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Creative Planning DCI Position History
Donaldson Company, Inc. • Industrials
Quarters held
8
Latest value
$14.2M
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $16K |
| Q4 2025 | $4.1M |
| Q1 2026 | $4.8M |
| Q2 2026 | $18K |
| Q2 2026 | $5.4M |
| Q3 2026 | $16K |
| Q3 2026 | $14.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.2M | 163.4K | — | — |
| Q3 2026 | $16K | 188 | — | — |
| Q2 2026 | $5.4M | 60.6K | — | — |
| Q2 2026 | $18K | 197 | — | — |
| Q1 2026 | $4.8M | 56.3K | — | — |
| Q4 2025 | $4.1M | 45.8K | — | — |
| Q3 2025 | $16K | 198 | — | — |
| Q3 2025 | $3.1M | 38.0K | — | — |
Other funds holding DCI
$969.3M
$916.1M
$851.7M
$831.6M
$471.2M
$451.6M
$451.6M