Mackenzie Financial
DCI icon

Mackenzie Financial’s Donaldson DCI Stock Holding History

Mackenzie Financial’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 		$1.18M Buy
13,177
+3,966
+43% +$341K ﹤0.01% 1163
2026
Q1 		$782K Buy
9,211
+133
+1% +$12.8K ﹤0.01% 1129
2025
Q4 		$818K Sell
9,078
-3,458
-28% -$300K ﹤0.01% 1112
2025
Q3 		$1.03M Buy
12,536
+4,083
+48% +$308K ﹤0.01% 1054
2025
Q2 		$586K Hold
8,453
– – ﹤0.01% 1173
2025
Q1 		$567K Sell
8,453
-1,834
-18% -$127K ﹤0.01% 1160
2024
Q4 		$693K Sell
10,287
-546
-5% -$40.3K ﹤0.01% 1043
2024
Q3 		$798K Buy
10,833
+1,861
+21% +$135K ﹤0.01% 911
2024
Q2 		$642K Buy
8,972
+1,166
+15% +$85.6K ﹤0.01% 958
2024
Q1 		$583K Sell
7,806
-1,096
-12% -$74.6K ﹤0.01% 987
2023
Q4 		$582K Buy
8,902
+311
+4% +$18.9K ﹤0.01% 960
2023
Q3 		$510K Buy
8,591
+1,321
+18% +$81.8K ﹤0.01% 1000
2023
Q2 		$453K Buy
7,270
+932
+15% +$58.3K ﹤0.01% 1047
2023
Q1 		$414K Buy
6,338
+784
+14% +$49.3K ﹤0.01% 1076
2022
Q4 		$327K Buy
+5,554
New +$318K ﹤0.01% 1069
2014
Q2 		– Sell
-504,667
Closed -$21.4M – 649
2014
Q1 		$21.4M Sell
504,667
-241,333
-32% -$10.2M 0.1% 179
2013
Q4 		$32.4M Buy
746,000
+4,000
+0.5% +$163K 0.16% 136
2013
Q3 		$28.3M Sell
742,000
-45,500
-6% -$1.68M 0.14% 153
2013
Q2 		$28.1M Buy
+787,500
New +$28.6M 0.13% 169

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

Mackenzie Financial's DCI Position: Q2 2026 in Review

Mackenzie Financial increased its Donaldson (DCI) stake by 43% in Q2 2026, buying an estimated $341K and bringing the position to 13,177 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Mackenzie Financial first reported a position in DCI in Q2 2013 and has held it in 19 quarters since. The position peaked at $32.4M in Q4 2013. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Mackenzie Financial held 13,177 shares of Donaldson worth $1.18M as of Q2 2026.
  • Mackenzie Financial bought 3,966 Donaldson shares in Q2 2026, an estimated $341K.
  • Donaldson made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1163 holding.
  • Mackenzie Financial first reported a position in Donaldson in Q2 2013 and has held it in 19 quarters since.
  • Mackenzie Financial's Donaldson position peaked at $32.4M in Q4 2013.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.