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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 $1,630,572,445 across 21 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-30. Its ten largest share positions make up 74.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001033225-26-000001

Period
2025-12-31
Reported value
$1.63B
Holdings
21
Top 10 weight
74.46%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+975,033$91.4M
CPRTnew+1,483,799$58.1M
BNadded+819,203$37.6M
FDSadded+86,891$25.2M

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
PGRreduced-29,157-$6.64M
GOOGLreduced-18,768-$5.87M
BRK-Breduced-11,367-$5.71M
JPMreduced-15,263-$4.92M
AMZNreduced-19,544-$4.51M

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, Q4 2025

Share positions as resolved from 13F-HR 0001033225-26-000001, largest first. % of portfolio is the value over $1,630,572,445, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,548 shares; 2024Q4: 1,034,182 shares; 2025Q1: 952,035 shares; 2025Q2: 929,196 shares; 2025Q3: 912,857 shares; 2025Q4: 883,700 shares 883,700$201M12.34%-29,157Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,453 shares; 2024Q4: 170,180 shares; 2025Q1: 196,773 shares; 2025Q2: 218,045 shares; 2025Q3: 213,331 shares; 2025Q4: 208,241 shares 208,241$161M9.86%-5,090Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,736 shares; 2024Q4: 338,617 shares; 2025Q1: 334,121 shares; 2025Q2: 326,738 shares; 2025Q3: 319,397 shares; 2025Q4: 308,030 shares 308,030$155M9.5%-11,367Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045,138 shares; 2024Q4: 2,023,560 shares; 2025Q1: 2,002,483 shares; 2025Q2: 1,941,092 shares; 2025Q3: 1,879,927 shares; 2025Q4: 2,699,130 shares 2,699,130$124M7.6%+819,203Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,906 shares; 2024Q4: 568,823 shares; 2025Q1: 569,160 shares; 2025Q2: 545,335 shares; 2025Q3: 531,264 shares; 2025Q4: 511,720 shares 511,720$118M7.24%-19,544Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,685 shares; 2024Q4: 169,952 shares; 2025Q1: 119,970 shares; 2025Q2: 113,616 shares; 2025Q3: 111,052 shares; 2025Q4: 1,086,085 shares 1,086,085$102M6.25%+975,033Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922,404 shares; 2024Q4: 911,646 shares; 2025Q1: 899,476 shares; 2025Q2: 874,466 shares; 2025Q3: 857,899 shares; 2025Q4: 842,861 shares 842,861$94.6M5.8%-15,038Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,109 shares; 2024Q4: 100,917 shares; 2025Q1: 166,845 shares; 2025Q2: 161,571 shares; 2025Q3: 157,538 shares; 2025Q4: 151,638 shares 151,638$94.4M5.79%-5,900Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,505 shares; 2024Q4: 238,100 shares; 2025Q1: 237,870 shares; 2025Q2: 289,677 shares; 2025Q3: 284,347 shares; 2025Q4: 269,084 shares 269,084$86.7M5.32%-15,263Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,942 shares; 2024Q4: 328,929 shares; 2025Q1: 323,824 shares; 2025Q2: 316,122 shares; 2025Q3: 308,963 shares; 2025Q4: 296,522 shares 296,522$77.8M4.77%-12,441Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,855 shares; 2024Q4: 273,702 shares; 2025Q1: 272,662 shares; 2025Q2: 273,866 shares; 2025Q3: 267,090 shares; 2025Q4: 248,322 shares 248,322$77.7M4.77%-18,768Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,311 shares; 2024Q4: 822,738 shares; 2025Q1: 789,017 shares; 2025Q2: 761,934 shares; 2025Q3: 743,838 shares; 2025Q4: 699,682 shares 699,682$65.2M4%-44,156Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,483,799 shares 1,483,799$58.1M3.56%newTimeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,853 shares; 2025Q4: 185,744 shares 185,744$53.9M3.31%+86,891Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,264 shares; 2024Q4: 181,400 shares; 2025Q1: 175,819 shares; 2025Q2: 246,004 shares; 2025Q3: 242,877 shares; 2025Q4: 232,749 shares 232,749$53.8M3.3%-10,128Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,478 shares; 2024Q4: 887,191 shares; 2025Q1: 873,722 shares; 2025Q2: 860,840 shares; 2025Q3: 834,114 shares; 2025Q4: 812,401 shares 812,401$51.8M3.17%-21,713Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,983 shares; 2024Q4: 1,032,520 shares; 2025Q1: 754,442 shares; 2025Q2: 958,004 shares; 2025Q3: 913,854 shares; 2025Q4: 881,440 shares 881,440$35.4M2.17%-32,414Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,566 shares; 2024Q4: 387,262 shares; 2025Q1: 378,798 shares; 2025Q2: 366,595 shares; 2025Q3: 357,653 shares; 2025Q4: 342,784 shares 342,784$18M1.1%-14,869Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 12,950 shares; 2025Q3: 12,950 shares; 2025Q4: 11,350 shares 11,350$1.69M0.1%-1,600Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,125 shares 2,125$667K0.04%-375Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares 1,195$229K0.01%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ELVELEVANCE HEALTH INC FORMERLY9,608$3.1Mshares

How Q4 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 0001033225-26-000001 base2026-01-30acceptance time not in the bulk data set