Donaldson Capital Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.4M | Buy |
18,526
+3,265
| +21% | +$2M | 0.3% | 60 |
|
|
2026
Q1 | $8.73M | Buy |
15,261
+1,494
| +11% | +$957K | 0.28% | 50 |
|
|
2025
Q4 | $9.09M | Buy |
13,767
+3,996
| +41% | +$2.67M | 0.29% | 52 |
|
|
2025
Q3 | $7.18M | Buy |
9,771
+2,946
| +43% | +$2.19M | 0.23% | 59 |
|
|
2025
Q2 | $5.04M | Buy |
6,825
+674
| +11% | +$416K | 0.18% | 63 |
|
|
2025
Q1 | $3.54M | Buy |
6,151
+184
| +3% | +$119K | 0.13% | 80 |
|
|
2024
Q4 | $3.49M | Buy |
5,967
+209
| +4% | +$123K | 0.13% | 77 |
|
|
2024
Q3 | $3.3M | Buy |
5,758
+372
| +7% | +$191K | 0.13% | 78 |
|
|
2024
Q2 | $2.72M | Buy |
5,386
+819
| +18% | +$398K | 0.11% | 83 |
|
|
2024
Q1 | $2.22M | Sell |
4,567
-428
| -9% | -$191K | 0.09% | 89 |
|
|
2023
Q4 | $1.77M | Sell |
4,995
-1,423
| -22% | -$463K | 0.08% | 95 |
|
|
2023
Q3 | $1.93M | Sell |
6,418
-160
| -2% | -$48.2K | 0.09% | 92 |
|
|
2023
Q2 | $1.89M | Sell |
6,578
-918
| -12% | -$227K | 0.09% | 89 |
|
|
2023
Q1 | $1.59M | Buy |
7,496
+5,584
| +292% | +$951K | 0.08% | 91 |
|
|
2022
Q4 | $230K | Sell |
1,912
-34
| -2% | -$3.99K | 0.01% | 211 |
|
|
2022
Q3 | $264K | Sell |
1,946
-6,393
| -77% | -$1.04M | 0.01% | 197 |
|
|
2022
Q2 | $1.34M | Sell |
8,339
-339
| -4% | -$65.4K | 0.07% | 99 |
|
|
2022
Q1 | $1.93M | Buy |
8,678
+2,969
| +52% | +$742K | 0.09% | 89 |
|
|
2021
Q4 | $1.92M | Buy |
5,709
+1,677
| +42% | +$557K | 0.08% | 90 |
|
|
2021
Q3 | $1.37M | Buy |
4,032
+2,521
| +167% | +$908K | 0.07% | 98 |
|
|
2021
Q2 | $525K | Buy |
1,511
+271
| +22% | +$86.9K | 0.03% | 168 |
|
|
2021
Q1 | $365K | Buy |
1,240
+80
| +7% | +$21.5K | 0.02% | 206 |
|
|
2020
Q4 | $317K | Sell |
1,160
-375
| -24% | -$103K | 0.02% | 208 |
|
|
2020
Q3 | $402K | Sell |
1,535
-61
| -4% | -$15.7K | 0.03% | 173 |
|
|
2020
Q2 | $362K | Buy |
1,596
+302
| +23% | +$63.1K | 0.03% | 159 |
|
|
2020
Q1 | $216K | Sell |
1,294
-38
| -3% | -$7.44K | 0.02% | 179 |
|
|
2019
Q4 | $273K | Sell |
1,332
-119
| -8% | -$23K | 0.02% | 189 |
|
|
2019
Q3 | $258K | Sell |
1,451
-27
| -2% | -$5.13K | 0.02% | 185 |
|
|
2019
Q2 | $285K | Buy |
+1,478
| New | +$270K | 0.02% | 139 |
|
|
2019
Q1 | – | Sell |
-1,798
| Closed | -$236K | – | 176 |
|
|
2018
Q4 | $236K | Buy |
1,798
+93
| +5% | +$13.5K | 0.02% | 147 |
|
|
2018
Q3 | $280K | Sell |
1,705
-77
| -4% | -$13.9K | 0.02% | 163 |
|
|
2018
Q2 | $346K | Buy |
1,782
+175
| +11% | +$31.6K | 0.03% | 125 |
|
|
2018
Q1 | $257K | Sell |
1,607
-259
| -14% | -$46.5K | 0.03% | 147 |
|
|
2017
Q4 | $329K | Buy |
1,866
+84
| +5% | +$14.8K | 0.03% | 127 |
|
|
2017
Q3 | $304K | Buy |
1,782
+303
| +20% | +$50.6K | 0.03% | 122 |
|
|
2017
Q2 | $223K | Buy |
+1,479
| New | +$220K | 0.03% | 145 |
|
Other funds holding META
Donaldson Capital Management's META Position: Q2 2026 in Review
Donaldson Capital Management increased its Meta Platforms (Facebook) (META) stake by 21% in Q2 2026, buying an estimated $2M and bringing the position to 18,526 shares worth $10.4M. The position accounts for 0.3% of the portfolio, ranked #60.
Donaldson Capital Management first reported a position in META in Q2 2017 and has held it in 36 quarters since. 5,077 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Donaldson Capital Management held 18,526 shares of Meta Platforms (Facebook) worth $10.4M as of Q2 2026.
- Donaldson Capital Management bought 3,265 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2M.
- Meta Platforms (Facebook) made up 0.3% of Donaldson Capital Management's portfolio in Q2 2026, its #60 holding.
- Donaldson Capital Management first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 36 quarters since.
- 5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.