David Rolfe - Wedgewood Partners Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Mead Johnson Nutrition (MJN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q1 0 0.00 Sell 100.00% 2.51 SEC
2016   Q4 1,451,913 2.51 Reduce 15.29% 0.43 $70.76 $102,736,000 SEC
2016   Q3 1,714,019 2.84 Reduce 33.66% 1.60 $79.01 $135,424,000 SEC
2016   Q2 2,583,720 4.75 Reduce 9.66% 0.43 $90.75 $234,472,000 SEC
2016   Q1 2,859,884 4.41 Reduce 8.85% 0.38 $84.97 $243,004,000 SEC
2015   Q4 3,137,622 4.26 Reduce 10.28% 0.39 $78.95 $247,715,000 SEC
2015   Q3 3,497,161 3.75 Add 28.09% 0.82 $70.40 $246,200,000 SEC
2015   Q2 2,730,152 3.47 Add 5.24% 0.17 $90.22 $246,314,000 SEC
2015   Q1 2,594,166 3.72 Reduce 0.83% 0.03 $100.53 $260,791,000 SEC
2014   Q4 2,615,792 3.73 Add 9.26% 0.32 $100.54 $262,992,000 SEC
2014   Q3 2,394,115 3.92 Add 0.52% 0.02 $96.22 $230,362,000 SEC
2014   Q2 2,381,845 4.06 Add 2.87% 0.11 $93.17 $221,916,000 SEC
2014   Q1 2,315,336 3.68 Buy 3.68 $83.14 $192,497,000 SEC