Kilter Group’s Donaldson DCI Stock Holding History

Kilter Group’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	$1.35K	Hold	15	–	–	﹤0.01%	1182
2026 Q1	$1.27K	Hold	15	–	–	﹤0.01%	1141
2025 Q4	$1.33K	Hold	15	–	–	﹤0.01%	951
2025 Q3	$1.23K	Hold	15	–	–	﹤0.01%	820
2025 Q2	$1.04K	Buy	+15	New	+$1.01K	﹤0.01%	815

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kilter Group's DCI Position: Q2 2026 in Review

Kilter Group held its Donaldson (DCI) position steady in Q2 2026 at 15 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Kilter Group first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Kilter Group held 15 shares of Donaldson worth $1.35K as of Q2 2026.
Kilter Group left its Donaldson share count unchanged in Q2 2026.
Donaldson made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1182 holding.
Kilter Group first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.