Markets

Costco Wholesale Co. (NASDAQ:COST) is Lyell Wealth Management LP’s 9th Largest Position

Posted by Emily Schoerning on Apr 25th, 2024

Lyell Wealth Management LP raised its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More »

UnitedHealth Group Incorporated (NYSE:UNH) Stock Position Raised by Disciplined Equity Management Inc.

Posted by Suzanne Cooper on Apr 25th, 2024

Disciplined Equity Management Inc. increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent filing with the SEC.... More »

Sysco Co. (NYSE:SYY) Shares Acquired by Ghe LLC

Posted by Shelly Janes on Apr 25th, 2024

Ghe LLC lifted its position in shares of Sysco Co. (NYSE:SYY – Free Report) by 1.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,718 shares of... More »

BIP Wealth LLC Grows Holdings in The Coca-Cola Company (NYSE:KO)

Posted by Gary Stephens on Apr 25th, 2024

BIP Wealth LLC raised its position in The Coca-Cola Company (NYSE:KO – Free Report) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 34,456 shares of... More »

Lyell Wealth Management LP Has $12.19 Million Stake in Adobe Inc. (NASDAQ:ADBE)