
- Creative Planning first reported a position in Donaldson in Q2 2013 and has held it in 52 quarters since.
- 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.