Poehling Capital Management’s Deere & Co DE Stock Holding History

Poehling Capital Management’s Portfolio DE Stock Details DE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$909K	Buy	1,433 +41	+3%	+$23.7K	0.2%	87
2026 Q1	$784K	Hold	1,392	–	–	0.17%	89
2025 Q4	$648K	Hold	1,392	–	–	0.13%	90
2025 Q3	$637K	Hold	1,392	–	–	0.13%	90
2025 Q2	$708K	Hold	1,392	–	–	0.17%	82
2025 Q1	$653K	Hold	1,392	–	–	0.17%	86
2024 Q4	$590K	Hold	1,392	–	–	0.15%	90
2024 Q3	$581K	Hold	1,392	–	–	0.15%	88
2024 Q2	$520K	Hold	1,392	–	–	0.14%	91
2024 Q1	$572K	Hold	1,392	–	–	0.15%	85
2023 Q4	$557K	Hold	1,392	–	–	0.18%	83
2023 Q3	$525K	Hold	1,392	–	–	0.18%	82
2023 Q2	$564K	Buy	1,392 +316	+29%	+$121K	0.19%	80
2023 Q1	$444K	Buy	1,076 +48	+5%	+$19.9K	0.15%	86
2022 Q4	$441K	Buy	1,028 +4	+0.4%	+$1.63K	0.17%	83
2022 Q3	$342K	Hold	1,024	–	–	0.14%	79
2022 Q2	$307K	Hold	1,024	–	–	0.12%	91
2022 Q1	$425K	Hold	1,024	–	–	0.13%	102
2021 Q4	$351K	Hold	1,024	–	–	0.11%	102
2021 Q3	$343K	Hold	1,024	–	–	0.12%	100
2021 Q2	$361K	Hold	1,024	–	–	0.12%	109
2021 Q1	$383K	Hold	1,024	–	–	0.13%	108
2020 Q4	$276K	Hold	1,024	–	–	0.11%	106
2020 Q3	$227K	Buy	+1,024	New	+$198K	0.12%	105
2018 Q3	–	Sell	-224	Closed	-$31K	–	148
2018 Q2	$31K	Hold	224	–	–	0.03%	176
2018 Q1	$35K	Hold	224	–	–	0.03%	169
2017 Q4	$35K	Buy	+224	New	+$31.3K	0.03%	163

Other funds holding DE

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Poehling Capital Management's DE Position: Q2 2026 in Review

Poehling Capital Management increased its Deere & Co (DE) stake by 2.9% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,433 shares worth $909K. The position accounts for 0.2% of the portfolio, ranked #87.

Poehling Capital Management first reported a position in DE in Q4 2017 and has held it in 27 quarters since. 1,296 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Poehling Capital Management held 1,433 shares of Deere & Co worth $909K as of Q2 2026.
Poehling Capital Management bought 41 Deere & Co shares in Q2 2026, an estimated $23.7K.
Deere & Co made up 0.2% of Poehling Capital Management's portfolio in Q2 2026, its #87 holding.
Poehling Capital Management first reported a position in Deere & Co in Q4 2017 and has held it in 27 quarters since.
1,296 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.