MCDONALD CAPITAL INVESTORS INC/CA Information

4 ORINDA WAY, ORINDA, California, 94563, (925) 258-5401

Report Date: 03/31/2015

Position Statistics

Total Positions 21
New Positions 0
Increased Positions 14
Decreased Positions 2
Positions with Activity 16
Sold Out Positions 1
Total Mkt Value (in $ millions) 994

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 7.2%
Conglomerates
Consumer Cyclical 15.43%
Consumer/Non-Cyclical 10.42%
Energy 3.9%
Financial 20.18%
Healthcare 6.27%
Services 21.94%
Technology 3.07%
Transportation 11.36%
Utilities 0.23%

16 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NIKE INC CL B 153,336 6,926 4.73 1,468,740
WELLS FARGO & CO NEW COM 110,825 4,270 4.01 1,978,661
PAYCHEX INC COM 104,868 2,472 2.41 2,086,505
ECOLAB INC COM 103,582 4,321 4.35 892,637
EXPEDITORS INTL WASH INC COM 86,943 3,506 4.20 1,839,281
PROGRESSIVE CORP OHIO COM 86,298 3,383 4.08 3,155,316
FASTENAL CO COM 71,521 13,377 23.01 1,675,350
COMCAST CORP NEW CL A 66,541 2,293 3.57 1,156,422
CARDINAL HEALTH INC COM 62,158 1,564 2.58 701,085
BED BATH & BEYOND INC COM 46,720 -20,018 (30) 651,691
CORE LABORATORIES N V COM 38,815 36,542 1,607.54 311,796
UNITED PARCEL SERVICE INC CL B 25,991 1,328 5.39 254,693
WATERS CORP COM 20,411 534 2.69 152,500
MICROSOFT CORP COM 10,061 471 4.91 212,176
PEPCO HOLDINGS INC COM 2,330 302 14.90 86,375
EXXON MOBIL CORP COM -192 Sold Out 0