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Cape Investment Advisory’s Home Depot HD Stock Holding History

Cape Investment Advisory’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
Q2 		$908K Buy
2,575
+70
+3% +$22.8K 0.24% 74
2026
Q1 		$824K Buy
2,505
+458
+22% +$167K 0.27% 76
2025
Q4 		$704K Buy
2,047
+1,583
+341% +$580K 0.22% 86
2025
Q3 		$188K Sell
464
-1,563
-77% -$615K 0.18% 118
2025
Q2 		$743K Sell
2,027
-113
-5% -$40.9K 0.27% 72
2025
Q1 		$784K Sell
2,140
-47
-2% -$18.3K 0.31% 69
2024
Q4 		$851K Sell
2,187
-104
-5% -$42.5K 0.33% 62
2024
Q3 		$928K Buy
2,291
+14
+0.6% +$5.11K 0.38% 60
2024
Q2 		$784K Sell
2,277
-724
-24% -$247K 0.35% 62
2024
Q1 		$1.15M Buy
3,001
+1,038
+53% +$379K 0.54% 37
2023
Q4 		$680K Buy
1,963
+28
+1% +$8.67K 0.33% 61
2023
Q3 		$585K Buy
1,935
+16
+0.8% +$5.15K 0.33% 61
2023
Q2 		$596K Buy
1,919
+175
+10% +$51.7K 0.33% 59
2023
Q1 		$515K Buy
+1,744
New +$535K 0.31% 59

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cape Investment Advisory's HD Position: Q2 2026 in Review

Cape Investment Advisory increased its Home Depot (HD) stake by 2.8% in Q2 2026, buying an estimated $22.8K and bringing the position to 2,575 shares worth $908K. The position accounts for 0.24% of the portfolio, ranked #74.

Cape Investment Advisory first reported a position in HD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Cape Investment Advisory held 2,575 shares of Home Depot worth $908K as of Q2 2026.
  • Cape Investment Advisory bought 70 Home Depot shares in Q2 2026, an estimated $22.8K.
  • Home Depot made up 0.24% of Cape Investment Advisory's portfolio in Q2 2026, its #74 holding.
  • Cape Investment Advisory first reported a position in Home Depot in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Home Depot position peaked at $1.15M in Q1 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.