Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Nestle (NSRGY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q2 0 0.00 Sell 100.00% 4.10 SEC
2017   Q1 5,742,173 4.10 Add 10.84% 0.40 $76.78 $440,867,000 SEC
2016   Q4 5,180,631 4.10 Add 5.34% 0.21 $71.88 $372,358,000 SEC
2016   Q3 4,917,942 4.63 Add 3.51% 0.16 $78.97 $388,350,000 SEC
2016   Q2 4,751,003 4.65 Add 11.82% 0.49 $77.14 $366,492,000 SEC
2016   Q1 4,248,774 4.38 Add 15.36% 0.58 $75.03 $318,773,000 SEC
2015   Q4 3,682,910 4.24 Add 8.12% 0.32 $74.42 $274,082,000 SEC
2015   Q3 3,406,351 4.70 Add 35.36% 1.23 $75.24 $256,294,000 SEC
2015   Q2 2,516,539 3.52 Reduce 2.56% 0.10 $72.16 $181,593,000 SEC
2015   Q1 2,582,786 3.79 Add 9.35% 0.32 $75.22 $194,277,000 SEC
2014   Q4 2,361,979 3.55 Reduce 6.28% 0.26 $72.95 $172,306,000 SEC
2014   Q3 2,520,198 4.17 Reduce 3.25% 0.14 $73.63 $185,562,000 SEC
2014   Q2 2,604,908 4.42 Buy 4.42 $77.67 $202,323,000 SEC