$1.02 Billion is the total value of MCDONALD CAPITAL INVESTORS INC/CA's 25 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 41.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFC | Buy | WELLS FARGO & CO NEW | $112,518,000 | +4.5% | 2,000,678 | +1.1% | 11.00% | -0.4% |
| ECL | Buy | ECOLAB INC | $101,793,000 | -0.3% | 900,262 | +0.9% | 9.96% | -5.0% |
| PAYX | Buy | PAYCHEX INC | $99,185,000 | -4.2% | 2,115,725 | +1.4% | 9.70% | -8.7% |
| PGR | Buy | PROGRESSIVE CORP OHIO | $98,398,000 | +14.6% | 3,535,666 | +12.1% | 9.62% | +9.3% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $85,901,000 | -3.1% | 1,863,166 | +1.3% | 8.40% | -7.6% |
| FAST | Buy | FASTENAL CO | $71,712,000 | +3.3% | 1,700,135 | +1.5% | 7.01% | -1.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $70,135,000 | +7.4% | 1,166,192 | +0.8% | 6.86% | +2.3% |
| CAH | Buy | CARDINAL HEALTH INC | $59,496,000 | -6.0% | 711,252 | +1.5% | 5.82% | -10.4% |
| BBBY | Buy | BED BATH & BEYOND INC | $45,558,000 | -8.9% | 660,446 | +1.3% | 4.46% | -13.2% |
| UNP | New | UNION PAC CORP | $39,709,000 | – | 416,365 | +100.0% | 3.88% | – |
| CLB | Buy | CORE LABORATORIES N V | $35,929,000 | +10.3% | 315,056 | +1.0% | 3.51% | +5.1% |
| WAT | Buy | WATERS CORP | $20,158,000 | +6.3% | 157,020 | +3.0% | 1.97% | +1.3% |
| MSFT | Buy | MICROSOFT CORP | $9,475,000 | +9.8% | 214,606 | +1.1% | 0.93% | +4.7% |
| IGTE | New | IGATE CORP | $453,000 | – | 9,500 | +100.0% | 0.04% | – |
| SIAL | New | SIGMA ALDRICH CORP | $307,000 | – | 2,200 | +100.0% | 0.03% | – |
| PLL | New | PALL CORP | $311,000 | – | 2,500 | +100.0% | 0.03% | – |
| PPO | New | POLYPORE INTL INC | $240,000 | – | 4,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-03
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.