RC

RBO & CO LLC

13F
RBO & CO LLC
Last update 2025-05-14 53 Stocks (3 new)
Value $627.00 Mil Turnover 4 %
Countries:
Top Holdings: ABBV(6.34%)BRK.B(5.77%)JNJ(5.72%)MCD(5.40%)PM(4.63%)
Summary Stock Picks Current Portfolio
RBO & CO LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ABBV
AbbVie Inc
189,662
39,738.0
-2.37%
6.340
-0.13%
0.010
+10.96%
+10.33%
339,944.3
Drug Manufacturers
BRK.B
Berkshire Hathaway Inc
67,910
36,167.2
-1.70%
5.770
-0.09%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
JNJ
Johnson & Johnson
216,179
35,851.1
+1.22%
5.720
+0.07%
0.010
+4.29%
+10.30%
377,512.9
Drug Manufacturers
MCD
McDonald's Corp
108,326
33,837.8
-3.32%
5.400
-0.18%
0.020
-2.67%
+4.64%
214,445.5
Restaurants
PM
Philip Morris International Inc
182,784
29,013.3
-3.50%
4.630
-0.13%
0.010
+17.79%
+51.94%
280,033.0
Tobacco Products
ABT
Abbott Laboratories
215,834
28,630.3
-0.03%
4.570
0%
0.010
+4.53%
+17.87%
229,693.3
Medical Devices & Instruments
JPM
JPMorgan Chase & Co
108,319
26,570.7
-1.86%
4.240
-0.08%
0.000
+22.03%
+21.61%
797,211.0
Banks
WH
Wyndham Hotels & Resorts Inc
268,584
24,309.5
-1.57%
3.880
-0.07%
0.350
+8.29%
-8.84%
7,006.8
Travel & Leisure
KVUE
Kenvue Inc
1,000,641
23,995.4
-0.31%
3.830
-0.01%
0.050
-2.55%
+1.83%
40,970.9
Consumer Packaged Goods
MDLZ
Mondelez International Inc
349,139
23,689.1
+34.43%
3.780
+0.97%
0.030
+0.89%
+14.05%
86,985.7
Consumer Packaged Goods

RBO & CO LLC's Historical Top Holdings Breakdowns

RBO & CO LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-2.77%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -96.22%
2,669
-67,894
ROIC Unlock Delisted
Retail Opportunity Investments Corp
2025-03-31
Sold Out
Sold Out
-2.10%
●
17.35 ($17.44) 17.5
$17.49
0.29%
Sold Out
0
-740,529
KEYS
Keysight Technologies Inc
2025-03-31
New Buy
New Buy
+1.63%
●
148.16 ($165.11) 185.11
$163.69
-0.86%
New holding
68,195
68,195
MDLZ
Mondelez International Inc
2025-03-31
Add
Add
+0.97%
●
56.12 ($61.63) 68.15
$67.18
9.01%
Add 34.43%
349,139
89,424
ZTS
Zoetis Inc
2025-03-31
Add
Add
+0.55%
●
156.48 ($166.29) 175.67
$154.96
-6.81%
Add 23.42%
110,644
20,993
MCD
McDonald's Corp
2025-03-31
Reduce
Reduce
-0.18%
●
279.74 ($299.1) 321.29
$299.91
0.27%
Reduce -3.32%
108,326
-3,724
CACC
Credit Acceptance Corp
2025-03-31
Sold Out
Sold Out
-0.14%
●
440.44 ($494.63) 525.64
$515.24
4.17%
Sold Out
0
-1,870
ABBV
AbbVie Inc
2025-03-31
Reduce
Reduce
-0.13%
●
169.2 ($194.4) 216.66
$192.45
-1.00%
Reduce -2.37%
189,662
-4,605
PM
Philip Morris International Inc
2025-03-31
Reduce
Reduce
-0.13%
●
117.15 ($141.65) 158.79
$179.91
27.01%
Reduce -3.5%
182,784
-6,627
KO
Coca-Cola Co
2025-03-31
Reduce
Reduce
-0.12%
●
60.81 ($66.78) 72.32
$69.87
4.63%
Reduce -5.1%
226,511
-12,162

RBO & CO LLC Total Holding History ($B)

To

RBO & CO LLC's Asset Allocation

To

RBO & CO LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RBO & CO LLC's Hypothetical Growth since 2025-03-31

RBO & CO LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RBO & CO LLC's Holdings Heat Map

Size field:

RBO & CO LLC's Holdings Bubble Chart

RBO & CO LLC News

  • 1

Discussions on RBO & CO LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.