Legacy
| Company | Ticker | Purchase Date | Purchase Price | Current Price | Yield | Buy-up-to-price | Legacy Rank | Total Return (Dividends Reinvested) | Future Ex-Dividend Date | Future Dividend Payment Date |
|---|---|---|---|---|---|---|---|---|---|---|
| Chevron | CVX | 05/08/2014 | $125.09 | $197.16 | 3.6% | $165 | 6 | 161.9% | 2025-05-19 | |
| Procter & Gamble | PG | 07/02/2012 | $61.19 | $150.00 | 2.8% | $155 | 11 | 263.5% | ||
| Walt Disney Company | DIS | 11/11/2019 | $136.74 | $99.40 | 1.5% | $115 | 21 | -25.1% | 2025-06-24 | |
| Nestle | NSRGY | 06/22/2012 | $58.39 | $101.93 | 3.6% | $75 | 152.4% | |||
| Wells Fargo | WFC | 09/13/2012 | $35.55 | $74.11 | 2.4% | $85 | 19 | 203.8% | 2025-05-09 | |
| Anheuser Busch | BUD | 09/26/2014 | $112.02 | $72.16 | 0.5% | $60 | 13 | -17.3% | 2025-05-07 | |
| Becton Dickinson | BDX | 11/09/2012 | $75.23 | $159.36 | 2.6% | $210 | 2 | 163.8% | 2025-06-09 | |
| Apple | AAPL | 06/22/2018 | $46.23 | $249.82 | 0.4% | $205 | 14 | 472.8% | 2025-05-12 | |
| Merck | MRK | 04/01/2022 | $83.52 | $115.77 | 2.9% | $110 | 4 | 55.3% | ||
| 3M | MMM | 02/01/2013 | $101.56 | $151.00 | 2.1% | $130 | 20 | 140.1% | ||
| IBM | IBM | 03/12/2013 | $210.55 | $246.06 | 2.7% | $165 | 22 | 96.1% | 2025-05-09 | |
| Diageo | DEO | 12/23/2014 | $115.93 | $78.72 | 6.5% | $130 | 3 | -9.3% | ||
| Coca-Cola | KO | 05/29/2012 | $37.73 | $77.38 | 2.7% | $60 | 15 | 215.9% | 2025-06-13 | |
| American Express | AXP | 08/20/2012 | $56.90 | $299.71 | 1.1% | $280 | 16 | 534.6% | ||
| Sherwin-Williams | SHW | 07/20/2023 | $266.33 | $319.78 | 1.0% | $305 | 17 | 23.0% | 2025-05-16 | |
| McDonald’s | MCD | 12/28/2012 | $87.58 | $326.38 | 2.3% | $290 | 10 | 428.4% |
Legacy Jr.
