Quent Capital LLC has reduced its stake in Sprouts Farmers Market by 8%, selling 291 shares in the second quarter. Despite the cut, the firm retains 3,334 shares valued at $549,000.
Founders Capital Management has drastically reduced its stake in PepsiCo during the second quarter, selling 5,260 shares according to its latest SEC filing. The firm now holds 3,730 shares, valued at approximately $493,000, representing a 58.5% cut in its position.
Guardian Investment Management recently sold 250 shares of Mondelez International, trimming its position by 2.4%. Despite the partial divestment, the fund retains 10,100 shares valued at $681,000, marking a modest yet noteworthy shift in its portfolio.
Beaumont Financial Advisors LLC recently disclosed selling 304 shares of PayPal Holdings, Inc., reducing its stake by 6.5%. The move leaves the firm with 4,371 shares, according to the latest SEC filing.
Maridea Wealth Management LLC recently reduced its stake in Cleanspark, Inc. by 11.3% during the second quarter. In a filing with the SEC, the firm reported selling 33,682 shares to bring its holdings to 264,911.
Hancock Whitney Corp lowered its holdings in State Street Corporation this past quarter, cutting its position by 8.7%. The sale involved 621 shares, leaving the institution with 6,494 shares, according to a Securities & Exchange Commission filing.
A recent filing reveals Claar Advisors LLC scaled back its stake in Visa by 9% in the first quarter. The fund retains 27,505 shares of the credit-card giant, making Visa its 10th largest holding. With Visa accounting for approximately 3.3% of Claar Advisors’ portfolio, the move signals a measured rebalancing.
Baird Financial Group Inc. sold 6,194 Cencora shares in the first quarter, reducing its holdings by 7.5%. Despite this shift, the firm still owns 76,660 shares, valued at $21.318 million.
