W.G. Shaheen & Associates DBA Whitney & Co
Position in RTO — Rentokil Initial PLC /Fi
CIK 1577001
ROCHESTER, NY
Position in RTO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,005,897
-$375,036 QoQ
Shares Held
209,923
+3.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#42
of 284 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $16,627,184 across 2 Specialty Business Services names. RTO ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
376,775 | $10,621,287 | |
| 2 | RTO |
Rentokil Initial PLC /Fi
This page
|
209,923 | $6,005,897 |
All Filings in RTO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,005,897 | 209,923 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,380,933 | 202,698 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,022,360 | 204,425 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,728,669 | 226,878 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,520,840 | 230,035 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,237,161 | 228,697 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,506,112 | 217,461 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,219,768 | 209,377 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,018,238 | 202,976 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,822,040 | 159,935 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||