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Donaldson Company shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Donaldson Company (DCI) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Donaldson Company

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All positions including Donaldson Company held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Donaldson Company by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $351k 4.8k 73.70
2021-09-30 $13k 231 56.28

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Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
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Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Mmentm (MTUM)
Caterpillar (CAT)
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Consolidated Planning Corp

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