B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2017)

According to the SEC 13F filed on Aug 07, 2026, the Tweedy, Browne Co All Funds (US) portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2017, the filing reported:

New Buys - None reported

Increases - Baidu, Inc.

Reductions - AGCO Corporation, Avnet, Inc., American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, and 25 more

Complete Exits - Walmart Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2017	AGCO AGCO Corporation	AGCO Corporation	Sell	-1,620	-0.2%	$68.27K	1,013,118
Q2 2017	AVT Avnet, Inc.	Avnet, Inc.	Sell	-264,597	-31.0%	$22.91K	589,146
Q2 2017	AXP American Express Company	American Express Company	Sell	-5,565	-1.6%	$29.70K	352,597
Q2 2017	BAX Baxter International Inc.	Baxter International Inc.	Sell	-23,911	-1.5%	$92.96K	1,535,525
Q2 2017	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+23,375	+1.7%	$251.54K	1,406,354
Q2 2017	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-49,790	-1.1%	$236.07K	4,626,992
Q2 2017	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-2	-0.2%	$276.86K	1,087
Q2 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,429	-0.5%	$50.68K	299,226
Q2 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell	-25,166	-1.4%	$69.20K	1,778,037
Q2 2017	COP ConocoPhillips	ConocoPhillips	Sell	-73,209	-3.6%	$86.30K	1,963,191
Q2 2017	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-676,306	-6.1%	$327.93K	10,477,027
Q2 2017	DEO Diageo	Diageo	Sell	-3,770	-1.2%	$36.39K	303,695
Q2 2017	DNOW DNOW Inc.	DNOW Inc.	Sell	-46	-0.1%	$807.00	50,181
Q2 2017	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-346,247	-10.8%	$91.50K	2,862,113
Q2 2017	EMR Emerson Electric Company	Emerson Electric Company	Sell	-75,230	-5.7%	$74.82K	1,254,929
Q2 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-165	-0.1%	$115.03K	126,580
Q2 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-165	-0.1%	$124.50K	133,922
Q2 2017	HAL Halliburton Company	Halliburton Company	Sell	-6,735	-0.2%	$149.53K	3,501,059
Q2 2017	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-4,505	-2.6%	$7.96K	171,648
Q2 2017	IBM International Business Machines	International Business Machines	Sell	-39,025	-14.3%	$36.11K	234,755
Q2 2017	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-69,248	-2.9%	$304.14K	2,299,019
Q2 2017	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-1,945	-0.7%	$31.98K	263,287
Q2 2017	MMM 3M Company	3M Company	Sell	-38,686	-6.5%	$115.94K	556,891
Q2 2017	NVS Novartis	Novartis	Sell	-8,325	-4.1%	$16.39K	196,422
Q2 2017	PM Philip Morris International Inc	Philip Morris International Inc	Sell	-39,880	-3.1%	$144.45K	1,229,853
Q2 2017	UL Unilever PLC	Unilever PLC	Sell	-2,318	-0.8%	$15.12K	279,409
Q2 2017	UNF Unifirst Corporation	Unifirst Corporation	Sell	-16,116	-30.9%	$5.07K	36,016
Q2 2017	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-3,050	-0.9%	$36.91K	338,944
Q2 2017	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-163,545	-23.0%	$24.52K	548,950
Q2 2017	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-162,330	-4.4%	$195.21K	3,523,050

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