COFG Advisors’s Home Depot HD Stock Holding History

COFG Advisors’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	$1.42M	Buy	4,025 +3,205	+391%	+$1.04M	0.25%	72
2026 Q1	$270K	Buy	820 +15	+2%	+$5.47K	0.07%	193
2025 Q4	$277K	Buy	+805	New	+$295K	0.07%	181

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

COFG Advisors's HD Position: Q2 2026 in Review

COFG Advisors increased its Home Depot (HD) stake by 391% in Q2 2026, buying an estimated $1.04M and bringing the position to 4,025 shares worth $1.42M. The position accounts for 0.25% of the portfolio, ranked #72.

COFG Advisors first reported a position in HD in Q4 2025 and has held it in 3 quarters since. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

COFG Advisors held 4,025 shares of Home Depot worth $1.42M as of Q2 2026.
COFG Advisors bought 3,205 Home Depot shares in Q2 2026, an estimated $1.04M.
Home Depot made up 0.25% of COFG Advisors's portfolio in Q2 2026, its #72 holding.
COFG Advisors first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.