Donaldson Capital Management’s AutoZone AZO Stock Holding History

Donaldson Capital Management’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Sell	423 -141	-25%	-$506K	0.05%	122
2025 Q4	$1.91M	Sell	564 -247	-30%	-$933K	0.06%	105
2025 Q3	$3.48M	Sell	811 -44	-5%	-$177K	0.11%	87
2025 Q2	$3.17M	Buy	+855	New	+$3.15M	0.12%	89
2023 Q4	–	Sell	-88	Closed	-$224K	–	217
2023 Q3	$224K	Hold	88	–	–	0.01%	213
2023 Q2	$219K	Hold	88	–	–	0.01%	221
2023 Q1	$216K	Hold	88	–	–	0.01%	209
2022 Q4	$217K	Buy	+88	New	+$213K	0.01%	219

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Donaldson Capital Management's AZO Position: Q1 2026 in Review

Donaldson Capital Management reduced its AutoZone (AZO) stake by 25% in Q1 2026, selling an estimated $506K and leaving 423 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #122.

Donaldson Capital Management first reported a position in AZO in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.48M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Donaldson Capital Management held 423 shares of AutoZone worth $1.43M as of Q1 2026.
Donaldson Capital Management sold 141 AutoZone shares in Q1 2026, an estimated $506K.
AutoZone made up 0.05% of Donaldson Capital Management's portfolio in Q1 2026, its #122 holding.
Donaldson Capital Management first reported a position in AutoZone in Q4 2022 and has held it in 8 quarters since.
Donaldson Capital Management's AutoZone position peaked at $3.48M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.