StockDriftsStockDriftsTop 50 Reik & CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CHD | CHURCH AND DWIGHT CO | 29.55% | 1.17M | $113.4M | -0.40%(-4.74K) | $15.00(+586.43%) | 2026-06-30 | |
| WSM | WILLIAM SONOMA INC | 12.48% | 205.5K | $47.9M | -0.33%(-682) | $82.48(+208.18%) | 2026-06-30 | |
| CTAS | CINTAS CORP | 10.6% | 239.4K | $40.7M | -0.28%(-663) | $18.86(+987.94%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 9.45% | 72.5K | $36.3M | -0.63%(-460) | $157.22(+232.87%) | 2026-06-30 | |
| USB | US BANCORP DEL NEW | 8.03% | 510.2K | $30.8M | -0.45%(-2.28K) | $32.59(+97.45%) | 2026-06-30 | |
| MKC | MCCORMICK AND CO INC | 5.53% | 421.2K | $21.2M | -1.51%(-6.46K) | $25.19(+108.59%) | 2026-06-30 | |
| NFLX | NETFLIX | 2.14% | 114.8K | $8.2M | -1.08%(-1.25K) | $53.06(+44.03%) | 2026-06-30 | |
| KO | COCA COLA CO | 1.61% | 75.9K | $6.2M | -0.30%(-225) | $36.24(+139.51%) | 2026-06-30 | |
| MSFT | MICROSOFT | 1.38% | 14.2K | $5.3M | +0.00%(+0) | $94.40(+432.59%) | 2026-06-30 | |
| CVX | CHEVRON CORP NEW | 1.32% | 30.5K | $5.1M | +0.00%(+0) | $104.66(+86.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.10% | +22.84% | +5.10% | +28.25% |
| Top 20 Holdings Unweighted | +14.52% | +50.20% | +9.82% | +59.77% |
Reik & CO LLC reports $383.92M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are CHD (29.6%), WSM (12.5%) and CTAS (10.6%). The top 20 holdings account for 90.8% of reported assets. Its disclosed equity book has returned +22.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Reik & CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1388028). View Reik & CO LLC’s 13F filings on SEC