Kathleen S. Wright Associates »

Nestle SA Reg Shs. Ser. B Spons shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Nestle SA Reg Shs. Ser. B Spons (NSRGY) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nestle SA Reg Shs. Ser. B Spons by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $457k 4.5k 101.44
2023-12-31 $507k 4.5k 112.61
2023-09-30 $508k 4.5k 112.86

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ea Series Trust Us Quan Value (QVAL)
American Express Company (AXP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Kathleen S. Wright Associates

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