Advertisement
Screener

MCDONALD CAPITAL INVESTORS INC/CA Last Quarter Change: USA Stocks, Reduced

MCDONALD CAPITAL INVESTORS INC/CA quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MCDONALD CAPITAL INVESTORS INC/CA opened 0 positions, added to 1, reduced 17, sold out of 1 and left 1 unchanged. The largest increase in value was GOOGL (+$11,108,307); the largest decrease was REGN (-$38,697,254).

  • REGN: Country of operation United States; Class COM; Shares 2026-03-31 205,871; Shares 2026-06-30 193,038.
  • NFLX: Country of operation United States; Class COM; Shares 2026-03-31 1,085,346; Shares 2026-06-30 1,046,297.
  • NKE: Country of operation United States; Class CL B; Shares 2026-03-31 803,021; Shares 2026-06-30 735,186.
  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 246,102; Shares 2026-06-30 229,111.

Two Form 13F-HR filings compared (SEC CIK 1033225): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
REGN
REGENERON PHARMACEUTICALS
United StatesCOM205,871193,038-12,833$159,064,169$120,366,915-$38,697,254
NFLX
NETFLIX INC.
United StatesCOM1,085,3461,046,297-39,049$104,356,018$74,705,606-$29,650,412
NKE
NIKE INC
United StatesCL B803,021735,186-67,835$42,415,569$30,179,385-$12,236,184
GOOGL
ALPHABET INC
United StatesCAP STK CL A246,102229,111-16,991$70,769,091$81,877,398+$11,108,307
MLM
MARTIN MARIETTA MATLS INC
United StatesCOM149,912138,976-10,936$88,250,196$80,147,459-$8,102,737
AMZN
AMAZON COM INC
United StatesCOM503,120462,374-40,746$104,784,802$110,202,219+$5,417,417
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW303,705281,317-22,388$145,535,436$140,768,214-$4,767,222
ECL
ECOLAB INC
United StatesCOM292,116262,305-29,811$77,708,698$73,080,796-$4,627,902
BAM
BROOKFIELD ASSET MANAGMT LTD
United StatesCL A LMT VTG SHS339,035253,457-85,578$15,070,106$11,367,546-$3,702,560
FAST
FASTENAL CO
United StatesCOM109,28040,000-69,280$5,070,592$1,921,200-$3,149,392
BN
BROOKFIELD CORP
CL A LTD VT SH2,642,8362,437,749-205,087$106,955,573$103,823,730-$3,131,843
WFC
WELLS FARGO & CO
United StatesCOM690,614631,343-59,271$54,979,781$52,174,186-$2,805,595
JPM
JPMORGAN CHASE & CO
United StatesCOM268,256247,821-20,435$78,910,185$81,119,248+$2,209,063
PGR
PROGRESSIVE CORP
United StatesCOM880,863806,728-74,135$174,622,281$176,229,732+$1,607,451
PAYX
PAYCHEX INC
United StatesCOM839,205772,536-66,669$77,307,565$75,963,465-$1,344,100
UNP
UNION PAC CORP
United StatesCOM230,249209,822-20,427$55,863,012$57,071,584+$1,208,572
FDS
FACTSET RESH SYS INC
United StatesCOM188,141175,541-12,600$40,824,716$40,388,473-$436,243

Similar Firms

Firm NameCountry13F ValueHoldings
Keystone Financial GroupUnited States$1.461B528
Lynrock Lake LPUnited States$1.462B27
Adelante Capital Management LLCUnited States$1.462B42
Pinnacle Wealth Management Advisory Group, LLCUnited States$1.463B550
VERUS CAPITAL PARTNERS, LLCUnited States$1.463B525
Trinity Street Asset Management LLPUnited Kingdom$1.458B22
Signal Advisors Wealth, LLCUnited States$1.457B602
Liberty 77 Capital L.P.United States$1.457B3
Beaumont Financial Advisors, LLCUnited States$1.455B369
Falcon Wealth PlanningUnited States$1.468B236