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Donaldson Capital Management’s Omnicom Group OMC Stock Holding History

Donaldson Capital Management’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Buy
14,795
+1,478
+11% +$115K 0.04% 135
2025
Q4 		$1.08M Buy
+13,317
New +$1.02M 0.03% 135
2020
Q1 		– Sell
-3,403
Closed -$276K – 204
2019
Q4 		$276K Sell
3,403
-25
-0.7% -$1.96K 0.02% 188
2019
Q3 		$268K Sell
3,428
-272
-7% -$21.6K 0.02% 179
2019
Q2 		$303K Buy
3,700
+275
+8% +$21.7K 0.03% 135
2019
Q1 		$250K Sell
3,425
-100
-3% -$7.51K 0.02% 143
2018
Q4 		$258K Sell
3,525
-231
-6% -$17.1K 0.03% 142
2018
Q3 		$255K Buy
3,756
+6
+0.2% +$421 0.02% 174
2018
Q2 		$286K Hold
3,750
– – 0.03% 144
2018
Q1 		$273K Sell
3,750
-1,959
-34% -$147K 0.03% 138
2017
Q4 		$416K Sell
5,709
-1,605
-22% -$115K 0.04% 117
2017
Q3 		$542K Sell
7,314
-2,934
-29% -$226K 0.06% 105
2017
Q2 		$850K Sell
10,248
-3,980
-28% -$332K 0.1% 83
2017
Q1 		$1.23M Sell
14,228
-18,944
-57% -$1.62M 0.14% 68
2016
Q4 		$2.82M Buy
33,172
+13,198
+66% +$1.11M 0.35% 45
2016
Q3 		$1.7M Sell
19,974
-2,775
-12% -$233K 0.22% 55
2016
Q2 		$1.85M Sell
22,749
-429
-2% -$35.7K 0.26% 52
2016
Q1 		$1.93M Sell
23,178
-2,937
-11% -$221K 0.28% 49
2015
Q4 		$1.98M Sell
26,115
-2,364
-8% -$174K 0.29% 48
2015
Q3 		$1.88M Sell
28,479
-14,851
-34% -$1.04M 0.28% 48
2015
Q2 		$3.01M Sell
43,330
-231,742
-84% -$17.5M 0.43% 40
2015
Q1 		$21.4M Buy
275,072
+20,295
+8% +$1.55M 3.02% 13
2014
Q4 		$19.7M Buy
254,777
+5,516
+2% +$402K 2.95% 10
2014
Q3 		$17.2M Buy
249,261
+4,192
+2% +$299K 2.72% 14
2014
Q2 		$17.5M Buy
245,069
+13,775
+6% +$959K 2.8% 11
2014
Q1 		$16.8M Buy
231,294
+11,691
+5% +$859K 3.04% 9
2013
Q4 		$16.3M Buy
219,603
+12,750
+6% +$877K 3.16% 9
2013
Q3 		$13.1M Buy
206,853
+5,950
+3% +$379K 2.78% 12
2013
Q2 		$12.6M Buy
+200,903
New +$12.3M 2.86% 11

Other funds holding OMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Donaldson Capital Management increased its Omnicom Group (OMC) stake by 11% in Q1 2026, buying an estimated $115K and bringing the position to 14,795 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #135.

Donaldson Capital Management first reported a position in OMC in Q2 2013 and has held it in 29 quarters since. The position peaked at $21.4M in Q1 2015. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Donaldson Capital Management held 14,795 shares of Omnicom Group worth $1.11M as of Q1 2026.
  • Donaldson Capital Management bought 1,478 Omnicom Group shares in Q1 2026, an estimated $115K.
  • Omnicom Group made up 0.04% of Donaldson Capital Management's portfolio in Q1 2026, its #135 holding.
  • Donaldson Capital Management first reported a position in Omnicom Group in Q2 2013 and has held it in 29 quarters since.
  • Donaldson Capital Management's Omnicom Group position peaked at $21.4M in Q1 2015.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

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