2026 Q2 Portfolio Activity
In 2026 Q2, MCDONALD CAPITAL INVESTORS INC/CA maintained a portfolio of 21 distinct positions. They heavily accumulated shares in COPART INC, increasing the position by 18.4%. The fund also reduced its exposure to BROOKFIELD ASSET MANAGMT LTD by 25.2%.
Position History
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Total Positions
21
Quarter
2026 Q2
Top Holding
PGR (12.9%)
Top 10 Concentration
76.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21
MCDONALD CAPITAL INVESTORS INC/CA Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PGR
PROGRESSIVE COR...
|
Financial Services | 12.87% | 11.95% |
#1
Prev: #1
|
6.5 |
—
|
-74,135 | -8.4% |
P
S
|
806,728 | $176,229,732 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 10.28% | 9.96% |
#2
1
Prev: #3
|
6.0 |
—
|
-22,388 | -7.4% |
P
S
|
281,317 | $140,768,214 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 8.79% | 10.88% |
#3
1
Prev: #2
|
5.0 |
—
|
-12,833 | -6.2% |
P
S
|
193,038 | $120,366,915 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 8.05% | 7.17% |
#4
1
Prev: #5
|
4.2 |
—
|
-40,746 | -8.1% |
P
S
|
462,374 | $110,202,219 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 7.58% | 7.32% |
#5
1
Prev: #4
|
4.0 |
—
|
-205,087 | -7.8% |
P
S
|
2,437,749 | $103,823,730 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.98% | 4.84% |
#6
5
Prev: #11
|
2.9 |
—
|
-16,991 | -6.9% |
P
S
|
229,111 | $81,877,398 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 5.92% | 5.40% |
#7
1
Prev: #8
|
2.9 |
—
|
-20,435 | -7.6% |
P
S
|
247,821 | $81,119,248 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 5.85% | 6.04% |
#8
1
Prev: #7
|
2.8 |
—
|
-10,936 | -7.3% |
P
S
|
138,976 | $80,147,459 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PAYX
PAYCHEX INC
|
Technology | 5.55% | 5.29% |
#9
1
Prev: #10
|
2.7 |
—
|
-66,669 | -7.9% |
P
S
|
772,536 | $75,963,465 | 2002 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 5.46% | 7.14% |
#10
4
Prev: #6
|
2.7 |
—
|
-39,049 | -3.6% |
P
S
|
1,046,297 | $74,705,606 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 5.34% | 5.32% |
#11
2
Prev: #9
|
2.6 |
—
|
-29,811 | -10.2% |
P
S
|
262,305 | $73,080,796 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
UNP
UNION PAC CORP
|
Industrials | 4.17% | 3.82% |
#12
1
Prev: #13
|
2.2 |
—
|
-20,427 | -8.9% |
P
S
|
209,822 | $57,071,584 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CPRT
COPART INC
|
Industrials | 4.17% | 3.88% |
#13
1
Prev: #12
|
3.7 |
—
|
315,115 | 18.4% |
P
S
|
2,023,689 | $57,047,793 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 3.81% | 3.76% |
#14
Prev: #14
|
2.0 |
—
|
-59,271 | -8.6% |
P
S
|
631,343 | $52,174,186 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FDS
FACTSET RESH SY...
|
Financial Services | 2.95% | 2.79% |
#15
1
Prev: #16
|
1.7 |
—
|
-12,600 | -6.7% |
P
S
|
175,541 | $40,388,473 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 2.20% | 2.90% |
#16
1
Prev: #15
|
1.4 |
—
|
-67,835 | -8.4% |
P
S
|
735,186 | $30,179,385 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BAM
BROOKFIELD ASSE...
|
Financial Services | 0.83% | 1.03% |
#17
Prev: #17
|
0.3 |
—
|
-85,578 | -25.2% |
P
S
|
253,457 | $11,367,546 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FAST
FASTENAL CO
|
Industrials | 0.14% | 0.35% |
#18
Prev: #18
|
0.1 |
—
|
-69,280 | -63.4% |
P
S
|
40,000 | $1,921,200 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.05% | 0.04% |
#19
1
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
2,125 | $750,826 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.02% | 0.02% |
#20
1
Prev: #21
|
0.5 |
—
|
-50 | -4.2% |
P
S
|
1,145 | $243,622 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
EXPD
EXPEDITORS INTL...
|
Industrials | 0.00% | 0.09% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-8,860 | -100.0% |
CLOSED
|
— | $— | 2011 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-21 of 21 holdings