$1.15 Billion is the total value of MCDONALD CAPITAL INVESTORS INC/CA's 23 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGR | Sell | PROGRESSIVE CORP OHIO | $159,290,000 | +11.9% | 3,612,833 | -0.6% | 13.88% | +10.3% |
| PAYX | Sell | PAYCHEX INC | $122,622,000 | -3.4% | 2,153,530 | -0.1% | 10.69% | -4.8% |
| ECL | Sell | ECOLAB INC | $117,557,000 | +4.9% | 885,555 | -0.9% | 10.25% | +3.5% |
| UNP | Sell | UNION PAC CORP | $69,997,000 | +2.7% | 642,705 | -0.1% | 6.10% | +1.3% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $13,900,000 | +12.1% | 60,035 | -0.0% | 1.21% | +10.6% |
| WAT | Sell | WATERS CORP | $2,693,000 | -89.2% | 14,650 | -90.8% | 0.24% | -89.4% |
| CHMT | Exit | CHEMTURA CORP | $0 | – | -7,500 | -100.0% | -0.02% | – |
| VAL | Exit | VALSPAR CORP | $0 | – | -2,500 | -100.0% | -0.02% | – |
| WWAV | Exit | WHITEWAVE FOODS CO | $0 | – | -5,000 | -100.0% | -0.02% | – |
| WOOF | Exit | VCA INC | $0 | – | -6,000 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-10
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.