Polen Capital Management 13F holdings, Q2 2002
Holdings as of June 30, 2002 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 18 US equity positions worth $719.4m in its Q2 2002 13F filing. The largest position was MSFT at 9.1% of the reported book, followed by MDT and AMGN. Against the Q1 2002 filing, it opened 0 new positions, added to 16 and reduced 2 among the top 18 holdings.
What did Polen Capital Management own in Q2 2002? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2002 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 9.1% | $65.2m | 1,205,499 | 8% | added |
| 2 | MDT Medtronic Inc | Healthcare | 8.9% | $64.0m | 1,494,626 | 7% | added |
| 3 | AMGN Amgen Inc | Healthcare | 8.8% | $62.9m | 1,503,062 | 11% | added |
| 4 | McGraw Hill | 8.4% | $60.5m | 1,013,618 | 19% | added | |
| 5 | KO Coca-Cola CO | Consumer Defensive | 8.3% | $59.7m | 1,066,846 | 11% | added |
| 6 | UPS UPS | Industrials | 7.4% | $53.3m | 863,785 | 8% | added |
| 7 | PFE Pfizer Inc | Healthcare | 7.2% | $51.5m | 1,472,648 | 8% | added |
| 8 | Anheuser-Busch | 7.1% | $51.3m | 1,025,835 | 9% | added | |
| 9 | HSY Hershey Foods | Consumer Defensive | 6.3% | $45.1m | 721,790 | 9% | added |
| 10 | Bershire Hathaway B | 6.1% | $44.1m | 19,746 | 12% | added | |
| 11 | AXP American Express | Financial Services | 4.3% | $31.0m | 853,680 | 8% | added |
| 12 | Dell Computer Corp | 3.8% | $27.3m | 1,043,889 | 8% | added | |
| 13 | Minn Mng & Mfg | 3.8% | $27.0m | 219,680 | 9% | added | |
| 14 | INTC Intel Corp | Technology | 3.5% | $25.1m | 1,372,245 | 65% | added |
| 15 | Reynolds & Reynolds | 3.2% | $23.4m | 836,254 | -14% | reduced | |
| 16 | MCD McDonald's Corp | Consumer Cyclical | 3.1% | $22.5m | 792,309 | 11% | added |
| 17 | Hearst-Argyle | 0.4% | $2.9m | 129,365 | -2% | reduced | |
| 18 | BRK/A Bershire Hathaway A | 0.3% | $2.3m | 34 | 42% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.