CFC Planning Company’s Sherwin-Williams SHW Stock Holding History

CFC Planning Company’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.46M	Buy	+13,785	New	+$4.66M	2.39%	15

Other funds holding SHW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CFC Planning Company's SHW Position: Q3 2026 in Review

CFC Planning Company opened a new position in Sherwin-Williams (SHW) in Q3 2026: 13,785 shares worth $4.46M. The stake represents 2.39% of the portfolio and ranks #15 among its holdings.

1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

CFC Planning Company held 13,785 shares of Sherwin-Williams worth $4.46M as of Q3 2026.
Sherwin-Williams was a new CFC Planning Company position in Q3 2026.
Sherwin-Williams made up 2.39% of CFC Planning Company's portfolio in Q3 2026, its #15 holding.
1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.