Institutions / Waters Parkerson & Co., LLC / Activity
Activity — Waters Parkerson & Co., LLC
41 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | American Electric Power Co Inc Common stock | $6.67M | +51K +144.84% | 85,975 0.58% of portfolio | medium |
| Q1 2026 as of | Add | CBIZ, Inc. Common stock | $2.30M | +86K +19.62% | 523,042 0.72% of portfolio | low |
| Q1 2026 as of | Add | Boston Scientific Corp Common stock | $1.93M | +31K +11.60% | 295,177 0.95% of portfolio | low |
| Q1 2026 as of | Add | Waste Management Inc Common stock | $1.37M | +6K +4.05% | 153,446 1.81% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $1.27M | +23K +24.35% | 119,636 0.33% of portfolio | low |
| Q1 2026 as of | Add | CARRIER GLOBAL Corp Common stock | $1.17M | +21K +28.20% | 94,351 0.27% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $1.12M | +5K +3.15% | 175,761 1.88% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $1.09M | +8K +3.21% | 242,737 1.80% of portfolio | low |
| Q1 2026 as of | Add | Pool Corp Common stock | $972.2K | +5K +5.82% | 87,342 0.91% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $925.7K | +10K +6.77% | 150,321 0.75% of portfolio | low |
| Q1 2026 as of | Add | Jacobs Solutions Inc. Common stock | $869.1K | +7K +3.02% | 232,956 1.52% of portfolio | low |
| Q1 2026 as of | Add | Accenture plc Common stock | $721.8K | +4K +1.77% | 209,229 2.13% of portfolio | low |
| Q1 2026 as of | Add | Regions Financial Corp Common stock | $684.5K | +26K +184.26% | 40,425 0.05% of portfolio | low |
| Q1 2026 as of | Add | Ryan Specialty Holdings, Inc. Common stock | $507.7K | +15K +2.92% | 530,151 0.92% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $473.9K | +2K +0.52% | 300,678 4.67% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $442.2K | +740 +6.78% | 11,649 0.36% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $363.7K | +4K +0.77% | 462,358 2.44% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $335.5K | +3K +25.31% | 14,446 0.09% of portfolio | low |
| Q1 2026 as of | Add | 922908751 Common stock | $335.3K | +1K +14.34% | 10,206 0.14% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $333.3K | +5K +8.31% | 67,792 0.22% of portfolio | low |
| Q1 2026 as of | Add | 464287655 Common stock | $279.2K | +1K +1.00% | 114,206 1.46% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $237.8K | +723 +0.38% | 191,938 3.25% of portfolio | low |
| Q1 2026 as of | Add | Belden Inc. Common stock | $236.9K | +2K +0.91% | 230,003 1.36% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $146.6K | +944 +0.45% | 211,494 1.69% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $140.0K | +750 +43.73% | 2,465 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287234 Common stock | $114.0K | +2K +3.90% | 53,532 0.16% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $82.4K | +144 +0.09% | 153,533 4.52% of portfolio | low |
| Q1 2026 as of | Add | Hancock Whitney Corp Common stock | $67.1K | +1K +3.19% | 34,154 0.11% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $62.5K | +1K +0.79% | 139,071 0.41% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $43.9K | +455 +0.18% | 254,972 1.26% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $33.8K | +91 +1.70% | 5,452 0.10% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $14.7K | +51 +0.33% | 15,508 0.23% of portfolio | low |
| Q1 2026 as of | Add | 464287168 Common stock | $8.3K | +55 +1.86% | 3,015 0.02% of portfolio | low |
| Q1 2026 as of | Add | Capital One Financial Corp Common stock | $8.0K | +44 +3.69% | 1,235 0.01% of portfolio | low |
| Q1 2026 as of | Add | Deere & Co Common stock | $7.3K | +13 +1.72% | 768 0.02% of portfolio | low |
| Q1 2026 as of | Add | CVS HEALTH Corp Common stock | $7.2K | +100 +0.88% | 11,400 0.04% of portfolio | low |
| Q1 2026 as of | Add | Hershey Co Common stock | $3.1K | +15 +0.52% | 2,877 0.03% of portfolio | low |
| Q1 2026 as of | Add | 921910840 Common stock | $2.9K | +20 +0.56% | 3,586 0.03% of portfolio | low |
| Q1 2026 as of | Add | 921932505 Common stock | $408 | +1 +0.09% | 1,142 0.02% of portfolio | low |
| Q1 2026 as of | Add | 921910816 Common stock | $368 | +1 +0.08% | 1,207 0.02% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $310 | +1 +0.05% | 2,172 0.03% of portfolio | low |