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February 10, 2024
King Wealth increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 0.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,361 shares of the credit-card processor’s stock after purchasing an additional 185 shares during the […]
February 10, 2024
King Wealth lessened its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 4.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 23,793 shares of the company’s stock after selling 1,231 shares during the quarter. King Wealth’s holdings in Procter & Gamble were […]
February 10, 2024
King Wealth lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.9% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 16,497 shares of the company’s stock after selling 1,227 shares during the period. King Wealth’s holdings in iShares […]
February 10, 2024
King Wealth lifted its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 2.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,844 shares of the aerospace company’s stock after purchasing an additional 403 shares during the period. […]
February 10, 2024
King Wealth grew its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 1.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 47,956 shares of the fast-food giant’s stock after acquiring an additional 679 shares during the period. McDonald’s accounts for 2.7% of King Wealth’s portfolio, making the stock its 10th […]
February 10, 2024
King Wealth lifted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 10.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,464 shares of the company’s stock after buying an additional 135 shares during the period. […]
February 10, 2024
King Wealth lifted its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,953 shares of the retailer’s stock after buying an additional 203 shares during the period. […]
February 10, 2024
King Wealth lifted its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,440 shares of the company’s stock after acquiring an additional 99 shares during the period. King Wealth’s […]
February 10, 2024
Letko Brosseau & Associates Inc. decreased its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 269,209 shares of the company’s stock after selling 3,090 shares during the quarter. Letko Brosseau & Associates Inc.’s holdings in Merck & Co., Inc. […]
December 7, 2023
King Wealth lifted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.3% in the second quarter, Holdings Channel.com reports. The fund owned 120,407 shares of the iPhone maker’s stock after acquiring an additional 364 shares during the quarter. Apple makes up approximately 4.7% of King Wealth’s investment portfolio, making the stock […]