Everett Harris & CO Reduced Holdings in Q3 2025

Everett Harris & CO

  • $8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-402
- 0.01%
$45.38 - $71.7 $18.2K - $28.8K
6.39M $355M
COST
Costco Wholesale Corp

Consumer Defensive
-3.69K
- 0.47%
$915.95 - $994.57 $3.38M - $3.67M
787K $729M
FDS
Factset Research Systems Inc

Financial Services
-1.75K
- 1.2%
$283.86 - $450.3 $498K - $789K
144K $41.3M
ACN
Accenture PLC

Technology
-4.6K
- 1.25%
$232.56 - $304.78 $1.07M - $1.4M
362K $89.4M
DIS
Walt Disney CO

Communication Services
-22.8K
- 1.91%
$112.25 - $124.0 $2.55M - $2.82M
1.17M $134M
SBUX
Starbucks Corp

Consumer Cyclical
-34.8K
- 3.4%
$81.9 - $96.86 $2.85M - $3.37M
989K $83.7M
CL
Colgate Palmolive CO

Consumer Defensive
-2.92K
- 0.37%
$79.36 - $93.33 $232K - $273K
779K $62.3M
CMCSA
Comcast Corp

Communication Services
-41.7K
- 2.71%
$31.41 - $36.33 $1.31M - $1.51M
1.49M $46.9M
ABT
Abbott Laboratories

Healthcare
-24.2K
- 1.62%
$120.51 - $136.62 $2.92M - $3.31M
1.47M $197M
UL
Unilever PLC

Consumer Defensive
-23.3K
- 1.44%
$58.43 - $65.01 $1.36M - $1.52M
1.6M $94.6M
PGR
Progressive Corp

Financial Services
-2.15K
- 1.58%
$238.61 - $264.3 $514K - $569K
134K $33.1M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-7.23K
- 2.96%
$57.1 - $70.52 $413K - $510K
237K $14.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-11.9K
- 1.15%
$211.65 - $238.24 $2.51M - $2.83M
1.02M $225M
NKE
Nike, Inc.

Consumer Cyclical
-14.2K
- 1.34%
$69.24 - $79.24 $981K - $1.12M
1.05M $72.9M
UPS
United Parcel Service Inc

Industrials
-4.01K
- 5.36%
$82.58 - $105.54 $331K - $423K
70.9K $5.92M
OKE
Oneok Inc

Energy
-2.52K
- 2.33%
$71.36 - $83.47 $180K - $210K
105K $7.69M
VSAT
Viasat Inc

Technology
-95.5K
- 73.18%
$14.47 - $32.92 $1.38M - $3.14M
35K $1.03M
KO
Coca Cola CO

Consumer Defensive
-3.78K
- 3.43%
$65.67 - $71.67 $248K - $271K
106K $7.06M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-255
- 0.4%
$84.43 - $97.93 $21.5K - $25K
63.9K $5.43M
VZ
Verizon Communications Inc

Communication Services
-22.3K
- 3.88%
$40.84 - $45.06 $910K - $1M
552K $24.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.04K
- 4.97%
$65.64 - $78.22 $134K - $160K
39K $2.62M
KMI
Kinder Morgan, Inc.

Energy
-6.31K
- 4.11%
$26.23 - $28.5 $165K - $180K
147K $4.16M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 0.09%
$150.47 - $161.22 $7.52K - $8.06K
55.8K $8.57M
QCOM
Qualcomm Inc

Technology
-3.22K
- 10.14%
$145.84 - $173.55 $470K - $559K
28.5K $4.75M
V
Visa Inc.

Financial Services
-257
- 1.8%
$332.09 - $358.86 $85.3K - $92.2K
14K $4.78M
SYK
Stryker Corp

Healthcare
-284
- 4.66%
$368.57 - $403.53 $105K - $115K
5.81K $2.15M
EMR
Emerson Electric CO

Industrials
-1.1K
- 2.86%
$128.6 - $149.63 $141K - $165K
37.3K $4.9M
HON
Honeywell International Inc

Industrials
-180
- 2.69%
$207.7 - $240.4 $37.4K - $43.3K
6.52K $1.37M
IEMG
Ishares Inc

ETFs
-3.48K
- 3.03%
N/A
111K $5.96M
WY
Weyerhaeuser CO

Real Estate
-5.59K
- 16.58%
$24.1 - $26.83 $135K - $150K
28.1K $696K
NFLX
Netflix Inc

Communication Services
-39
- 4.46%
$1147.87 - $1297.18 $44.8K - $50.6K
836 $1M
LLY
Eli Lilly & CO

Healthcare
-27
- 0.3%
$625.65 - $812.69 $16.9K - $21.9K
8.89K $6.78M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-77
- 3.62%
$159.87 - $247.68 $12.3K - $19.1K
2.05K $365K
SMMNY
Siemens Healthineers Ag Adr(Ge

Healthcare
-2.95K
- 6.68%
$26.1 - $28.26 $77K - $83.4K
41.2K $1.12M
KMB
Kimberly Clark Corp

Consumer Defensive
-555
- 7.72%
$121.72 - $136.77 $67.6K - $75.9K
6.64K $824K
ELV
Elevance Health, Inc.

Healthcare
-71
- 7.23%
$274.66 - $395.76 $19.5K - $28.1K
911 $294K
BWEL
Boswell Co. J.G.
-38
- 2.66%
$491.0 - $551.0 $18.7K - $20.9K
1.39K $695K
META
Meta Platforms, Inc.

Communication Services
-21
- 0.15%
$695.21 - $791.73 $14.6K - $16.6K
13.9K $10.2M
DHR
Danaher Corp

Healthcare
-375
- 3.49%
$181.46 - $212.2 $68K - $79.6K
10.4K $2.05M
AMP
Ameriprise Financial Inc

Financial Services
-40
- 3.88%
$486.13 - $544.55 $19.4K - $21.8K
991 $486K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-675
- 4.01%
$42.56 - $49.08 $28.7K - $33.1K
16.1K $692K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
-1.63K
- 14.55%
$37.57 - $43.0 $61.2K - $70K
9.56K $399K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-800
- 2.2%
$78.11 - $79.07 $62.5K - $63.3K
35.6K $2.81M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-200
- 2.35%
$60.9 - $70.75 $12.2K - $14.2K
8.31K $519K
MSTR
Microstrategy Inc

Technology
-11
- 1.74%
$300.7 - $455.9 $3.31K - $5.01K
621 $200K
AJG
Arthur J. Gallagher & Co.

Financial Services
-25
- 0.6%
$284.17 - $319.49 $7.1K - $7.99K
4.17K $1.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.38K
- 15.75%
$23.82 - $25.84 $80.5K - $87.3K
18.1K $464K
EW
Edwards Lifesciences Corp

Healthcare
-80
- 0.09%
$73.75 - $81.83 $5.9K - $6.55K
87.6K $6.81M
IXN
Ishares Global Information Tec

ETFs
-950
- 16.77%
$91.28 - $103.32 $86.7K - $98.2K
4.72K $486K
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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