CPL
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Capital & Planning LLC’s Home Depot HD Stock Holding History

Capital & Planning LLC’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 		$1.07M Sell
3,042
-357
-11% -$116K 0.55% 26
2026
Q1 		$1.12M Buy
+3,399
New +$1.24M 0.68% 24
2025
Q4 		– Sell
-3,585
Closed -$1.45M – 17
2025
Q3 		$1.45M Buy
3,585
+76
+2% +$29.9K 0.9% 23
2025
Q2 		$1.29M Buy
3,509
+66
+2% +$23.9K 0.87% 24
2025
Q1 		$1.26M Sell
3,443
-18
-0.5% -$7.01K 0.94% 24
2024
Q4 		$1.35M Buy
+3,461
New +$1.41M 0.98% 22

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's HD Position: Q2 2026 in Review

Capital & Planning LLC reduced its Home Depot (HD) stake by 11% in Q2 2026, selling an estimated $116K and leaving 3,042 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #26.

Capital & Planning LLC first reported a position in HD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Capital & Planning LLC held 3,042 shares of Home Depot worth $1.07M as of Q2 2026.
  • Capital & Planning LLC sold 357 Home Depot shares in Q2 2026, an estimated $116K.
  • Home Depot made up 0.55% of Capital & Planning LLC's portfolio in Q2 2026, its #26 holding.
  • Capital & Planning LLC first reported a position in Home Depot in Q4 2024 and has held it in 6 quarters since.
  • Capital & Planning LLC's Home Depot position peaked at $1.45M in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.