State Farm Mutual Automobile Insurance’s Donaldson DCI Stock Holding History

State Farm Mutual Automobile Insurance’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	$776M	Hold	9,142,617	–	–	0.61%	40
2025 Q4	$811M	Hold	9,142,617	–	–	0.64%	40
2025 Q3	$748M	Hold	9,142,617	–	–	0.62%	42
2025 Q2	$634M	Hold	9,142,617	–	–	0.56%	44
2025 Q1	$613M	Sell	9,142,617 -144,235	-2%	-$9.98M	0.56%	46
2024 Q4	$625M	Hold	9,286,852	–	–	0.57%	44
2024 Q3	$684M	Sell	9,286,852 -139,740	-1%	-$10.1M	0.59%	44
2024 Q2	$675M	Sell	9,426,592 -136,994	-1%	-$10.1M	0.61%	41
2024 Q1	$714M	Hold	9,563,586	–	–	0.64%	40
2023 Q4	$625M	Sell	9,563,586 -525,167	-5%	-$32M	0.6%	41
2023 Q3	$602M	Hold	10,088,753	–	–	0.61%	41
2023 Q2	$631M	Hold	10,088,753	–	–	0.62%	38
2023 Q1	$659M	Hold	10,088,753	–	–	0.68%	36
2022 Q4	$594M	Hold	10,088,753	–	–	0.62%	39
2022 Q3	$494M	Hold	10,088,753	–	–	0.6%	38
2022 Q2	$486M	Hold	10,088,753	–	–	0.55%	43
2022 Q1	$524M	Hold	10,088,753	–	–	0.53%	44
2021 Q4	$598M	Hold	10,088,753	–	–	0.59%	41
2021 Q3	$579M	Sell	10,088,753 -1,044,530	-9%	-$67.4M	0.64%	39
2021 Q2	$707M	Hold	11,133,283	–	–	0.71%	37
2021 Q1	$648M	Hold	11,133,283	–	–	0.69%	41
2020 Q4	$622M	Hold	11,133,283	–	–	0.71%	39
2020 Q3	$517M	Hold	11,133,283	–	–	0.66%	42
2020 Q2	$518M	Hold	11,133,283	–	–	0.71%	40
2020 Q1	$430M	Hold	11,133,283	–	–	0.68%	42
2019 Q4	$642M	Hold	11,133,283	–	–	0.81%	37
2019 Q3	$580M	Sell	11,133,283 -743,323	-6%	-$36.8M	0.72%	43
2019 Q2	$604M	Sell	11,876,606 -495,550	-4%	-$25.2M	0.75%	38
2019 Q1	$619M	Hold	12,372,156	–	–	0.79%	39
2018 Q4	$537M	Hold	12,372,156	–	–	0.76%	40
2018 Q3	$721M	Hold	12,372,156	–	–	0.9%	32
2018 Q2	$558M	Hold	12,372,156	–	–	0.75%	42
2018 Q1	$557M	Hold	12,372,156	–	–	0.75%	41
2017 Q4	$606M	Hold	12,372,156	–	–	0.76%	37
2017 Q3	$568M	Hold	12,372,156	–	–	0.76%	38
2017 Q2	$563M	Hold	12,372,156	–	–	0.78%	34
2017 Q1	$563M	Hold	12,372,156	–	–	0.79%	34
2016 Q4	$521M	Hold	12,372,156	–	–	0.74%	38
2016 Q3	$462M	Hold	12,372,156	–	–	0.69%	42
2016 Q2	$425M	Hold	12,372,156	–	–	0.64%	43
2016 Q1	$395M	Hold	12,372,156	–	–	0.62%	43
2015 Q4	$355M	Buy	12,372,156 +1,533,991	+14%	+$45.1M	0.57%	47
2015 Q3	$304M	Hold	10,838,165	–	–	0.51%	50
2015 Q2	$388M	Hold	10,838,165	–	–	0.59%	44
2015 Q1	$409M	Hold	10,838,165	–	–	0.61%	44
2014 Q4	$419M	Buy	10,838,165 +506,125	+5%	+$20.1M	0.61%	42
2014 Q3	$420M	Hold	10,332,040	–	–	0.62%	41
2014 Q2	$437M	Hold	10,332,040	–	–	0.65%	40
2014 Q1	$438M	Hold	10,332,040	–	–	0.68%	40
2013 Q4	$449M	Hold	10,332,040	–	–	0.72%	37
2013 Q3	$394M	Hold	10,332,040	–	–	0.69%	39
2013 Q2	$368M	Buy	+10,332,040	New	+$375M	0.67%	40

Other funds holding DCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance's DCI Position: Q1 2026 in Review

State Farm Mutual Automobile Insurance held its Donaldson (DCI) position steady in Q1 2026 at 9,142,617 shares worth $776M. The position accounts for 0.61% of the portfolio, ranked #40.

State Farm Mutual Automobile Insurance first reported a position in DCI in Q2 2013 and has held it in 52 quarters since. The position peaked at $811M in Q4 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

State Farm Mutual Automobile Insurance held 9,142,617 shares of Donaldson worth $776M as of Q1 2026.
State Farm Mutual Automobile Insurance left its Donaldson share count unchanged in Q1 2026.
Donaldson made up 0.61% of State Farm Mutual Automobile Insurance's portfolio in Q1 2026, its #40 holding.
State Farm Mutual Automobile Insurance first reported a position in Donaldson in Q2 2013 and has held it in 52 quarters since.
State Farm Mutual Automobile Insurance's Donaldson position peaked at $811M in Q4 2025.
608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on State Farm Mutual Automobile Insurance's 13F filing for Q1 2026, filed 13 May 2026.