Donaldson Company shares owned by Creative Planning
Quarter-by-quarter ownership of Donaldson Company (DCI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Donaldson Company
Tip: Access up to 7 years of quarterly data
All positions including Donaldson Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Donaldson Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 38k | 81.85 |
| 2025-06-30 | $2.5M | 36k | 69.35 |
| 2025-03-31 | $2.2M | 32k | 67.06 |
| 2024-12-31 | $2.1M | 32k | 67.33 |
| 2024-09-30 | $2.2M | 30k | 73.70 |
| 2024-06-30 | $2.1M | 29k | 71.56 |
| 2024-03-31 | $2.2M | 29k | 74.68 |
| 2023-12-31 | $1.9M | 29k | 65.35 |
| 2023-09-30 | $1.7M | 29k | 59.63 |
| 2023-06-30 | $611k | 9.8k | 62.51 |
| 2023-03-31 | $501k | 7.7k | 65.34 |
| 2022-12-31 | $449k | 7.6k | 58.87 |
| 2022-09-30 | $380k | 7.8k | 48.96 |
| 2022-06-30 | $369k | 7.7k | 48.08 |
| 2022-03-31 | $508k | 9.8k | 51.96 |
| 2021-12-31 | $456k | 7.7k | 59.29 |
| 2021-09-30 | $438k | 7.6k | 57.46 |
| 2021-06-30 | $447k | 7.0k | 63.46 |
| 2021-03-31 | $4.5M | 77k | 58.16 |
| 2020-12-31 | $4.3M | 76k | 55.88 |
| 2020-09-30 | $3.5M | 76k | 46.41 |
| 2020-06-30 | $3.6M | 77k | 46.51 |
| 2020-03-31 | $3.0M | 77k | 38.63 |
| 2019-12-31 | $4.4M | 77k | 57.61 |
| 2019-09-30 | $4.1M | 78k | 52.08 |
| 2019-06-30 | $4.0M | 78k | 50.85 |
| 2019-03-31 | $3.9M | 79k | 50.06 |
| 2018-12-31 | $3.4M | 79k | 43.39 |
| 2018-09-30 | $4.5M | 78k | 58.27 |
| 2018-06-30 | $3.5M | 77k | 45.12 |
| 2018-03-31 | $3.5M | 77k | 45.05 |
| 2017-12-31 | $3.7M | 75k | 48.95 |
| 2017-09-30 | $3.5M | 75k | 45.93 |
| 2017-06-30 | $3.5M | 76k | 45.55 |
| 2017-03-31 | $3.4M | 76k | 45.52 |
| 2016-12-31 | $3.4M | 82k | 42.08 |
| 2016-09-30 | $3.1M | 82k | 37.33 |
| 2016-06-30 | $2.8M | 82k | 34.36 |
| 2016-03-31 | $2.7M | 84k | 31.91 |
| 2015-12-31 | $2.4M | 84k | 28.66 |
| 2015-09-30 | $2.4M | 84k | 28.07 |
| 2015-06-30 | $665k | 19k | 35.82 |
| 2015-03-31 | $700k | 19k | 37.73 |
| 2014-12-31 | $728k | 19k | 38.61 |
| 2014-09-30 | $723k | 18k | 40.63 |
| 2014-06-30 | $745k | 18k | 42.34 |
| 2014-03-31 | $746k | 18k | 42.40 |
| 2013-12-31 | $840k | 19k | 43.44 |
| 2013-09-30 | $707k | 19k | 38.14 |
| 2013-06-30 | $661k | 19k | 35.66 |
| 2012-12-31 | $757k | 23k | 32.86 |
| 2012-09-30 | $800k | 23k | 34.73 |
| 2012-06-30 | $1.1M | 32k | 33.38 |
| 2011-12-31 | $1.1M | 16k | 68.09 |