David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q2 2017)
According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners 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
Reductions - Apple Inc., Ameren Corporation, Berkshire Hathaway Inc. New, Cognizant Technology Solutions , Ecolab Inc., and 9 more
Complete Exits - Verizon Communications Inc.
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 |
|---|---|---|---|
|
Q2 2017
|
AAPL
Apple Inc.
|
Sell |
-496,924
|
|
Q2 2017
|
AEE
Ameren Corporation
|
Sell |
-250
|
|
Q2 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-436,936
|
|
Q2 2017
|
CTSH
Cognizant Technology Solutions
|
Sell |
-630,915
|
|
Q2 2017
|
ECL
Ecolab Inc.
|
Sell |
-72
|
|
Q2 2017
|
ED
Consolidated Edison, Inc.
|
Sell |
-1,450
|
|
Q2 2017
|
FAST
Fastenal Company
|
Buy |
+1,168,349
|
|
Q2 2017
|
JNJ
Johnson & Johnson
|
Buy |
+500
|
|
Q2 2017
|
KHC
The Kraft Heinz Company
|
Sell |
-684,088
|
|
Q2 2017
|
PAYX
Paychex, Inc.
|
Sell |
-3,625
|
|
Q2 2017
|
PEP
Pepsico, Inc.
|
Sell |
-590
|
|
Q2 2017
|
QCOM
QUALCOMM Incorporated
|
Sell |
-808,739
|
|
Q2 2017
|
ROST
Ross Stores, Inc.
|
Buy |
+183,625
|
|
Q2 2017
|
SCHW
Charles Schwab Corporation (The
|
Sell |
-841,178
|
|
Q2 2017
|
SLB
Schlumberger N.V.
|
Sell |
-447,050
|
|
Q2 2017
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-312,032
|
|
Q2 2017
|
TSCO
Tractor Supply Company
|
Buy |
+356,633
|
|
Q2 2017
|
USB
U.S. Bancorp
|
Sell |
-750
|
|
Q2 2017
|
VZ
Verizon Communications Inc.
|
Sell - Position Exit |
-19,975
|