MCDONALD CAPITAL INVESTORS INC/CA
CIK 1033225
13F filing for Q2 2026・No. 2,108
- Holdings
- US$1.37B
- Quarter change
- −US$91.89M
- Entries
- 20
- Net bought (estimate)
- −US$106.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 18
- Added 1
- Corporate actions 0
- Unchanged 1
Largest holdings
20 stocks worth US$1.37B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PGRPROGRESSIVE CORPCOM | Cut | 806,728 | US$176.23M | 12.87% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 281,317 | US$140.77M | 10.28% |
| REGNREGENERON PHARMACEUTICALSCOM | Cut | 193,038 | US$120.37M | 8.79% |
| AMZNAmazonCOM | Cut | 462,374 | US$110.2M | 8.05% |
| BNBROOKFIELD CORPCL A LTD VT SH | Cut | 2,437,749 | US$103.82M | 7.58% |
| GOOGLAlphabetCAP STK CL A | Cut | 229,111 | US$81.88M | 5.98% |
| JPMJPMORGAN CHASE & COCOM | Cut | 247,821 | US$81.12M | 5.92% |
| MLMMARTIN MARIETTA MATLS INCCOM | Cut | 138,976 | US$80.15M | 5.85% |
| PAYXPAYCHEX INCCOM | Cut | 772,536 | US$75.96M | 5.55% |
| NFLXNETFLIX INC.COM | Cut | 1,046,297 | US$74.71M | 5.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.