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Consolidated Planning Corp’s Home Depot HD Stock Holding History

Consolidated Planning Corp’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 		$4.03M Sell
11,434
-223
-2% -$72.5K 0.54% 34
2026
Q1 		$3.83M Sell
11,657
-86
-0.7% -$31.3K 0.62% 33
2025
Q4 		$4.04M Sell
11,743
-268
-2% -$98.2K 0.41% 73
2025
Q3 		$4.87M Sell
12,011
-16,885
-58% -$6.64M 0.51% 68
2025
Q2 		$10.6M Buy
28,896
+1,154
+4% +$418K 1.33% 21
2025
Q1 		$10.2M Sell
27,742
-1,987
-7% -$774K 1.4% 18
2024
Q4 		$11.6M Buy
29,729
+960
+3% +$392K 1.57% 15
2024
Q3 		$11.7M Buy
28,769
+1,951
+7% +$712K 1.73% 15
2024
Q2 		$9.23M Buy
26,818
+1,619
+6% +$552K 1.52% 15
2024
Q1 		$9.67M Sell
25,199
-595
-2% -$217K 1.65% 14
2023
Q4 		$8.94M Sell
25,794
-4,221
-14% -$1.31M 1.66% 12
2023
Q3 		$9.07M Buy
30,015
+2,111
+8% +$679K 2.01% 9
2023
Q2 		$8.67M Sell
27,904
-14,899
-35% -$4.4M 1.82% 11
2023
Q1 		$12.6M Sell
42,803
-596
-1% -$183K 3.27% 5
2022
Q4 		$13.7M Buy
43,399
+17,989
+71% +$5.48M 3.79% 5
2022
Q3 		$7.01M Sell
25,410
-17,511
-41% -$5.17M 2.19% 9
2022
Q2 		$11.8M Buy
42,921
+35,635
+489% +$10.5M 3.68% 3
2022
Q1 		$2.18M Sell
7,286
-996
-12% -$345K 1.51% 11
2021
Q4 		$3.44M Buy
8,282
+52
+0.6% +$19.8K 2.22% 11
2021
Q3 		$2.7M Sell
8,230
-121
-1% -$39.7K 1.76% 11
2021
Q2 		$2.66M Buy
8,351
+20
+0.2% +$6.36K 1.97% 11
2021
Q1 		$2.54M Sell
8,331
-128
-2% -$35.3K 1.62% 11
2020
Q4 		$2.25M Sell
8,459
-485
-5% -$133K 1.46% 12
2020
Q3 		$2.48M Buy
8,944
+21
+0.2% +$5.69K 1.85% 10
2020
Q2 		$2.23M Buy
8,923
+876
+11% +$201K 2.19% 9
2020
Q1 		$1.5M Buy
8,047
+55
+0.7% +$12.1K 1.89% 8
2019
Q4 		$1.75M Buy
+7,992
New +$1.81M 1.73% 9

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

Consolidated Planning Corp's HD Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Home Depot (HD) stake by 1.9% in Q2 2026, selling an estimated $72.5K and leaving 11,434 shares worth $4.03M. The position accounts for 0.54% of the portfolio, ranked #34.

Consolidated Planning Corp first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.7M in Q4 2022. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Consolidated Planning Corp held 11,434 shares of Home Depot worth $4.03M as of Q2 2026.
  • Consolidated Planning Corp sold 223 Home Depot shares in Q2 2026, an estimated $72.5K.
  • Home Depot made up 0.54% of Consolidated Planning Corp's portfolio in Q2 2026, its #34 holding.
  • Consolidated Planning Corp first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Home Depot position peaked at $13.7M in Q4 2022.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.