| Company | Ticker | Purchase Date | Purchase Price | Current Price | Yield | Buy-up-to-price | Legacy Rank | Total Return (Dividends Reinvested) | Future Ex-Dividend Date | Future Dividend Payment Date |
|---|---|---|---|---|---|---|---|---|---|---|
| Kellanova | K | 10/15/2012 | $51.70 | $0.00 | 0.0% | 111.4% | ||||
| Intel | INTC | 05/18/2020 | $59.92 | $45.71 | 1.1% | $30 | 1 | -14.4% | ||
| C.H. Robinson | CHRW | 11/20/2015 | $68.53 | $168.55 | 1.5% | $90 | 18 | 214.6% | ||
| Archer-Daniels Midland | ADM | 07/22/2022 | $73.84 | $72.20 | 2.9% | $62 | 5 | 9.5% | ||
| A.O.Smith | AOS | 04/24/2019 | $56.23 | $67.10 | 2.2% | $75 | 7 | 35.6% | ||
| Hormel Foods | HRL | 07/28/2017 | $34.15 | $22.76 | 5.2% | $35 | 9 | -16.5% | ||
| Lockheed Martin | LMT | 01/14/2022 | $365.18 | $646.90 | 2.1% | $525 | 8 | 98.3% | ||
| Linde PLC | LIN | 07/10/2024 | $433.11 | $497.63 | 1.3% | $460 | 12 | 17.5% | 2025-06-04 |
Legacy
Chevron
CVX
+
Purchase Date: 05/08/2014
Purchase Price: $125.09
Current Price: $197.16
Yield: 3.6%
Buy-up-to-price: $165
Legacy Rank: 6
Total Return (Dividends Reinvested): 161.9%
Future Ex-Dividend Date: 2025-05-19
Future Dividend Payment Date:
Procter & Gamble
PG
+
Purchase Date: 07/02/2012
Purchase Price: $61.19
Current Price: $150.00
Yield: 2.8%
Buy-up-to-price: $155
Legacy Rank: 11
Total Return (Dividends Reinvested): 263.5%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Walt Disney Company
DIS
+
Purchase Date: 11/11/2019
Purchase Price: $136.74
Current Price: $99.40
Yield: 1.5%
Buy-up-to-price: $115
Legacy Rank: 21
Total Return (Dividends Reinvested): -25.1%
Future Ex-Dividend Date: 2025-06-24
Future Dividend Payment Date:
Nestle
NSRGY
+
Purchase Date: 06/22/2012
Purchase Price: $58.39
Current Price: $101.93
Yield: 3.6%
Buy-up-to-price: $75
Legacy Rank:
Total Return (Dividends Reinvested): 152.4%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Wells Fargo
WFC
+
Purchase Date: 09/13/2012
Purchase Price: $35.55
Current Price: $74.11
Yield: 2.4%
Buy-up-to-price: $85
Legacy Rank: 19
Total Return (Dividends Reinvested): 203.8%
Future Ex-Dividend Date: 2025-05-09
Future Dividend Payment Date:
Anheuser Busch
BUD
+
Purchase Date: 09/26/2014
Purchase Price: $112.02
Current Price: $72.16
Yield: 0.5%
Buy-up-to-price: $60
Legacy Rank: 13
Total Return (Dividends Reinvested): -17.3%
Future Ex-Dividend Date: 2025-05-07
Future Dividend Payment Date:
Becton Dickinson
BDX
+
Purchase Date: 11/09/2012
Purchase Price: $75.23
Current Price: $159.36
Yield: 2.6%
Buy-up-to-price: $210
Legacy Rank: 2
Total Return (Dividends Reinvested): 163.8%
Future Ex-Dividend Date: 2025-06-09
Future Dividend Payment Date:
Apple
AAPL
+
Purchase Date: 06/22/2018
Purchase Price: $46.23
Current Price: $249.82
Yield: 0.4%
Buy-up-to-price: $205
Legacy Rank: 14
Total Return (Dividends Reinvested): 472.8%
Future Ex-Dividend Date: 2025-05-12
Future Dividend Payment Date:
Merck
MRK
+
Purchase Date: 04/01/2022
Purchase Price: $83.52
Current Price: $115.77
Yield: 2.9%
Buy-up-to-price: $110
Legacy Rank: 4
Total Return (Dividends Reinvested): 55.3%
Future Ex-Dividend Date:
Future Dividend Payment Date:
3M
MMM
+
Purchase Date: 02/01/2013
Purchase Price: $101.56
Current Price: $151.00
Yield: 2.1%
Buy-up-to-price: $130
Legacy Rank: 20
Total Return (Dividends Reinvested): 140.1%
Future Ex-Dividend Date:
Future Dividend Payment Date:
