- Added Positions: MRK, BDX, IQV, HD, UNH, MCHP,
- Reduced Positions: BABA, BLK, MSFT, JPM, DG, MA, IVV, TFC, V, AMZN, ROST, MMC, MDLZ, POOL, IEFA, ADBE, FAST, GOOG, IJH, IEMG, IJR,
- Sold Out: XLE, CVX,
For the details of KDI CAPITAL PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kdi+capital+partners+llc/current-portfolio/portfolio
These are the top 5 holdings of KDI CAPITAL PARTNERS LLC- Microsoft Corp (MSFT) - 110,594 shares, 6.61% of the total portfolio. Shares reduced by 5%
- Adobe Inc (ADBE) - 48,581 shares, 6.08% of the total portfolio. Shares reduced by 2.06%
- UnitedHealth Group Inc (UNH) - 52,254 shares, 5.83% of the total portfolio. Shares added by 4.67%
- JPMorgan Chase & Co (JPM) - 107,484 shares, 5.68% of the total portfolio. Shares reduced by 5.65%
- Mastercard Inc (MA) - 49,364 shares, 5.59% of the total portfolio. Shares reduced by 4.99%
Kdi Capital Partners Llc added to a holding in Merck & Co Inc by 32.36%. The purchase prices were between $81.3 and $91.74, with an estimated average price of $86.22. The stock is now traded at around $82.32. The impact to a portfolio due to this purchase was 1.14%. The holding were 135,373 shares as of .
Added: Becton, Dickinson and Co (BDX)Kdi Capital Partners Llc added to a holding in Becton, Dickinson and Co by 24.76%. The purchase prices were between $242.36 and $273.49, with an estimated average price of $255.96. The stock is now traded at around $257.51. The impact to a portfolio due to this purchase was 0.81%. The holding were 39,794 shares as of .
Added: IQVIA Holdings Inc (IQV)Kdi Capital Partners Llc added to a holding in IQVIA Holdings Inc by 22.21%. The purchase prices were between $137.59 and $155.95, with an estimated average price of $146.17. The stock is now traded at around $164.16. The impact to a portfolio due to this purchase was 0.68%. The holding were 63,488 shares as of .
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)Kdi Capital Partners Llc sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $55.9 and $61.99, with an estimated average price of $59.34.
Sold Out: Chevron Corp (CVX)Kdi Capital Partners Llc sold out a holding in Chevron Corp. The sale prices were between $111.71 and $122.28, with an estimated average price of $117.86.
Here is the complete portfolio of KDI CAPITAL PARTNERS LLC. Also check out:
1. KDI CAPITAL PARTNERS LLC's Undervalued Stocks
2. KDI CAPITAL PARTNERS LLC's Top Growth Companies, and
3. KDI CAPITAL PARTNERS LLC's High Yield stocks
4. Stocks that KDI CAPITAL PARTNERS LLC keeps buying
