David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q1 2018)
According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2018. 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 Q1 2018, the filing reported:
New Buys - AT&T Inc., Verizon Communications Inc.
Increases - Apple Inc., Ross Stores, Inc.
Reductions - Ameren Corporation, Berkshire Hathaway Inc. New, Cognizant Technology Solutions , Consolidated Edison, Inc., Fastenal Company, and 7 more
Complete Exits - Pepsico, Inc., TJX Companies, Inc. (The)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2018
|
AAPL
Apple Inc.
|
Buy |
+836
|
|
Q1 2018
|
AEE
Ameren Corporation
|
Sell |
-1,750
|
|
Q1 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-136,637
|
|
Q1 2018
|
CTSH
Cognizant Technology Solutions
|
Sell |
-166,622
|
|
Q1 2018
|
ED
Consolidated Edison, Inc.
|
Sell |
-2,175
|
|
Q1 2018
|
FAST
Fastenal Company
|
Sell |
-335,909
|
|
Q1 2018
|
KHC
The Kraft Heinz Company
|
Sell |
-111,298
|
|
Q1 2018
|
PAYX
Paychex, Inc.
|
Sell |
-1,250
|
|
Q1 2018
|
PEP
Pepsico, Inc.
|
Sell - Position Exit |
-2,425
|
|
Q1 2018
|
QCOM
QUALCOMM Incorporated
|
Sell |
-245,862
|
|
Q1 2018
|
ROST
Ross Stores, Inc.
|
Buy |
+49,210
|
|
Q1 2018
|
SCHW
Charles Schwab Corporation (The
|
Sell |
-218,183
|
|
Q1 2018
|
SLB
Schlumberger N.V.
|
Sell |
-96,949
|
|
Q1 2018
|
T
AT&T Inc.
|
Buy - Position Entry |
+12,950
|
|
Q1 2018
|
TJX
TJX Companies, Inc. (The)
|
Sell - Position Exit |
-1,050,568
|
|
Q1 2018
|
TSCO
Tractor Supply Company
|
Sell |
-248,126
|
|
Q1 2018
|
USB
U.S. Bancorp
|
Sell |
-800
|
|
Q1 2018
|
VZ
Verizon Communications Inc.
|
Buy - Position Entry |
+21,250
|