David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, the Wedgewood Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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
|