Independent Franchise Partners 13F Holdings & Latest Moves

13F filer · Latest filing May 14, 2026 · SEC CIK 0001483866

Independent Franchise Partners reported a 13F portfolio worth $14.29B as of Q1 2026. Latest 13F moves (filed May 14, 2026): 23 added, 10 reduced, 2 sold out. Largest change by value: added $SOLV ($1.24B held).

13F value (Q1 2026)
$14.29B
New positions
0
Added / reduced
23 / 10
Sold out
2

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SOLV Added +377.80K (+2.46%) 15.73M $1.24B —
$BMY Added +447.33K (+2.15%) 21.28M $1.23B +4.9%-0.9% —
$SOLV Added +377.80K (+2.46%) 15.73M $1.21B —
$LYV Added +131.04K (+2.29%) 5.86M $1.07B -2.4%+3.4% —
$KVUE Added +1.06M (+2.21%) 49.21M $940.38M +1.5%+6.2% —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$EBAY Reduced -975.95K (-12.60%) 6.77M $756.80M +3.4%-3.3% —
$JNJ Reduced -684.89K (-18.73%) 2.97M $754.66M +0.4%+2.7% —
$EL Reduced -1.21M (-15.42%) 6.63M $523.32M -2.4%+11.8% —
$PM Reduced -1.26M (-33.03%) 2.56M $466.74M -1.8%-5.2% —
$FOXA Reduced -1.60M (-16.39%) 8.17M $426.39M -1.6%-16.2% —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SOLV Added +377.80K (+2.46%) 15.73M $1.24B —
$BMY Added +447.33K (+2.15%) 21.28M $1.23B +4.9%-0.9% —
$SOLV Added +377.80K (+2.46%) 15.73M $1.21B —
$LYV Added +131.04K (+2.29%) 5.86M $1.07B -2.4%+3.4% —
$KVUE Added +1.06M (+2.21%) 49.21M $940.38M +1.5%+6.2% —
$KVUE Added +1.06M (+2.21%) 49.21M $892.94M +1.5%+6.2% —
$TRU Added +3M (+32.78%) 12.13M $875.20M +5.0%+1.9% —
$AON Added +472.48K (+22.33%) 2.59M $845M +2.8%+4.5% —
$TRU Added +3M (+32.78%) 12.13M $795.86M +5.0%+1.9% —
$NWSA Added +990.53K (+3.31%) 30.92M $794.14M —
$ABNB Added +129.39K (+2.51%) 5.28M $774.47M +0.4%+4.0% —
$NWSA Added +990.53K (+3.31%) 30.92M $767.86M —
$IT Added +1.29M (+39.06%) 4.60M $681.70M +11.8%+1.5% —
$CRM Added +3.50M (+650.01%) 4.04M $632.13M +5.2%-1.6% —
$ICE Added +123.34K (+2.55%) 4.96M $610.03M -2.7%-9.7% —
$IT Added +1.29M (+39.06%) 4.60M $596.35M +11.8%+1.5% —
$Z Added +2.24M (+20.49%) 13.20M $422.71M -1.7%-13.4% —
$Z Added +2.24M (+20.49%) 13.20M $415.98M -1.7%-13.4% —
$FOX Added +133.22K (+2.57%) 5.31M $312.74M —
$FOX Added +133.22K (+2.57%) 5.31M $248.62M —
$RYAN Added +705.54K (+33.35%) 2.82M $106.52M +6.8%+13.3% —
$ZG Added +713.93K (+35.26%) 2.74M $85.91M -1.6%-13.7% —
$ZG Added +713.93K (+35.26%) 2.74M $79.80M -1.6%-13.7% Read

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$EBAY Reduced -975.95K (-12.60%) 6.77M $756.80M +3.4%-3.3% —
$JNJ Reduced -684.89K (-18.73%) 2.97M $754.66M +0.4%+2.7% —
$EL Reduced -1.21M (-15.42%) 6.63M $523.32M -2.4%+11.8% —
$PM Reduced -1.26M (-33.03%) 2.56M $466.74M -1.8%-5.2% —
$FOXA Reduced -1.60M (-16.39%) 8.17M $426.39M -1.6%-16.2% —
$WBD Reduced -4M (-31.50%) 8.70M $231.88M -0.1%-1.1% —
$CTVA Reduced -9.31M (-88.67%) 1.19M $100.69M -5.1%-8.8% —
$TKO Reduced -28.23K (-5.81%) 457.60K $92.12M -0.5%+4.9% —
$OTIS Reduced -61.87K (-5.81%) 1M $71.76M -1.4%-1.1% —
$OTIS Reduced -61.87K (-5.81%) 1M $70.91M -1.4%-1.1% —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$RBA Sold out -1.15M — — +0.9%+8.8% —
$RBA Sold out -1.15M — — +0.9%+8.8% —

