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Jackson Creek Investment Advisors’s Donaldson DCI Stock Holding History

Jackson Creek Investment 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
2026
Q1 		– Sell
-15,180
Closed -$1.35M – 321
2025
Q4 		$1.35M Buy
+15,180
New +$1.32M 0.4% 131

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Creek Investment Advisors's DCI Position: Q1 2026 in Review

Jackson Creek Investment Advisors sold out of Donaldson (DCI) in Q1 2026, closing a stake of 15,180 shares — an estimated $1.35M sold.

Jackson Creek Investment Advisors first reported a position in DCI in Q4 2025 and held it in 1 quarter. The position peaked at $1.35M in Q4 2025. 607 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Jackson Creek Investment Advisors reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 15,180 Donaldson shares in Q1 2026, an estimated $1.35M.
  • Jackson Creek Investment Advisors first reported a position in Donaldson in Q4 2025 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Donaldson position peaked at $1.35M in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.