OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC opened 25 positions, added to 65, reduced 182 and sold out of 35.
- Q3 2016: Stock Stericycle Inc.; Country of operation United States; Class COM; Shares before 69,731.
- Q3 2016: Stock Twitter Inc; Country of operation —; Class COM; Shares before 150,740.
- Q3 2016: Stock Lazard Ltd.; Country of operation United States; Class COM; Shares before 87,465.
- Q3 2016: Stock Time Warner, Inc.; Country of operation —; Class COM; Shares before 72,402.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1005607), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-19); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-14); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-20); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-21); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-28); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-20); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-22); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-16); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-18); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-29); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 69,731 | 76,282 | +6,551 | $7,260,000 | $6,113,000 | -$1,147,000 | 2016-11-02 |
|---|
| Q3 2016 | Twitter Inc
CUSIP 90184L102 | | COM | 150,740 | 150,744 | +4 | $2,549,000 | $3,475,000 | +$926,000 | 2016-11-02 |
|---|
| Q3 2016 | Lazard Ltd.
CUSIP G54050102 | United States | COM | 87,465 | 95,331 | +7,866 | $2,605,000 | $3,466,000 | +$861,000 | 2016-11-02 |
|---|
| Q3 2016 | Time Warner, Inc.
CUSIP 887317303 | | COM | 72,402 | 76,327 | +3,925 | $5,324,000 | $6,076,000 | +$752,000 | 2016-11-02 |
|---|
| Q2 2016 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 67,936 | 69,731 | +1,795 | $8,573,000 | $7,260,000 | -$1,313,000 | 2016-07-19 |
|---|
| Q2 2016 | Time Warner, Inc.
CUSIP 887317303 | | COM | 67,497 | 72,402 | +4,905 | $4,897,000 | $5,324,000 | +$427,000 | 2016-07-19 |
|---|
| Q1 2016 | Time Warner, Inc.
CUSIP 887317303 | | COM | 42,471 | 67,497 | +25,026 | $2,747,000 | $4,897,000 | +$2,150,000 | 2016-04-14 |
|---|
| Q1 2016 | Twitter Inc
CUSIP 90184L102 | | COM | 146,180 | 157,035 | +10,855 | $3,383,000 | $2,599,000 | -$784,000 | 2016-04-14 |
|---|
| Q1 2016 | Envision Healthcare Holdings I
CUSIP 29413U103 | | COM | 131,605 | 191,790 | +60,185 | $3,418,000 | $3,913,000 | +$495,000 | 2016-04-14 |
|---|
| Q1 2016 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 67,498 | 67,936 | +438 | $8,140,000 | $8,573,000 | +$433,000 | 2016-04-14 |
|---|
| Q1 2016 | Monsanto Co
CUSIP 61166W101 | | COM | 42,364 | 42,969 | +605 | $4,174,000 | $3,770,000 | -$404,000 | 2016-04-14 |
|---|
| Q1 2016 | Lazard Ltd.
CUSIP G54050102 | United States | COM | 84,805 | 88,420 | +3,615 | $3,817,000 | $3,431,000 | -$386,000 | 2016-04-14 |
|---|
| Q1 2016 | Royal Dutch Shell Plc Spons AD
CUSIP 780259206 | | COM | 37,732 | 37,842 | +110 | $1,728,000 | $1,833,000 | +$105,000 | 2016-04-14 |
|---|
| Q1 2016 | Atwood Oceanics Inc
CUSIP 050095108 | | COM | 118,310 | 127,110 | +8,800 | $1,210,000 | $1,166,000 | -$44,000 | 2016-04-14 |
|---|
| Q4 2015 | General Electric Co.
CUSIP 369604103 | United States | COM | 550,657 | 550,921 | +264 | $13,888,000 | $17,161,000 | +$3,273,000 | 2016-01-20 |
|---|
| Q4 2015 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 66,718 | 67,498 | +780 | $9,294,000 | $8,140,000 | -$1,154,000 | 2016-01-20 |
|---|
| Q4 2015 | Twitter Inc
CUSIP 90184L102 | | COM | 85,295 | 146,180 | +60,885 | $2,298,000 | $3,383,000 | +$1,085,000 | 2016-01-20 |
|---|
| Q4 2015 | Lazard Ltd.
