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Capital Planning’s Home Depot HD Stock Holding History

Capital Planning’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 		$246K Sell
697
-65
-9% -$21.1K 0.07% 80
2026
Q1 		$251K Sell
762
-142
-16% -$51.7K 0.08% 74
2025
Q4 		$313K Sell
904
-43
-5% -$15.8K 0.09% 69
2025
Q3 		$384K Hold
947
– – 0.11% 60
2025
Q2 		$347K Sell
947
-1
-0.1% -$362 0.11% 56
2025
Q1 		$347K Sell
948
-126
-12% -$49.1K 0.1% 76
2024
Q4 		$418K Buy
1,074
+563
+110% +$230K 0.11% 69
2024
Q3 		$207K Buy
+511
New +$186K 0.06% 85
2023
Q4 		– Sell
-774
Closed -$234K – 75
2023
Q3 		$234K Hold
774
– – 0.09% 70
2023
Q2 		$240K Sell
774
-8
-1% -$2.36K 0.09% 69
2023
Q1 		$231K Hold
782
– – 0.1% 68
2022
Q4 		$247K Hold
782
– – 0.11% 72
2022
Q3 		$216K Sell
782
-381
-33% -$112K 0.12% 58
2022
Q2 		$319K Buy
1,163
+8
+0.7% +$2.36K 0.17% 52
2022
Q1 		$346K Hold
1,155
– – 0.13% 52
2021
Q4 		$479K Sell
1,155
-19
-2% -$7.23K 0.18% 54
2021
Q3 		$385K Hold
1,174
– – 0.16% 56
2021
Q2 		$374K Hold
1,174
– – 0.16% 55
2021
Q1 		$358K Hold
1,174
– – 0.16% 53
2020
Q4 		$312K Buy
+1,174
New +$323K 0.15% 58

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Capital Planning's HD Position: Q2 2026 in Review

Capital Planning reduced its Home Depot (HD) stake by 8.5% in Q2 2026, selling an estimated $21.1K and leaving 697 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #80.

Capital Planning first reported a position in HD in Q4 2020 and has held it in 20 quarters since. The position peaked at $479K in Q4 2021. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Capital Planning held 697 shares of Home Depot worth $246K as of Q2 2026.
  • Capital Planning sold 65 Home Depot shares in Q2 2026, an estimated $21.1K.
  • Home Depot made up 0.07% of Capital Planning's portfolio in Q2 2026, its #80 holding.
  • Capital Planning first reported a position in Home Depot in Q4 2020 and has held it in 20 quarters since.
  • Capital Planning's Home Depot position peaked at $479K in Q4 2021.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.