WCM Investment Management
DCI icon

WCM Investment Management’s Donaldson DCI Stock Holding History

WCM Investment 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 		$22.3M Buy
252,585
+59,763
+31% +$5.14M 0.04% 99
2026
Q1 		$15.9M Buy
+192,822
New +$18.6M 0.04% 106

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

WCM Investment Management's DCI Position: Q2 2026 in Review

WCM Investment Management increased its Donaldson (DCI) stake by 31% in Q2 2026, buying an estimated $5.14M and bringing the position to 252,585 shares worth $22.3M. The position accounts for 0.04% of the portfolio, ranked #99.

WCM Investment Management first reported a position in DCI in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • WCM Investment Management held 252,585 shares of Donaldson worth $22.3M as of Q2 2026.
  • WCM Investment Management bought 59,763 Donaldson shares in Q2 2026, an estimated $5.14M.
  • Donaldson made up 0.04% of WCM Investment Management's portfolio in Q2 2026, its #99 holding.
  • WCM Investment Management first reported a position in Donaldson in Q1 2026 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.