CUSIP G54050102 | United States | COM | 81,371 | 84,805 | +3,434 | $3,523,000 | $3,817,000 | +$294,000 | 2016-01-20 |
|---|
| Q4 2015 | Glaxosmithkline Plc Sponsored
CUSIP 37733W105 | | COM | 27,121 | 27,521 | +400 | $1,043,000 | $1,110,000 | +$67,000 | 2016-01-20 |
|---|
| Q3 2015 | United Technologies Corp
CUSIP 913017109 | United States | COM | 66,094 | 66,544 | +450 | $7,332,000 | $5,922,000 | -$1,410,000 | 2015-10-16 |
|---|
| Q3 2015 | Walgreens Boots Alliance
CUSIP 931427108 | United States | COM | 50,376 | 67,290 | +16,914 | $4,254,000 | $5,592,000 | +$1,338,000 | 2015-10-16 |
|---|
| Q3 2015 | Atwood Oceanics Inc
CUSIP 050095108 | | COM | 116,901 | 127,052 | +10,151 | $3,091,000 | $1,882,000 | -$1,209,000 | 2015-10-16 |
|---|
| Q3 2015 | Google, Inc. (Class C)
CUSIP 38259P706 | | COM | 9,326 | 9,498 | +172 | $4,854,000 | $5,779,000 | +$925,000 | 2015-10-16 |
|---|
| Q3 2015 | Monsanto Co
CUSIP 61166W101 | | COM | 42,643 | 43,777 | +1,134 | $4,545,000 | $3,736,000 | -$809,000 | 2015-10-16 |
|---|
| Q3 2015 | Lazard Ltd.
CUSIP G54050102 | United States | COM | 74,866 | 81,371 | +6,505 | $4,210,000 | $3,523,000 | -$687,000 | 2015-10-16 |
|---|
| Q3 2015 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 65,729 | 66,718 | +989 | $8,802,000 | $9,294,000 | +$492,000 | 2015-10-16 |
|---|
| Q3 2015 | Envision Healthcare Holdings I
CUSIP 29413U103 | | COM | 133,330 | 136,045 | +2,715 | $5,264,000 | $5,005,000 | -$259,000 | 2015-10-16 |
|---|
| Q2 2015 | Envision Healthcare Holdings I
CUSIP 29413U103 | | COM | 42,705 | 133,330 | +90,625 | $1,638,000 | $5,264,000 | +$3,626,000 | 2015-07-21 |
|---|
| Q2 2015 | Lazard Ltd.
CUSIP G54050102 | United States | COM | 70,230 | 74,866 | +4,636 | $3,693,000 | $4,210,000 | +$517,000 | 2015-07-21 |
|---|
| Q2 2015 | Atwood Oceanics Inc
CUSIP 050095108 | | COM | 109,345 | 116,901 | +7,556 | $3,074,000 | $3,091,000 | +$17,000 | 2015-07-21 |
|---|
| Q1 2015 | Atwood Oceanics Inc
CUSIP 050095108 | | COM | 36,625 | 109,345 | +72,720 | $1,039,000 | $3,074,000 | +$2,035,000 | 2015-04-28 |
|---|
| Q1 2015 | Envision Healthcare Holdings I
CUSIP 29413U103 | | COM | 19,175 | 42,705 | +23,530 | $665,000 | $1,638,000 | +$973,000 | 2015-04-28 |
|---|
| Q1 2015 | Kraft Foods Group, Inc.
CUSIP 50076Q106 | | COM | 15,495 | 15,729 | +234 | $971,000 | $1,370,000 | +$399,000 | 2015-04-28 |
|---|
| Q1 2015 | Lazard Ltd.
CUSIP G54050102 | United States | COM | 69,095 | 70,230 | +1,135 | $3,457,000 | $3,693,000 | +$236,000 | 2015-04-28 |
|---|
| Q4 2014 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 72,699 | 72,774 | +75 | $8,474,000 | $9,539,000 | +$1,065,000 | 2015-01-20 |
|---|
| Q4 2014 | Anadarko Pete Corp
CUSIP 032511107 | | COM | 37,796 | 38,337 | +541 | $3,834,000 | $3,163,000 | -$671,000 | 2015-01-20 |
|---|
| Q4 2014 | Google, Inc. (Class C)
CUSIP 38259P706 | | COM | 10,172 | 10,490 | +318 | $5,873,000 | $5,522,000 | -$351,000 | 2015-01-20 |
|---|
| Q4 2014 | Bemis Inc
CUSIP 081437105 | | COM | 42,940 | 43,040 | +100 | $1,633,000 | $1,946,000 | +$313,000 | 2015-01-20 |
|---|
| Q4 2014 | Altera Corp
CUSIP 021441100 | | COM | 78,150 | 81,076 | +2,926 | $2,796,000 | $2,995,000 | +$199,000 | 2015-01-20 |
|---|
| Q4 2014 | Dun & Bradstreet Corp
CUSIP 26483E100 | | COM | 6,185 | 6,545 | +360 | $727,000 | $792,000 | +$65,000 | 2015-01-20 |
|---|
| Q3 2014 | Kinder Morgan Energy Partners
CUSIP 494550106 | | COM | 41,989 | 42,002 | +13 | $3,452,000 | $3,918,000 | +$466,000 | 2014-10-22 |
|---|
| Q3 2014 | Glaxosmithkline Plc Sponsored
CUSIP 37733W105 | | COM | 54,333 | 54,586 | +253 | $2,906,000 | $2,509,000 | -$397,000 | 2014-10-22 |
|---|
| Q3 2014 | Anadarko Pete Corp
CUSIP 032511107 | | COM | 37,165 | 37,796 | +631 | $4,068,000 | $3,834,000 | -$234,000 | 2014-10-22 |
|---|
| Q3 2014 | Altera Corp
CUSIP 021441100 | | COM | 74,214 | 78,150 | +3,936 | $2,580,000 | $2,796,000 | +$216,000 | 2014-10-22 |
|---|
| Q3 2014 | Google, Inc. (Class C)
CUSIP 38259P706 | | COM | 9,925 | 10,172 | +247 | $5,710,000 | $5,873,000 | +$163,000 | 2014-10-22 |
|---|
| Q3 2014 | Google, Inc. (Class A)
CUSIP 38259P508 | | COM | 8,564 | 8,582 | +18 | $5,007,000 | $5,050,000 | +$43,000 | 2014-10-22 |
|---|
| Q3 2014 | McGraw Hill Financial, Inc.
