Donaldson Capital Management’s Best Buy BBY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	13,434 +621	+5%	+$41.2K	0.03%	167
2026 Q1	$823K	Buy	12,813 +1,371	+12%	+$90K	0.03%	151
2025 Q4	$766K	Buy	11,442 +316	+3%	+$24.1K	0.02%	155
2025 Q3	$841K	Buy	11,126 +822	+8%	+$59K	0.03%	151
2025 Q2	$692K	Buy	10,304 +316	+3%	+$21.5K	0.03%	157
2025 Q1	$735K	Buy	9,988 +662	+7%	+$54.6K	0.03%	152
2024 Q4	$800K	Buy	9,326 +36	+0.4%	+$3.29K	0.03%	145
2024 Q3	$960K	Sell	9,290 -413	-4%	-$37.2K	0.04%	132
2024 Q2	$818K	Buy	9,703 +113	+1%	+$8.97K	0.03%	134
2024 Q1	$787K	Buy	9,590 +38	+0.4%	+$2.89K	0.03%	134
2023 Q4	$748K	Buy	9,552 +134	+1%	+$9.44K	0.03%	143
2023 Q3	$654K	Buy	9,418 +1,027	+12%	+$79.4K	0.03%	144
2023 Q2	$688K	Buy	8,391 +570	+7%	+$42.6K	0.03%	143
2023 Q1	$612K	Buy	7,821 +2,084	+36%	+$172K	0.03%	146
2022 Q4	$460K	Buy	5,737 +965	+20%	+$71K	0.02%	159
2022 Q3	$302K	Buy	+4,772	New	+$353K	0.02%	184

Other funds holding BBY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Donaldson Capital Management's BBY Position: Q2 2026 in Review

Donaldson Capital Management increased its Best Buy (BBY) stake by 4.8% in Q2 2026, buying an estimated $41.2K and bringing the position to 13,434 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #167.

Donaldson Capital Management first reported a position in BBY in Q3 2022 and has held it in 16 quarters since. 868 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

Donaldson Capital Management held 13,434 shares of Best Buy worth $1.02M as of Q2 2026.
Donaldson Capital Management bought 621 Best Buy shares in Q2 2026, an estimated $41.2K.
Best Buy made up 0.03% of Donaldson Capital Management's portfolio in Q2 2026, its #167 holding.
Donaldson Capital Management first reported a position in Best Buy in Q3 2022 and has held it in 16 quarters since.
868 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.