Burkett Financial Services »

Nestle SA Reg Shs. Ser. B Spons shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Nestle SA Reg Shs. Ser. B Spons (NSRGY) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Nestle SA Reg Shs. Ser. B Spons

Tip: Access up to 7 years of quarterly data

All positions including Nestle SA Reg Shs. Ser. B Spons held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nestle SA Reg Shs. Ser. B Spons by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 100 115.63

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding Nestle SA Reg Shs. Ser. B Spons

Gardner Russo & Gardner
First Manhattan
John W. Bristol & Co
Douglass Winthrop Advisors
Douglas Lane & Associates
Financial Gravity Wealth
Bartlett & Co.
Hemenway Trust Company
Hikari Power
Beach Investment Counsel
Academy Capital Management
Silvercrest Asset Management Group
Kornitzer Capital Management
Brian C. Broderick
Boston Family Office

View all funds holding Nestle SA Reg Shs. Ser. B Spons