Tom Russo’s OTC-NSRGY Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+13.19 M Shares
Current Position
5.78 M Shares
$530.31 M Value

Tom Russo's OTC-NSRGY Position Overview

Tom Russo (via Gardner Russo & Quinn LLC) currently holds 5.78 M shares of Nestlé S.A. (OTC-NSRGY) worth $530.31 M, representing 5.69% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Tom Russo has maintained a long-term strategic position in OTC-NSRGY, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 886,516 shares. Largest reduction occurred in Q1 2019, reducing 1.06 M shares.

Analysis based on 13F filings available since 2013 Q2

Tom Russo's Nestlé (OTC-NSRGY) Holding Value Over Time

Track share changes against reported price movement

Quarterly Nestlé (OTC-NSRGY) Trades by Tom Russo

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +13.19 M Add 0.00% 13.19 M $65.48
Q3 2013 +886,516 Add 6.72% 14.08 M $69.95
Q4 2013 +440,995 Add 3.13% 14.52 M $73.42
Q1 2014 +56,440 Add 0.39% 14.58 M $75.34
Q2 2014 +112,075 Add 0.77% 14.69 M $77.47
Q3 2014 +292,819 Add 1.99% 14.98 M $73.52
Q4 2014 +397,427 Add 2.65% 15.38 M $73.42
Q1 2015 +244,493 Add 1.59% 15.62 M $75.57
Q2 2015 +219,047 Add 1.40% 15.84 M $72.23
Q3 2015 -63,696 Reduce 0.40% 15.78 M $74.97
Q4 2015 +98,276 Add 0.62% 15.88 M $74.48
Q1 2016 -53,465 Reduce 0.34% 15.82 M $75.03
Q2 2016 +15,562 Add 0.10% 15.84 M $77.14
Q3 2016 -22,764 Reduce 0.14% 15.82 M $78.97
Q4 2016 +113,048 Add 0.71% 15.93 M $71.74
Q1 2017 +60,236 Add 0.38% 15.99 M $76.90
Q2 2017 +102,124 Add 0.64% 16.09 M $87.20
Q3 2017 -1,276 Reduce 0.01% 16.09 M $84.01
Q4 2017 -203,608 Reduce 1.27% 15.89 M $85.97
Q1 2018 -25,802 Reduce 0.16% 15.86 M $79.05
Q2 2018 -166,944 Reduce 1.05% 15.69 M $77.43
Q3 2018 -302,053 Reduce 1.92% 15.39 M $83.20
Q4 2018 -494,760 Reduce 3.21% 14.9 M $80.96
Q1 2019 -1.06 M Reduce 7.08% 13.84 M $95.32
Q2 2019 -462,270 Reduce 3.34% 13.38 M $103.40
Q3 2019 -343,523 Reduce 2.57% 13.04 M $108.40
Q4 2019 -276,446 Reduce 2.12% 12.76 M $108.26
Q1 2020 -403,893 Reduce 3.17% 12.36 M $102.99
Q2 2020 -823,805 Reduce 6.67% 11.53 M $110.44
Q3 2020 -448,518 Reduce 3.89% 11.08 M $119.26
Q4 2020 -664,021 Reduce 5.99% 10.42 M $117.80
Q1 2021 -398,070 Reduce 3.82% 10.02 M $111.51
Q2 2021 -241,918 Reduce 2.41% 9.78 M $124.74
Q3 2021 -269,047 Reduce 2.75% 9.51 M $120.21
Q4 2021 -260,805 Reduce 2.74% 9.25 M $140.37
Q1 2022 -337,958 Reduce 3.65% 8.91 M $130.10
Q2 2022 -101,516 Reduce 1.14% 8.81 M $116.39
Q3 2022 -88,268 Reduce 1.00% 8.72 M $107.61
Q4 2022 -454,593 Reduce 5.21% 8.27 M $115.34
Q1 2023 -75,971 Reduce 0.92% 8.19 M $121.69
Q2 2023 -172,718 Reduce 2.11% 8.02 M $120.35
Q3 2023 -159,611 Reduce 1.99% 7.86 M $113.17
Q4 2023 -192,146 Reduce 2.44% 7.67 M $115.63
Q1 2024 -415,410 Reduce 5.42% 7.25 M $106.20
Q2 2024 +8,648 Add 0.12% 7.26 M $102.45
Q3 2024 -304,302 Reduce 4.19% 6.96 M $100.67
Q4 2024 -628,913 Reduce 9.04% 6.33 M $81.70
Q1 2025 -183,670 Reduce 2.90% 6.14 M $101.17
Q2 2025 -128,906 Reduce 2.10% 6.01 M $99.32
Q3 2025 -236,173 Reduce 3.93% 5.78 M $91.77

Tom Russo's Nestlé Investment FAQs

Tom Russo first purchased Nestlé S.A. (OTC-NSRGY) in Q2 2013, acquiring 13,192,876 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo has held Nestlé S.A. (OTC-NSRGY) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo's largest addition to Nestlé S.A. (OTC-NSRGY) was in Q2 2013, adding 13,192,876 shares worth $863.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 5,778,660 shares of Nestlé S.A. (OTC-NSRGY), valued at approximately $530.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Nestlé S.A. (OTC-NSRGY) represents approximately 5.69% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo's peak holding in Nestlé S.A. (OTC-NSRGY) was 16,092,009 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.