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Evergreen Capital Management’s Donaldson DCI Stock Holding History

Evergreen Capital Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Sell
3,491
-11,105
-76% -$955K 0.01% 1193
2026
Q1 		$1.24M Sell
14,596
-1,287
-8% -$124K 0.03% 437
2025
Q4 		$1.41M Buy
15,883
+12,644
+390% +$1.1M 0.03% 378
2025
Q3 		$265K Buy
+3,239
New +$244K 0.01% 1061

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Evergreen Capital Management's DCI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Donaldson (DCI) stake by 76% in Q2 2026, selling an estimated $955K and leaving 3,491 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1193.

Evergreen Capital Management first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q4 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Evergreen Capital Management held 3,491 shares of Donaldson worth $313K as of Q2 2026.
  • Evergreen Capital Management sold 11,105 Donaldson shares in Q2 2026, an estimated $955K.
  • Donaldson made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1193 holding.
  • Evergreen Capital Management first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's Donaldson position peaked at $1.41M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.