Katamaran Capital LLP has reduced its position in The Coca-Cola Company by 11.2% during the second quarter. Although it sold 6,105 shares, the iconic beverage giant still represents approximately 3.2% of Katamaran’s portfolio.
Blue Oak Capital LLC disclosed a 77.5% increase in its Apple holdings in a recent SEC filing. The firm acquired 3,771 additional shares in the second quarter, pushing its total Apple stake to 8,635 shares. The tech giant now represents nearly 0.9% of Blue Oak Capital’s investment portfolio.
Signaturefd LLC recently sold 1,694 shares of CNH Industrial, reducing its stake by 14%. According to SEC filings, the firm now holds 10,435 shares, worth $135,000 as of the latest quarter. This transaction highlights a noteworthy portfolio adjustment for the financial firm.
Trivium Point Advisory LLC has reduced its stake in Zoetis Inc. by 8.1% during the second quarter, selling 1,318 shares. Filings with the Securities & Exchange Commission indicate the firm now holds 14,997 shares of the company’s stock.
Magnus Financial Group LLC reduced its stake in the iShares MSCI USA Momentum Factor ETF by 5.7%, according to the latest SEC filings. The firm sold 344 shares during the second quarter, leaving it with 5,738 shares valued at $1.38 million.
Financiere des Professionnels Fonds d’investissement inc. has disclosed a new stake in Costco Wholesale Corporation worth $150,000 during the second quarter. The fund acquired 152 shares in a move that underscores institutional confidence in Costco’s performance.
HMS Capital Management LLC slightly cut its holdings in Booking Holdings Inc. by 1.0% during the second quarter, selling five shares according to its recent SEC filing. The move left the firm with 484 shares of the business services provider’s stock.
RDA Financial Network recently sold 116 shares of Exxon Mobil, reducing its holding by 2.0%. The firm now holds 5,725 shares, valued at $617,000, as part of its recalibrated portfolio.
Horizons Wealth Management recently brought its ownership in iShares iBonds Dec 2027 Term Treasury ETF to 42,259 shares. A newly filed report shows a 5% increase from the firm’s previous quarter, reflecting a deliberate addition of 2,011 shares.
Strategic Financial Services Inc. has reduced its holdings in RTX Corporation by 22.3% in the first quarter, cutting 662 shares and leaving the firm with 2,309 shares. The latest move was disclosed in a 13F filing with the Securities and Exchange Commission.
