SEC 13F Intelligence

Donaldson Capital Management, LLC / DUT

Donaldson Capital Management, LLC’s Moodys Corp Position

Does Donaldson Capital Management, LLC own Moodys Corp (DUT)? Yes — 29.8K shares worth $13M (+0.42% of its 13F portfolio) as of Q1 2026, up from 29.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
29.8K
% of Portfolio
+0.42%
Quarters Held
30
currently held

Position History DUT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $9MQ3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $11MQ2 ’25: $12MQ3 ’25: $13MQ4 ’25: $15MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.8K$13M+0.42%
Q4 202529.0K$15M+0.47%
Q3 202526.9K$13M+0.41%
Q2 202524.0K$12M+0.44%
Q1 202524.3K$11M+0.43%
Q4 202423.0K$11M+0.42%
Q3 202422.3K$11M+0.41%
Q2 202421.7K$9M+0.38%
Q1 202415.7K$6M+0.26%
Q4 202315.2K$6M+0.27%
Q3 202315.2K$5M+0.23%
Q2 202315.0K$5M+0.24%
Q1 202315.6K$5M+0.23%
Q4 202215.0K$4M+0.20%
Q3 202215.4K$4M+0.21%
Q2 202215.3K$4M+0.21%
Q1 202219.2K$6M+0.30%
Q4 202121.3K$8M+0.37%
Q3 202120.3K$7M+0.36%
Q2 202119.5K$7M+0.36%
Q1 202118.1K$5M+0.30%
Q4 202018.8K$5M+0.32%
Q3 202018.8K$5M+0.37%
Q2 202019.9K$5M+0.40%
Q1 202024.1K$5M+0.44%
Q4 201924.7K$6M+0.40%
Q3 201925.0K$5M+0.38%
Q2 201925.5K$5M+0.41%
Q1 201924.1K$4M+0.39%
Q4 201824.5K$3M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Donaldson Capital Management, LLC’s full portfolio or all institutional holders of DUT.