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MCDONALD CAPITAL INVESTORS INC/CA

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13F filer, CIK 1033225, ORINDA, CA

MCDONALD CAPITAL INVESTORS INC/CA reported $1,586,112,570 across 20 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-30. Its ten largest share positions make up 79.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-002491

Period
2025-03-31
Reported value
$1.59B
Holdings
20
Top 10 weight
79.22%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MLMadded+65,928$31.5M
REGNadded+26,593$16.9M
AMZNadded+337$64.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NFLXreduced-49,982-$46.6M
PGRreduced-82,147-$23.2M
FASTreduced-278,078-$21.6M
WFCreduced-33,721-$2.42M
BRK-Breduced-4,496-$2.39M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002491, largest first. % of portfolio is the value over $1,586,112,570, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,548 shares; 2024Q4: 1,034,182 shares; 2025Q1: 952,035 shares 952,035$269M16.99%-82,147Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,736 shares; 2024Q4: 338,617 shares; 2025Q1: 334,121 shares 334,121$178M11.22%-4,496Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922,404 shares; 2024Q4: 911,646 shares; 2025Q1: 899,476 shares 899,476$139M8.75%-12,170Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,453 shares; 2024Q4: 170,180 shares; 2025Q1: 196,773 shares 196,773$125M7.87%+26,593Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,685 shares; 2024Q4: 169,952 shares; 2025Q1: 119,970 shares 119,970$112M7.05%-49,982Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,906 shares; 2024Q4: 568,823 shares; 2025Q1: 569,160 shares 569,160$108M6.83%+337Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045,138 shares; 2024Q4: 2,023,560 shares; 2025Q1: 2,002,483 shares 2,002,483$105M6.62%-21,077Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,942 shares; 2024Q4: 328,929 shares; 2025Q1: 323,824 shares 323,824$82.1M5.18%-5,105Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,109 shares; 2024Q4: 100,917 shares; 2025Q1: 166,845 shares 166,845$79.8M5.03%+65,928Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,983 shares; 2024Q4: 1,032,520 shares; 2025Q1: 754,442 shares 754,442$58.5M3.69%-278,078Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,505 shares; 2024Q4: 238,100 shares; 2025Q1: 237,870 shares 237,870$58.3M3.68%-230Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,311 shares; 2024Q4: 822,738 shares; 2025Q1: 789,017 shares 789,017$56.6M3.57%-33,721Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,478 shares; 2024Q4: 887,191 shares; 2025Q1: 873,722 shares 873,722$55.5M3.5%-13,469Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,879 shares; 2024Q4: 127,259 shares; 2025Q1: 126,461 shares 126,461$55M3.47%-798Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,855 shares; 2024Q4: 273,702 shares; 2025Q1: 272,662 shares 272,662$42.2M2.66%-1,040Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,264 shares; 2024Q4: 181,400 shares; 2025Q1: 175,819 shares 175,819$41.5M2.62%-5,581Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,566 shares; 2024Q4: 387,262 shares; 2025Q1: 378,798 shares 378,798$18.4M1.16%-8,464Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares 12,950$1.56M0.1%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500$391K0.02%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares 1,195$207K0.01%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
USBUS BANCORP9,649$462Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-002491 base2025-04-30acceptance time not in the bulk data set