CUSIP 580645109 | | COM | 4,025 | 4,125 | +100 | $334,000 | $348,000 | +$14,000 | 2014-10-22 |
|---|
| Q2 2014 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 69,764 | 73,619 | +3,855 | $7,927,000 | $8,718,000 | +$791,000 | 2014-07-16 |
|---|
| Q2 2014 | Monsanto Co
CUSIP 61166W101 | | COM | 45,816 | 47,106 | +1,290 | $5,212,000 | $5,876,000 | +$664,000 | 2014-07-16 |
|---|
| Q2 2014 | Marathon Oil Corp
CUSIP 565849106 | United States | COM | 49,550 | 49,738 | +188 | $1,760,000 | $1,986,000 | +$226,000 | 2014-07-16 |
|---|
| Q2 2014 | Altera Corp
CUSIP 021441100 | | COM | 69,211 | 74,214 | +5,003 | $2,508,000 | $2,580,000 | +$72,000 | 2014-07-16 |
|---|
| Q2 2014 | Kraft Foods Group, Inc.
CUSIP 50076Q106 | | COM | 15,679 | 15,717 | +38 | $880,000 | $942,000 | +$62,000 | 2014-07-16 |
|---|
| Q1 2014 | Altera Corp
CUSIP 021441100 | | COM | 59,670 | 69,211 | +9,541 | $1,940,000 | $2,508,000 | +$568,000 | 2014-04-18 |
|---|
| Q1 2014 | Anadarko Pete Corp
CUSIP 032511107 | | COM | 35,839 | 38,215 | +2,376 | $2,843,000 | $3,239,000 | +$396,000 | 2014-04-18 |
|---|
| Q1 2014 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 69,034 | 69,764 | +730 | $8,020,000 | $7,927,000 | -$93,000 | 2014-04-18 |
|---|
| Q1 2014 | Express Scripts Inc
CUSIP 30219G108 | | COM | 12,567 | 12,675 | +108 | $883,000 | $952,000 | +$69,000 | 2014-04-18 |
|---|
| Q1 2014 | Glaxosmithkline Plc Sponsored
CUSIP 37733W105 | | COM | 54,283 | 54,767 | +484 | $2,898,000 | $2,926,000 | +$28,000 | 2014-04-18 |
|---|
| Q4 2013 | Monsanto Co
CUSIP 61166W101 | | COM | 44,962 | 45,943 | +981 | $4,693,000 | $5,355,000 | +$662,000 | 2014-01-29 |
|---|
| Q4 2013 | Express Scripts Inc
CUSIP 30219G108 | | COM | 12,335 | 12,567 | +232 | $762,000 | $883,000 | +$121,000 | 2014-01-29 |
|---|
| Q4 2013 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 68,504 | 69,034 | +530 | $7,905,000 | $8,020,000 | +$115,000 | 2014-01-29 |
|---|
| Q4 2013 | EMC Corp.
CUSIP 268648102 | | COM | 285,986 | 292,655 | +6,669 | $7,310,000 | $7,360,000 | +$50,000 | 2014-01-29 |
|---|
| Q3 2013 | General Electric Co.
CUSIP 369604103 | United States | COM | 588,938 | 616,899 | +27,961 | $13,657,000 | $14,738,000 | +$1,081,000 | 2013-10-18 |
|---|
| Q3 2013 | Stericycle Inc.
CUSIP 858912108 | United States | COM | 68,079 | 68,504 | +425 | $7,518,000 | $7,905,000 | +$387,000 | 2013-10-18 |
|---|
| Q3 2013 | Monsanto Co
CUSIP 61166W101 | | COM | 44,844 | 44,962 | +118 | $4,431,000 | $4,693,000 | +$262,000 | 2013-10-18 |
|---|
| Q3 2013 | Kraft Foods Group, Inc.
CUSIP 50076Q106 | | COM | 15,679 | 15,979 | +300 | $876,000 | $839,000 | -$37,000 | 2013-10-18 |
|---|