- Added Positions: CFRHF, WABC, BF.B, HKHHF, BRK.B, UL,
- Reduced Positions: MO, MCD, AJRD, ZTS, XOM, LYB, PFE, CPRT,
- Sold Out: MDLZ,
For the details of RBO & CO LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rbo+%26+co+llc/current-portfolio/portfolio
These are the top 5 holdings of RBO & CO LLC- Johnson & Johnson (JNJ) - 227,813 shares, 6.13% of the total portfolio. Shares added by 0.05%
- Compagnie Financiere Richemont SA (CFRHF) - 376,187 shares, 5.64% of the total portfolio. Shares added by 190.10%
- Abbott Laboratories (ABT) - 220,987 shares, 4.89% of the total portfolio. Shares reduced by 0.22%
- McDonald's Corp (MCD) - 116,027 shares, 4.89% of the total portfolio. Shares reduced by 1.42%
- AbbVie Inc (ABBV) - 203,489 shares, 4.33% of the total portfolio. Shares added by 0.03%
Rbo & Co Llc added to a holding in Compagnie Financiere Richemont SA by 190.10%. The purchase prices were between $101.5 and $156.56, with an estimated average price of $136.45. The stock is now traded at around $144.900000. The impact to a portfolio due to this purchase was 3.7%. The holding were 376,187 shares as of 2021-12-31.
Added: Westamerica Bancorp (WABC)Rbo & Co Llc added to a holding in Westamerica Bancorp by 29.06%. The purchase prices were between $53.78 and $58, with an estimated average price of $56.36. The stock is now traded at around $59.960000. The impact to a portfolio due to this purchase was 0.29%. The holding were 139,672 shares as of 2021-12-31.
Sold Out: Mondelez International Inc (MDLZ)Rbo & Co Llc sold out a holding in Mondelez International Inc. The sale prices were between $58.07 and $66.37, with an estimated average price of $61.81.
Here is the complete portfolio of RBO & CO LLC. Also check out:
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