All tracked 13F moves by Independent Franchise Partners

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$TKO Reduced -28.23K (-5.81%) 457.60K $92.12M -0.5%+4.9% —
$OTIS Reduced -61.87K (-5.81%) 1M $71.76M -1.4%-1.1% —
$OTIS Reduced -61.87K (-5.81%) 1M $70.91M -1.4%-1.1% —
$WBD Reduced -4M (-31.50%) 8.70M $231.88M -0.1%-1.1% —
$EL Reduced -1.21M (-15.42%) 6.63M $523.32M -2.4%+11.8% —
$RBA Sold out -1.15M — — +0.9%+8.8% —
$RBA Sold out -1.15M — — +0.9%+8.8% —
$PM Reduced -1.26M (-33.03%) 2.56M $466.74M -1.8%-5.2% —
$JNJ Reduced -684.89K (-18.73%) 2.97M $754.66M +0.4%+2.7% —
$FOXA Reduced -1.60M (-16.39%) 8.17M $426.39M -1.6%-16.2% —
$EBAY Reduced -975.95K (-12.60%) 6.77M $756.80M +3.4%-3.3% —
$CTVA Reduced -9.31M (-88.67%) 1.19M $100.69M -5.1%-8.8% —
$ZG Added +713.93K (+35.26%) 2.74M $85.91M -1.6%-13.7% —
$Z Added +2.24M (+20.49%) 13.20M $415.98M -1.7%-13.4% —
$ZG Added +713.93K (+35.26%) 2.74M $79.80M -1.6%-13.7% Read
$Z Added +2.24M (+20.49%) 13.20M $422.71M -1.7%-13.4% —
$TRU Added +3M (+32.78%) 12.13M $795.86M +5.0%+1.9% —
$TRU Added +3M (+32.78%) 12.13M $875.20M +5.0%+1.9% —
$SOLV Added +377.80K (+2.46%) 15.73M $1.21B —
$SOLV Added +377.80K (+2.46%) 15.73M $1.24B —
$CRM Added +3.50M (+650.01%) 4.04M $632.13M +5.2%-1.6% —
$RYAN Added +705.54K (+33.35%) 2.82M $106.52M +6.8%+13.3% —
$NWSA Added +990.53K (+3.31%) 30.92M $794.14M —
$NWSA Added +990.53K (+3.31%) 30.92M $767.86M —
$LYV Added +131.04K (+2.29%) 5.86M $1.07B -2.4%+3.4% —
$KVUE Added +1.06M (+2.21%) 49.21M $892.94M +1.5%+6.2% —
$KVUE Added +1.06M (+2.21%) 49.21M $940.38M +1.5%+6.2% —
$IT Added +1.29M (+39.06%) 4.60M $681.70M +11.8%+1.5% —
$ICE Added +123.34K (+2.55%) 4.96M $610.03M -2.7%-9.7% —
$IT Added +1.29M (+39.06%) 4.60M $596.35M +11.8%+1.5% —
$FOX Added +133.22K (+2.57%) 5.31M $312.74M —
$FOX Added +133.22K (+2.57%) 5.31M $248.62M —
$BMY Added +447.33K (+2.15%) 21.28M $1.23B +4.9%-0.9% —
$AON Added +472.48K (+22.33%) 2.59M $845M +2.8%+4.5% —
$ABNB Added +129.39K (+2.51%) 5.28M $774.47M +0.4%+4.0% —
$RTO Sold out -778.63K — — —
$RTO Sold out -778.63K — — —
$ORCL Sold out -151.03K — — -5.1%+1.0%-6.6% —
$EA Sold out -2.73M — — +0.7%+0.7% —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Independent Franchise Partners holds or traded

Frequently asked questions

What did Independent Franchise Partners buy and sell in its latest 13F?

It opened or added to $SOLV, $BMY, $SOLV, $LYV and $KVUE; it cut or exited $EBAY, $JNJ, $EL, $PM and $FOXA.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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