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Kathmere Capital Management’s Donaldson DCI Stock Holding History

Kathmere 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 		$233K Buy
2,594
+31
+1% +$2.67K 0.01% 591
2026
Q1 		$217K Buy
2,563
+30
+1% +$2.9K 0.01% 561
2025
Q4 		$225K Buy
+2,533
New +$220K 0.02% 494

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

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

Kathmere Capital Management increased its Donaldson (DCI) stake by 1.2% in Q2 2026, buying an estimated $2.67K and bringing the position to 2,594 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #591.

Kathmere Capital Management first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Kathmere Capital Management held 2,594 shares of Donaldson worth $233K as of Q2 2026.
  • Kathmere Capital Management bought 31 Donaldson shares in Q2 2026, an estimated $2.67K.
  • Donaldson made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #591 holding.
  • Kathmere Capital Management first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.