Institutions / Richard C. Young & CO., LTD. / Activity
Activity — Richard C. Young & CO., LTD.
90 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $287 | +1 +0.09% | 1,139 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-1.6K | -11 -0.33% | 3,309 0.04% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $1.9K | +2 +0.52% | 387 0.03% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $3.0K | +26 +0.92% | 2,838 0.03% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $3.9K | +25 +0.90% | 2,800 0.04% of portfolio | low |
| Q1 2026 as of | Add | Newmont Corp Common stock | $4.0K | +37 +1.17% | 3,194 0.03% of portfolio | low |
| Q1 2026 as of | Add | 92204A207 Common stock | $4.0K | +18 +0.52% | 3,480 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 922042775 Common stock | $-6.1K | -81 -0.64% | 12,649 0.08% of portfolio | low |
| Q1 2026 as of | Add | Wec Energy Group, Inc. Common stock | $8.1K | +70 +0.49% | 14,467 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Rockwell Automation Inc Common stock | $-12.6K | -35 -0.57% | 6,122 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Sanofi Common stock | $-18.2K | -377 -1.36% | 27,405 0.11% of portfolio | low |
| Q1 2026 as of | Add | 316092600 Common stock | $19.8K | +281 +5.81% | 5,116 0.03% of portfolio | low |
| Q1 2026 as of | Add | 316092865 Common stock | $27.8K | +471 +0.64% | 73,694 0.36% of portfolio | low |
| Q1 2026 as of | Add | Dick's Sporting Goods Inc Common stock | $29.7K | +150 +0.45% | 33,617 0.55% of portfolio | low |
| Q1 2026 as of | Trim | Colgate Palmolive Co Common stock | $-29.9K | -351 -2.15% | 15,968 0.11% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $30.3K | +124 +0.16% | 76,217 1.54% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $43.9K | +216 +10.90% | 2,198 0.04% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-49.2K | -255 -14.33% | 1,524 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 003264108 Common stock | $-53.1K | -741 -1.26% | 57,950 0.34% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-61.5K | -214 -0.16% | 132,473 3.16% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-62.8K | -203 -0.15% | 130,997 3.36% of portfolio | low |
| Q1 2026 as of | Trim | 921946406 Common stock | $-85.2K | -575 -2.00% | 28,174 0.35% of portfolio | low |
| Q1 2026 as of | Add | Williams Cos Inc/The Common stock | $88.9K | +1K +0.39% | 313,140 1.89% of portfolio | low |
| Q1 2026 as of | Add | Northrop Grumman Corp Common stock | $90.1K | +132 +0.85% | 15,686 0.89% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $94.6K | +280 +9.47% | 3,236 0.09% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $97.7K | +560 +0.29% | 192,866 2.79% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $100.8K | +811 +0.37% | 219,143 2.26% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $112.2K | +122 +0.63% | 19,398 1.48% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $123.3K | +419 +0.60% | 70,776 1.72% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $125.7K | +1K +1.26% | 108,430 0.83% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $128.5K | +129 +0.94% | 13,867 1.14% of portfolio | low |
| Q1 2026 as of | Add | Southern Co Common stock | $132.0K | +1K +0.60% | 227,936 1.82% of portfolio | low |
| Q1 2026 as of | Add | Kinder Morgan, Inc. Common stock | $133.4K | +4K +0.53% | 748,589 2.08% of portfolio | low |
| Q1 2026 as of | Add | Emerson Electric Co Common stock | $147.4K | +1K +0.92% | 122,924 1.33% of portfolio | low |
| Q1 2026 as of | Trim | Allstate Corp Common stock | $-154.9K | -747 -1.79% | 40,885 0.70% of portfolio | low |
| Q1 2026 as of | Trim | FTS Fortis Inc. Common Stock | $-162.3K | -3K -2.17% | 131,328 0.61% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $176.8K | +569 +1.26% | 45,693 1.18% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $178.9K | +1K +2.97% | 47,405 0.51% of portfolio | low |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $179.3K | +6K +0.74% | 842,252 2.02% of portfolio | low |
| Q1 2026 as of | Trim | Qualcomm INC/DE Common stock | $-182.6K | -1K -3.45% | 39,670 0.42% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $186.9K | +746 +0.75% | 99,996 2.08% of portfolio | low |
| Q1 2026 as of | Add | Valero Energy Corp Common stock | $196.2K | +794 +0.98% | 81,465 1.67% of portfolio | low |
| Q1 2026 as of | Trim | General Dynamics Corp Common stock | $-199.4K | -581 -1.59% | 35,917 1.02% of portfolio | low |
| Q1 2026 as of | New | 92204A504 Common stock | $203.7K | +748 | 748 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-206.9K | -292 -0.57% | 50,515 2.96% of portfolio | low |
| Q1 2026 as of | New | Merck & Co., Inc. Common stock | $207.8K | +2K | 1,728 0.02% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $210.7K | +697 +0.83% | 84,778 2.12% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $223.9K | +1K +1.02% | 106,925 1.83% of portfolio | low |
| Q1 2026 as of | New | EPD Enterprise Products Partners L.P. MLP | $228.4K | +6K | 6,036 0.02% of portfolio | low |
| Q1 2026 as of | Add | L3HARRIS Technologies, Inc. /De Common stock | $228.5K | +662 +0.96% | 69,616 1.99% of portfolio | low |