Hutner Capital Management Inc Portfolio Changes in Q2 2026
Hutner Capital Management Inc made significant additions including Verisk Analytics (VRSK) and PepsiCo (PEP), while reducing its stake in Berkshire Hathaway Class B shares.
According to the latest filing from Hutner Capital Management Inc, covering the period up to June 30th, 2026, there have been notable shifts within their investment portfolio during this quarter.
The firm significantly increased its position in Verisk Analytics (VRSK), adding over 5,800 shares representing a nearly 50% stake increase. This substantial purchase also pushed VRSK's allocation to 1.26% of the total portfolio value.
In addition, Hutner Capital Management Inc boosted its holdings in PepsiCo (PEP) by over 16,000 shares this quarter, a more than double increase and an approximately 2.5% stake rise. This move added PEP to their top holdings list with a current allocation of 3.66%.
Conversely, the investor reduced its position in Visa Inc (V) by nearly 1,000 shares this quarter, a decrease of about 12.7%. This reduction lowered V's allocation to just under 1.15%.
The most significant share increase in terms of percentage change was observed in Restaurant Brands International (QSR), where the investor added over 5,600 shares, resulting in a nearly 31% stake increase during Q2.
Furthermore, Hutner Capital Management Inc also increased its stake in Costco Wholesale Corp (COST) by just under 100 shares this quarter. While the share increase was minimal (0.7%), it reflects continued interest in the company.