JWCA
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J.W. Cole Advisors’s Donaldson DCI Stock Holding History

J.W. Cole Advisors’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
2025
Q4 		– Sell
-5,250
Closed -$430K – 1493
2025
Q3 		$430K Buy
5,250
+2
+0% +$151 0.01% 1054
2025
Q2 		$364K Buy
+5,248
New +$353K 0.01% 1048

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

J.W. Cole Advisors's DCI Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Donaldson (DCI) in Q4 2025, closing a stake of 5,250 shares — an estimated $430K sold.

J.W. Cole Advisors first reported a position in DCI in Q2 2025 and held it in 2 quarters. The position peaked at $430K in Q3 2025. 621 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Donaldson position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,250 Donaldson shares in Q4 2025, an estimated $430K.
  • J.W. Cole Advisors first reported a position in Donaldson in Q2 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Donaldson position peaked at $430K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.