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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 $1,593,263,936 across 20 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 81.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004390

Period
2025-06-30
Reported value
$1.59B
Holdings
20
Top 10 weight
81.47%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UNPadded+70,185$16.1M
JPMadded+51,807$15M
REGNadded+21,272$11.2M
FASTadded+203,562$8.55M
GOOGLadded+1,204$212K

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
ELVreduced-112,312-$43.7M
NFLXreduced-6,354-$8.51M
PGRreduced-22,839-$6.09M
AMZNreduced-23,825-$5.23M
BNreduced-61,391-$3.8M

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, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004390, largest first. % of portfolio is the value over $1,593,263,936, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,548 shares; 2024Q4: 1,034,182 shares; 2025Q1: 952,035 shares; 2025Q2: 929,196 shares 929,196$248M15.56%-22,839Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,736 shares; 2024Q4: 338,617 shares; 2025Q1: 334,121 shares; 2025Q2: 326,738 shares 326,738$159M9.96%-7,383Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,685 shares; 2024Q4: 169,952 shares; 2025Q1: 119,970 shares; 2025Q2: 113,616 shares 113,616$152M9.55%-6,354Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922,404 shares; 2024Q4: 911,646 shares; 2025Q1: 899,476 shares; 2025Q2: 874,466 shares 874,466$127M7.98%-25,010Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045,138 shares; 2024Q4: 2,023,560 shares; 2025Q1: 2,002,483 shares; 2025Q2: 1,941,092 shares 1,941,092$120M7.54%-61,391Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,906 shares; 2024Q4: 568,823 shares; 2025Q1: 569,160 shares; 2025Q2: 545,335 shares 545,335$120M7.51%-23,825Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,453 shares; 2024Q4: 170,180 shares; 2025Q1: 196,773 shares; 2025Q2: 218,045 shares 218,045$114M7.18%+21,272Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,109 shares; 2024Q4: 100,917 shares; 2025Q1: 166,845 shares; 2025Q2: 161,571 shares 161,571$88.7M5.57%-5,274Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,942 shares; 2024Q4: 328,929 shares; 2025Q1: 323,824 shares; 2025Q2: 316,122 shares 316,122$85.2M5.35%-7,702Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,505 shares; 2024Q4: 238,100 shares; 2025Q1: 237,870 shares; 2025Q2: 289,677 shares 289,677$84M5.27%+51,807Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,478 shares; 2024Q4: 887,191 shares; 2025Q1: 873,722 shares; 2025Q2: 860,840 shares 860,840$61.2M3.84%-12,882Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,311 shares; 2024Q4: 822,738 shares; 2025Q1: 789,017 shares; 2025Q2: 761,934 shares 761,934$61M3.83%-27,083Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,264 shares; 2024Q4: 181,400 shares; 2025Q1: 175,819 shares; 2025Q2: 246,004 shares 246,004$56.6M3.55%+70,185Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,855 shares; 2024Q4: 273,702 shares; 2025Q1: 272,662 shares; 2025Q2: 273,866 shares 273,866$48.3M3.03%+1,204Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,983 shares; 2024Q4: 1,032,520 shares; 2025Q1: 754,442 shares; 2025Q2: 958,004 shares 958,004$40.2M2.53%+203,562Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,566 shares; 2024Q4: 387,262 shares; 2025Q1: 378,798 shares; 2025Q2: 366,595 shares 366,595$20.3M1.27%-12,203Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,879 shares; 2024Q4: 127,259 shares; 2025Q1: 126,461 shares; 2025Q2: 14,149 shares 14,149$5.5M0.35%-112,312Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 12,950 shares 12,950$1.48M0.09%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500$443K0.03%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares 1,195$217K0.01%0Timeline

How Q2 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 0001085146-25-004390 base2025-07-31acceptance time not in the bulk data set