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 | $210.78 | 3.3% | $165 | 6 | 184.9% | 2025-05-19 | |
| Procter & Gamble | PG | 07/02/2012 | $61.19 | $168.32 | 2.6% | $155 | 11 | 316.8% | ||
| Walt Disney Company | DIS | 11/11/2019 | $136.74 | $119.12 | 1.3% | $115 | 21 | -9.6% | 2025-06-24 | |
| Nestle | NSRGY | 06/22/2012 | $58.39 | $105.58 | 3.7% | $75 | 173.1% | |||
| Wells Fargo | WFC | 09/13/2012 | $35.55 | $85.49 | 2.2% | $85 | 19 | 256.6% | 2025-05-09 | |
| Anheuser Busch | BUD | 09/26/2014 | $112.02 | $85.09 | 1.6% | $60 | 13 | -1.1% | 2025-05-07 | |
| Becton Dickinson | BDX | 11/09/2012 | $75.23 | $215.25 | 1.8% | $210 | 2 | 260.8% | 2025-06-09 | |
| Apple | AAPL | 06/22/2018 | $46.23 | $350.69 | 0.3% | $205 | 14 | 705.6% | 2025-05-12 | |
| Merck | MRK | 04/01/2022 | $83.52 | $148.76 | 2.3% | $110 | 4 | 103.7% | ||
| 3M | MMM | 02/01/2013 | $101.56 | $188.63 | 1.6% | $130 | 20 | 202.7% | ||
| IBM | IBM | 03/12/2013 | $210.55 | $246.11 | 2.7% | $165 | 22 | 99.0% | 2025-05-09 | |
| Diageo | DEO | 12/23/2014 | $115.93 | $101.29 | 2.0% | $130 | 3 | 19.4% | ||
| Coca-Cola | KO | 05/29/2012 | $37.73 | $96.03 | 2.2% | $60 | 15 | 297.0% | 2025-06-13 | |
| American Express | AXP | 08/20/2012 | $56.90 | $324.31 | 1.1% | $280 | 16 | 592.9% | ||
| Sherwin-Williams | SHW | 07/20/2023 | $266.33 | $357.93 | 0.9% | $305 | 17 | 38.3% | 2025-05-16 | |
| McDonald’s | MCD | 12/28/2012 | $87.58 | $281.44 | 2.6% | $290 | 10 | 362.0% |
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 | $59.37 | 0.0% | $30 | 1 | 11.2% | ||
| C.H. Robinson | CHRW | 11/20/2015 | $68.53 | $128.99 | 2.0% | $90 | 18 | 142.6% | ||
| Archer-Daniels Midland | ADM | 07/22/2022 | $73.84 | $69.84 | 3.0% | $62 | 5 | 7.4% | ||
| A.O.Smith | AOS | 04/24/2019 | $56.23 | $65.20 | 2.2% | $75 | 7 | 34.2% | ||
| Hormel Foods | HRL | 07/28/2017 | $34.15 | $22.26 | 5.3% | $35 | 9 | -14.9% | ||
| Lockheed Martin | LMT | 01/14/2022 | $365.18 | $588.19 | 2.3% | $525 | 8 | 82.6% | ||
| Linde PLC | LIN | 07/10/2024 | $433.11 | $520.33 | 1.2% | $460 | 12 | 23.7% | 2025-06-04 |
Legacy
Chevron
CVX
+
Purchase Date: 05/08/2014
Purchase Price: $125.09
Current Price: $210.78
Yield: 3.3%
Buy-up-to-price: $165
Legacy Rank: 6
Total Return (Dividends Reinvested): 184.9%
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: $168.32
Yield: 2.6%
Buy-up-to-price: $155
Legacy Rank: 11
Total Return (Dividends Reinvested): 316.8%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Walt Disney Company
DIS
+
Purchase Date: 11/11/2019
Purchase Price: $136.74
Current Price: $119.12
Yield: 1.3%
Buy-up-to-price: $115
Legacy Rank: 21
Total Return (Dividends Reinvested): -9.6%
Future Ex-Dividend Date: 2025-06-24
Future Dividend Payment Date:
Nestle
NSRGY
+
Purchase Date: 06/22/2012
Purchase Price: $58.39
Current Price: $105.58
Yield: 3.7%
Buy-up-to-price: $75
Legacy Rank:
Total Return (Dividends Reinvested): 173.1%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Wells Fargo
WFC
+
Purchase Date: 09/13/2012
Purchase Price: $35.55
Current Price: $85.49
Yield: 2.2%
Buy-up-to-price: $85
Legacy Rank: 19
Total Return (Dividends Reinvested): 256.6%
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: $85.09
Yield: 1.6%
Buy-up-to-price: $60
Legacy Rank: 13
Total Return (Dividends Reinvested): -1.1%
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: $215.25
Yield: 1.8%
Buy-up-to-price: $210
Legacy Rank: 2
Total Return (Dividends Reinvested): 260.8%
Future Ex-Dividend Date: 2025-06-09
Future Dividend Payment Date:
Apple
AAPL
+
