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Burkett Financial Services’s Home Depot HD Stock Holding History

Burkett Financial Services’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$65.9K Buy
231
+142
+160% +$46.6K 0.02% 116
2026
Q2 		$31.4K Buy
89
+1
+1% +$325 0.01% 124
2026
Q1 		$29.1K Sell
88
-12
-12% -$4.37K 0.01% 125
2025
Q4 		$34.7K Hold
100
– – 0.01% 116
2025
Q3 		$40.6K Hold
100
– – 0.01% 104
2025
Q2 		$36.5K Sell
100
-14
-12% -$5.07K 0.01% 105
2025
Q1 		$41.6K Buy
114
+1
+0.9% +$390 0.02% 102
2024
Q4 		$43.9K Buy
113
+1
+0.9% +$409 0.02% 93
2024
Q3 		$45.5K Hold
112
– – 0.02% 82
2024
Q2 		$38.4K Buy
112
+1
+0.9% +$341 0.02% 87
2024
Q1 		$42.5K Buy
111
+1
+0.9% +$365 0.02% 89
2023
Q4 		$38.2K Buy
+110
New +$34.1K 0.02% 92

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Burkett Financial Services's HD Position: Q3 2026 in Review

Burkett Financial Services increased its Home Depot (HD) stake by 160% in Q3 2026, buying an estimated $46.6K and bringing the position to 231 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #116.

Burkett Financial Services first reported a position in HD in Q4 2023 and has held it in 12 quarters since. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Burkett Financial Services held 231 shares of Home Depot worth $65.9K as of Q3 2026.
  • Burkett Financial Services bought 142 Home Depot shares in Q3 2026, an estimated $46.6K.
  • Home Depot made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #116 holding.
  • Burkett Financial Services first reported a position in Home Depot in Q4 2023 and has held it in 12 quarters since.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.