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2 clusters · 2 sources · 3 days · First seen 4 days ago · Last updated 1 day ago

Categories: BUSINESS

Institutional investors adjust US stock stakes

Entities: WNY Asset Management LLC · F5 Inc. · Graham Holdings Company · First Trust Advisors LP · Phillips 66

Overview

Late July and early August 2026 saw a series of portfolio changes by large institutional owners across several U.S. publicly traded companies. Edgestream Partners increased its holding in Graham Holdings to about 0.24% of the firm, while other investors also tweaked their positions in Graham. At the same time, First Trust Advisors reduced its stake in Guardant Health, ending the quarter with roughly 0.10% ownership.

A few days later, First Nebraska Trust bought nearly 20,000 shares of Phillips 66, coinciding with the refiner’s announcement of a $10 billion share‑repurchase program. Meanwhile, Glenmede Trust cut its holding in network‑technology company F5 Inc. by about 11.5%. These moves reflect ongoing rebalancing activity by institutional investors across diverse sectors.

Overall, the snapshots illustrate a pattern of modest buying and selling by major funds, targeting a range of companies from healthcare and media to energy and technology, as part of routine portfolio management.

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[○ 1 SOURCE] PepsiCo shares have fallen more than 19% over the past two years. (article 7faf6097-114c-4c36-aeb2-5e73c236b8e1)
[○ 1 SOURCE] Coca‑Cola shares have rallied nearly 31% over the past two years. (article 7faf6097-114c-4c36-aeb2-5e73c236b8e1)
[○ 1 SOURCE] PepsiCo trades at a price‑to‑earnings ratio of a little more than 18. (article 7faf6097-114c-4c36-aeb2-5e73c236b8e1)
[○ 1 SOURCE] Coca‑Cola trades at a price‑to‑earnings ratio of just over 26. (article 7faf6097-114c-4c36-aeb2-5e73c236b8e1)
[○ 1 SOURCE] PepsiCo's organic revenue grew 2.4% year‑over‑year in the most recent quarter. (article 7faf6097-114c-4c36-aeb2-5e73c236b8e1)
[○ 1 SOURCE] Coca‑Cola's organic revenue grew 6% year‑over‑year in the most recent quarter. (article 7faf6097-114c-4c36-aeb2-5e73c236b8e1)
[○ 1 SOURCE] PepsiCo's core operating margin fell 40 basis points to 16.8% in the quarter. (article 7faf6097-114c-4c36-aeb2-5e73c236b8e1)
[○ 1 SOURCE] Coca‑Cola's operating margin widened to 34.9% in the quarter. (article 7faf6097-114c-4c36-aeb2-5e73c236b8e1)

Timeline

1 day ago

[BUSINESS] 2 sources
Institutional investors adjust stakes in Phillips 66 and F5 Inc
Institutional investors reshuffled holdings in Phillips 66 and F5 Inc., with First Nebraska Trust buying Phillips 66 shares and Glenmede Trust cutting its F5 stake, alongside several other modest portfoliomoves
4 days ago

[BUSINESS] 2 sources
Institutional investors shift stakes in Graham Holdings and Guardant Health
Edgestream Partners boosted its Graham Holdings stake to $10.74 M, while First Trust Advisors cut its Guardant Health holding by 24%, with multiple other investors adjusting positions and analysts issuing new $

Sources

mommygearest.com · stocknews.com