Purchase Date: 06/22/2018
Purchase Price: $46.23
Current Price: $350.69
Yield: 0.3%
Buy-up-to-price: $205
Legacy Rank: 14
Total Return (Dividends Reinvested): 705.6%
Future Ex-Dividend Date: 2025-05-12
Future Dividend Payment Date:
Merck
MRK
+
Purchase Date: 04/01/2022
Purchase Price: $83.52
Current Price: $148.76
Yield: 2.3%
Buy-up-to-price: $110
Legacy Rank: 4
Total Return (Dividends Reinvested): 103.7%
Future Ex-Dividend Date:
Future Dividend Payment Date:
3M
MMM
+
Purchase Date: 02/01/2013
Purchase Price: $101.56
Current Price: $188.63
Yield: 1.6%
Buy-up-to-price: $130
Legacy Rank: 20
Total Return (Dividends Reinvested): 202.7%
Future Ex-Dividend Date:
Future Dividend Payment Date:
IBM
IBM
+
Purchase Date: 03/12/2013
Purchase Price: $210.55
Current Price: $246.11
Yield: 2.7%
Buy-up-to-price: $165
Legacy Rank: 22
Total Return (Dividends Reinvested): 99.0%
Future Ex-Dividend Date: 2025-05-09
Future Dividend Payment Date:
Diageo
DEO
+
Purchase Date: 12/23/2014
Purchase Price: $115.93
Current Price: $101.29
Yield: 2.0%
Buy-up-to-price: $130
Legacy Rank: 3
Total Return (Dividends Reinvested): 19.4%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Coca-Cola
KO
+
Purchase Date: 05/29/2012
Purchase Price: $37.73
Current Price: $96.03
Yield: 2.2%
Buy-up-to-price: $60
Legacy Rank: 15
Total Return (Dividends Reinvested): 297.0%
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: $324.31
Yield: 1.1%
Buy-up-to-price: $280
Legacy Rank: 16
Total Return (Dividends Reinvested): 592.9%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Sherwin-Williams
SHW
+
Purchase Date: 07/20/2023
Purchase Price: $266.33
Current Price: $357.93
Yield: 0.9%
Buy-up-to-price: $305
Legacy Rank: 17
Total Return (Dividends Reinvested): 38.3%
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: $281.44
Yield: 2.6%
Buy-up-to-price: $290
Legacy Rank: 10
Total Return (Dividends Reinvested): 362.0%
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: $59.37
Yield: 0.0%
Buy-up-to-price: $30
Legacy Rank: 1
Total Return (Dividends Reinvested): 11.2%
Future Ex-Dividend Date:
Future Dividend Payment Date:
C.H. Robinson
CHRW
+
Purchase Date: 11/20/2015
Purchase Price: $68.53
Current Price: $128.99
Yield: 2.0%
Buy-up-to-price: $90
Legacy Rank: 18
Total Return (Dividends Reinvested): 142.6%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Archer-Daniels Midland
ADM
+
Purchase Date: 07/22/2022
Purchase Price: $73.84
Current Price: $69.84
Yield: 3.0%
Buy-up-to-price: $62
Legacy Rank: 5
Total Return (Dividends Reinvested): 7.4%
Future Ex-Dividend Date:
Future Dividend Payment Date:
A.O.Smith
AOS
+
Purchase Date: 04/24/2019
Purchase Price: $56.23
Current Price: $65.20
Yield: 2.2%
Buy-up-to-price: $75
Legacy Rank: 7
Total Return (Dividends Reinvested): 34.2%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Hormel Foods
HRL
+
Purchase Date: 07/28/2017
Purchase Price: $34.15
Current Price: $22.26
Yield: 5.3%
Buy-up-to-price: $35
Legacy Rank: 9
Total Return (Dividends Reinvested): -14.9%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Lockheed Martin
LMT
+
Purchase Date: 01/14/2022
Purchase Price: $365.18
Current Price: $588.19
Yield: 2.3%
Buy-up-to-price: $525
Legacy Rank: 8
Total Return (Dividends Reinvested): 82.6%
Future Ex-Dividend Date:
Future Dividend Payment Date:
Linde PLC
LIN
+
Purchase Date: 07/10/2024
Purchase Price: $433.11
Current Price: $520.33
Yield: 1.2%
Buy-up-to-price: $460
Legacy Rank: 12
Total Return (Dividends Reinvested): 23.7%
Future Ex-Dividend Date: 2025-06-04
Future Dividend Payment Date: