$838 Million is the total value of MCDONALD CAPITAL INVESTORS INC/CA's 22 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFC | Buy | WELLS FARGO & CO NEW | $97,434,000 | +2.2% | 1,878,420 | +3.6% | 11.63% | -5.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $59,048,000 | +0.3% | 1,097,952 | +0.1% | 7.05% | -7.0% |
| FAST | New | FASTENAL CO | $40,502,000 | – | 902,045 | +100.0% | 4.83% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $23,832,000 | -4.0% | 242,463 | +0.3% | 2.84% | -11.0% |
| WAT | Buy | WATERS CORP | $15,333,000 | -5.1% | 154,688 | +0.0% | 1.83% | -11.9% |
| POM | Buy | PEPCO HOLDINGS INC | $1,775,000 | +280.1% | 66,325 | +290.1% | 0.21% | +253.3% |
| PL | New | PROTECTIVE LIFE CORP | $1,145,000 | – | 16,500 | +100.0% | 0.14% | – |
| ATHL | New | ATHLON ENERGY INC | $291,000 | – | 5,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROGRESSIVE CORP OHIO | 42 | Q3 2023 | 16.5% |
| PAYCHEX INC. | 42 | Q3 2023 | 12.8% |
| ECOLAB INC. | 42 | Q3 2023 | 12.1% |
| NIKE INC. CLASS B | 42 | Q3 2023 | 15.9% |
| WELLS FARGO INC. | 42 | Q3 2023 | 12.3% |
| EXPEDITORS INTL WASH INC | 42 | Q3 2023 | 10.4% |
| COMCAST CORP NEW | 42 | Q3 2023 | 7.9% |
| US BANCORP DEL | 42 | Q3 2023 | 0.1% |
| FASTENAL CO. | 37 | Q3 2023 | 10.7% |
| UNION PACIFIC CORP | 34 | Q3 2023 | 7.5% |
View MCDONALD CAPITAL INVESTORS INC/CA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-03 |
View MCDONALD CAPITAL INVESTORS INC/CA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.