IBM
IBM
+
Purchase Date: 03/12/2013
Purchase Price: $210.55
Current Price: $246.06
Yield: 2.7%
Buy-up-to-price: $165
Legacy Rank: 22
Total Return (Dividends Reinvested): 96.1%
Future Ex-Dividend Date: 2025-05-09
Future Dividend Payment Date:
Diageo
DEO
+
Purchase Date: 12/23/2014
Purchase Price: $115.93
Current Price: $78.72
Yield: 6.5%
Buy-up-to-price: $130
Legacy Rank: 3
Total Return (Dividends Reinvested): -9.3%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Coca-Cola
KO
+
Purchase Date: 05/29/2012
Purchase Price: $37.73
Current Price: $77.38
Yield: 2.7%
Buy-up-to-price: $60
Legacy Rank: 15
Total Return (Dividends Reinvested): 215.9%
Future Ex-Dividend Date: 2025-06-13
Future Dividend Payment Date:
American Express
AXP
+
Purchase Date: 08/20/2012
Purchase Price: $56.90
Current Price: $299.71
Yield: 1.1%
Buy-up-to-price: $280
Legacy Rank: 16
Total Return (Dividends Reinvested): 534.6%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Sherwin-Williams
SHW
+
Purchase Date: 07/20/2023
Purchase Price: $266.33
Current Price: $319.78
Yield: 1.0%
Buy-up-to-price: $305
Legacy Rank: 17
Total Return (Dividends Reinvested): 23.0%
Future Ex-Dividend Date: 2025-05-16
Future Dividend Payment Date:
McDonald’s
MCD
+
Purchase Date: 12/28/2012
Purchase Price: $87.58
Current Price: $326.38
Yield: 2.3%
Buy-up-to-price: $290
Legacy Rank: 10
Total Return (Dividends Reinvested): 428.4%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Legacy Jr.
Kellanova
K
+
Purchase Date: 10/15/2012
Purchase Price: $51.70
Current Price: $0.00
Yield: 0.0%
Buy-up-to-price:
Legacy Rank:
Total Return (Dividends Reinvested): 111.4%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Intel
INTC
+
Purchase Date: 05/18/2020
Purchase Price: $59.92
Current Price: $45.71
Yield: 1.1%
Buy-up-to-price: $30
Legacy Rank: 1
Total Return (Dividends Reinvested): -14.4%
Future Ex-Dividend Date:
Future Dividend Payment Date:
C.H. Robinson
CHRW
+
Purchase Date: 11/20/2015
Purchase Price: $68.53
Current Price: $168.55
Yield: 1.5%
Buy-up-to-price: $90
Legacy Rank: 18
Total Return (Dividends Reinvested): 214.6%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Archer-Daniels Midland
ADM
+
Purchase Date: 07/22/2022
Purchase Price: $73.84
Current Price: $72.20
Yield: 2.9%
Buy-up-to-price: $62
Legacy Rank: 5
Total Return (Dividends Reinvested): 9.5%
Future Ex-Dividend Date:
Future Dividend Payment Date:
A.O.Smith
AOS
+
Purchase Date: 04/24/2019
Purchase Price: $56.23
Current Price: $67.10
Yield: 2.2%
Buy-up-to-price: $75
Legacy Rank: 7
Total Return (Dividends Reinvested): 35.6%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Hormel Foods
HRL
+
Purchase Date: 07/28/2017
Purchase Price: $34.15
Current Price: $22.76
Yield: 5.2%
Buy-up-to-price: $35
Legacy Rank: 9
Total Return (Dividends Reinvested): -16.5%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Lockheed Martin
LMT
+
Purchase Date: 01/14/2022
Purchase Price: $365.18
Current Price: $646.90
Yield: 2.1%
Buy-up-to-price: $525
Legacy Rank: 8
Total Return (Dividends Reinvested): 98.3%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Linde PLC
LIN
+
Purchase Date: 07/10/2024
Purchase Price: $433.11
Current Price: $497.63
Yield: 1.3%
Buy-up-to-price: $460
Legacy Rank: 12
Total Return (Dividends Reinvested): 17.5%
Future Ex-Dividend Date: 2025-06-04
Future Dividend Payment Date: