Tweedy, Browne Co All Funds (US) reported 556K shares of Zoetis Inc (ZTS) for the first time in 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026. At quarter-end prices the stake was worth about $40M, or 3.03% of the reported portfolio. ZTS enters the book as the 10th largest of 91 stock positions.
What did the 2026 Q2 filing report for ZTS?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Value | |
|---|---|
| Shares | 556K |
| Reported value | $40M |
| Portfolio weight | 3.03% |
| Rank in portfolio | 10th of 91 |
How big is the new ZTS position?
Tweedy, Browne Co All Funds (US) opened 13 stock positions in 2026 Q2; ZTS is the largest of them by weight. An average stock position in the Tweedy, Browne Co All Funds (US) portfolio is 1% of the reported value, so the new name comes in above the fund's typical size.
Where does ZTS sit in the Tweedy, Browne Co All Funds (US) portfolio?
ZTS ranks 10th of 91 stock positions in the Tweedy, Browne Co All Funds (US) portfolio at 3.03%, above the fund's average stock position of 1%. The ZTS purchase was the largest of the quarter's 103 position changes by percent change to portfolio. The largest stock position is CNH at 17.11%. Next come IONS at 13.7% and KOF at 9.34%. The three largest stocks together are 40.15% of the book. Across the 2026 Q2 portfolio, Tweedy, Browne Co All Funds (US) reported 91 stock positions, with 13 opened and 15 closed. The total portfolio value is about $1.3B, up 5% from the prior quarter.
Has Tweedy, Browne Co All Funds (US) held ZTS before?
Tweedy, Browne Co All Funds (US) has not reported ZTS before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell ZTS in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 5 hold ZTS. Of those, one opened it this quarter. Another 2 sold out of it. The largest buyers of ZTS this quarter were Mairs & Power Growth Fund and Phil Town. The largest sellers were Polen Capital Management, Terry Smith and David Rolfe. Every tracked holder of ZTS is on the ZTS ownership page.
FAQ
How many ZTS shares does Tweedy, Browne Co All Funds (US) hold?
Tweedy, Browne Co All Funds (US) holds 556K shares of ZTS as of June 30, 2026, worth about $40M.
What is ZTS's weight in the Tweedy, Browne Co All Funds (US) portfolio?
ZTS is 3.03% of the Tweedy, Browne Co All Funds (US) portfolio and ranks 10th of 91 stocks by weight.
Has Tweedy, Browne Co All Funds (US) owned ZTS before?
No. Tweedy, Browne Co All Funds (US) has not reported ZTS before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold ZTS?
5 other tracked funds that had filed for 2026 Q2 hold ZTS. One of them opened it this quarter.