DCM
KRMN

Donaldson Capital Management’s Karman Holdings KRMN Stock Holding History

Donaldson Capital Management’s Portfolio KRMN Stock Details KRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$175M Hold
3,501,433
– – 4.99% 2
2026
Q1 		$280M Hold
3,501,433
– – 9.07% 1
2025
Q4 		$256M Hold
3,501,433
– – 8.15% 1
2025
Q3 		$253M Buy
+3,501,433
New +$192M 8% 1

Other funds holding KRMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
KC
KHIS Custodian Dallas, Texas $142M AUM

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

Donaldson Capital Management held its Karman Holdings (KRMN) position steady in Q2 2026 at 3,501,433 shares worth $175M. The position accounts for 4.99% of the portfolio, ranked #2.

Donaldson Capital Management first reported a position in KRMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $280M in Q1 2026. 359 funds tracked by Wall St. Rank hold KRMN as of Q2 2026.

  • Donaldson Capital Management held 3,501,433 shares of Karman Holdings worth $175M as of Q2 2026.
  • Donaldson Capital Management left its Karman Holdings share count unchanged in Q2 2026.
  • Karman Holdings made up 4.99% of Donaldson Capital Management's portfolio in Q2 2026, its #2 holding.
  • Donaldson Capital Management first reported a position in Karman Holdings in Q3 2025 and has held it in 4 quarters since.
  • Donaldson Capital Management's Karman Holdings position peaked at $280M in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Karman Holdings as of Q2 2026.

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