$770 Million is the total value of YCG, LLC's 42 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMTD | New | TD Ameritrade Hldg Corp | $12,765,000 | – | 321,661 | +100.0% | 1.66% | – |
SYY | New | Sysco Corp | $218,000 | – | 3,500 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Mastercard Incorporated | 42 | Q3 2023 | 8.1% |
Pepsico Incorporated | 42 | Q3 2023 | 9.5% |
COLGATE PALMOLIVE CO | 42 | Q3 2023 | 10.5% |
MSCI Incorporated | 42 | Q3 2023 | 6.7% |
Procter & Gamble Co | 42 | Q3 2023 | 10.0% |
MICROSOFT CORP | 42 | Q3 2023 | 7.5% |
Coca Cola Company | 42 | Q3 2023 | 9.3% |
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 6.0% |
BECTON DICKINSON & CO | 42 | Q3 2023 | 2.7% |
Stryker Corp | 42 | Q3 2023 | 1.5% |
View YCG, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-25 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-03 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-14 |
View YCG, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.