DCM
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Donaldson Capital Management’s Equifax EFX Stock Holding History

Donaldson Capital Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$468K Sell
2,599
-13
-0.5% -$2.58K 0.02% 181
2025
Q4 		$567K Buy
2,612
+27
+1% +$5.91K 0.02% 168
2025
Q3 		$663K Hold
2,585
– – 0.02% 164
2025
Q2 		$670K Sell
2,585
-1,629
-39% -$414K 0.02% 158
2025
Q1 		$1.03M Hold
4,214
– – 0.04% 132
2024
Q4 		$1.07M Hold
4,214
– – 0.04% 132
2024
Q3 		$1.24M Hold
4,214
– – 0.05% 124
2024
Q2 		$1.02M Hold
4,214
– – 0.04% 125
2024
Q1 		$1.13M Sell
4,214
-75
-2% -$19.1K 0.05% 119
2023
Q4 		$1.06M Hold
4,289
– – 0.05% 120
2023
Q3 		$786K Hold
4,289
– – 0.04% 136
2023
Q2 		$1.01M Sell
4,289
-292
-6% -$61.5K 0.05% 121
2023
Q1 		$929K Sell
4,581
-175
-4% -$36.4K 0.04% 119
2022
Q4 		$924K Hold
4,756
– – 0.05% 119
2022
Q3 		$815K Hold
4,756
– – 0.04% 124
2022
Q2 		$869K Hold
4,756
– – 0.04% 120
2022
Q1 		$1.13M Sell
4,756
-775
-14% -$183K 0.05% 118
2021
Q4 		$1.62M Sell
5,531
-56
-1% -$15.6K 0.07% 100
2021
Q3 		$1.42M Sell
5,587
-849
-13% -$221K 0.07% 97
2021
Q2 		$1.54M Buy
6,436
+11
+0.2% +$2.46K 0.08% 93
2021
Q1 		$1.16M Sell
6,425
-1,200
-16% -$212K 0.06% 103
2020
Q4 		$1.47M Buy
7,625
+1,800
+31% +$303K 0.09% 82
2020
Q3 		$914K Sell
5,825
-1,200
-17% -$197K 0.06% 97
2020
Q2 		$1.21M Hold
7,025
– – 0.09% 87
2020
Q1 		$839K Sell
7,025
-225
-3% -$32.7K 0.07% 94
2019
Q4 		$1.02M Hold
7,250
– – 0.07% 95
2019
Q3 		$1.02M Hold
7,250
– – 0.08% 94
2019
Q2 		$980K Sell
7,250
-2,000
-22% -$251K 0.08% 80
2019
Q1 		$1.1M Hold
9,250
– – 0.1% 75
2018
Q4 		$861K Hold
9,250
– – 0.09% 81
2018
Q3 		$1.21M Hold
9,250
– – 0.11% 77
2018
Q2 		$1.16M Hold
9,250
– – 0.11% 76
2018
Q1 		$1.09M Sell
9,250
-287
-3% -$34.5K 0.11% 78
2017
Q4 		$1.13M Buy
9,537
+285
+3% +$32K 0.11% 82
2017
Q3 		$981K Sell
9,252
-479
-5% -$63.3K 0.1% 82
2017
Q2 		$1.34M Buy
9,731
+479
+5% +$65.7K 0.15% 69
2017
Q1 		$1.26M Sell
9,252
-20
-0.2% -$2.54K 0.15% 67
2016
Q4 		$1.1M Sell
9,272
-45
-0.5% -$5.5K 0.13% 71
2016
Q3 		$1.25M Sell
9,317
-1,699
-15% -$225K 0.17% 62
2016
Q2 		$1.41M Buy
11,016
+1,766
+19% +$214K 0.2% 59
2016
Q1 		$1.06M Hold
9,250
– – 0.15% 61
2015
Q4 		$1.03M Sell
9,250
-228
-2% -$24.6K 0.15% 61
2015
Q3 		$921K Buy
9,478
+1
+0% +$99 0.14% 65
2015
Q2 		$920K Buy
9,477
+1
+0% +$98 0.13% 68
2015
Q1 		$881K Sell
9,476
-200
-2% -$17.7K 0.12% 66
2014
Q4 		$782K Buy
9,676
+1
+0% +$77 0.12% 75
2014
Q3 		$723K Hold
9,675
– – 0.11% 71
2014
Q2 		$702K Sell
9,675
-600
-6% -$42.1K 0.11% 74
2014
Q1 		$699K Hold
10,275
– – 0.13% 64
2013
Q4 		$710K Sell
10,275
-18,925
-65% -$1.23M 0.14% 61
2013
Q3 		$1.75M Buy
29,200
+3,450
+13% +$212K 0.37% 47
2013
Q2 		$1.52M Buy
+25,750
New +$1.55M 0.34% 49

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Donaldson Capital Management reduced its Equifax (EFX) stake by 0.5% in Q1 2026, selling an estimated $2.58K and leaving 2,599 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #181.

Donaldson Capital Management first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.75M in Q3 2013. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Donaldson Capital Management held 2,599 shares of Equifax worth $468K as of Q1 2026.
  • Donaldson Capital Management sold 13 Equifax shares in Q1 2026, an estimated $2.58K.
  • Equifax made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #181 holding.
  • Donaldson Capital Management first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
  • Donaldson Capital Management's Equifax position peaked at $1.75M in Q3 2013.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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