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Donaldson Company shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Donaldson Company (DCI) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Donaldson Company

Tip: Access up to 7 years of quarterly data

All positions including Donaldson Company held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Donaldson Company by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.2M 19k 62.51
2020-03-31 $270k 7.0k 38.57
2019-12-31 $576k 10k 57.60
2019-09-30 $521k 10k 52.10
2019-06-30 $509k 10k 50.90
2019-03-31 $501k 10k 50.10

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding Donaldson Company

Vanguard Group
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
State Street Corporation
Franklin Resources
Btim
Geode Capital Management
Kayne Anderson Rudnick Investment Management
American Century Companies
Hanna Zanoni
TD Asset Management
Mairs and Power
Dimensional Fund Advisors
Henderson Group

View all funds holding Donaldson Company