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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 $1,461,320,386 across 21 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 76.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001033225-26-000003

Period
2026-03-31
Reported value
$1.46B
Holdings
21
Top 10 weight
76.47%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPRTadded+224,775$7.46M
FDSadded+2,397$520K

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
FASTreduced-772,160-$35.8M
BNreduced-56,294-$2.28M
BRK-Breduced-4,325-$2.07M
REGNreduced-2,370-$1.83M
AMZNreduced-8,600-$1.79M

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 2026

Share positions as resolved from 13F-HR 0001033225-26-000003, largest first. % of portfolio is the value over $1,461,320,386, 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; 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; 2026Q1: 880,863 shares 880,863$175M11.95%-2,837Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 205,871 shares 205,871$159M10.88%-2,370Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 303,705 shares 303,705$146M9.96%-4,325Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,642,836 shares 2,642,836$107M7.32%-56,294Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 503,120 shares 503,120$105M7.17%-8,600Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,085,346 shares 1,085,346$104M7.14%-739Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 149,912 shares 149,912$88.3M6.04%-1,726Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 268,256 shares 268,256$78.9M5.4%-828Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 292,116 shares 292,116$77.7M5.32%-4,406Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 839,205 shares 839,205$77.3M5.29%-3,656Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 246,102 shares 246,102$70.8M4.84%-2,220Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,483,799 shares; 2026Q1: 1,708,574 shares 1,708,574$56.7M3.88%+224,775Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 230,249 shares 230,249$55.9M3.82%-2,500Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 690,614 shares 690,614$55M3.76%-9,068Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 803,021 shares 803,021$42.4M2.9%-9,380Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,853 shares; 2025Q4: 185,744 shares; 2026Q1: 188,141 shares 188,141$40.8M2.79%+2,397Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 339,035 shares 339,035$15.1M1.03%-3,749Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 109,280 shares 109,280$5.07M0.35%-772,160Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,860 shares 8,860$1.27M0.09%-2,490Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,125 shares 2,125$610K0.04%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,195 shares 1,195$229K0.02%0Timeline

How Q1 2026 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 0001033225-26-000003 base2026-05-04acceptance time not in the bulk data set