Polen Capital Management’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23M | Sell |
320,420
-3,902,656
| -92% | -$367M | 0.2% | 33 |
|
|
2026
Q1 | $499M | Sell |
4,223,076
-1,339,593
| -24% | -$166M | 3.45% | 14 |
|
|
2025
Q4 | $700M | Sell |
5,562,669
-1,954,242
| -26% | -$255M | 2.99% | 13 |
|
|
2025
Q3 | $1.1B | Sell |
7,516,911
-904,115
| -11% | -$137M | 3.57% | 11 |
|
|
2025
Q2 | $1.31B | Sell |
8,421,026
-375,821
| -4% | -$59.6M | 4.03% | 9 |
|
|
2025
Q1 | $1.45B | Buy |
8,796,847
+1,313,653
| +18% | +$218M | 4.55% | 9 |
|
|
2024
Q4 | $1.22B | Buy |
7,483,194
+1,116,541
| +18% | +$200M | 3.29% | 16 |
|
|
2024
Q3 | $1.24B | Sell |
6,366,653
-679,398
| -10% | -$125M | 3.21% | 16 |
|
|
2024
Q2 | $1.22B | Buy |
7,046,051
+40,937
| +0.6% | +$6.81M | 3.06% | 14 |
|
|
2024
Q1 | $1.19B | Buy |
7,005,114
+2,033,370
| +41% | +$381M | 2.74% | 15 |
|
|
2023
Q4 | $981M | Sell |
4,971,744
-192,137
| -4% | -$34M | 2.37% | 18 |
|
|
2023
Q3 | $898M | Sell |
5,163,881
-234,037
| -4% | -$42.5M | 2.36% | 17 |
|
|
2023
Q2 | $930M | Sell |
5,397,918
-135,756
| -2% | -$23.5M | 2.3% | 18 |
|
|
2023
Q1 | $921M | Sell |
5,533,674
-68,355
| -1% | -$11.2M | 2.43% | 18 |
|
|
2022
Q4 | $821M | Sell |
5,602,029
-361,819
| -6% | -$53.5M | 2.39% | 19 |
|
|
2022
Q3 | $884M | Sell |
5,963,848
-27,043
| -0.5% | -$4.52M | 2.47% | 17 |
|
|
2022
Q2 | $1.03B | Sell |
5,990,891
-715,481
| -11% | -$124M | 2.71% | 15 |
|
|
2022
Q1 | $1.26B | Sell |
6,706,372
-3,113,415
| -32% | -$615M | 2.47% | 17 |
|
|
2021
Q4 | $2.4B | Buy |
9,819,787
+237,161
| +2% | +$51.9M | 4.03% | 11 |
|
|
2021
Q3 | $1.86B | Sell |
9,582,626
-2,325,133
| -20% | -$469M | 3.41% | 13 |
|
|
2021
Q2 | $2.22B | Buy |
11,907,759
+320,158
| +3% | +$55.6M | 4.25% | 11 |
|
|
2021
Q1 | $1.82B | Buy |
11,587,601
+244,701
| +2% | +$38.8M | 4.1% | 11 |
|
|
2020
Q4 | $1.88B | Buy |
11,342,900
+318,254
| +3% | +$51.8M | 4.36% | 10 |
|
|
2020
Q3 | $1.82B | Buy |
11,024,646
+244,464
| +2% | +$37.6M | 4.88% | 8 |
|
|
2020
Q2 | $1.48B | Buy |
10,780,182
+1,013,095
| +10% | +$132M | 4.47% | 10 |
|
|
2020
Q1 | $1.15B | Sell |
9,767,087
-1,059,072
| -10% | -$139M | 4.99% | 8 |
|
|
2019
Q4 | $1.43B | Buy |
10,826,159
+293,598
| +3% | +$36.5M | 5.64% | 6 |
|
|
2019
Q3 | $1.31B | Buy |
10,532,561
+344,007
| +3% | +$41.5M | 6.04% | 6 |
|
|
2019
Q2 | $1.16B | Buy |
10,188,554
+86,364
| +0.9% | +$9.04M | 5.61% | 7 |
|
|
2019
Q1 | $1.02B | Buy |
10,102,190
+548,623
| +6% | +$49.8M | 5.32% | 7 |
|
|
2018
Q4 | $817M | Buy |
9,553,567
+178,893
| +2% | +$16.1M | 5.33% | 10 |
|
|
2018
Q3 | $858M | Buy |
9,374,674
+79,594
| +0.9% | +$7.06M | 4.89% | 11 |
|
|
2018
Q2 | $792M | Buy |
9,295,080
+351,447
| +4% | +$29.7M | 5.09% | 9 |
|
|
2018
Q1 | $747M | Buy |
8,943,633
+4,974,081
| +125% | +$392M | 5.3% | 8 |
|
|
2017
Q4 | $286M | Buy |
+3,969,552
| New | +$273M | 2.13% | 20 |
|
Other funds holding ZTS
Polen Capital Management's ZTS Position: Q2 2026 in Review
Polen Capital Management reduced its Zoetis (ZTS) stake by 92% in Q2 2026, selling an estimated $367M and leaving 320,420 shares worth $23M. The position accounts for 0.2% of the portfolio, ranked #33.
Polen Capital Management first reported a position in ZTS in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.4B in Q4 2021. 1,422 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.
- Polen Capital Management held 320,420 shares of Zoetis worth $23M as of Q2 2026.
- Polen Capital Management sold 3,902,656 Zoetis shares in Q2 2026, an estimated $367M.
- Zoetis made up 0.2% of Polen Capital Management's portfolio in Q2 2026, its #33 holding.
- Polen Capital Management first reported a position in Zoetis in Q4 2017 and has held it in 35 quarters since.
- Polen Capital Management's Zoetis position peaked at $2.4B in Q4 2021.
- 1,422 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.
Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.